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 83 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 $72.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Topel & Distasi Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
18,246
shares
|
$858,109
0.43% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
17,766
shares
|
$835,534
0.03% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
16,940
shares
|
$796,688
0.6% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Oct 23, 2025 Q3 2025 |
15,147
shares
|
$712,363
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
13,742
shares
|
$646,286
0.01% of portfolio
|
Q2 2025
Added 16.82%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
12,646
shares
|
$594,741
0.02% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
11,510
shares
|
$541,315
0.33% of portfolio
|
Q1 2023
Reduced 17.59%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
11,000
shares
|
$517,330
0.0% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
9,882
shares
|
$464,750
0.0% of portfolio
|
Q2 2024
Added 79.18%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
9,131
shares
|
$429,430
0.03% of portfolio
|
Q3 2025
Reduced 5.93%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
8,898
shares
|
$418,472
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
8,260
shares
|
$388,467
0.03% of portfolio
|
Q3 2025
Added 10.68%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
7,420
shares
|
$348,962
0.06% of portfolio
|
Q3 2025
Reduced 27.26%
|
|
|
Mason & Associates Inc
|
Nov 06, 2025 Q3 2025 |
6,563
shares
|
$308,657
0.07% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Farmers National Bank
Danville, KY |
Dec 15, 2025 Q3 2025 |
5,708
shares
|
$268,447
0.06% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
5,572
shares
|
$262,051
0.0% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
5,344
shares
|
$251,328
0.01% of portfolio
|
Q3 2025
Reduced 13.68%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
5,310
shares
|
$249,729
0.05% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
5,165
shares
|
$242,909
0.0% of portfolio
|
Q3 2025
Added 13.99%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 10, 2025 Q3 2025 |
5,160
shares
|
$242,674
0.06% of portfolio
|
Q3 2024
Reduced 11.14%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Nov 13, 2025 Q3 2025 |
5,156
shares
|
$242,486
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
5,087
shares
|
$239,241
0.05% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
5,057
shares
|
$237,830
0.06% of portfolio
|
Q3 2025
Reduced 5.9%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
4,974
shares
|
$233,927
0.0% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
4,908
shares
|
$230,823
0.0% of portfolio
|
Q3 2025
New holding
|
|