Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / YLD OPTIM BD
-
Total 13F shares
-
5,529,041
-
Share change
-
-135,418
-
Total reported value
-
$125,002,612
-
Price per share
-
$22.61
-
Number of holders
-
63
-
Value change
-
-$2,911,470
-
Number of buys
-
32
-
Number of sells
-
32
Institutional Holders of ISHARES TR - YLD OPTIM BD (BYLD) as of Q2 2025
As of 30 Jun 2025 ISHARES TR - YLD OPTIM BD (BYLD) had 63 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 5,529,041 shares of stock of the company.
Largest 10 holders included HUNTINGTON NATIONAL BANK, LPL Financial LLC, RAYMOND JAMES FINANCIAL INC, Focus Partners Wealth, OSAIC HOLDINGS, INC., BANK OF AMERICA CORP /DE/, Trivium Point Advisory, LLC, Mariner, LLC, TRUIST FINANCIAL CORP, and LWM Advisory Services, LLC.
This table shows 63 institutional shareholders of the security as of 30 Jun 2025.
| 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.