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Ishares Yield Optimized Bond (BYLD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Horizon Wealth Management, LLC
DECREASED
Shares1,695,380 from 2,511,534
Change-816,154 (-32%)
Value$36.5M (-$20.4M)
Filed 2026-11-02
LPL Financial LLC
DECREASED
Shares1,173,527 from 1,181,718
Change-8,191 (-1%)
Value$25.3M (-$1.5M)
Filed 2026-11-06
Truist Financial Corp
INCREASED
Shares269,071 from 261,482
Change+7,589 (+3%)
Value$5.8M (-$126.8K)
Filed 2026-10-30
Commonwealth Equity Services, LLC
INCREASED
Shares197,836 from 183,954
Change+13,882 (+8%)
Value$4.3M (+$94.8K)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
INCREASED
Shares127,150 from 118,220
Change+8,930 (+8%)
Value$2.7M (+$61.1K)
Filed 2026-11-06
Allworth Financial LP
INCREASED
Shares109,434 from 109,141
Change+293 (+0%)
Value$2.5M (+$6.6K)
Filed 2026-11-06
Fifth Third Securities, Inc.
INCREASED
Shares84,230 from 41,564
Change+42,666 (+103%)
Value$1.8M (+$872.9K)
Filed 2026-10-21
Arlington Financial Advisors, LLC
INCREASED
Shares73,280 from 11,545
Change+61,735 (+535%)
Value$1.6M (+$1.3M)
Filed 2026-10-19
Partners Wealth Management, LLC
INCREASED
Shares53,613 from 50,093
Change+3,520 (+7%)
Value$1.2M (+$20.2K)
Filed 2026-10-28
Hengehold Capital Management LLC
INCREASED
Shares49,987 from 46,941
Change+3,046 (+6%)
Value$1.1M (+$13.5K)
Filed 2026-10-16
Align Financial, LLC
INCREASED
Shares33,217 from 1,016
Change+32,201 (+3169%)
Value$715.5K (+$692.5K)
Filed 2026-10-16
Argyle Capital Partners, LLC
INCREASED
Shares28,820 from 16,450
Change+12,370 (+75%)
Value$620.8K (+$248.2K)
Filed 2026-10-23
Valmark Advisers, Inc.
INCREASED
Shares27,669 from 24,465
Change+3,204 (+13%)
Value$596.0K (+$41.9K)
Filed 2026-11-06
AdvisorNet Financial, Inc
INCREASED
Shares27,410 from 27,365
Change+45 (+0%)
Value$592.3K (-$27.5K)
Filed 2026-10-15
Advisory Solutions Group, LLC
DECREASED
Shares26,737 from 29,870
Change-3,133 (-10%)
Value$575.9K (-$100.6K)
Filed 2026-10-14
Daviman Financial, LLC
INCREASED
Shares26,720 from 26,413
Change+307 (+1%)
Value$575.5K (-$22.7K)
Filed 2026-11-06
Private Trust Co NA
DECREASED
Shares22,172 from 24,435
Change-2,263 (-9%)
Value$477.6K (-$75.9K)
Filed 2026-10-20
SYM Financial Corp
INCREASED
Shares19,940 from 19,927
Change+13 (+0%)
Value$429.5K (-$21.8K)
Filed 2026-10-26
Savant Capital, LLC
NEW
Shares18,827
Change+18,827
Value$405.5K
Filed 2026-11-06
Redwood Financial Network Corp
DECREASED
Shares17,951 from 18,451
Change-500 (-3%)
Value$386.7K (-$31.3K)
Filed 2026-11-03
Altman Advisors, Inc.
DECREASED
Shares14,638 from 304,382
Change-289,744 (-95%)
Value$315.3K (-$269.8K)
Filed 2026-11-05
Kestra Advisory Services, LLC
DECREASED
Shares10,509 from 21,623
Change-11,114 (-51%)
Value$226.4K (-$263.4K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares9,946 from 30,513
Change-20,567 (-67%)
Value$214 (-$690.8K)
Filed 2026-11-02
Farther Finance Advisors, LLC
DECREASED
Shares4,073 from 6,268
Change-2,195 (-35%)
Value$87.7K (-$54.2K)
Filed 2026-10-08
IFP Advisors, Inc
INCREASED
Shares2,552 from 777
Change+1,775 (+228%)
Value$55.0K (+$37.4K)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
INCREASED
Shares2,429 from 2,413
Change+16 (+1%)
Value$52.3K (-$2.3K)
Filed 2026-11-04
Russell Investments Group, Ltd.
