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 65 institutions that hold shares in the stock, with a total of 1.24 Million shares, which have been reported (via 13F filing form) to have a value of $57.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
189,163
shares
|
$8.75 Million
0.33% of portfolio
|
Q3 2024
Added 14.9%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
112,324
shares
|
$5.2 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
|
$4.02 Million
1.47% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Colorado Capital Management, Inc.
|
Oct 09, 2024 Q3 2024 |
71,025
shares
|
$3.29 Million
1.66% of portfolio
|
Q3 2024
Added 5.4%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
64,718
shares
|
$3 Million
0.0% of portfolio
|
Q3 2024
Added 9.44%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
63,365
shares
|
$2.93 Million
0.0% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
60,089
shares
|
$2.78 Million
2.23% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
41,080
shares
|
$1.9 Million
0.0% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
33,050
shares
|
$1.53 Million
0.0% of portfolio
|
Q3 2024
Added 10.72%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
32,121
shares
|
$1.49 Million
0.05% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
29,802
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
Added 14.53%
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
28,500
shares
|
$1.32 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
28,281
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
24,430
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
23,192
shares
|
$1.07 Million
0.23% of portfolio
|
Q3 2024
Reduced 21.41%
|
|
|
Mandatum Life Insurance CO LTD
|
Oct 21, 2024 Q3 2024 |
21,595
shares
|
$999,416
0.31% of portfolio
|
Q3 2024
Reduced 12.14%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
21,429
shares
|
$991,734
0.0% of portfolio
|
Q3 2024
Reduced 53.68%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
20,973
shares
|
$970,630
0.0% of portfolio
|
Q3 2024
Added 16.96%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
19,396
shares
|
$897,646
0.01% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
18,500
shares
|
$856,180
0.0% of portfolio
|
Q3 2024
Added 15.82%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
18,179
shares
|
$841,324
0.0% of portfolio
|
Q3 2024
Added 36.81%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
15,852
shares
|
$733,630
0.0% of portfolio
|
Q3 2024
Added 21.98%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
15,675
shares
|
$725,439
0.07% of portfolio
|
Q3 2024
Reduced 45.8%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
14,127
shares
|
$653,797
0.28% of portfolio
|
Q3 2024
Added 4.95%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
13,598
shares
|
$629,315
0.0% of portfolio
|
Q3 2024
Added 2.91%
|