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 995k $23M 6% Sep 2025
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LPL Financial 848k $19M 1% Sep 2025
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Raymond James Financial 613k $14M 0% Sep 2025
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Colony 525k $12M 6% Sep 2025
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Advisor Group Holdings 363k $8.3M 4% Sep 2025
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Paradigm Financial Partners 346k $7.9M 16% Sep 2025
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Altman Advisors 263k $552k 1% Sep 2025
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Mariner Wealth Advisors 256k $5.9M 5% Sep 2025
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Branch Banking & Trust Company 197k $4.5M 3% Sep 2025
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LWM Advisory Services 128k $2.9M -7% Sep 2025
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Envestnet Asset Management 101k $2.3M 3% Sep 2025
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Kestra Private Wealth Services 98k $2.2M 15% Sep 2025
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VestGen Advisors 86k $2.0M 19% Sep 2025
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Jpmorgan Chase & Co 76k $1.7M 21% Sep 2025
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Cetera Investment Advisers 70k $1.6M 529% Sep 2025
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Hanson McClain Advisors 61k $1.4M 2% Sep 2025
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Partners Wealth Management 58k $1.3M -2% Sep 2025
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H D Vest Advisory Services 57k $1.3M 7% Jun 2025
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Savvy Advisors 56k $1.3M 0% Sep 2025
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Arkadios Wealth Advisors 55k $1.3M 16% Sep 2025
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Asset Managment 32k $731k 1% Sep 2025
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Susquehanna International 32k $731k 173% Sep 2025
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Dynamic Advisors Solutions 30k $683k 0% Sep 2025
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Commonwealth Equity Services 28k $651k -19% Sep 2025
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AdvisorNet Financial 27k $625k 0% Sep 2025
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Cambridge Investment Research Advisors 26k $603k 17% Sep 2025
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 26k $595k 37% Sep 2025
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Stratos Wealth Partners 24k $548k -2% Sep 2025
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Great Valley Advisor Group 23k $518k -13% Sep 2025
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Asset Allocation Strategies 22k $508k -1% Sep 2025
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Citadel Advisors 22k $504k -55% Sep 2025
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Private Advisor 22k $492k 0% Sep 2025
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Sym Financial Corporation 19k $440k 6% Sep 2025
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Redwood Financial Network Corp 19k $439k 0% Sep 2025
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Mutual Advisors 19k $427k 100% Sep 2025
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Rockefeller Capital Management 18k $405k 100% Sep 2025
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ValMark Advisers 17k $381k 31% Sep 2025
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Titleist Asset Management 13k $301k -1% Sep 2025
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Silverlake Wealth Management 12k $278k -30% Sep 2025
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Atria Wealth Solutions 9.8k $222k 100% Jun 2025
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Ameritas Advisory Services 8.2k $187k 0% Sep 2025
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Royal Bank of Canada 7.5k $171k -25% Sep 2025
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Principal Securities 7.0k $160k 0% Sep 2025
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Farther Finance Advisors 3.3k $75k -1% Sep 2025
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EverSource Wealth Advisors 2.5k $57k 1% Sep 2025
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Mendota Financial Group 2.3k $54k 0% Sep 2025
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Harwood Advisory 2.1k $47k 1% Sep 2025
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Fifth Third Bancorp 1.8k $41k 42% Sep 2025
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Advisory Services Network 1.6k $37k 100% Sep 2025
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Delta Asset Management 1.0k $23k 0% Sep 2025
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Harbour Investments 859.00 $20k -55% Sep 2025
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IFP Advisors 777.00 $18k 21% Sep 2025
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CWM 520.00 $12k 0% Sep 2025
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Morgan Stanley 422.00 $9.5k 100% Jun 2025
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Moisand Fitzgerald Tamayo 386.00 $8.8k 0% Sep 2025
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Davis Capital Management 277.00 $6.3k -54% Sep 2025
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Goss Wealth Management 175.00 $4.0k 0% Sep 2025
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Global Retirement Partners 89.00 $2.0k 0% Sep 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 $18.000000 0% Sep 2025
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Who sold out of Ishares Tr yld optim bd?

Fund or Company Name Date Sold Shares Held Valued At
Jane Street Jun 2025 15k $336k
Atomi Financial Group Jun 2025 9.2k $209k
Newbridge Financial Services Group Jun 2025 8.6k $196k
REAP Financial Group Jun 2025 2.0k $45k
Asset Dedication Jun 2025 1.7k $37k
Northwestern Mutual Wealth Management Company Jun 2025 208.00 $4.7k
AE Wealth Management Jun 2025 23.00 $530.000500