Institutional Ownership Ishares Tr Bb Rated Corporate (HYBB)
This table provides information about the institutional ownership of Ishares Tr Bb Rated Corporate (HYBB). We have compiled data on the 57 institutions that hold shares in the stock, with a total of 6.34 Million shares, which have been reported (via 13F filing form) to have a value of $297 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,013,076
shares
|
$94.5 Million
1.63% of portfolio
|
Q2 2024
Added 10.98%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
980,388
shares
|
$46 Million
0.04% of portfolio
|
Q3 2025
Added 164.94%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
731,275
shares
|
$34.3 Million
0.41% of portfolio
|
Q3 2025
Added 136.72%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
545,256
shares
|
$25.6 Million
0.0% of portfolio
|
Q3 2025
Added 136898.98%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 13, 2025 Q3 2025 |
357,452
shares
|
$16.8 Million
0.05% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
336,500
shares
|
$15.8 Million
0.01% of portfolio
|
Q3 2025
Added 4.5%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
318,693
shares
|
$15 Million
0.22% of portfolio
|
Q2 2022
New holding
|
|
|
Confluence Investment Management LLC
|
Oct 14, 2025 Q3 2025 |
270,829
shares
|
$12.7 Million
0.19% of portfolio
|
Q3 2025
Added 239.27%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
135,096
shares
|
$6.34 Million
0.0% of portfolio
|
Q3 2025
Added 13.01%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
83,228
shares
|
$3.91 Million
0.01% of portfolio
|
Q3 2025
Added 38.99%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
70,409
shares
|
$3.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.75%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
44,388
shares
|
$2.08 Million
0.03% of portfolio
|
Q3 2025
Added 304.63%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Nov 12, 2025 Q3 2025 |
38,566
shares
|
$1.81 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.78%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
37,874
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2025
Added 29.44%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
37,061
shares
|
$1.74 Million
0.26% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Nov 03, 2025 Q3 2025 |
27,130
shares
|
$1.27 Million
0.9% of portfolio
|
Q3 2025
Added 49.72%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
25,725
shares
|
$1.21 Million
1.77% of portfolio
|
Q3 2022
Added 58.55%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
24,541
shares
|
$1.15 Million
0.66% of portfolio
|
Q3 2025
Reduced 10.45%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 12, 2025 Q3 2025 |
24,380
shares
|
$1.14 Million
0.18% of portfolio
|
Q3 2025
Added 21.95%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
19,922
shares
|
$935,138
0.71% of portfolio
|
Q2 2025
Added 322.17%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
18,986
shares
|
$891,202
0.02% of portfolio
|
Q3 2025
Added 13.92%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 07, 2025 Q3 2025 |
17,398
shares
|
$816,662
0.38% of portfolio
|
Q3 2025
Added 14.06%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
16,855
shares
|
$791,173
0.08% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
16,625
shares
|
$780,377
0.0% of portfolio
|
Q3 2025
Added 390.12%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 12, 2025 Q3 2025 |
16,515
shares
|
$775,214
0.31% of portfolio
|
Q3 2025
Reduced 4.88%
|
|