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 1.54 Million shares, which have been reported (via 13F filing form) to have a value of $71.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
200,274
shares
|
$9.36 Million
0.33% of portfolio
|
Q4 2024
Added 5.87%
|
|
|
Retirement Capital Strategies
|
Feb 07, 2025 Q4 2024 |
129,938
shares
|
$6.07 Million
2.33% of portfolio
|
Q4 2024
New holding
|
|
|
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 |
Feb 11, 2025 Q4 2024 |
92,631
shares
|
$4.33 Million
1.53% of portfolio
|
Q4 2024
Added 6.61%
|
|
|
Colorado Capital Management, Inc.
|
Jan 16, 2025 Q4 2024 |
75,640
shares
|
$3.54 Million
1.69% of portfolio
|
Q4 2024
Added 6.5%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
67,756
shares
|
$3.17 Million
0.0% of portfolio
|
Q4 2024
Added 6.93%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
65,676
shares
|
$3.07 Million
0.0% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Feb 13, 2025 Q4 2024 |
62,686
shares
|
$2.93 Million
2.29% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
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%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
40,978
shares
|
$1.92 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
37,415
shares
|
$1.75 Million
0.0% of portfolio
|
Q4 2024
Added 13.21%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
33,135
shares
|
$1.55 Million
0.0% of portfolio
|
Q4 2024
Added 57.99%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
32,525
shares
|
$1.52 Million
0.05% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
31,787
shares
|
$1.49 Million
0.0% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
27,338
shares
|
$1.28 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
24,388
shares
|
$1.14 Million
0.0% of portfolio
|
Q4 2024
Added 53.85%
|
|
|
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%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
21,095
shares
|
$986,191
0.0% of portfolio
|
Q4 2024
Reduced 13.65%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
20,209
shares
|
$944,770
0.19% of portfolio
|
Q4 2024
Reduced 12.86%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
20,008
shares
|
$935,374
0.0% of portfolio
|
Q4 2024
Added 8.15%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
19,125
shares
|
$894,093
0.01% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
18,252
shares
|
$853,281
0.0% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
18,071
shares
|
$844,819
0.0% of portfolio
|
Q4 2024
Reduced 15.67%
|
|
|
Better Money Decisions, LLC
|
Jan 24, 2025 Q4 2024 |
15,566
shares
|
$727,710
0.5% of portfolio
|
Q4 2024
Added 26.2%
|