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
-
Number of holders
-
69
-
Value change
-
-$4,569,568
-
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) was held by
69 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,192,566 shares.
The 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 page lists
69
institutional shareholders reporting positions in this security
for the Q2 2025 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.