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 |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
13,518
shares
|
$631,966
0.0% of portfolio
|
Q1 2025
Added 22.66%
|
|
|
Mandatum Life Insurance CO LTD
|
May 05, 2025 Q1 2025 |
13,478
shares
|
$630,096
0.19% of portfolio
|
Q1 2025
Reduced 37.59%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
12,600
shares
|
$589,050
0.02% of portfolio
|
Q1 2025
Added 5.78%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
11,763
shares
|
$549,920
0.01% of portfolio
|
Q1 2025
Added 12.06%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
11,510
shares
|
$538,092
0.33% of portfolio
|
Q1 2023
Reduced 17.59%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
10,948
shares
|
$511,819
0.0% of portfolio
|
Q1 2025
Reduced 21.15%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
9,951
shares
|
$465,209
0.04% of portfolio
|
Q1 2025
Reduced 27.27%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
9,882
shares
|
$461,983
0.0% of portfolio
|
Q2 2024
Added 79.18%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
8,346
shares
|
$390,175
0.02% of portfolio
|
Q1 2025
Reduced 36.22%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
7,905
shares
|
$369,558
0.03% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Natural Investments, LLC
|
May 09, 2025 Q1 2025 |
7,155
shares
|
$334,496
0.09% of portfolio
|
Q1 2025
Added 7.19%
|
|
|
Mason & Associates Inc
|
Apr 17, 2025 Q1 2025 |
6,472
shares
|
$302,566
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
5,454
shares
|
$254,974
0.07% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
5,389
shares
|
$251,935
0.07% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
5,251
shares
|
$245,484
0.05% of portfolio
|
Q1 2025
Reduced 57.38%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
5,231
shares
|
$244,549
0.06% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
5,176
shares
|
$241,978
0.01% of portfolio
|
Q1 2025
Added 6.72%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
5,160
shares
|
$241,230
0.07% of portfolio
|
Q3 2024
Reduced 11.14%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
5,097
shares
|
$238,284
0.02% of portfolio
|
Q1 2025
Added 13.95%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
5,040
shares
|
$235,620
0.0% of portfolio
|
Q4 2024
Added 14.08%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
4,813
shares
|
$225,007
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
4,670
shares
|
$218,322
0.0% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
4,648
shares
|
$217,294
0.01% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
4,647
shares
|
$217,247
0.0% of portfolio
|
Q1 2025
Added 82.31%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
3,700
shares
|
$172,975
0.12% of portfolio
|
Q1 2021
New holding
|