Ishares BB Rated Corp Bond (HYBB)

CUSIP: 46435U473 | NYSE | 113 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Valmark Advisers, Inc.1,851,670

0.9% of portfolio$83.4M

Bank Julius Baer & Co. Ltd, Zurich373,441

0.0% of portfolio$16.8M

Confluence Investment Management LLC84,963

0.1% of portfolio$3.8M

LPL Financial LLC49,706

0.0% of portfolio$2.2M

Nottingham Advisors, Inc.40,872

0.2% of portfolio$1.8M

RMR Capital Management, LLC19,010

0.6% of portfolio$856.6K

Reicon Wealth Advisors, LLC14,127

0.3% of portfolio$636.6K

Hegarty Advisors, LLC12,322

0.3% of portfolio$555.2K

Fiduciary Financial Group, LLC11,124

0.1% of portfolio$501.2K

Commonwealth Equity Services, LLC7,757

0.0% of portfolio$349.5K

Sheets Smith Wealth Management7,612

0.0% of portfolio$343.0K

Farther Finance Advisors, LLC6,784

0.0% of portfolio$305.7K

Nilsine Partners, LLC5,800

0.0% of portfolio$261.3K

Keeler Thomas Management LLC5,705

0.1% of portfolio$257.1K

Money Concepts Capital Corp5,017

0.0% of portfolio$226.1K

Cambridge Investment Research Advisors, Inc.4,976

0.0% of portfolio$224

Fifth Third Bancorp3,201

0.0% of portfolio$144.2K

IFP Advisors, Inc1,134

0.0% of portfolio$51.1K

North Star Investment Management Corp.554

0.0% of portfolio$25.0K

1620 Investment Advisors, Inc.450

0.0% of portfolio$20.3K

Capital Investment Advisory Services, LLC411

0.0% of portfolio$18.5K

Heritage Family Offices, LLP338

0.0% of portfolio$15.2K

Assetmark, Inc76

0.0% of portfolio$3.4K

Russell Investments Group, Ltd.0

0.0% of portfolio$0

				Style	Turnover	Location	Filed
Valmark Advisers, Inc.	1,851,670	$83.4M	0.9%	ETF	Very Low	Akron, OH	2026-11-06
Bank Julius Baer & Co. Ltd, Zurich	373,441	$16.8M	0.0%	Growth	Medium	Zurich, Switzerland	2026-10-29
Confluence Investment Management LLC	84,963	$3.8M	0.1%	Value	Medium	St. Louis, MO	2026-10-01
LPL Financial LLC	49,706	$2.2M	0.0%	Index	Very Low	Fort Mill, SC	2026-11-06
Nottingham Advisors, Inc.	40,872	$1.8M	0.2%	ETF	Low	Amherst, NY	2026-10-29
RMR Capital Management, LLC	19,010	$856.6K	0.6%	Value	Very Low	Tustin, CA	2026-10-23
Reicon Wealth Advisors, LLC	14,127	$636.6K	0.3%	ETF	Low	Atlanta, GA	2026-11-04
Hegarty Advisors, LLC	12,322	$555.2K	0.3%	ETF	Very Low	Garden City, NY	2026-10-20
Fiduciary Financial Group, LLC	11,124	$501.2K	0.1%	ETF	Low	San Rafael, CA	2026-10-13
Commonwealth Equity Services, LLC	7,757	$349.5K	0.0%	ETF	Low	Waltham, MA	2026-11-02
Sheets Smith Wealth Management	7,612	$343.0K	0.0%	Core	Low	Winston-Salem, NC	2026-10-16
Farther Finance Advisors, LLC	6,784	$305.7K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Nilsine Partners, LLC	5,800	$261.3K	0.0%	Core	Medium	Greenwood Village, CO	2026-11-02
Keeler Thomas Management LLC	5,705	$257.1K	0.1%	Core	High	Orem, UT	2026-10-29
Money Concepts Capital Corp	5,017	$226.1K	0.0%	ETF	Medium	Palm Beach Gardens, FL	2026-11-06
Cambridge Investment Research Advisors, Inc.	4,976	$224	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Fifth Third Bancorp	3,201	$144.2K	0.0%	Index	Very Low	Cincinnati, OH	2026-11-05
IFP Advisors, Inc	1,134	$51.1K	0.0%	Growth	Low	Tampa, FL	2026-10-16
North Star Investment Management Corp.	554	$25.0K	0.0%	Core	Low	Chicago, IL	2026-10-27
1620 Investment Advisors, Inc.	450	$20.3K	0.0%	Value	Low	Plymouth, MA	2026-11-04
Capital Investment Advisory Services, LLC	411	$18.5K	0.0%	Core	Medium	Raleigh, NC	2026-10-30
Heritage Family Offices, LLP	338	$15.2K	0.0%	Growth	High	Scottsdale, AZ	2026-11-02
Assetmark, Inc	76	$3.4K	0.0%	ETF	Low	Concord, CA	2026-10-21
Russell Investments Group, Ltd.	0	$0	0.0%	Core	Low	Seattle, WA	2026-11-06