ISHARES TR (BYLD)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
79
Reporting holders
$297.7M
Reported value
0.0%
Held as options
+9
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Horizon Wealth Management, LLC | $56.9M | 2,511,534 | 7.25% | 2q | +9.2%+$4.8M |
| Members Trust Co | $50.3M | 2,222,630 | 1.57% | 3q | +2364.9%+$48.3M |
| LPL Financial LLC | $26.8M | 1,181,718 | 0.01% | 31q | +17.1%+$3.9M |
| HUNTINGTON NATIONAL BANK | $26.7M | 1,178,460 | 0.13% | 28q | +7.8%+$1.9M |
| RAYMOND JAMES FINANCIAL INC | $22.1M | 977,165 | 0.01% | 7q | +3.1%+$667.3K |
| Mariner, LLC | $10.6M | 466,759 | 0.01% | 15q | +43.2%+$3.2M |
| BANK OF AMERICA CORP /DE/ | $10.3M | 452,730 | 0.00% | 31q | +13.8%+$1.2M |
| OSAIC HOLDINGS, INC. | $9.6M | 422,614 | 0.01% | 26q | +14.3%+$1.2M |
| ENVESTNET ASSET MANAGEMENT INC | $8.5M | 376,958 | 0.00% | 31q | +3.4%+$279.0K |
| Focus Partners Wealth | $8.2M | 361,776 | 0.01% | 9q | -15.3%-$1.5M |
| Cetera Investment Advisers | $7.3M | 321,828 | 0.01% | 9q | +18.2%+$1.1M |
| Trivium Point Advisory, LLC | $6.5M | 284,959 | 0.59% | new | NEW |
| TRUIST FINANCIAL CORP | $5.9M | 261,482 | 0.01% | 12q | +8.6%+$467.5K |
| Envestnet Portfolio Solutions, Inc. | $4.6M | 202,825 | 0.02% | new | NEW |
| MTC Wealth Management LLC | $4.5M | 199,896 | 2.03% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.2M | 183,954 | 0.01% | 11q | +79.5%+$1.8M |
| JPMORGAN CHASE & CO | $3.1M | 138,140 | 0.00% | 12q | +57.1%+$1.1M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $2.7M | 118,220 | 0.03% | 6q | -3.0%-$81.9K |
| Allworth Financial LP | $2.5M | 109,141 | 0.01% | 17q | +74.6%+$1.1M |
| PlanVest Financial, Inc | $1.9M | 85,082 | 1.29% | 2q | +3.9%+$72.8K |
| Arkadios Wealth Advisors | $1.9M | 82,400 | 0.03% | 10q | +45.8%+$586.6K |
| Mutual Advisors, LLC | $1.6M | 70,547 | 0.03% | 4q | +47.6%+$515.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 68,852 | 0.00% | 2q | +13.0%+$179.6K |
| CITADEL ADVISORS LLC | $1.4M | 60,022 | 0.00% | new | NEW |
| Savvy Advisors, Inc. | $1.4M | 59,858 | 0.03% | 11q | HELD |
| LAFFER TENGLER INVESTMENTS, INC. | $1.4M | 59,845 | 0.17% | 3q | -7.6%-$112.1K |
| Cerity Partners LLC | $1.3M | 57,419 | 0.00% | new | NEW |
| PARTNERS WEALTH MANAGEMENT, LLC | $1.1M | 50,093 | 1.11% | 7q | -5.7%-$69.0K |
| HENGEHOLD CAPITAL MANAGEMENT LLC | $1.1M | 46,941 | 0.08% | 2q | +6.6%+$65.4K |
| Fifth Third Securities, Inc. | $941.4K | 41,564 | 0.05% | new | NEW |
| Advisory Solutions Group, LLC | $676.6K | 29,870 | 0.23% | new | FIRST |
| Asset Management Group, Inc. | $659.3K | 29,108 | 0.10% | 28q | +1.3%+$8.8K |
| Modern Wealth Management, LLC | $623.2K | 27,515 | 0.01% | 2q | -76.3%-$2.0M |
