ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| ARS Wealth Advisors Group, LLC | 2.44% | 1.26% | #4 | $31.1M | 359,403 | $14.9M | 174,313 | +185,090+106.18% | Add | |
| LPL Financial LLC | 0.01% | 0.01% | #60 | $29.7M | 342,515 | $25.6M | 298,571 | +43,944+14.72% | Add | |
| MinichMacGregor Wealth Management, LLC | 2.05% | 2.21% | #6 | $13.5M | 155,950 | $12.5M | 146,471 | +9,479+6.47% | Add | |
| UBS Group AG | <0.01% | <0.01% | #78 | $12.3M | 142,205 | $8.8M | 102,534 | +39,671+38.69% | Add | |
| MATAURO, LLC | 1.21% | 1.51% | #7 | $9.2M | 105,723 | $10.4M | 121,923 | -16,200-13.29% | Reduce | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #74 | $9.0M | 103,948 | $7.6M | 88,462 | +15,486+17.51% | Add | |
| Goldstone Financial Group, LLC | 0.8% | 0.35% | #8 | $8.7M | 100,447 | $3.2M | 37,625 | +62,822+166.97% | Add | |
| RAYMOND JAMES FINANCIAL INC | <0.01% | <0.01% | #72 | $8.7M | 100,087 | $7.1M | 82,463 | +17,624+21.37% | Add | |
| Rooted Wealth Advisors, Inc. | 2.11% | 2.22% | #5 | $8.6M | 99,664 | $8.4M | 97,272 | +2,392+2.46% | Add | |
| AdvisorNet Financial, Inc | 0.36% | 0.34% | #14 | $7.8M | 89,782 | $6.6M | 77,514 | +12,268+15.83% | Add | |
| OSAIC HOLDINGS, INC. | 0.01% | 0.01% | #55 | $7.0M | 80,627 | $3.6M | 42,609 | +38,018+89.23% | Add | |
| Sound Income Strategies, LLC | 0.26% | 0.28% | #16 | $5.8M | 66,922 | $5.9M | 68,235 | -1,313-1.92% | Reduce | |
| BANK OF AMERICA CORP /DE/ | <0.01% | <0.01% | #85 | $5.5M | 64,015 | $3.4M | 39,239 | +24,776+63.14% | Add | |
| Capital Asset Advisory Services LLC | 0.18% | 0.2% | #21 | $5.0M | 57,447 | $5.1M | 59,161 | -1,714-2.90% | Reduce | |
| AXXCESS WEALTH MANAGEMENT, LLC | 0.08% | — | #31 | $5.0M | 57,447 | $0 | 0 | +57,447 | New Buy | |
| Live Oak Investment Partners | 2.58% | 2.69% | #3 | $4.8M | 55,287 | $4.6M | 53,194 | +2,093+3.93% | Add | |
| Blue Capital, Inc. | 3.04% | 1.57% | #1 | $4.8M | 55,248 | $2.4M | 28,105 | +27,143+96.58% | Add | |
| Sowell Financial Services LLC | 0.15% | — | #23 | $4.7M | 54,724 | $0 | 0 | +54,724 | New Buy | |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 0.05% | 0.06% | #33 | $4.5M | 51,715 | $5.1M | 59,765 | -8,050-13.47% | Reduce | |
| MML INVESTORS SERVICES, LLC | 0.01% | 0.01% | #53 | $4.4M | 50,770 | $3.6M | 42,632 | +8,138+19.09% | Add | |
| Kovack Advisors, Inc. | 0.2% | 0.22% | #18 | $4.1M | 47,790 | $4.1M | 47,453 | +337+0.71% | Add | |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 0.16% | 0.14% | #22 | $3.4M | 38,870 | $2.7M | 31,720 | +7,150+22.54% | Add | |
| Focus Financial Network, Inc. | 0.1% | 0.1% | #29 | $3.2M | 36,996 | $2.8M | 32,695 | +4,301+13.15% | Add | |
| Inspire Advisors, LLC | 0.2% | 0.35% | #19 | $2.9M | 32,978 | $4.3M | 50,526 | -17,548-34.73% | Reduce | |
| Arax Advisory Partners | 0.02% | — | #42 | $2.7M | 31,288 | $0 | 0 | +31,288 | New Buy | |
