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 78 institutions that hold shares in the stock, with a total of 1.55 Million shares, which have been reported (via 13F filing form) to have a value of $70.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Topel & Distasi Wealth Management, LLC
|
Jan 30, 2025 Q4 2024 |
14,318
shares
|
$649,321
0.28% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
13,884
shares
|
$629,639
0.0% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
13,683
shares
|
$620,524
0.06% of portfolio
|
Q4 2024
Reduced 12.71%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
13,085
shares
|
$593,404
0.03% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Seeds Investor LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
13,031
shares
|
$590,955
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
12,321
shares
|
$558,757
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
12,271
shares
|
$556,489
0.0% of portfolio
|
Q4 2024
Added 97.28%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
11,911
shares
|
$540,163
0.02% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
11,510
shares
|
$521,978
0.33% of portfolio
|
Q1 2023
Reduced 17.59%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
11,021
shares
|
$499,802
0.0% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
10,497
shares
|
$476,038
0.01% of portfolio
|
Q4 2024
Reduced 16.49%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
9,882
shares
|
$448,148
0.0% of portfolio
|
Q2 2024
Added 79.18%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
8,085
shares
|
$366,654
0.03% of portfolio
|
Q4 2024
Added 9.81%
|
|
|
Natural Investments, LLC
|
Feb 07, 2025 Q4 2024 |
6,675
shares
|
$302,711
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
6,537
shares
|
$296,452
0.01% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Mason & Associates Inc
|
Apr 17, 2025 Q1 2025 |
6,472
shares
|
$293,505
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
6,405
shares
|
$290,466
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,805
shares
|
$263,256
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
5,393
shares
|
$244,572
0.07% of portfolio
|
Q4 2024
Added 33.52%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
5,231
shares
|
$237,225
0.06% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
5,160
shares
|
$234,006
0.07% of portfolio
|
Q3 2024
Reduced 11.14%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
5,040
shares
|
$228,564
0.0% of portfolio
|
Q4 2024
Added 14.08%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
4,850
shares
|
$219,947
0.01% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
4,790
shares
|
$217,226
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
4,473
shares
|
$202,850
0.02% of portfolio
|
Q4 2024
Reduced 1.74%
|