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 84 institutions that hold shares in the stock, with a total of 1.55 Million shares, which have been reported (via 13F filing form) to have a value of $72.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
229,808
shares
|
$10.8 Million
0.35% of portfolio
|
Q3 2025
Added 10.43%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
112,324
shares
|
$5.28 Million
0.0% of portfolio
|
Q1 2024
Reduced 8.96%
|
|
|
Colorado Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
89,179
shares
|
$4.19 Million
1.64% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
76,728
shares
|
$3.61 Million
0.0% of portfolio
|
Q3 2025
Added 7.08%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
71,557
shares
|
$3.37 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 14, 2025 Q3 2025 |
66,728
shares
|
$3.14 Million
2.32% of portfolio
|
Q3 2025
Added 7.66%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
56,225
shares
|
$2.64 Million
0.0% of portfolio
|
Q3 2025
Reduced 22.74%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
53,295
shares
|
$2.51 Million
0.0% of portfolio
|
Q3 2025
Added 7.78%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Oct 29, 2025 Q3 2025 |
51,611
shares
|
$2.43 Million
1.61% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
47,458
shares
|
$2.23 Million
0.0% of portfolio
|
Q3 2025
Added 5.98%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
45,231
shares
|
$2.13 Million
0.0% of portfolio
|
Q3 2025
Added 31.95%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
43,178
shares
|
$2.03 Million
0.0% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
41,080
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
31,316
shares
|
$1.47 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.62%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
29,768
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2025
Added 5.16%
|
|
|
Seeds Investor LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
27,995
shares
|
$1.32 Million
0.28% of portfolio
|
Q3 2025
Added 37.8%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
27,566
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2025
Added 4.31%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 13, 2025 Q3 2025 |
25,137
shares
|
$1.18 Million
0.37% of portfolio
|
Q3 2025
Reduced 58.61%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
24,000
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
22,883
shares
|
$1.08 Million
0.66% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Oct 30, 2025 Q3 2025 |
22,350
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
22,246
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
19,454
shares
|
$914,921
0.0% of portfolio
|
Q3 2025
Reduced 13.71%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
18,399
shares
|
$865,304
0.0% of portfolio
|
Q3 2025
Added 20.13%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
18,304
shares
|
$860,837
0.0% of portfolio
|
Q2 2025
Reduced 18.83%
|