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Ishares Yield Optimized Bond (BYLD)

CUSIP: 46434V787 | NYSE | 215 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Horizon Wealth Management, LLC1,695,380
4.6% of portfolio›$36.5M
Truist Financial Corp269,071
0.0% of portfolio›$5.8M
Commonwealth Equity Services, LLC197,836
0.0% of portfolio›$4.3M
Kestra Private Wealth Services, LLC127,150
0.0% of portfolio›$2.7M
Fifth Third Securities, Inc.84,230
0.1% of portfolio›$1.8M
Arlington Financial Advisors, LLC73,280
0.2% of portfolio›$1.6M
Partners Wealth Management, LLC53,613
0.1% of portfolio›$1.2M
Hengehold Capital Management LLC49,987
0.1% of portfolio›$1.1M
Align Financial, LLC33,217
0.3% of portfolio›$715.5K
Argyle Capital Partners, LLC28,820
0.4% of portfolio›$620.8K
AdvisorNet Financial, Inc27,410
0.0% of portfolio›$592.3K
Advisory Solutions Group, LLC26,737
0.1% of portfolio›$575.9K
Private Trust Co NA22,172
0.0% of portfolio›$477.6K
SYM Financial Corp19,940
0.0% of portfolio›$429.5K
Redwood Financial Network Corp17,951
0.2% of portfolio›$386.7K
Altman Advisors, Inc.14,638
0.1% of portfolio›$315.3K
Kestra Advisory Services, LLC10,509
0.0% of portfolio›$226.4K
Cambridge Investment Research Advisors, Inc.9,946
0.0% of portfolio›$214
Farther Finance Advisors, LLC4,073
0.0% of portfolio›$87.7K
IFP Advisors, Inc2,552
0.0% of portfolio›$55.0K
EverSource Wealth Advisors, LLC2,429
0.0% of portfolio›$52.3K
Compass Financial Management LLC1,426
0.0% of portfolio›$30.7K
Heritage Family Offices, LLP1,080
0.0% of portfolio›$23.3K
Lanark Financial, Inc.1,028
0.0% of portfolio›$22.1K
Fifth Third Bancorp476
0.0% of portfolio›$10.3K
Signature Equity Partners, LLC391
0.0% of portfolio›$8.4K
Moisand Fitzgerald Tamayo, LLC386
0.0% of portfolio›$8.3K
US Bancorp \de\139
0.0% of portfolio›$3.0K
Davis Capital Management130
0.0% of portfolio›$2.8K
StyleTurnoverLocationFiled
Horizon Wealth Management, LLC
1,695,380$36.5M4.6%ETFVery HighLa Grange, IL2026-11-02
Truist Financial Corp
269,071$5.8M0.0%CoreLowCharlotte, NC2026-10-30
Commonwealth Equity Services, LLC
197,836$4.3M0.0%ETFLowWaltham, MA2026-11-02
Kestra Private Wealth Services, LLC
127,150$2.7M0.0%GrowthLowAustin, TX2026-10-30
Fifth Third Securities, Inc.
84,230$1.8M0.1%ETFLowCincinnati, OH2026-10-21
Arlington Financial Advisors, LLC
73,280$1.6M0.2%ETFMediumSanta Barbara, CA2026-10-19
Partners Wealth Management, LLC
53,613$1.2M0.1%CoreLowCarmel By The Sea, CA2026-10-28
Hengehold Capital Management LLC
49,987$1.1M0.1%ETFLowCincinnati, OH2026-10-16
Align Financial, LLC
33,217$715.5K0.3%ETFVery LowHermantown, MN2026-10-16
Argyle Capital Partners, LLC
28,820$620.8K0.4%CoreLowLos Angeles, CA2026-10-23
AdvisorNet Financial, Inc
27,410$592.3K0.0%ETFLowMinnetonka, MN2026-10-15
Advisory Solutions Group, LLC
26,737$575.9K0.1%ETFN/APlymouth, MN2026-10-14
Private Trust Co NA
22,172$477.6K0.0%CoreLowCleveland, OH2026-10-20
SYM Financial Corp
19,940$429.5K0.0%ETFVery LowWinona Lake, IN2026-10-26
Redwood Financial Network Corp
17,951$386.7K0.2%ETFLowSolon, OH2026-11-03
Altman Advisors, Inc.
14,638$315.3K0.1%CoreLowChicago, IL2026-11-05
Kestra Advisory Services, LLC
10,509$226.4K0.0%CoreLowAustin, TX2026-11-02
Cambridge Investment Research Advisors, Inc.
9,946$2140.0%ETFLowFairfield, IA2026-11-02
Farther Finance Advisors, LLC
4,073$87.7K0.0%IndexLowSan Francisco, CA2026-10-08
IFP Advisors, Inc
2,552$55.0K0.0%GrowthLowTampa, FL2026-10-16
EverSource Wealth Advisors, LLC
2,429$52.3K0.0%CoreMediumBirmingham, AL2026-11-04
Compass Financial Management LLC
1,426$30.7K0.0%CoreN/ATampa, FL2026-10-30
Heritage Family Offices, LLP
1,080$23.3K0.0%GrowthHighScottsdale, AZ2026-11-02
Lanark Financial, Inc.
1,028$22.1K0.0%CoreMediumBirmingham, AL2026-10-26
Fifth Third Bancorp
476$10.3K0.0%IndexVery LowCincinnati, OH2026-11-05
Signature Equity Partners, LLC
391$8.4K0.0%GrowthMediumColumbus, OH2026-10-29
Moisand Fitzgerald Tamayo, LLC
386$8.3K0.0%ETFVery LowOrlando, FL2026-10-15
US Bancorp \de\
139$3.0K0.0%IndexLowMinneapolis, MN2026-11-05
Davis Capital Management
130$2.8K0.0%CoreLowJacksonville, FL2026-10-08