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 76 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 $66.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
2,809
shares
|
$132,612
0.0% of portfolio
|
Q1 2025
Reduced 93.84%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,802
shares
|
$132,282
0.0% of portfolio
|
Q1 2025
Added 167.62%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
2,315
shares
|
$109,291
0.01% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,965
shares
|
$92,767
0.0% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
1,700
shares
|
$80,257
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,667
shares
|
$78,699
0.0% of portfolio
|
Q3 2023
Added 1.65%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,420
shares
|
$67,038
0.0% of portfolio
|
Q1 2025
Reduced 6.46%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
1,410
shares
|
$66,566
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
1,366
shares
|
$64,488
0.02% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
1,299
shares
|
$61,325
0.04% of portfolio
|
Q3 2023
Reduced 20.74%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
847
shares
|
$39,986
0.0% of portfolio
|
Q4 2024
Added 8.31%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
730
shares
|
$34,463
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
699
shares
|
$32,999
0.01% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
667
shares
|
$31,489
0.01% of portfolio
|
Q1 2025
Reduced 10.71%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
600
shares
|
$28,326
0.0% of portfolio
|
Q1 2024
Reduced 94.72%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
425
shares
|
$20,064
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
352
shares
|
$16,617
0.0% of portfolio
|
Q1 2025
Reduced 66.02%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
323
shares
|
$15,248
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
200
shares
|
$9,442
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
168
shares
|
$7,931
0.0% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
163
shares
|
$7,695
0.0% of portfolio
|
Q1 2025
Added 32.52%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
130
shares
|
$6,137
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
30
shares
|
$1,416
0.0% of portfolio
|
Q2 2025
Reduced 55.88%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
18
shares
|
$849
0.0% of portfolio
|
Q1 2024
Reduced 5.26%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$47
0.0% of portfolio
|
Q4 2024
New holding
|