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Ishares ESG ADV High Yield (HYXF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Colorado Capital Management, Inc.
INCREASED
Shares104,737 from 100,698
Change+4,039 (+4%)
Value$4.7K (+$20)
Filed 2026-10-15
Commonwealth Equity Services, LLC
DECREASED
Shares69,607 from 77,604
Change-7,997 (-10%)
Value$3.1M (-$485.5K)
Filed 2026-11-02
Assetmark, Inc
INCREASED
Shares67,586 from 61,880
Change+5,706 (+9%)
Value$3.0M (+$157.9K)
Filed 2026-10-21
Bank of New York Mellon Corp
INCREASED
Shares32,249 from 15,014
Change+17,235 (+115%)
Value$1.5M (+$753.3K)
Filed 2026-11-05
Apella Capital, LLC
DECREASED
Shares31,203 from 31,506
Change-303 (-1%)
Value$1.4M (-$60.3K)
Filed 2026-10-08
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares27,834 from 27,021
Change+813 (+3%)
Value$1.3K (-$1.3M)
Filed 2026-11-02
Topel & Distasi Wealth Management, LLC
INCREASED
Shares19,911 from 18,729
Change+1,182 (+6%)
Value$898.1K (+$23.2K)
Filed 2026-11-05
Aurora Private Wealth, Inc.
INCREASED
Shares18,823 from 18,693
Change+130 (+1%)
Value$849 (-$872.2K)
Filed 2026-10-20
Zenith Solutions, Inc.
DECREASED
Shares13,108 from 13,508
Change-400 (-3%)
Value$591.2K (-$39.8K)
Filed 2026-10-19
Schmidt P J Investment Management Inc
INCREASED
Shares11,203 from 6,146
Change+5,057 (+82%)
Value$505.3K (+$218.2K)
Filed 2026-11-02
Diversified Enterprises, LLC
INCREASED
Shares9,623 from 9,209
Change+414 (+5%)
Value$434.1K (+$3.9K)
Filed 2026-10-19
WestHill Financial Advisors, Inc.
NEW
Shares8,734
Change+8,734
Value$394.0K
Filed 2026-10-14
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED
Shares7,761 from 7,413
Change+348 (+5%)
Value$350.1K (+$3.8K)
Filed 2026-10-15
Walkner Condon Financial Advisors LLC
INCREASED
Shares7,582 from 7,356
Change+226 (+3%)
Value$342.0K (-$1.6K)
Filed 2026-11-02
Fifth Third Securities, Inc.
INCREASED
Shares6,571 from 6,011
Change+560 (+9%)
Value$296.4K (+$15.6K)
Filed 2026-10-21
FinArc Investments, Inc.
DECREASED
Shares6,188 from 6,295
Change-107 (-2%)
Value$279.1K (-$15.0K)
Filed 2026-10-14
Verus Capital Partners, LLC
DECREASED
Shares5,921 from 5,993
Change-72 (-1%)
Value$267.1K (-$12.9K)
Filed 2026-11-03
Baker Avenue Asset Management, LP
INCREASED
Shares5,853 from 5,840
Change+13 (+0%)
Value$264.0K (-$8.8K)
Filed 2026-11-06
Sweeney & Michel, LLC
INCREASED
Shares5,178 from 5,152
Change+26 (+1%)
Value$233.6K (-$5.8K)
Filed 2026-10-16
Kestra Advisory Services, LLC
DECREASED
Shares4,750 from 4,761
Change-11 (0%)
Value$214.3K (-$8.2K)
Filed 2026-11-02
Curtis Advisory Group, LLC
UNCHANGED
Shares4,695 from 4,695
Change0 (0%)
Value$211.8K (-$7.6K)
Filed 2026-10-28
Milestone Investment Advisors LLC
DECREASED
Shares4,656 from 4,676
Change-20 (0%)
Value$210.0K (-$8.4K)
Filed 2026-11-05
Larson Financial Group LLC
INCREASED
Shares4,063 from 4,004
Change+59 (+1%)
Value$183.3K (-$3.8K)
Filed 2026-11-05
US Bancorp \de\
UNCHANGED
Shares3,471 from 3,471
Change0 (0%)
Value$156.6K (-$5.6K)
Filed 2026-11-05
Sunrise Financial Services, LLC
INCREASED
Shares3,020 from 2,888
Change+132 (+5%)
Value$136.2K (+$1.3K)
Filed 2026-10-21
Key FInancial Inc
INCREASED
Shares2,347 from 1,861
Change+486 (+26%)
Value$105.9K (+$18.9K)
Filed 2026-11-02
Rossby Financial, LCC
DECREASED
Shares1,624 from 1,639
Change-15 (-1%)
Value$73.3K (-$3.3K)
Filed 2026-11-05
Heritage Family Offices, LLP
NEW
Shares950
Change+950
Value$42.9K
Filed 2026-11-02
Farther Finance Advisors, LLC
DECREASED
Shares906 from 1,075
Change-169 (-16%)
Value$40.9K (-$9.4K)
Filed 2026-10-08
Cape Investment Advisory, Inc.