| Mason & Associates Inc | 0.44% | 0.51% | #12 | $2.7M | 31,246 | $2.6M | 31,239 | +7+0.02% | Add | |
| FOUNDERS FINANCIAL SECURITIES LLC | 0.13% | 0.14% | #24 | $2.5M | 29,308 | $2.4M | 28,390 | +918+3.23% | Add | |
| Clark Capital Management Group, Inc. | 0.01% | 0.01% | #45 | $2.4M | 28,182 | $2.3M | 27,344 | +838+3.06% | Add | |
| Rockefeller Capital Management L.P. | <0.01% | <0.01% | #68 | $2.3M | 26,930 | $2.2M | 25,771 | +1,159+4.50% | Add | |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 0.03% | 0.01% | #37 | $2.1M | 24,708 | $291,122 | 3,376 | +21,332+631.87% | Add | |
| CITADEL ADVISORS LLC | <0.01% | <0.01% | #91 | $2.0M | 23,421 | $1.9M | 22,079 | +1,342+6.08% | Add | |
| AXS Investments LLC | 0.49% | 0.5% | #11 | $1.7M | 19,865 | $1.6M | 18,175 | +1,690+9.30% | Add | |
| PARK AVENUE SECURITIES LLC | 0.01% | 0.01% | #50 | $1.7M | 19,482 | $940,000 | 10,974 | +8,508+77.53% | Add | |
| Apella Capital, LLC | 0.02% | 0.02% | #39 | $1.6M | 18,290 | $1.7M | 19,385 | -1,095-5.65% | Reduce | |
| Cetera Investment Advisers | <0.01% | <0.01% | #79 | $1.5M | 17,745 | $1.6M | 18,914 | -1,169-6.18% | Reduce | |
| IBEX WEALTH ADVISORS | 0.11% | 0.07% | #26 | $1.4M | 16,708 | $799,168 | 9,335 | +7,373+78.98% | Add | |
| Strait & Sound Wealth Management LLC | 0.49% | 0.5% | #10 | $1.4M | 16,091 | $1.3M | 15,768 | +323+2.05% | Add | |
| Equitable Holdings, Inc. | 0.01% | 0.01% | #56 | $1.3M | 14,598 | $1.0M | 11,815 | +2,783+23.55% | Add | |
| SHEETS SMITH WEALTH MANAGEMENT | 0.11% | 0.13% | #27 | $1.1M | 12,916 | $1.1M | 12,984 | -68-0.52% | Reduce | |
| Focus Partners Advisor Solutions, LLC | 0.01% | 0.01% | #51 | $1.1M | 12,419 | $1.0M | 11,901 | +518+4.35% | Add | |
| HBW ADVISORY SERVICES LLC | 0.09% | 0.1% | #30 | $1.0M | 11,637 | $977,697 | 11,420 | +217+1.90% | Add | |
| NEW WAVE WEALTH ADVISORS LLC | 0.27% | 0.33% | #15 | $992,551 | 11,460 | $945,306 | 11,042 | +418+3.79% | Add | |
| Janney Montgomery Scott LLC | <0.01% | <0.01% | #76 | $958,946 | 11,072 | $923,000 | 10,786 | +286+2.65% | Add | |
| Cambridge Investment Research Advisors, Inc. | <0.01% | <0.01% | #73 | $957,993 | 11,061 | $1.1M | 13,043 | -1,982-15.20% | Reduce | |
| United Advisor Group, LLC | 0.1% | 0.11% | #28 | $941,422 | 10,870 | $859,493 | 10,040 | +830+8.27% | Add | |
| Trademark Financial Management, LLC | 0.37% | 0.15% | #13 | $911,657 | 10,526 | $306,313 | 3,578 | +6,948+194.19% | Add | |
| SHP Wealth Management | 0.06% | 0.02% | #32 | $817,853 | 9,443 | $258,117 | 3,015 | +6,428+213.20% | Add | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #95 | $761,000 | 8,774 | $495,000 | 5,782 | +2,992+51.75% | Add | |
| IFP Advisors, Inc | 0.01% | 0.02% | #47 | $701,801 | 8,103 | $787,013 | 9,193 | -1,090-11.86% | Reduce | |
| Van Diest Capital, LLC | 0.61% | 0.37% | #9 | $679,217 | 7,842 | $464,730 | 5,428 | +2,414+44.47% | Add |