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
Horizon Wealth Management 2.3M $52M 100% Mar 2026
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Huntington National Bank 1.1M $24M 6% Dec 2025
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LPL Financial 1.0M $23M 7% Mar 2026
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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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Bank of America Corporation 398k $9.0M 100% Mar 2026
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Advisor Group Holdings 377k $8.6M 4% Dec 2025
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Envestnet Asset Management 365k $8.2M 58% Mar 2026
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Mariner Wealth Advisors 326k $7.3M 9% Mar 2026
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Cetera Investment Advisers 272k $6.1M 38% Mar 2026
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Altman Advisors 264k $555k 1% Mar 2026
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Branch Banking & Trust Company 241k $5.4M 15% Mar 2026
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Kestra Private Wealth Services 122k $2.7M 9% Mar 2026
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Commonwealth Equity Services 103k $2.3M 325% Mar 2026
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MEMBERS Trust 90k $2.0M 326% Mar 2026
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Laffer Investments 65k $1.5M 66% Mar 2026
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Hanson McClain Advisors 61k $1.4M 0% Dec 2025
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Savvy Advisors 60k $1.3M 1% Mar 2026
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Arkadios Wealth Advisors 57k $1.3M 2% Mar 2026
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Partners Wealth Management 53k $1.2M -7% Mar 2026
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Mutual Advisors 48k $1.1M 44% Mar 2026
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Hengehold Capital Management 44k $993k 100% Mar 2026
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Asset Managment 31k $699k -4% Dec 2025
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LWM Advisory Services 28k $637k -79% Mar 2026
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Heritage Family Offices 28k $632k 1% Mar 2026
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Cambridge Investment Research Advisors 28k $622k 2% Mar 2026
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AdvisorNet Financial 27k $616k 0% Mar 2026
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 26k $580k -8% Mar 2026
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Daviman Financial 26k $575k -14% Mar 2026
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Private Trust Co Na 25k $553k 100% Mar 2026
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ValMark Advisers 24k $538k 8% Mar 2026
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Asset Allocation Strategies 23k $520k 1% Mar 2026
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Private Advisor 22k $505k 0% Mar 2026
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Stratos Wealth Partners 22k $504k -8% Mar 2026
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Dynamic Advisors Solutions 22k $504k -26% Mar 2026
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Kestra Advisory Services 22k $487k 278% Mar 2026
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Sym Financial Corporation 20k $449k 3% Mar 2026
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Redwood Financial Network Corp 19k $434k -1% Dec 2025
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Rockefeller Capital Management 18k $398k 0% Mar 2026
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Great Valley Advisor Group 17k $386k -19% Mar 2026
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Pensionmark Financial Group 11k $251k 1% Mar 2026
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Kitzinger Lautmann Capital Management 9.2k $208k -8% Mar 2026
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Davenport & Co 9.1k $205k 2% Mar 2026
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Gateway Wealth Partners 9.0k $203k 100% Mar 2026
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Royal Bank of Canada 7.6k $171k 2% Mar 2026
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EverSource Wealth Advisors 2.4k $54k -4% Mar 2026
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Farther Finance Advisors 2.2k $49k -28% Mar 2026
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Harwood Advisory 2.1k $47k 1% Mar 2026
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Morgan Stanley 1.7k $57k 0% Mar 2026
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Us Bancorp 1.5k $35k 100% Dec 2025
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Align Financial 1.1k $25k 100% Mar 2026
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Nbc Securities 1.0k $23k -54% Mar 2026
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Delta Asset Management 1.0k $23k 0% Mar 2026
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Harbour Investments 859.00 $19k 0% Mar 2026
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IFP Advisors 777.00 $18k 0% Mar 2026
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CWM 520.00 $12k 0% Dec 2025
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Fifth Third Bancorp 476.00 $11k -78% Mar 2026
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Signature Equity Partners 391.00 $8.8k 100% Mar 2026
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Moisand Fitzgerald Tamayo 386.00 $8.7k 0% Mar 2026
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Wells Fargo & Company 364.00 $8.2k 36300% Mar 2026
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Horizon Bancorp 332.00 $7.0k 100% Mar 2026
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Crews Bank & Trust 213.00 $4.8k 100% Mar 2026
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UBS Group 137.00 $3.1k 100% Mar 2026
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Davis Capital Management 130.00 $2.9k 0% Mar 2026
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SJS Investment Consulting 120.00 $2.7k 0% Mar 2026
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FMR 52.00 $1.2k 0% Dec 2025
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Hartland & Co 8.00 $181.000000 100% Mar 2026
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Who sold out of Ishares Tr yld optim bd?

Fund or Company Name Date Sold Shares Held Valued At
Paradigm Financial Partners Dec 2025 341k $7.8M
Jpmorgan Chase & Co Sep 2025 76k $1.7M
Jane Street Dec 2025 37k $843k
Susquehanna International Sep 2025 32k $731k
VestGen Advisors Dec 2025 26k $591k
Citadel Advisors Dec 2025 9.7k $222k
Mendota Financial Group Dec 2025 2.1k $49k
Advisory Services Network Sep 2025 1.6k $37k
SRS Capital Advisors Dec 2025 1.1k $25k
Goss Wealth Management Dec 2025 175.00 $4.0k
Global Retirement Partners Sep 2025 89.00 $2.0k
Strategic Wealth Partners Dec 2025 20.00 $455.000000