| AdvisorNet Financial, Inc | $619.8K | 27,365 | 0.03% | 13q | HELD |
| Daviman Financial, LLC | $598.3K | 26,413 | 0.33% | 3q | +3.5%+$20.0K |
| Altman Advisors, Inc. | $585.1K | 304,382 | 0.21% | 11q | +15.5%+$78.6K |
| Valmark Advisers, Inc. | $554.1K | 24,465 | 0.01% | 5q | +2.4%+$13.2K |
| PRIVATE TRUST CO NA | $553.5K | 24,435 | 0.04% | 2q | HELD |
| Stratos Wealth Partners, LTD. | $497.4K | 21,959 | 0.01% | 8q | -1.9%-$9.5K |
| Kestra Advisory Services, LLC | $489.8K | 21,623 | 0.00% | 3q | HELD |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $479.4K | 21,164 | 0.05% | 10q | -17.8%-$104.0K |
| SYM FINANCIAL Corp | $451.3K | 19,927 | 0.04% | 31q | HELD |
| Redwood Financial Network Corp | $417.9K | 18,451 | 0.23% | 7q | HELD |
| Rockefeller Capital Management L.P. | $399.9K | 17,653 | 0.00% | 4q | HELD |
| GREAT VALLEY ADVISOR GROUP, INC. | $387.6K | 17,116 | 0.01% | 11q | HELD |
| Argyle Capital Partners, LLC | $372.6K | 16,450 | 0.23% | new | NEW |
| Signal Advisors Wealth, LLC | $348.1K | 15,369 | 0.02% | new | NEW |
| NICOLET BANKSHARES INC | $344.9K | 15,289 | 0.01% | new | NEW |
| Dynamic Advisor Solutions LLC | $293.5K | 12,960 | 0.01% | 14q | -42.1%-$213.2K |
| Asset Allocation Strategies LLC | $265.2K | 11,707 | 0.04% | 8q | -49.2%-$257.3K |
| Arlington Financial Advisors, LLC | $261.5K | 11,545 | 0.03% | new | NEW |
| DAVENPORT & Co LLC | $211.8K | 9,350 | 0.00% | 3q | +2.9%+$6.0K |
| Pacific Excel Wealth Advisors, Inc. | $211.0K | 9,314 | 0.08% | new | NEW |
| Heritage Family Offices, LLP | $211.0K | 9,314 | 0.08% | 3q | -66.8%-$424.5K |
| KLCM Advisors, Inc. | $209.2K | 9,238 | 0.02% | 3q | HELD |
| ROYAL BANK OF CANADA | $154.0K | 6,808 | 0.00% | 31q | -10.8%-$18.6K |
| Arax Advisory Partners | $150.2K | 6,634 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $142.0K | 6,268 | 0.00% | 6q | +187.9%+$92.7K |
| Integrated Wealth Concepts LLC | $95.1K | 4,199 | 0.00% | new | NEW |
| EverSource Wealth Advisors, LLC | $54.7K | 2,413 | 0.00% | 8q | +0.7% |
| FIFTH THIRD BANCORP | $49.7K | 2,195 | 0.00% | 5q | +361.1%+$38.9K |
| Darwin Wealth Management, LLC | $48.1K | 2,124 | 0.01% | 8q | +1.1% |
| WELLS FARGO & COMPANY/MN | $45.0K | 1,988 | 0.00% | 15q | +173.1%+$28.5K |
| COMPASS FINANCIAL MANAGEMENT LLC | $32.3K | 1,426 | 0.00% | new | FIRST |
| LANARK FINANCIAL, INC. | $23.3K | 1,028 | 0.00% | 3q | HELD |
| Align Financial, LLC | $23.0K | 1,016 | 0.01% | 2q | -9.8%-$2.5K |
| DELTA ASSET MANAGEMENT LLC/TN | $22.6K | 1,000 | 0.00% | 12q | HELD |
| HARBOUR INVESTMENTS, INC. | $19.5K | 859 | 0.00% | 8q | HELD |