NEW
Shares1,500
Change+1,500
Value$32.3K
Filed 2026-11-06
Compass Financial Management LLC
UNCHANGED
Shares1,426 from 1,426
Change0 (0%)
Value$30.7K (-$1.6K)
Filed 2026-10-30
Heritage Family Offices, LLP
DECREASED
Shares1,080 from 9,314
Change-8,234 (-88%)
Value$23.3K (-$187.7K)
Filed 2026-11-02
Lanark Financial, Inc.
UNCHANGED
Shares1,028 from 1,028
Change0 (0%)
Value$22.1K (-$1.1K)
Filed 2026-10-26
Fifth Third Bancorp
DECREASED
Shares476 from 2,195
Change-1,719 (-78%)
Value$10.3K (-$39.5K)
Filed 2026-11-05
Signature Equity Partners, LLC
UNCHANGED
Shares391 from 391
Change0 (0%)
Value$8.4K (-$434)
Filed 2026-10-29
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares386 from 386
Change0 (0%)
Value$8.3K (-$428)
Filed 2026-10-15
US Bancorp \de\
DECREASED
Shares139 from 488
Change-349 (-72%)
Value$3.0K (-$8.1K)
Filed 2026-11-05
Davis Capital Management
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$2.8K (-$145)
Filed 2026-10-08
Clearstead Advisors, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$172 (-$9)
Filed 2026-11-06
Signal Advisors Wealth, LLC
CLOSED
Shares0 from 15,369
Change-15,369 (-100%)
Value$0 (-$348.1K)
Filed 2026-10-13
Dynamic Advisor Solutions LLC
CLOSED
Shares0 from 12,960
Change-12,960 (-100%)
Value$0 (-$293.5K)
Filed 2026-10-13
Asset Allocation Strategies LLC
CLOSED
Shares0 from 11,707
Change-11,707 (-100%)
Value$0 (-$265.2K)
Filed 2026-10-20
Davenport & Co LLC
CLOSED
Shares0 from 9,350
Change-9,350 (-100%)
Value$0 (-$211.8K)
Filed 2026-10-14
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 9,314
Change-9,314 (-100%)
Value$0 (-$211.0K)
Filed 2026-10-27
Members Trust Co
N/A
Shares— from 2,222,630
Change-2,222,630 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,178,460
Change-1,178,460 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 977,165
Change-977,165 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 466,759
Change-466,759 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 452,730
Change-452,730 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 422,614
Change-422,614 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 376,958
Change-376,958 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 361,776
Change-361,776 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 321,828
Change-321,828 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 284,959
Change-284,959 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 202,825
Change-202,825 (-100%)
Value—
MTC Wealth Management LLC
N/A
Shares— from 199,896
Change-199,896 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 138,140
Change-138,140 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 85,082
Change-85,082 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 82,400
Change-82,400 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 70,547
Change-70,547 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 68,852
Change-68,852 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 60,022
Change-60,022 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 59,858
Change-59,858 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 59,845
Change-59,845 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 57,419
Change-57,419 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 29,108
Change-29,108 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 27,515
Change-27,515 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 21,959
Change-21,959 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 21,164
Change-21,164 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 17,653
Change-17,653 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 17,116
Change-17,116 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 15,289
Change-15,289 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 9,238
Change-9,238 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 8,993
Change-8,993 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 6,808
Change-6,808 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 6,634
Change-6,634 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 2,124
Change-2,124 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,988
Change-1,988 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 859
Change-859 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 515
Change-515 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 422
Change-422 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 259
Change-259 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 145
Change-145 (-100%)
Value—
FMR LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Status
Horizon Wealth Management, LLC
DECREASED1,695,3802,511,534-816,154-32%$56.9M$36.5M-$20.4M2026-11-02
LPL Financial LLC
DECREASED1,173,5271,181,718-8,191-1%$26.8M$25.3M-$1.5M2026-11-06
Truist Financial Corp
INCREASED269,071261,482+7,589+3%$5.9M$5.8M-$126.8K2026-10-30
Commonwealth Equity Services, LLC
INCREASED197,836183,954+13,882+8%$4.2M$4.3M+$94.8K2026-11-02
Kestra Private Wealth Services, LLC
INCREASED127,150118,220+8,930+8%$2.7M$2.7M+$61.1K2026-11-06
Allworth Financial LP
INCREASED109,434109,141+293+0%$2.5M$2.5M+$6.6K2026-11-06
Fifth Third Securities, Inc.
