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Ishares BB Rated Corp Bond (HYBB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Valmark Advisers, Inc.
INCREASED
Shares1,851,670 from 1,781,212
Change+70,458 (+4%)
Value$83.4M (+$129.0K)
Filed 2026-11-06
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares373,441 from 373,321
Change+120 (+0%)
Value$16.8M (-$633.0K)
Filed 2026-10-29
Confluence Investment Management LLC
NEW
Shares84,963
Change+84,963
Value$3.8M
Filed 2026-10-01
LPL Financial LLC
DECREASED
Shares49,706 from 59,696
Change-9,990 (-17%)
Value$2.2M (-$552.2K)
Filed 2026-11-06
Nottingham Advisors, Inc.
INCREASED
Shares40,872 from 40,286
Change+586 (+1%)
Value$1.8M (-$41.7K)
Filed 2026-10-29
RMR Capital Management, LLC
INCREASED
Shares19,010 from 18,890
Change+120 (+1%)
Value$856.6K (-$26.9K)
Filed 2026-10-23
Reicon Wealth Advisors, LLC
INCREASED
Shares14,127 from 7,734
Change+6,393 (+83%)
Value$636.6K (+$274.8K)
Filed 2026-11-04
Hegarty Advisors, LLC
INCREASED
Shares12,322 from 10,909
Change+1,413 (+13%)
Value$555.2K (+$45.0K)
Filed 2026-10-20
Fiduciary Financial Group, LLC
UNCHANGED
Shares11,124 from 11,124
Change0 (0%)
Value$501.2K (-$19.0K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
NEW
Shares7,757
Change+7,757
Value$349.5K
Filed 2026-11-02
Sheets Smith Wealth Management
INCREASED
Shares7,612 from 7,605
Change+7 (+0%)
Value$343.0K (-$12.7K)
Filed 2026-10-16
Farther Finance Advisors, LLC
UNCHANGED
Shares6,784 from 6,784
Change0 (0%)
Value$305.7K (-$11.6K)
Filed 2026-10-08
Nilsine Partners, LLC
NEW
Shares5,800
Change+5,800
Value$261.3K
Filed 2026-11-02
Keeler Thomas Management LLC
INCREASED
Shares5,705 from 5,445
Change+260 (+5%)
Value$257.1K (+$2.4K)
Filed 2026-10-29
Money Concepts Capital Corp
INCREASED
Shares5,017 from 4,347
Change+670 (+15%)
Value$226.1K (+$22.8K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares4,976 from 5,238
Change-262 (-5%)
Value$224 (-$244.8K)
Filed 2026-11-02
Fifth Third Bancorp
NEW
Shares3,201
Change+3,201
Value$144.2K
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares1,134 from 1,122
Change+12 (+1%)
Value$51.1K (-$1.4K)
Filed 2026-10-16
North Star Investment Management Corp.
UNCHANGED
Shares554 from 554
Change0 (0%)
Value$25.0K (-$948)
Filed 2026-10-27
1620 Investment Advisors, Inc.
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$20.3K (-$770)
Filed 2026-11-04
Capital Investment Advisory Services, LLC
UNCHANGED
Shares411 from 411
Change0 (0%)
Value$18.5K (-$702)
Filed 2026-10-30
Heritage Family Offices, LLP
NEW
Shares338
Change+338
Value$15.2K
Filed 2026-11-02
Assetmark, Inc
NEW
Shares76
Change+76
Value$3.4K
Filed 2026-10-21
Creative Capital Management Investments LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$187)
Filed 2026-10-28
Russell Investments Group, Ltd.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-06
Public Employees Retirement System of Ohio
N/A
Shares— from 2,548,011
Change-2,548,011 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 287,231
Change-287,231 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 196,500
Change-196,500 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 68,810
Change-68,810 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 46,130
Change-46,130 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 41,472
Change-41,472 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 34,963
Change-34,963 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 30,316
Change-30,316 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 29,530
Change-29,530 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 28,510
Change-28,510 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 21,902
Change-21,902 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 21,056
Change-21,056 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 12,855
Change-12,855 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 12,469
Change-12,469 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 11,755
Change-11,755 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 8,600
Change-8,600 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 6,607
Change-6,607 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 5,451
Change-5,451 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 5,350
Change-5,350 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 5,290
Change-5,290 (-100%)
Value—
First Pacific Advisors, LP
N/A
Shares— from 3,727
Change-3,727 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 3,438
Change-3,438 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 598
Change-598 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 511
Change-511 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 265
Change-265 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 191
Change-191 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
UBS Group AG
N/A
Shares— from 18
Change-18 (-100%)
Value—
Status
Valmark Advisers, Inc.
INCREASED1,851,6701,781,212+70,458+4%$83.3M$83.4M+$129.0K2026-11-06
Bank Julius Baer & Co. Ltd, Zurich
INCREASED373,441373,321+120+0%$17.5M$16.8M-$633.0K2026-10-29
Confluence Investment Management LLC
NEW84,963—+84,963——$3.8M—2026-10-01
LPL Financial LLC
DECREASED49,70659,696-9,990-17%$2.8M$2.2M-$552.2K2026-11-06
Nottingham Advisors, Inc.
