Who owns Ishares Tr yld optim bd?
- Ticker: BYLD
- CUSIP Number: 46434v787
Tip: Access positions for across all investors
Analyze quarterly positions in Ishares Tr yld optim bd with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
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 | 2.5M | $57M | 9% | Jun 2026 |
|
| MEMBERS Trust | 2.2M | $50M | 2365% | Jun 2026 |
|
| LPL Financial | 1.2M | $27M | 17% | Jun 2026 |
|
| Huntington National Bank | 1.2M | $27M | 8% | Jun 2026 |
|
| Raymond James Financial | 977k | $22M | 3% | Jun 2026 |
|
| Mariner Wealth Advisors | 467k | $11M | 43% | Jun 2026 |
|
| Bank of America Corporation | 453k | $10M | 14% | Jun 2026 |
|
| Advisor Group Holdings | 423k | $9.6M | 14% | Jun 2026 |
|
| Envestnet Asset Management | 377k | $8.5M | 3% | Jun 2026 |
|
| Colony | 362k | $8.2M | -15% | Jun 2026 |
|
| Cetera Investment Advisers | 322k | $7.3M | 18% | Jun 2026 |
|
| Altman Advisors | 304k | $585k | 16% | Jun 2026 |
|
| Paradigm Financial Partners | 285k | $6.5M | 100% | Jun 2026 |
|
| Branch Banking & Trust Company | 262k | $5.9M | 9% | Jun 2026 |
|
| Envestnet Portfolio Solutions | 203k | $4.6M | 100% | Jun 2026 |
|
| MTC Wealth Management | 200k | $4.5M | 100% | Jun 2026 |
|
| Commonwealth Equity Services | 184k | $4.2M | 79% | Jun 2026 |
|
| Jpmorgan Chase & Co | 138k | $3.1M | 100% | Jun 2026 |
|
| Kestra Private Wealth Services | 118k | $2.7M | -3% | Jun 2026 |
|
| Hanson McClain Advisors | 109k | $2.5M | 75% | Jun 2026 |
|
| Arkadios Wealth Advisors | 82k | $1.9M | 46% | Jun 2026 |
|
| Mutual Advisors | 71k | $1.6M | 48% | Jun 2026 |
|
| Susquehanna International | 69k | $1.6M | 13% | Jun 2026 |
|
| Citadel Advisors | 60k | $1.4M | 100% | Jun 2026 |
|
| Savvy Advisors | 60k | $1.4M | 0% | Jun 2026 |
|
| Laffer Investments | 60k | $1.4M | -8% | Jun 2026 |
|
| HPM Partners | 57k | $1.3M | 100% | Jun 2026 |
|
| Partners Wealth Management | 50k | $1.1M | -6% | Jun 2026 |
|
| Hengehold Capital Management | 47k | $1.1M | 7% | Jun 2026 |
|
| Fifth Third Securities | 42k | $941k | 100% | Jun 2026 |
|
| Cambridge Investment Research Advisors | 31k | $691k | 10% | Jun 2026 |
|
| Advisory Solutions Group | 30k | $677k | 100% | Jun 2026 |
|
| Asset Managment | 29k | $659k | 1% | Jun 2026 |
|
| Modern Wealth Management | 28k | $623k | -76% | Jun 2026 |
|
| AdvisorNet Financial | 27k | $620k | 0% | Jun 2026 |
|
| Daviman Financial | 26k | $598k | 3% | Jun 2026 |
|
| ValMark Advisers | 25k | $554k | 2% | Jun 2026 |
|
| Private Trust Co Na | 24k | $554k | 0% | Jun 2026 |
|
| Stratos Wealth Partners | 22k | $497k | -2% | Jun 2026 |
|
| Kestra Advisory Services | 22k | $490k | 0% | Jun 2026 |
|
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 21k | $479k | -18% | Jun 2026 |
|
| Sym Financial Corporation | 20k | $451k | 0% | Jun 2026 |
|
| Redwood Financial Network Corp | 19k | $418k | 0% | Jun 2026 |
|
