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 62 institutions that hold shares in the stock, with a total of 1.21 Million shares, which have been reported (via 13F filing form) to have a value of $56.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Aug 09, 2024 Q2 2024 |
164,627
shares
|
$7.68 Million
0.28% of portfolio
|
Q2 2024
Added 14.61%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
112,324
shares
|
$5.24 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
|
$4.05 Million
1.47% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Colorado Capital Management, Inc.
|
Oct 09, 2024 Q3 2024 |
71,025
shares
|
$3.31 Million
1.66% of portfolio
|
Q3 2024
Added 5.4%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
63,365
shares
|
$2.96 Million
0.0% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
59,137
shares
|
$2.76 Million
0.0% of portfolio
|
Q2 2024
Added 1.98%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Jul 31, 2024 Q2 2024 |
58,440
shares
|
$2.73 Million
2.22% of portfolio
|
Q2 2024
Added 4.02%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
46,260
shares
|
$2.16 Million
0.0% of portfolio
|
Q2 2024
Added 109.19%
|
|
|
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
|
$1.54 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%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
27,948
shares
|
$1.3 Million
0.0% of portfolio
|
Q2 2024
Added 3.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
26,022
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2024
Added 538.73%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
24,105
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2024
Added 7.21%
|
|
|
Retirement Capital Strategies
|
Aug 13, 2024 Q2 2024 |
24,027
shares
|
$1.12 Million
0.44% of portfolio
|
Q2 2024
Added 1.62%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
23,192
shares
|
$1.08 Million
0.23% of portfolio
|
Q3 2024
Reduced 21.41%
|
|
|
Mandatum Life Insurance CO LTD
|
Oct 21, 2024 Q3 2024 |
21,595
shares
|
$1.01 Million
0.31% of portfolio
|
Q3 2024
Reduced 12.14%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
19,392
shares
|
$904,442
0.01% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
18,179
shares
|
$847,868
0.0% of portfolio
|
Q3 2024
Added 36.81%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
17,932
shares
|
$836,348
0.0% of portfolio
|
Q2 2024
Reduced 5.47%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
15,973
shares
|
$744,980
0.0% of portfolio
|
Q2 2024
Added 17.42%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
15,675
shares
|
$731,082
0.07% of portfolio
|
Q3 2024
Reduced 45.8%
|
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
13,972
shares
|
$651,654
0.04% of portfolio
|
Q2 2024
Added 8.82%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Aug 09, 2024 Q2 2024 |
13,461
shares
|
$627,821
0.27% of portfolio
|
Q2 2024
Added 0.34%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
13,214
shares
|
$616,300
0.0% of portfolio
|
Q2 2024
Reduced 1.98%
|