Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / ESG ADVNCD HY BD
-
Total 13F shares
-
1,477,015
-
Share change
-
+254,977
-
Total reported value
-
$68,248,423
-
Price per share
-
$46.20
-
Number of holders
-
72
-
Value change
-
+$11,774,228
-
Number of buys
-
47
-
Number of sells
-
12
Institutional Holders of ISHARES TR - ESG ADVNCD HY BD (HYXF) as of Q4 2024
As of 31 Dec 2024,
ISHARES TR - ESG ADVNCD HY BD (HYXF) was held by
72 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,477,015 shares.
The largest 10 holders included
SigFig Wealth Management, LLC, RETIREMENT CAPITAL STRATEGIES, BlackRock, Inc., Financial Network Wealth Management LLC, Colorado Capital Management, Inc., COMMONWEALTH EQUITY SERVICES, LLC, UBS Group AG, Balanced Rock Investment Advisors LLC, HOWLAND CAPITAL MANAGEMENT LLC, and RAYMOND JAMES FINANCIAL INC.
This page lists
72
institutional shareholders reporting positions in this security
for the Q4 2024 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.