Institutional Ownership
Ishares Tr
CUSIP 46435G441ESG ADVNCD HY BDHYXFQ1 2026
Institutional Holders
83
13F filers
Shares Held
1.53M
Aggregate institutional
Institutional Value
$60.68M
Q1 2026
Net New Holders
+0
10 new · 10 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions10
Increased39
Decreased20
Sold out10
Institutional Holders
83 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 122.0K | $5.65M | +3.8K | Added |
| 2 | Commonwealth Equity Services, LLC | 89.3K | $4.14M | −254 | Reduced |
| 3 | Raymond James Financial Inc | 82.3K | $3.81M | +38.7K | Added |
| 4 | Ubs Group AG | 81.2K | $3.76M | +860 | Added |
| 5 | Bank Of Montreal /Can/ | 74.5K | $3.45M | +74.5K | New |
| 6 | Balanced Rock Investment Advisors LLC | 73.1K | $3.39M | +2.3K | Added |
| 7 | Assetmark, Inc | 60.8K | $2.81M | +11.2K | Added |
| 8 | Impact Investors, Inc | 54.7K | $2.53M | +3.1K | Added |
| 9 | Bank Of America Corp /De/ | 50.8K | $2.35M | −3.3K | Reduced |
| 10 | Seeds Investor LLC | 44.5K | $2.09M | +8.0K | Added |
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