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 69 institutions that hold shares in the stock, with a total of 6.05 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 |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
31,627
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 61.3%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
31,051
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
29,642
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 15.11%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
27,229
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 38.49%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
26,859
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
24,302
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
22,487
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 60.14%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
20,884
shares
|
$0
0.12% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
19,727
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
19,174
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
18,890
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
18,063
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 16.97%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
12,825
shares
|
$0
0.03% of portfolio
|
Q1 2025
Added 31.52%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
12,677
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
12,315
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 13.88%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
10,867
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 89.49%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
10,197
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
9,825
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
9,596
shares
|
$0
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
8,178
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
6,875
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 11.56%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
6,065
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,693
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
3,291
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 79.33%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,096
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 3378.65%
|