Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / ESG ADVNCD HY BD
-
Total 13F shares
-
1,192,566
-
Share change
-
-100,054
-
Total reported value
-
$56,611,334
-
Price per share
-
$47.50
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Number of holders
-
69
-
Value change
-
-$4,569,567
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Number of buys
-
38
-
Number of sells
-
24
Institutional Holders of ISHARES TR - ESG ADVNCD HY BD (HYXF) as of Q2 2025
As of 30 Jun 2025 ISHARES TR - ESG ADVNCD HY BD (HYXF) had 69 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,192,566 shares of stock of the company.
Largest 10 holders included SigFig Wealth Management, LLC, Colorado Capital Management, Inc., LPL Financial LLC, COMMONWEALTH EQUITY SERVICES, LLC, UBS Group AG, Balanced Rock Investment Advisors LLC, BANK OF AMERICA CORP /DE/, ASSETMARK, INC, RAYMOND JAMES FINANCIAL INC, and OSAIC HOLDINGS, INC..
This table shows 69 institutional shareholders of the security as of 30 Jun 2025.
| 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.