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 67 institutions that hold shares in the stock, with a total of 6.53 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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2,158
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 411.37%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
2,070
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
2,000
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 33.33%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
1,789
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 42.21%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
1,626
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
1,000
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
859
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 55.33%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
777
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 20.65%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
520
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
386
shares
|
$0
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
277
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 53.91%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
202
shares
|
$0
0.0% of portfolio
|
Q2 2020
Added 84.03%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
175
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
89
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 97.13%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
20
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|