Institutional Ownership Ishares Tr Yield Optimized Bd (BYLD)
This table provides information about the institutional ownership of Ishares Tr Yield Optimized Bd (BYLD). We have compiled data on the 66 institutions that hold shares in the stock, with a total of 6.04 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
871,584
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
685,700
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 6.17%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
589,876
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
377,165
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 5.62%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
302,796
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
259,508
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 15.61%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Feb 13, 2025 Q4 2024 |
252,548
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1566.43%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
216,839
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
187,902
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 47.37%
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
185,635
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 8.45%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
151,046
shares
|
$0
0.79% of portfolio
|
Q4 2024
Reduced 38.02%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
149,243
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
133,093
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 59.65%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Feb 03, 2025 Q4 2024 |
131,036
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 11.84%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
126,158
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 10.79%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
103,434
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 17.78%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
96,182
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 8.15%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
85,490
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
82,482
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
79,027
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 27.86%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
68,527
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 12.3%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
64,549
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 21.93%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Feb 04, 2025 Q4 2024 |
59,844
shares
|
$0
1.51% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
51,261
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 30.16%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
50,740
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 5.94%
|