Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / YLD OPTIM BD
-
Total 13F shares
-
1,627,785
-
Share change
-
-846,441
-
Total reported value
-
$35,681,517
-
Price per share
-
$21.94
-
Number of holders
-
30
-
Value change
-
-$18,582,960
-
Number of buys
-
11
-
Number of sells
-
21
Institutional Holders of ISHARES TR - YLD OPTIM BD (BYLD) as of Q2 2023
As of 30 Jun 2023,
ISHARES TR - YLD OPTIM BD (BYLD) was held by
30 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,627,785 shares.
The largest 10 holders included
HUNTINGTON NATIONAL BANK, Darwin Wealth Management, LLC, Asset Management Group, Inc., LPL Financial LLC, OSAIC HOLDINGS, INC., Raymond James Financial Services Advisors, Inc., BANK OF AMERICA CORP /DE/, Elevated Capital Advisors, LLC, AE Wealth Management LLC, and Richard W. Paul & Associates, LLC.
This page lists
30
institutional shareholders reporting positions in this security
for the Q2 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.