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 |
|---|---|---|---|---|---|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,036
shares
|
$48,101
0.01% of portfolio
|
Q2 2024
Added 9.28%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,026
shares
|
$47,637
0.0% of portfolio
|
Q3 2024
Reduced 13.34%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
600
shares
|
$27,858
0.0% of portfolio
|
Q1 2024
Reduced 94.72%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
588
shares
|
$27,300
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
200
shares
|
$9,286
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
163
shares
|
$7,568
0.0% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
122
shares
|
$5,664
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
49
shares
|
$2,275
0.0% of portfolio
|
Q3 2024
Added 44.12%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
18
shares
|
$835
0.0% of portfolio
|
Q1 2024
Reduced 5.26%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
1
shares
|
$46
0.0% of portfolio
|
Q1 2024
Reduced 99.5%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
1
shares
|
$46
0.0% of portfolio
|
Q1 2024
Added 27600.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|