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 |
|---|---|---|---|---|---|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
4,811
shares
|
$226,261
0.02% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
4,716
shares
|
$221,793
0.0% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
4,648
shares
|
$218,595
0.01% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,431
shares
|
$208,389
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
4,419
shares
|
$207,825
0.0% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
3,700
shares
|
$174,011
0.12% of portfolio
|
Q1 2021
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
2,836
shares
|
$133,377
0.0% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
2,551
shares
|
$119,973
0.0% of portfolio
|
Q3 2025
Added 17.99%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
1,700
shares
|
$79,951
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,667
shares
|
$78,399
0.0% of portfolio
|
Q3 2023
Added 1.65%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,464
shares
|
$68,851
0.0% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
1,455
shares
|
$68,428
0.01% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,367
shares
|
$64,290
0.0% of portfolio
|
Q3 2025
Added 4456.67%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
1,366
shares
|
$64,242
0.02% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 05, 2026 Q4 2025 |
1,299
shares
|
$61,091
0.04% of portfolio
|
Q3 2023
Reduced 20.74%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,282
shares
|
$60,292
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
867
shares
|
$40,775
0.04% of portfolio
|
Q2 2025
Added 18.77%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
822
shares
|
$38,658
0.0% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
699
shares
|
$32,873
0.01% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Glassy Mountain Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
672
shares
|
$31,604
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
657
shares
|
$30,898
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
600
shares
|
$28,218
0.0% of portfolio
|
Q1 2024
Reduced 94.72%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
510
shares
|
$23,985
0.0% of portfolio
|
Q2 2025
Reduced 23.54%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
425
shares
|
$19,987
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
352
shares
|
$16,554
0.0% of portfolio
|
Q1 2025
Reduced 66.02%
|
|