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 $67.2 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
|
$595,898
0.02% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
11,510
shares
|
$545,343
0.33% of portfolio
|
Q1 2023
Reduced 17.59%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
10,973
shares
|
$519,900
0.0% of portfolio
|
Q2 2025
Reduced 18.83%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
10,913
shares
|
$517,057
0.0% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
10,201
shares
|
$483,323
0.09% of portfolio
|
Q2 2025
Reduced 46.17%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
9,882
shares
|
$468,209
0.0% of portfolio
|
Q2 2024
Added 79.18%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
9,707
shares
|
$459,917
0.04% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Natural Investments, LLC
|
Jul 24, 2025 Q2 2025 |
8,709
shares
|
$412,632
0.11% of portfolio
|
Q2 2025
Added 21.72%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
7,463
shares
|
$353,596
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Mandatum Life Insurance CO LTD
|
Jul 11, 2025 Q2 2025 |
7,078
shares
|
$335,355
0.09% of portfolio
|
Q2 2025
Reduced 47.48%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
6,683
shares
|
$316,640
0.03% of portfolio
|
Q2 2025
Reduced 15.46%
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
6,458
shares
|
$305,980
0.07% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
6,191
shares
|
$293,329
0.01% of portfolio
|
Q2 2025
Reduced 25.82%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
5,640
shares
|
$267,223
0.07% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
5,393
shares
|
$255,520
0.0% of portfolio
|
Q2 2025
Added 15.48%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
5,374
shares
|
$254,620
0.07% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
5,310
shares
|
$251,587
0.05% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
5,251
shares
|
$248,792
0.05% of portfolio
|
Q1 2025
Reduced 57.38%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
5,160
shares
|
$244,480
0.06% of portfolio
|
Q3 2024
Reduced 11.14%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
4,859
shares
|
$230,219
0.01% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
4,713
shares
|
$223,301
0.02% of portfolio
|
Q2 2025
Reduced 7.53%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
4,648
shares
|
$220,222
0.01% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
4,647
shares
|
$220,174
0.0% of portfolio
|
Q1 2025
Added 82.31%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
4,552
shares
|
$215,673
0.0% of portfolio
|
Q2 2025
Added 62.05%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
4,531
shares
|
$214,678
0.0% of portfolio
|
Q2 2025
New holding
|