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 77 institutions that hold shares in the stock, with a total of 1.44 Million shares, which have been reported (via 13F filing form) to have a value of $67.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
11,763
shares
|
$554,037
0.01% of portfolio
|
Q1 2025
Added 12.06%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
11,510
shares
|
$542,121
0.33% of portfolio
|
Q1 2023
Reduced 17.59%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
10,948
shares
|
$515,650
0.0% of portfolio
|
Q1 2025
Reduced 21.15%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
10,201
shares
|
$480,467
0.09% of portfolio
|
Q2 2025
Reduced 46.17%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
9,882
shares
|
$465,442
0.0% of portfolio
|
Q2 2024
Added 79.18%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
9,707
shares
|
$457,199
0.04% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Natural Investments, LLC
|
Jul 24, 2025 Q2 2025 |
8,709
shares
|
$410,193
0.11% of portfolio
|
Q2 2025
Added 21.72%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
7,463
shares
|
$351,507
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Mandatum Life Insurance CO LTD
|
Jul 11, 2025 Q2 2025 |
7,078
shares
|
$333,373
0.09% of portfolio
|
Q2 2025
Reduced 47.48%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
6,683
shares
|
$314,769
0.03% of portfolio
|
Q2 2025
Reduced 15.46%
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
6,458
shares
|
$304,171
0.07% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
6,191
shares
|
$291,596
0.01% of portfolio
|
Q2 2025
Reduced 25.82%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
5,640
shares
|
$265,644
0.07% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
5,393
shares
|
$254,010
0.0% of portfolio
|
Q2 2025
Added 15.48%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
5,389
shares
|
$253,821
0.07% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
5,310
shares
|
$250,101
0.05% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
5,251
shares
|
$247,322
0.05% of portfolio
|
Q1 2025
Reduced 57.38%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
5,176
shares
|
$243,789
0.01% of portfolio
|
Q1 2025
Added 6.72%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
5,160
shares
|
$243,036
0.06% of portfolio
|
Q3 2024
Reduced 11.14%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
4,813
shares
|
$226,692
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
4,713
shares
|
$221,982
0.02% of portfolio
|
Q2 2025
Reduced 7.53%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
4,648
shares
|
$218,920
0.01% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
4,647
shares
|
$218,873
0.0% of portfolio
|
Q1 2025
Added 82.31%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
3,700
shares
|
$174,270
0.12% of portfolio
|
Q1 2021
New holding
|