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 |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
12,996
shares
|
$603,404
0.0% of portfolio
|
Q2 2024
Reduced 2.96%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
12,417
shares
|
$576,521
0.01% of portfolio
|
Q2 2024
Added 2.76%
|
|
|
Better Money Decisions, LLC
|
Oct 25, 2024 Q3 2024 |
12,334
shares
|
$572,667
0.41% of portfolio
|
Q3 2024
Added 160.49%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
12,321
shares
|
$572,064
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
11,510
shares
|
$534,409
0.33% of portfolio
|
Q1 2023
Reduced 17.59%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 13, 2024 Q2 2024 |
11,463
shares
|
$532,227
0.02% of portfolio
|
Q2 2024
Added 9.39%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
11,385
shares
|
$528,605
0.0% of portfolio
|
Q1 2024
Reduced 36.32%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
10,105
shares
|
$469,175
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
9,882
shares
|
$458,821
0.0% of portfolio
|
Q2 2024
Added 79.18%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 09, 2024 Q2 2024 |
6,437
shares
|
$298,869
0.01% of portfolio
|
Q2 2024
Added 7.07%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
5,160
shares
|
$239,578
0.07% of portfolio
|
Q3 2024
Reduced 11.14%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
4,844
shares
|
$224,906
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
4,562
shares
|
$211,813
0.0% of portfolio
|
Q2 2024
Added 69.28%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
4,552
shares
|
$211,349
0.02% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Aug 13, 2024 Q2 2024 |
4,446
shares
|
$206,427
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
4,392
shares
|
$203,920
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
4,039
shares
|
$187,530
0.05% of portfolio
|
Q3 2024
Added 8.87%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
3,700
shares
|
$171,791
0.12% of portfolio
|
Q1 2021
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
3,364
shares
|
$156,190
0.01% of portfolio
|
Q2 2024
Added 1.69%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
2,447
shares
|
$113,614
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
2,303
shares
|
$106,928
0.02% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,667
shares
|
$77,398
0.0% of portfolio
|
Q3 2023
Added 1.65%
|
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
1,494
shares
|
$69,366
0.0% of portfolio
|
Q2 2024
Added 119.38%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
1,366
shares
|
$63,423
0.02% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
1,299
shares
|
$60,312
0.05% of portfolio
|
Q3 2023
Reduced 20.74%
|