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 1.39 Million shares, which have been reported (via 13F filing form) to have a value of $65.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
208,110
shares
|
$9.8 Million
0.33% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
112,324
shares
|
$5.29 Million
0.0% of portfolio
|
Q1 2024
Reduced 8.96%
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
86,603
shares
|
$4.08 Million
1.76% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
72,773
shares
|
$3.43 Million
0.0% of portfolio
|
Q2 2025
Added 58.35%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
72,253
shares
|
$3.4 Million
0.0% of portfolio
|
Q2 2025
Added 8.15%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
71,652
shares
|
$3.37 Million
0.0% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Aug 14, 2025 Q2 2025 |
61,981
shares
|
$2.92 Million
2.31% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
60,739
shares
|
$2.86 Million
0.99% of portfolio
|
Q1 2025
Reduced 34.43%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
49,446
shares
|
$2.33 Million
0.0% of portfolio
|
Q2 2025
Added 20.37%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
44,779
shares
|
$2.11 Million
0.01% of portfolio
|
Q2 2025
Added 7.82%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
41,888
shares
|
$1.97 Million
0.0% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
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 |
Jul 28, 2025 Q2 2025 |
32,491
shares
|
$1.53 Million
0.04% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
28,307
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
26,428
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
22,883
shares
|
$1.08 Million
0.66% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
22,545
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Added 19.83%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
21,543
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Added 6.96%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
20,315
shares
|
$956,836
0.26% of portfolio
|
Q1 2025
Added 55.9%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Aug 07, 2025 Q2 2025 |
18,139
shares
|
$854,346
0.45% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
17,585
shares
|
$828,253
0.03% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
16,940
shares
|
$797,874
0.6% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
15,316
shares
|
$721,383
0.0% of portfolio
|
Q2 2025
Added 7.16%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
13,742
shares
|
$647,248
0.01% of portfolio
|
Q2 2025
Added 16.82%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
12,577
shares
|
$592,376
0.02% of portfolio
|
Q2 2025
Reduced 0.18%
|