INCREASED40,87240,286+586+1%$1.9M$1.8M-$41.7K2026-10-29
RMR Capital Management, LLC
INCREASED19,01018,890+120+1%$883.5K$856.6K-$26.9K2026-10-23
Reicon Wealth Advisors, LLC
INCREASED14,1277,734+6,393+83%$361.7K$636.6K+$274.8K2026-11-04
Hegarty Advisors, LLC
INCREASED12,32210,909+1,413+13%$510.2K$555.2K+$45.0K2026-10-20
Fiduciary Financial Group, LLC
UNCHANGED11,12411,12400%$520.3K$501.2K-$19.0K2026-10-13
Commonwealth Equity Services, LLC
NEW7,757—+7,757——$349.5K—2026-11-02
Sheets Smith Wealth Management
INCREASED7,6127,605+7+0%$355.7K$343.0K-$12.7K2026-10-16
Farther Finance Advisors, LLC
UNCHANGED6,7846,78400%$317.3K$305.7K-$11.6K2026-10-08
Nilsine Partners, LLC
NEW5,800—+5,800——$261.3K—2026-11-02
Keeler Thomas Management LLC
INCREASED5,7055,445+260+5%$254.7K$257.1K+$2.4K2026-10-29
Money Concepts Capital Corp
INCREASED5,0174,347+670+15%$203.3K$226.1K+$22.8K2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED4,9765,238-262-5%$245.0K$224-$244.8K2026-11-02
Fifth Third Bancorp
NEW3,201—+3,201——$144.2K—2026-11-05
IFP Advisors, Inc
INCREASED1,1341,122+12+1%$52.5K$51.1K-$1.4K2026-10-16
North Star Investment Management Corp.
UNCHANGED55455400%$25.9K$25.0K-$9482026-10-27
1620 Investment Advisors, Inc.
UNCHANGED45045000%$21.0K$20.3K-$7702026-11-04
Capital Investment Advisory Services, LLC
UNCHANGED41141100%$19.2K$18.5K-$7022026-10-30
Heritage Family Offices, LLP
NEW338—+338——$15.2K—2026-11-02
Assetmark, Inc
NEW76—+76——$3.4K—2026-10-21
Creative Capital Management Investments LLC
CLOSED04-4-100%$187$0-$1872026-10-28
Russell Investments Group, Ltd.
UNCHANGED000—$0$0$02026-11-06
Public Employees Retirement System of Ohio
N/A—2,548,011-2,548,011-100%$119.2M———
Morgan Stanley
N/A—287,231-287,231-100%$13.4M———
Victory Capital Management Inc
N/A—196,500-196,500-100%$9.2M———
Janney Montgomery Scott LLC
N/A—68,810-68,810-100%$3.2M———
Zuckerman Investment Group, LLC
N/A—46,130-46,130-100%$2.2M———
Stifel Financial Corp
N/A—41,472-41,472-100%$1.9M———
Bank of America Corp
N/A—34,963-34,963-100%$1.6M———
Focus Partners Advisor Solutions, LLC
N/A—30,316-30,316-100%$1.4M———
Arrowroot Family Office, LLC
N/A—29,530-29,530-100%$1.4M———
WFA of San Diego, LLC
N/A—28,510-28,510-100%$1.3M———
Jane Street Group, LLC
N/A—21,902-21,902-100%$1.0M———
Mutual Advisors, LLC
N/A—21,056-21,056-100%$984.8K———
Benjamin Edwards Inc
N/A—12,855-12,855-100%$601.2K———
Raymond James Financial Inc
N/A—12,469-12,469-100%$583.2K———
Envestnet Asset Management Inc
N/A—11,755-11,755-100%$549.8K———
Tocqueville Asset Management L.P.
N/A—8,600-8,600-100%$402.2K———
Advisory Services Network, LLC
N/A—6,607-6,607-100%$309.0K———
IFS Group,LLC
N/A—5,451-5,451-100%$255.0K———
Huntington National Bank
N/A—5,350-5,350-100%$250.2K———
Osaic Holdings, Inc.
N/A—5,290-5,290-100%$247.5K———
First Pacific Advisors, LP
N/A—3,727-3,727-100%$174.3K———
Fiduciary Financial Advisors
N/A—3,438-3,438-100%$160.9K———
Harbour Investments, Inc.
N/A—598-598-100%$28.0K———
AE Wealth Management LLC
N/A—511-511-100%$23.9K———
Global Retirement Partners, LLC
N/A—500-500-100%$23.4K———
Kerr Financial Planning Corp
N/A—265-265-100%$12.4K———
Royal Bank of Canada
N/A—191-191-100%$9.0K———
Steward Partners Investment Advisory, LLC
N/A—42-42-100%$2.0K———
UBS Group AG
N/A—18-18-100%$842———
Showing 54 of 54 institutions