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 76 institutions that hold shares in the stock, with a total of 1.39 Million shares, which have been reported (via 13F filing form) to have a value of $65.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
3,700
shares
|
$174,270
0.12% of portfolio
|
Q1 2021
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
2,819
shares
|
$132,774
0.0% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
2,162
shares
|
$101,830
0.0% of portfolio
|
Q2 2025
Added 10.03%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,826
shares
|
$86,004
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
1,700
shares
|
$80,070
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,667
shares
|
$78,515
0.0% of portfolio
|
Q3 2023
Added 1.65%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
1,433
shares
|
$67,494
0.01% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,420
shares
|
$66,882
0.0% of portfolio
|
Q1 2025
Reduced 6.46%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
1,366
shares
|
$64,338
0.02% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
1,299
shares
|
$61,182
0.04% of portfolio
|
Q3 2023
Reduced 20.74%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
837
shares
|
$39,422
0.0% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
730
shares
|
$34,383
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
699
shares
|
$32,922
0.01% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
600
shares
|
$28,260
0.0% of portfolio
|
Q1 2024
Reduced 94.72%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
510
shares
|
$24,021
0.01% of portfolio
|
Q2 2025
Reduced 23.54%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
425
shares
|
$20,017
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
352
shares
|
$16,579
0.0% of portfolio
|
Q1 2025
Reduced 66.02%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
323
shares
|
$15,213
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
200
shares
|
$9,420
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
162
shares
|
$7,630
0.0% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
162
shares
|
$7,630
0.0% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
130
shares
|
$6,123
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
30
shares
|
$1,413
0.0% of portfolio
|
Q2 2025
Reduced 55.88%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
18
shares
|
$847
0.0% of portfolio
|
Q1 2024
Reduced 5.26%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$47
0.0% of portfolio
|
Q4 2024
New holding
|