Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / ESG ADVNCD HY BD
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Number of holders
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44
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Total 13F shares, excl. options
-
787,954
-
Shares change
-
+70,766
-
Total reported value, excl. options
-
$41,218,433
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Value change
-
+$3,697,566
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Number of buys
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26
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Number of sells
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13
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Price
-
$52.31
Institutional Holders of ISHARES TR - ESG ADVNCD HY BD (HYXF) as of Q3 2021
As of 30 Sep 2021 ISHARES TR - ESG ADVNCD HY BD (HYXF) had 47 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 787,954 shares of stock of the company.
Largest 10 holders included UBS Group AG, NOTTINGHAM ADVISORS, INC., SHEETS SMITH WEALTH MANAGEMENT, ADVISOR GROUP HOLDINGS, INC., FLOW TRADERS U.S. LLC, Raymond James Financial Services Advisors, Inc., ENVESTNET ASSET MANAGEMENT INC, LPL Financial LLC, HERITAGE WEALTH MANAGEMENT, LLC, and BANK OF AMERICA CORP /DE/.
This table shows 47 institutional shareholders of the security as of 30 Sep 2021.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.