INCREASED84,23041,564+42,666+103%$941.4K$1.8M+$872.9K2026-10-21
Arlington Financial Advisors, LLC
INCREASED73,28011,545+61,735+535%$261.5K$1.6M+$1.3M2026-10-19
Partners Wealth Management, LLC
INCREASED53,61350,093+3,520+7%$1.1M$1.2M+$20.2K2026-10-28
Hengehold Capital Management LLC
INCREASED49,98746,941+3,046+6%$1.1M$1.1M+$13.5K2026-10-16
Align Financial, LLC
INCREASED33,2171,016+32,201+3169%$23.0K$715.5K+$692.5K2026-10-16
Argyle Capital Partners, LLC
INCREASED28,82016,450+12,370+75%$372.6K$620.8K+$248.2K2026-10-23
Valmark Advisers, Inc.
INCREASED27,66924,465+3,204+13%$554.1K$596.0K+$41.9K2026-11-06
AdvisorNet Financial, Inc
INCREASED27,41027,365+45+0%$619.8K$592.3K-$27.5K2026-10-15
Advisory Solutions Group, LLC
DECREASED26,73729,870-3,133-10%$676.6K$575.9K-$100.6K2026-10-14
Daviman Financial, LLC
INCREASED26,72026,413+307+1%$598.3K$575.5K-$22.7K2026-11-06
Private Trust Co NA
DECREASED22,17224,435-2,263-9%$553.5K$477.6K-$75.9K2026-10-20
SYM Financial Corp
INCREASED19,94019,927+13+0%$451.3K$429.5K-$21.8K2026-10-26
Savant Capital, LLC
NEW18,827—+18,827——$405.5K—2026-11-06
Redwood Financial Network Corp
DECREASED17,95118,451-500-3%$417.9K$386.7K-$31.3K2026-11-03
Altman Advisors, Inc.
DECREASED14,638304,382-289,744-95%$585.1K$315.3K-$269.8K2026-11-05
Kestra Advisory Services, LLC
DECREASED10,50921,623-11,114-51%$489.8K$226.4K-$263.4K2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED9,94630,513-20,567-67%$691.0K$214-$690.8K2026-11-02
Farther Finance Advisors, LLC
DECREASED4,0736,268-2,195-35%$142.0K$87.7K-$54.2K2026-10-08
IFP Advisors, Inc
INCREASED2,552777+1,775+228%$17.6K$55.0K+$37.4K2026-10-16
EverSource Wealth Advisors, LLC
INCREASED2,4292,413+16+1%$54.7K$52.3K-$2.3K2026-11-04
Russell Investments Group, Ltd.
NEW1,500—+1,500——$32.3K—2026-11-06
Compass Financial Management LLC
UNCHANGED1,4261,42600%$32.3K$30.7K-$1.6K2026-10-30
Heritage Family Offices, LLP
DECREASED1,0809,314-8,234-88%$211.0K$23.3K-$187.7K2026-11-02
Lanark Financial, Inc.
UNCHANGED1,0281,02800%$23.3K$22.1K-$1.1K2026-10-26
Fifth Third Bancorp
DECREASED4762,195-1,719-78%$49.7K$10.3K-$39.5K2026-11-05
Signature Equity Partners, LLC
UNCHANGED39139100%$8.9K$8.4K-$4342026-10-29
Moisand Fitzgerald Tamayo, LLC
UNCHANGED38638600%$8.7K$8.3K-$4282026-10-15
US Bancorp \de\
DECREASED139488-349-72%$11.1K$3.0K-$8.1K2026-11-05
Davis Capital Management
UNCHANGED13013000%$2.9K$2.8K-$1452026-10-08
Clearstead Advisors, LLC
UNCHANGED8800%$181$172-$92026-11-06
Signal Advisors Wealth, LLC
CLOSED015,369-15,369-100%$348.1K$0-$348.1K2026-10-13
Dynamic Advisor Solutions LLC
CLOSED012,960-12,960-100%$293.5K$0-$293.5K2026-10-13
Asset Allocation Strategies LLC
CLOSED011,707-11,707-100%$265.2K$0-$265.2K2026-10-20
Davenport & Co LLC
CLOSED09,350-9,350-100%$211.8K$0-$211.8K2026-10-14
Pacific Excel Wealth Advisors, Inc.