UNCHANGED
Shares867 from 867
Change0 (0%)
Value$39.1K (-$1.4K)
Filed 2026-10-13
Latitude Advisors, LLC
NEW
Shares837
Change+837
Value$37.8K
Filed 2026-10-27
PFS Partners, LLC
INCREASED
Shares769 from 759
Change+10 (+1%)
Value$34.7K (-$776)
Filed 2026-10-21
Triumph Capital Management
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$29.3K (-$1.0K)
Filed 2026-10-14
High Note Wealth, LLC
UNCHANGED
Shares505 from 505
Change0 (0%)
Value$22.8K (-$812)
Filed 2026-10-27
Birchwood Financial Partners, Inc.
INCREASED
Shares477 from 470
Change+7 (+1%)
Value$21.5K (-$433)
Filed 2026-11-02
Cranbrook Wealth Management, LLC
UNCHANGED
Shares352 from 352
Change0 (0%)
Value$15.9K (-$566)
Filed 2026-10-28
Spire Wealth Management
UNCHANGED
Shares244 from 244
Change0 (0%)
Value$11.0K (-$393)
Filed 2026-10-30
IFP Advisors, Inc
UNCHANGED
Shares167 from 167
Change0 (0%)
Value$7.5K (-$269)
Filed 2026-10-16
Impact Investors, Inc
CLOSED
Shares0 from 17,125
Change-17,125 (-100%)
Value$0 (-$800.0K)
Filed 2026-11-02
iA Global Asset Management Inc.
CLOSED
Shares0 from 13,625
Change-13,625 (-100%)
Value$0 (-$637.0K)
Filed 2026-10-29
NBT Bank, N.A.
CLOSED
Shares0 from 702
Change-702 (-100%)
Value$0 (-$32.8K)
Filed 2026-10-21
TD Waterhouse Canada Inc.
CLOSED
Shares0 from 393
Change-393 (-100%)
Value$0 (-$18.3K)
Filed 2026-10-16
Ashton Thomas Private Wealth, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$66)
Filed 2026-11-03
LPL Financial LLC
N/A
Shares— from 139,974
Change-139,974 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 91,280
Change-91,280 (-100%)
Value—
UBS Group AG
N/A
Shares— from 82,741
Change-82,741 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 80,019
Change-80,019 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 77,944
Change-77,944 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 72,596
Change-72,596 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 54,428
Change-54,428 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 52,285
Change-52,285 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 45,387
Change-45,387 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 44,914
Change-44,914 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 30,756
Change-30,756 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 28,835
Change-28,835 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 26,249
Change-26,249 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 24,011
Change-24,011 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 24,000
Change-24,000 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 22,672
Change-22,672 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 21,073
Change-21,073 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 17,105
Change-17,105 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 16,325
Change-16,325 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 15,538
Change-15,538 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 15,232
Change-15,232 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 12,539
Change-12,539 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 10,749
Change-10,749 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 10,502
Change-10,502 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 9,882
Change-9,882 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 9,298
Change-9,298 (-100%)
Value—
FMR LLC
N/A
Shares— from 7,642
Change-7,642 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 6,313
Change-6,313 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 5,802
Change-5,802 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 5,540
Change-5,540 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 5,516
Change-5,516 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 5,162
Change-5,162 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 5,118
Change-5,118 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 5,016
Change-5,016 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 4,881
Change-4,881 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 4,648
Change-4,648 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 4,625
Change-4,625 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 4,435
Change-4,435 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,687
Change-2,687 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,522
Change-1,522 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,004
Change-1,004 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 996
Change-996 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 672
Change-672 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 425
Change-425 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 251
Change-251 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Colorado Capital Management, Inc.
INCREASED104,737100,698+4,039+4%$4.7K$4.7K+$202026-10-15
Commonwealth Equity Services, LLC
DECREASED69,60777,604-7,997-10%$3.6M$3.1M-$485.5K2026-11-02
Assetmark, Inc
INCREASED67,58661,880+5,706+9%$2.9M$3.0M+$157.9K2026-10-21
Bank of New York Mellon Corp
INCREASED32,24915,014+17,235+115%$701.4K$1.5M+$753.3K2026-11-05
Apella Capital, LLC
DECREASED31,20331,506-303-1%$1.5M$1.4M-$60.3K2026-10-08
Cambridge Investment Research Advisors, Inc.
INCREASED27,83427,021+813+3%$1.3M$1.3K-$1.3M2026-11-02
Topel & Distasi Wealth Management, LLC
INCREASED19,91118,729+1,182+6%$874.9K$898.1K+$23.2K2026-11-05
Aurora Private Wealth, Inc.
INCREASED18,82318,693+130+1%$873.0K$849-$872.2K2026-10-20
Zenith Solutions, Inc.
