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 |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
12,850
shares
|
$594,698
0.03% of portfolio
|
Q3 2024
Reduced 8.03%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
12,569
shares
|
$581,693
0.01% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Better Money Decisions, LLC
|
Oct 25, 2024 Q3 2024 |
12,334
shares
|
$570,817
0.41% of portfolio
|
Q3 2024
Added 160.49%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
12,321
shares
|
$570,215
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
11,563
shares
|
$535,135
0.02% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
11,510
shares
|
$532,682
0.33% of portfolio
|
Q1 2023
Reduced 17.59%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
11,070
shares
|
$512,319
0.0% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
9,882
shares
|
$457,338
0.0% of portfolio
|
Q2 2024
Added 79.18%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
7,363
shares
|
$340,759
0.03% of portfolio
|
Q3 2024
Added 65.61%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
6,537
shares
|
$302,532
0.01% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
6,220
shares
|
$287,861
0.0% of portfolio
|
Q3 2024
Added 36.34%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
5,190
shares
|
$240,193
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
5,160
shares
|
$238,804
0.07% of portfolio
|
Q3 2024
Reduced 11.14%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
4,844
shares
|
$224,180
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
4,552
shares
|
$210,666
0.02% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
4,418
shares
|
$204,465
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
4,392
shares
|
$203,261
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
4,255
shares
|
$196,921
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
4,039
shares
|
$186,924
0.05% of portfolio
|
Q3 2024
Added 8.87%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
3,700
shares
|
$171,236
0.12% of portfolio
|
Q1 2021
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
3,418
shares
|
$158,185
0.01% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
2,447
shares
|
$113,247
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
2,314
shares
|
$107,091
0.01% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
1,953
shares
|
$90,384
0.0% of portfolio
|
Q3 2024
Added 30.72%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,667
shares
|
$77,148
0.0% of portfolio
|
Q3 2023
Added 1.65%
|