| Rockefeller Capital Management | 18k | $400k | 0% | Jun 2026 |
|
| Great Valley Advisor Group | 17k | $388k | 0% | Jun 2026 |
|
| Argyle Capital Partners | 17k | $373k | 100% | Jun 2026 |
|
| Signal Advisors Wealth | 15k | $348k | 100% | Jun 2026 |
|
| Nicolet Bankshares | 15k | $345k | 100% | Jun 2026 |
|
| Dynamic Advisors Solutions | 13k | $294k | -42% | Jun 2026 |
|
| Asset Allocation Strategies | 12k | $265k | -49% | Jun 2026 |
|
| Arlington Financial Advisors | 12k | $262k | 100% | Jun 2026 |
|
| Keel Point | 9.6k | $217k | 100% | Mar 2026 |
|
| Davenport & Co | 9.4k | $212k | 3% | Jun 2026 |
|
| Pacific Excel Wealth Advisors | 9.3k | $211k | 100% | Jun 2026 |
|
| Heritage Family Offices | 9.3k | $211k | -67% | Jun 2026 |
|
| Kitzinger Lautmann Capital Management | 9.2k | $209k | 0% | Jun 2026 |
|
| Royal Bank of Canada | 6.8k | $152k | -11% | Jun 2026 |
|
| SRS Capital Advisors | 6.6k | $150k | 100% | Jun 2026 |
|
| Farther Finance Advisors | 6.3k | $142k | 188% | Jun 2026 |
|
| Integrated Wealth Concepts | 4.2k | $95k | 100% | Jun 2026 |
|
| EverSource Wealth Advisors | 2.4k | $55k | 1% | Jun 2026 |
|
| Fifth Third Bancorp | 2.2k | $50k | 361% | Jun 2026 |
|
| Harwood Advisory | 2.1k | $47k | 1% | Mar 2026 |
|
| Wells Fargo & Company | 2.0k | $45k | 446% | Jun 2026 |
|
| Morgan Stanley | 1.7k | $57k | 0% | Mar 2026 |
|
| Compass Financial Management | 1.4k | $32k | 100% | Jun 2026 |
|
| Nbc Securities | 1.0k | $23k | 0% | Jun 2026 |
|
| Align Financial | 1.0k | $23k | -10% | Jun 2026 |
|
| Delta Asset Management | 1.0k | $23k | 0% | Jun 2026 |
|
| Harbour Investments | 859.00 | $20k | 0% | Jun 2026 |
|
| IFP Advisors | 777.00 | $18k | 0% | Jun 2026 |
|
| CWM | 520.00 | $12k | 0% | Mar 2026 |
|
| Jones Financial Companies, L.L | 515.00 | $12k | -19% | Jun 2026 |
|
| Us Bancorp | 488.00 | $11k | -68% | Jun 2026 |
|
| Signature Equity Partners | 391.00 | $8.9k | 0% | Jun 2026 |
|
| Moisand Fitzgerald Tamayo | 386.00 | $8.7k | 0% | Jun 2026 |
|
| Goss Wealth Management | 175.00 | $4.0k | 0% | Jun 2026 |
|
| Steward Partners Investment Advisory | 145.00 | $3.3k | 100% | Jun 2026 |
|
| Davis Capital Management | 130.00 | $2.9k | 0% | Jun 2026 |
|
| FMR | 52.00 | $1.2k | 0% | Jun 2026 |
|
| Hartland & Co | 8.00 | $181.000000 | 0% | Jun 2026 |
|
| Mercer Global Advisors | 1.00 | $14.000000 | 100% | Jun 2026 |
|
Who sold out of Ishares Tr yld optim bd?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| LWM Advisory Services | Mar 2026 | 28k | $637k |
| Private Advisor | Mar 2026 | 22k | $505k |
| Pensionmark Financial Group | Mar 2026 | 11k | $251k |
| Gateway Wealth Partners | Mar 2026 | 9.0k | $203k |
| Advisory Services Network | Mar 2026 | 1.6k | $37k |
| Horizon Bancorp | Mar 2026 | 332.00 | $7.0k |
| Crews Bank & Trust | Mar 2026 | 213.00 | $4.8k |
| UBS Group | Mar 2026 | 137.00 | $3.1k |
| SJS Investment Consulting | Mar 2026 | 120.00 | $2.7k |