Institutional Ownership Ishares Tr Esg Advanced High Y (HYXF)
This table provides information about the institutional ownership of Ishares Tr Esg Advanced High Y (HYXF). We have compiled data on the 75 institutions that hold shares in the stock, with a total of 1.42 Million shares, which have been reported (via 13F filing form) to have a value of $66.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Apr 09, 2025 Q1 2025 |
203,719
shares
|
$9.52 Million
0.34% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
112,324
shares
|
$5.25 Million
0.0% of portfolio
|
Q1 2024
Reduced 8.96%
|
|
|
Colorado Capital Management, Inc.
|
Apr 18, 2025 Q1 2025 |
82,048
shares
|
$3.84 Million
1.77% of portfolio
|
Q1 2025
Added 8.47%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
71,089
shares
|
$3.32 Million
0.0% of portfolio
|
Q1 2025
Added 8.24%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
66,808
shares
|
$3.12 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
63,890
shares
|
$2.99 Million
0.01% of portfolio
|
Q4 2024
Reduced 51.08%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 12, 2025 Q1 2025 |
61,002
shares
|
$2.85 Million
2.25% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
60,739
shares
|
$2.84 Million
0.99% of portfolio
|
Q1 2025
Reduced 34.43%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
45,957
shares
|
$2.15 Million
0.0% of portfolio
|
Q1 2025
Added 38.7%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
41,624
shares
|
$1.95 Million
0.0% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
41,533
shares
|
$1.94 Million
0.01% of portfolio
|
Q1 2025
Added 11.01%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
41,080
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
41,078
shares
|
$1.92 Million
0.0% of portfolio
|
Q1 2025
Added 105.31%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
38,150
shares
|
$1.78 Million
0.02% of portfolio
|
Q1 2025
Added 99.48%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
32,055
shares
|
$1.5 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
28,124
shares
|
$1.31 Million
0.0% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
26,234
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
Added 7.57%
|
|
|
Better Money Decisions, LLC
|
Apr 10, 2025 Q1 2025 |
22,441
shares
|
$1.05 Million
0.7% of portfolio
|
Q1 2025
Added 44.17%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
20,315
shares
|
$949,726
0.26% of portfolio
|
Q1 2025
Added 55.9%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
20,141
shares
|
$941,591
0.0% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
18,949
shares
|
$885,865
0.18% of portfolio
|
Q1 2025
Reduced 6.23%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
18,814
shares
|
$879,554
0.0% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
18,270
shares
|
$854,122
0.03% of portfolio
|
Q1 2025
Added 179.49%
|
|
|
Topel & Distasi Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
17,270
shares
|
$807,372
0.37% of portfolio
|
Q1 2025
Added 20.62%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
14,293
shares
|
$668,197
0.0% of portfolio
|
Q1 2025
Added 16.48%
|