| IFP Advisors, Inc | $17.6K | 777 | 0.00% | 5q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $11.7K | 515 | 0.00% | 2q | -18.9%-$2.7K |
| US BANCORP \DE\ | $11.1K | 488 | 0.00% | 3q | -77.4%-$37.8K |
| MORGAN STANLEY | $9.6K | 422 | 0.00% | 14q | -75.5%-$29.5K |
| Signature Equity Partners, LLC | $8.9K | 391 | 0.00% | 3q | HELD |
| Moisand Fitzgerald Tamayo, LLC | $8.7K | 386 | 0.00% | 17q | HELD |
| NewEdge Advisors, LLC | $4.0K | 175 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $3.3K | 145 | 0.00% | new | NEW |
| Davis Capital Management | $2.9K | 130 | 0.00% | 12q | HELD |
| Cambridge Investment Research Advisors, Inc. | $1.4K | 61,026 | 0.00% | 9q | +120.9% |
| FMR LLC | $1.2K | 52 | 0.00% | 7q | HELD |
| Clearstead Advisors, LLC | $181 | 8 | 0.00% | 2q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $14 | 1 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 79 | $297.7M | 13,144,460 | 16 | 28 | 15 | 0.0% |
| Q1 2026 | 70 | $208.7M | 9,263,427 | 12 | 28 | 17 | 0.0% |
| Q4 2025 | 64 | $149.6M | 6,566,923 | 12 | 25 | 13 | 0.0% |
| Q3 2025 | 56 | $131.9M | 5,756,354 | 4 | 25 | 12 | 0.0% |
| Q2 2025 | 60 | $123.9M | 5,480,710 | 10 | 20 | 17 | 0.0% |
| Q1 2025 | 58 | $119.8M | 5,340,980 | 8 | 21 | 19 | 0.0% |
| Q4 2024 | 61 | $131.8M | 5,942,128 | 13 | 21 | 16 | 0.0% |
| Q3 2024 | 52 | $127.7M | 5,576,392 | 9 | 22 | 13 | 0.0% |
| Q2 2024 | 52 | $105.9M | 4,774,926 | 6 | 26 | 9 | 0.0% |
| Q1 2024 | 54 | $95.1M | 4,255,044 | 10 | 28 | 9 | 0.0% |
| Q4 2023 | 47 | $75.3M | 3,357,907 | 10 | 18 | 11 | 0.0% |
| Q3 2023 | 37 | $52.4M | 2,450,141 | 9 | 16 | 9 | 0.0% |
| Q2 2023 | 29 | $35.4M | 1,615,900 | 3 | 8 | 12 | 0.0% |
| Q1 2023 | 30 | $37.3M | 1,694,907 | 2 | 14 | 10 | 0.0% |
| Q4 2022 | 30 | $33.7M | 1,550,915 | 6 | 10 | 8 | 0.0% |
| Q3 2022 | 31 | $30.8M | 1,444,207 | 3 | 7 | 11 | 0.0% |
| Q2 2022 | 33 | $30.9M | 1,394,999 | 3 | 8 | 13 | 0.0% |
| Q1 2022 | 36 | $36.6M | 1,557,760 | 3 | 11 | 15 | 0.0% |
| Q4 2021 | 42 | $46.3M | 1,856,352 | 4 | 11 | 15 | 0.0% |
| Q3 2021 | 41 | $47.6M | 1,894,554 | 3 | 7 | 22 | 0.0% |
| Q2 2021 | 42 | $52.3M | 2,069,940 | 3 | 11 | 17 | 0.0% |
| Q1 2021 | 47 | $76.7M | 3,076,720 | 5 | 10 | 22 | 0.0% |
| Q4 2020 | 50 | $91.7M | 3,547,337 | 4 | 21 | 15 | 0.0% |
| Q3 2020 | 48 | $98.9M | 3,689,429 | 8 | 20 | 12 | 0.0% |
| Q2 2020 | 44 | $98.0M | 3,853,542 | 5 | 13 | 14 | 0.0% |
| Q1 2020 | 55 | $96.6M | 3,917,705 | 15 | 20 | 11 | 0.0% |
| Q4 2019 | 44 | $83.7M | 3,262,024 | 7 | 20 | 4 | 0.0% |
| Q3 2019 | 32 | $43.3M | 1,691,122 | 12 | 12 | 3 | 0.0% |
| Q2 2019 | 24 | $15.1M | 597,529 | 8 | 7 | 3 | 0.0% |
| Q1 2019 | 17 | $8.7M | 351,618 | 1 | 8 | 4 | 0.0% |
| Q4 2018 | 22 | $10.3M | 435,746 | 1 | 0 | 1 | 0.0% |