CLOSED09,314-9,314-100%$211.0K$0-$211.0K2026-10-27
Members Trust Co
N/A—2,222,630-2,222,630-100%$50.3M———
Huntington National Bank
N/A—1,178,460-1,178,460-100%$26.7M———
Raymond James Financial Inc
N/A—977,165-977,165-100%$22.1M———
Mariner, LLC
N/A—466,759-466,759-100%$10.6M———
Bank of America Corp
N/A—452,730-452,730-100%$10.3M———
Osaic Holdings, Inc.
N/A—422,614-422,614-100%$9.6M———
Envestnet Asset Management Inc
N/A—376,958-376,958-100%$8.5M———
Focus Partners Wealth
N/A—361,776-361,776-100%$8.2M———
Cetera Investment Advisers
N/A—321,828-321,828-100%$7.3M———
Trivium Point Advisory, LLC
N/A—284,959-284,959-100%$6.5M———
Envestnet Portfolio Solutions, Inc.
N/A—202,825-202,825-100%$4.6M———
MTC Wealth Management LLC
N/A—199,896-199,896-100%$4.5M———
JPMorgan Chase & Co
N/A—138,140-138,140-100%$3.1M———
PlanVest Financial, Inc
N/A—85,082-85,082-100%$1.9M———
Arkadios Wealth Advisors
N/A—82,400-82,400-100%$1.9M———
Mutual Advisors, LLC
N/A—70,547-70,547-100%$1.6M———
Susquehanna International Group, LLP
N/A—68,852-68,852-100%$1.6M———
Citadel Advisors LLC
N/A—60,022-60,022-100%$1.4M———
Savvy Advisors, Inc.
N/A—59,858-59,858-100%$1.4M———
Laffer Tengler Investments, Inc.
N/A—59,845-59,845-100%$1.4M———
Cerity Partners LLC
N/A—57,419-57,419-100%$1.3M———
Asset Management Group, Inc.
N/A—29,108-29,108-100%$659.3K———
Modern Wealth Management, LLC
N/A—27,515-27,515-100%$623.2K———
Stratos Wealth Partners, Ltd.
N/A—21,959-21,959-100%$497.4K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—21,164-21,164-100%$479.4K———
Rockefeller Capital Management L.P.
N/A—17,653-17,653-100%$399.9K———
Great Valley Advisor Group, Inc.
N/A—17,116-17,116-100%$387.6K———
Nicolet Bankshares Inc
N/A—15,289-15,289-100%$344.9K———
Klcm Advisors, Inc.
N/A—9,238-9,238-100%$209.2K———
Jaffetilchin Investment Partners, LLC
N/A—8,993-8,993-100%$203.7K———
Royal Bank of Canada
N/A—6,808-6,808-100%$154.0K———
Arax Advisory Partners
N/A—6,634-6,634-100%$150.2K———
Darwin Wealth Management, LLC
N/A—2,124-2,124-100%$48.1K———
Wells Fargo & Company
N/A—1,988-1,988-100%$45.0K———
Delta Asset Management LLC
N/A—1,000-1,000-100%$22.7K———
Harbour Investments, Inc.
N/A—859-859-100%$19.5K———
Jones Financial Companies Lllp
N/A—515-515-100%$11.7K———
Morgan Stanley
N/A—422-422-100%$9.6K———
BFC Planning, Inc.
N/A—259-259-100%$5.9K———
NewEdge Advisors, LLC
N/A—175-175-100%$4.0K———
Steward Partners Investment Advisory, LLC
N/A—145-145-100%$3.3K———
FMR LLC
N/A—52-52-100%$1.2K———
Showing 83 of 83 institutions