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 |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
15,834
shares
|
$743,247
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
15,035
shares
|
$705,742
0.01% of portfolio
|
Q3 2025
Reduced 14.04%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
12,670
shares
|
$594,729
0.09% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
11,406
shares
|
$535,397
0.0% of portfolio
|
Q3 2025
Added 3.91%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
10,029
shares
|
$470,761
0.26% of portfolio
|
Q2 2024
New holding
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
9,490
shares
|
$445,460
0.05% of portfolio
|
Q2 2025
Reduced 17.41%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
8,600
shares
|
$403,684
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
6,456
shares
|
$303,044
0.01% of portfolio
|
Q3 2025
Added 49.65%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
6,260
shares
|
$293,844
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
5,350
shares
|
$251,129
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
4,985
shares
|
$233,995
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
4,900
shares
|
$230,006
0.0% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
4,406
shares
|
$206,817
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
3,551
shares
|
$166,683
0.0% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
1,382
shares
|
$64,871
0.01% of portfolio
|
Q1 2025
Added 138100.0%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,298
shares
|
$60,928
0.0% of portfolio
|
Q3 2025
Added 29.8%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
730
shares
|
$34,266
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
700
shares
|
$32,858
0.0% of portfolio
|
Q4 2024
Reduced 60.34%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
614
shares
|
$28,821
0.0% of portfolio
|
Q3 2025
Added 37.05%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
554
shares
|
$26,004
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
500
shares
|
$23,470
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
499
shares
|
$23,423
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
465
shares
|
$21,827
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
411
shares
|
$19,292
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
320
shares
|
$15,020
0.01% of portfolio
|
Q2 2025
Reduced 6.71%
|
|