Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / YLD OPTIM BD
-
Number of holders
-
30
-
Total 13F shares, excl. options
-
1,627,785
-
Shares change
-
-846,441
-
Total reported value, excl. options
-
$35,681,517
-
Value change
-
-$18,582,964
-
Number of buys
-
11
-
Number of sells
-
-21
-
Price
-
$21.94
Significant Holders of ISHARES TR - YLD OPTIM BD (BYLD) as of Q2 2023
37 filings reported holding BYLD - ISHARES TR - YLD OPTIM BD as of Q2 2023.
ISHARES TR - YLD OPTIM BD (BYLD) has 30 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,627,785 shares
.
Largest 10 shareholders include HUNTINGTON NATIONAL BANK (832,727 shares), Darwin Wealth Management, LLC (179,617 shares), Asset Management Group, Inc. (61,543 shares), LPL Financial LLC (57,406 shares), OSAIC HOLDINGS, INC. (53,019 shares), Raymond James Financial Services Advisors, Inc. (40,733 shares), BANK OF AMERICA CORP /DE/ (39,391 shares), Elevated Capital Advisors, LLC (39,369 shares), AE Wealth Management LLC (31,894 shares), and Richard W. Paul & Associates, LLC (31,141 shares).
This table shows the top 30 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.