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 |
|---|---|---|---|---|---|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
1,366
shares
|
$63,218
0.02% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
1,299
shares
|
$60,117
0.05% of portfolio
|
Q3 2023
Reduced 20.74%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,036
shares
|
$47,946
0.01% of portfolio
|
Q2 2024
Added 9.28%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,026
shares
|
$47,483
0.0% of portfolio
|
Q3 2024
Reduced 13.34%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
782
shares
|
$36,190
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
730
shares
|
$33,784
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
600
shares
|
$27,768
0.0% of portfolio
|
Q1 2024
Reduced 94.72%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
588
shares
|
$27,212
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
200
shares
|
$9,256
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
163
shares
|
$7,543
0.0% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
122
shares
|
$5,646
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
49
shares
|
$2,267
0.0% of portfolio
|
Q3 2024
Added 44.12%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
24
shares
|
$1,110
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
18
shares
|
$833
0.0% of portfolio
|
Q1 2024
Reduced 5.26%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|