Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / ESG ADVNCD HY BD
-
Total 13F shares
-
1,073,716
-
Share change
-
-65,397
-
Total reported value
-
$48,759,967
-
Price per share
-
$45.47
-
Number of holders
-
55
-
Value change
-
-$2,975,785
-
Number of buys
-
30
-
Number of sells
-
21
Institutional Holders of ISHARES TR - ESG ADVNCD HY BD (HYXF) as of Q4 2023
As of 31 Dec 2023,
ISHARES TR - ESG ADVNCD HY BD (HYXF) was held by
55 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,073,716 shares.
The largest 10 holders included
SigFig Wealth Management, LLC, BlackRock Inc., JANE STREET GROUP, LLC, Financial Network Wealth Management LLC, COMMONWEALTH EQUITY SERVICES, LLC, Colorado Capital Management, Inc., Balanced Rock Investment Advisor, VERUS CAPITAL PARTNERS, LLC, Raymond James Financial Services Advisors, Inc., and UBS Group AG.
This page lists
57
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| 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.