Who owns Ishares Tr yld optim bd?

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Analyze quarterly positions in Ishares Tr yld optim bd with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Ishares Tr yld optim bd stock

Who bought or sold Ishares Tr yld optim bd this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Huntington National Bank 1.1M $24M 6% Dec 2025
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LPL Financial 944k $22M 11% Dec 2025
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Raymond James Financial 849k $19M 39% Dec 2025
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Colony 531k $12M 1% Dec 2025
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Rockefeller Capital Management 402k $402k 2178% Dec 2025
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Advisor Group Holdings 377k $8.6M 4% Dec 2025
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Paradigm Financial Partners 341k $7.8M -1% Dec 2025
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Mariner Wealth Advisors 299k $6.8M 17% Dec 2025
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Altman Advisors 261k $548k -1% Dec 2025
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Envestnet Asset Management 231k $5.3M 129% Dec 2025
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Branch Banking & Trust Company 210k $4.8M 7% Dec 2025
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Cetera Investment Advisers 198k $4.5M 182% Dec 2025
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LWM Advisory Services 134k $3.0M 4% Dec 2025
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Kestra Private Wealth Services 112k $2.6M 15% Dec 2025
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Jpmorgan Chase & Co 76k $1.7M 100% Sep 2025
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Hanson McClain Advisors 61k $1.4M 0% Dec 2025
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Savvy Advisors 60k $1.4M 6% Dec 2025
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Partners Wealth Management 57k $1.3M -2% Dec 2025
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Arkadios Wealth Advisors 56k $1.3M 0% Dec 2025
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Laffer Investments 39k $890k 100% Dec 2025
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Jane Street 37k $843k 100% Dec 2025
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Mutual Advisors 33k $754k 79% Dec 2025
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Asset Managment 31k $699k -4% Dec 2025
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Dynamic Advisors Solutions 30k $686k 1% Dec 2025
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Daviman Financial 30k $674k 100% Dec 2025
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 28k $641k 8% Dec 2025
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Heritage Family Offices 28k $633k 100% Dec 2025
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AdvisorNet Financial 27k $622k 0% Dec 2025
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Cambridge Investment Research Advisors 27k $616k 3% Dec 2025
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VestGen Advisors 26k $591k -70% Dec 2025
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Stratos Wealth Partners 24k $555k 2% Dec 2025
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Commonwealth Equity Services 24k $549k -15% Dec 2025
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Asset Allocation Strategies 23k $522k 3% Dec 2025
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Private Advisor 22k $511k 4% Dec 2025
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ValMark Advisers 22k $506k 34% Dec 2025
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Citadel Advisors 22k $504k -55% Sep 2025
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MEMBERS Trust 21k $482k 100% Dec 2025
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Great Valley Advisor Group 21k $479k -7% Dec 2025
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Sym Financial Corporation 19k $441k 1% Dec 2025
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Redwood Financial Network Corp 19k $434k -1% Dec 2025
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Pensionmark Financial Group 11k $49k 100% Dec 2025
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Kitzinger Lautmann Capital Management 10k $229k 100% Dec 2025
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Davenport & Co 8.9k $203k 100% Dec 2025
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Royal Bank of Canada 7.5k $171k -25% Sep 2025
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Kestra Advisory Services 5.7k $130k 100% Dec 2025
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Farther Finance Advisors 3.0k $69k -6% Dec 2025
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EverSource Wealth Advisors 2.5k $57k 1% Dec 2025
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Nbc Securities 2.2k $51k 100% Dec 2025
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Fifth Third Bancorp 2.2k $49k 21% Dec 2025
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Mendota Financial Group 2.1k $49k -9% Dec 2025
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Harwood Advisory 2.1k $48k 1% Dec 2025
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Us Bancorp 1.5k $35k 100% Dec 2025
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SRS Capital Advisors 1.1k $25k 100% Dec 2025
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Delta Asset Management 1.0k $23k 0% Dec 2025
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Harbour Investments 859.00 $20k 0% Dec 2025
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IFP Advisors 777.00 $18k 0% Dec 2025
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CWM 520.00 $12k 0% Dec 2025
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Moisand Fitzgerald Tamayo 386.00 $8.8k 0% Dec 2025
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Goss Wealth Management 175.00 $4.0k 0% Dec 2025
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Davis Capital Management 130.00 $3.0k -53% Dec 2025
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SJS Investment Consulting 120.00 $2.7k 100% Dec 2025
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FMR 52.00 $1.2k 0% Sep 2025
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Strategic Wealth Partners 20.00 $458.000000 100% Sep 2025
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Wells Fargo & Company 1.00 $13.000000 0% Dec 2025
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Who sold out of Ishares Tr yld optim bd?

Fund or Company Name Date Sold Shares Held Valued At
Susquehanna International Sep 2025 32k $731k
Titleist Asset Management Sep 2025 13k $301k
Silverlake Wealth Management Sep 2025 12k $278k
Ameritas Advisory Services Sep 2025 8.2k $187k
Principal Securities Sep 2025 7.0k $160k
Advisory Services Network Sep 2025 1.6k $37k
Global Retirement Partners Sep 2025 89.00 $2.0k