Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / ESG ADVNCD HY BD
-
Number of holders
-
56
-
Total 13F shares, excl. options
-
1,186,648
-
Shares change
-
+97,416
-
Total reported value, excl. options
-
$53,601,667
-
Value change
-
+$4,369,309
-
Number of buys
-
41
-
Number of sells
-
-18
-
Price
-
$45.17
Significant Holders of ISHARES TR - ESG ADVNCD HY BD (HYXF) as of Q2 2024
66 filings reported holding HYXF - ISHARES TR - ESG ADVNCD HY BD as of Q2 2024.
ISHARES TR - ESG ADVNCD HY BD (HYXF) has 56 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,186,648 shares
.
Largest 10 shareholders include SigFig Wealth Management, LLC (164,627 shares), BlackRock Inc. (112,324 shares), Financial Network Wealth Management LLC (81,390 shares), Colorado Capital Management, Inc. (67,385 shares), COMMONWEALTH EQUITY SERVICES, LLC (62,578 shares), UBS Group AG (59,137 shares), Balanced Rock Investment Advisors LLC (58,440 shares), JANE STREET GROUP, LLC (46,260 shares), Raymond James Financial Services Advisors, Inc. (39,263 shares), and HARBOUR INVESTMENTS, INC. (30,848 shares).
This table shows the top 56 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.