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 1.54 Million shares, which have been reported (via 13F filing form) to have a value of $71.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
3,700
shares
|
$171,495
0.12% of portfolio
|
Q1 2021
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
3,491
shares
|
$161,807
0.01% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
2,549
shares
|
$118,146
0.0% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
2,502
shares
|
$115,967
0.0% of portfolio
|
Q4 2024
Added 28.11%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
2,314
shares
|
$107,253
0.01% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
2,033
shares
|
$94,229
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,667
shares
|
$77,265
0.0% of portfolio
|
Q3 2023
Added 1.65%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,518
shares
|
$70,359
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
1,366
shares
|
$63,314
0.02% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
1,299
shares
|
$60,208
0.05% of portfolio
|
Q3 2023
Reduced 20.74%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,047
shares
|
$48,528
0.0% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,036
shares
|
$48,018
0.01% of portfolio
|
Q2 2024
Added 9.28%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
847
shares
|
$39,258
0.0% of portfolio
|
Q4 2024
Added 8.31%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
732
shares
|
$33,928
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
730
shares
|
$33,835
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
694
shares
|
$32,166
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
600
shares
|
$27,810
0.0% of portfolio
|
Q1 2024
Reduced 94.72%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
425
shares
|
$19,698
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
323
shares
|
$14,971
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
200
shares
|
$9,270
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
166
shares
|
$7,694
0.0% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
123
shares
|
$5,701
0.0% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
50
shares
|
$2,317
0.0% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
18
shares
|
$834
0.0% of portfolio
|
Q1 2024
Reduced 5.26%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1
shares
|
$46
0.0% of portfolio
|
Q4 2024
New holding
|