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 |
Mendota Financial Group, LLC
Madison, WI |
Jul 21, 2025 Q2 2025 |
2,349
shares
|
$0
0.05% of portfolio
|
Q2 2024
Added 0.43%
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
2,002
shares
|
$0
0.01% of portfolio
|
Q2 2025
Reduced 29.98%
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
2,000
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 33.33%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,923
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 97.75%
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
1,258
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,115
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
1,000
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
644
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
601
shares
|
$0
0.01% of portfolio
|
Q4 2024
Reduced 8.52%
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
520
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
423
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
386
shares
|
$0
0.0% of portfolio
|
Q2 2022
New holding
|
|
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 |
May 15, 2025 Q1 2025 |
175
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
53
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
23
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 98.66%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|