Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / YLD OPTIM BD
-
Total 13F shares
-
5,736,009
-
Share change
-
+272,743
-
Total reported value
-
$131,463,948
-
Price per share
-
$22.92
-
Number of holders
-
59
-
Value change
-
+$6,264,153
-
Number of buys
-
32
-
Number of sells
-
23
Institutional Holders of ISHARES TR - YLD OPTIM BD (BYLD) as of Q3 2025
As of 30 Sep 2025,
ISHARES TR - YLD OPTIM BD (BYLD) was held by
59 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,736,009 shares.
The largest 10 holders included
HUNTINGTON NATIONAL BANK, LPL Financial LLC, RAYMOND JAMES FINANCIAL INC, Focus Partners Wealth, OSAIC HOLDINGS, INC., Trivium Point Advisory, LLC, BANK OF AMERICA CORP /DE/, Mariner, LLC, TRUIST FINANCIAL CORP, and LWM Advisory Services, LLC.
This page lists
59
institutional shareholders reporting positions in this security
for the Q3 2025 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.