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 65 institutions that hold shares in the stock, with a total of 1.28 Million shares, which have been reported (via 13F filing form) to have a value of $59.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
189,163
shares
|
$8.85 Million
0.33% of portfolio
|
Q3 2024
Added 14.9%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
112,324
shares
|
$5.25 Million
0.0% of portfolio
|
Q1 2024
Reduced 8.96%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 04, 2024 Q3 2024 |
86,890
shares
|
$4.06 Million
1.47% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Colorado Capital Management, Inc.
|
Jan 16, 2025 Q4 2024 |
75,640
shares
|
$3.54 Million
1.69% of portfolio
|
Q4 2024
Added 6.5%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
64,718
shares
|
$3.03 Million
0.0% of portfolio
|
Q3 2024
Added 9.44%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
63,365
shares
|
$2.96 Million
0.0% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
60,089
shares
|
$2.81 Million
2.23% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
58,850
shares
|
$2.75 Million
0.12% of portfolio
|
Q4 2024
Added 106.49%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
41,080
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
33,050
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2024
Added 10.72%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
32,121
shares
|
$1.5 Million
0.05% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
29,802
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2024
Added 14.53%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
28,281
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
24,430
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Mandatum Life Insurance CO LTD
|
Jan 16, 2025 Q4 2024 |
21,595
shares
|
$1.01 Million
0.3% of portfolio
|
Q3 2024
Reduced 12.14%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
21,429
shares
|
$1 Million
0.0% of portfolio
|
Q3 2024
Reduced 53.68%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
20,973
shares
|
$981,116
0.0% of portfolio
|
Q3 2024
Added 16.96%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
20,209
shares
|
$945,377
0.19% of portfolio
|
Q4 2024
Reduced 12.86%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
19,125
shares
|
$894,667
0.01% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
18,500
shares
|
$865,430
0.0% of portfolio
|
Q3 2024
Added 15.82%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
18,179
shares
|
$850,413
0.0% of portfolio
|
Q3 2024
Added 36.81%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
15,852
shares
|
$741,556
0.0% of portfolio
|
Q3 2024
Added 21.98%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
15,675
shares
|
$733,276
0.07% of portfolio
|
Q3 2024
Reduced 45.8%
|
|
|
Better Money Decisions, LLC
|
Jan 24, 2025 Q4 2024 |
15,566
shares
|
$728,177
0.5% of portfolio
|
Q4 2024
Added 26.2%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Jan 30, 2025 Q4 2024 |
14,318
shares
|
$669,796
0.28% of portfolio
|
Q4 2024
Added 1.35%
|