ISHARES TR YLD OPTIM BD

ISHARES TR YLD OPTIM BD is a security (CUSIP 46434V787) tracked across SEC portfolio filings. 80 institutional managers reported $283.0M on Form 13F as of 2026-06-30.

Summary

Top institutional holders (Form 13F)

Showing 15 of 80 managers by value.

ManagerLocationValueShares
Horizon Wealth Management, LLCLA GRANGE, IL$56.9M2,511,534
Members Trust CoTAMPA, FL$50.3M2,222,630
HUNTINGTON NATIONAL BANKCOLUMBUS, OH$24.6M1,093,589
LPL Financial LLCFORT MILL, SC$22.7M1,008,996
RAYMOND JAMES FINANCIAL INCST. PETERSBURG, FL$21.4M947,705
Focus Partners WealthST LOUIS, MO$9.6M427,129
BANK OF AMERICA CORP /DE/CHARLOTTE, NC$9.0M397,860
ENVESTNET ASSET MANAGEMENT INCBerwyn, PA$8.5M376,958
OSAIC HOLDINGS, INC.PHOENIX, AZ$8.3M369,867
Mariner, LLCOverland Park, KS$7.3M325,839
Trivium Point Advisory, LLCWILTON, CT$6.5M284,959
Cetera Investment AdvisersSCHAUMBURG, IL$6.1M272,348
TRUIST FINANCIAL CORPCHARLOTTE, NC$5.9M261,482
Envestnet Portfolio Solutions, Inc.BERWYN, PA$4.6M202,825
MTC Wealth Management LLCTAMPA, FL$4.5M199,896

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