DECREASED13,10813,508-400-3%$631.0K$591.2K-$39.8K2026-10-19
Schmidt P J Investment Management Inc
INCREASED11,2036,146+5,057+82%$287.1K$505.3K+$218.2K2026-11-02
Diversified Enterprises, LLC
INCREASED9,6239,209+414+5%$430.2K$434.1K+$3.9K2026-10-19
WestHill Financial Advisors, Inc.
NEW8,734—+8,734——$394.0K—2026-10-14
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED7,7617,413+348+5%$346.3K$350.1K+$3.8K2026-10-15
Walkner Condon Financial Advisors LLC
INCREASED7,5827,356+226+3%$343.6K$342.0K-$1.6K2026-11-02
Fifth Third Securities, Inc.
INCREASED6,5716,011+560+9%$280.8K$296.4K+$15.6K2026-10-21
FinArc Investments, Inc.
DECREASED6,1886,295-107-2%$294.1K$279.1K-$15.0K2026-10-14
Verus Capital Partners, LLC
DECREASED5,9215,993-72-1%$280.0K$267.1K-$12.9K2026-11-03
Baker Avenue Asset Management, LP
INCREASED5,8535,840+13+0%$272.8K$264.0K-$8.8K2026-11-06
Sweeney & Michel, LLC
INCREASED5,1785,152+26+1%$239.3K$233.6K-$5.8K2026-10-16
Kestra Advisory Services, LLC
DECREASED4,7504,761-110%$222.4K$214.3K-$8.2K2026-11-02
Curtis Advisory Group, LLC
UNCHANGED4,6954,69500%$219.3K$211.8K-$7.6K2026-10-28
Milestone Investment Advisors LLC
DECREASED4,6564,676-200%$218.4K$210.0K-$8.4K2026-11-05
Larson Financial Group LLC
INCREASED4,0634,004+59+1%$187.1K$183.3K-$3.8K2026-11-05
US Bancorp \de\
UNCHANGED3,4713,47100%$162.2K$156.6K-$5.6K2026-11-05
Sunrise Financial Services, LLC
INCREASED3,0202,888+132+5%$134.9K$136.2K+$1.3K2026-10-21
Key FInancial Inc
INCREASED2,3471,861+486+26%$86.9K$105.9K+$18.9K2026-11-02
Rossby Financial, LCC
DECREASED1,6241,639-15-1%$76.6K$73.3K-$3.3K2026-11-05
Heritage Family Offices, LLP
NEW950—+950——$42.9K—2026-11-02
Farther Finance Advisors, LLC
DECREASED9061,075-169-16%$50.2K$40.9K-$9.4K2026-10-08
Cape Investment Advisory, Inc.
UNCHANGED86786700%$40.5K$39.1K-$1.4K2026-10-13
Latitude Advisors, LLC
NEW837—+837——$37.8K—2026-10-27
PFS Partners, LLC
INCREASED769759+10+1%$35.5K$34.7K-$7762026-10-21
Triumph Capital Management
UNCHANGED65065000%$30.4K$29.3K-$1.0K2026-10-14
High Note Wealth, LLC
UNCHANGED50550500%$23.6K$22.8K-$8122026-10-27
Birchwood Financial Partners, Inc.
INCREASED477470+7+1%$22.0K$21.5K-$4332026-11-02
Cranbrook Wealth Management, LLC
UNCHANGED35235200%$16.4K$15.9K-$5662026-10-28
Spire Wealth Management
UNCHANGED24424400%$11.4K$11.0K-$3932026-10-30
IFP Advisors, Inc
UNCHANGED16716700%$7.8K$7.5K-$2692026-10-16
Impact Investors, Inc
CLOSED017,125-17,125-100%$800.0K$0-$800.0K2026-11-02
iA Global Asset Management Inc.
CLOSED013,625-13,625-100%$637.0K$0-$637.0K2026-10-29
NBT Bank, N.A.
CLOSED0702-702-100%$32.8K$0-$32.8K2026-10-21
TD Waterhouse Canada Inc.
CLOSED0393-393-100%$18.3K$0-$18.3K2026-10-16
Ashton Thomas Private Wealth, LLC
CLOSED01-1-100%$66$0-$662026-11-03
LPL Financial LLC
N/A—139,974-139,974-100%$6.5M———
Bank of Montreal
N/A—91,280-91,280-100%$4.3M———
UBS Group AG
N/A—82,741-82,741-100%$3.9M———
Balanced Rock Investment Advisors LLC
N/A—80,019-80,019-100%$3.7M———
Wells Fargo & Company
N/A—77,944-77,944-100%$3.6M———
Raymond James Financial Inc
N/A—72,596-72,596-100%$3.4M———
Bank of America Corp
N/A—54,428-54,428-100%$2.5M———
Osaic Holdings, Inc.
N/A—52,285-52,285-100%$2.4M———
HighTower Advisors, LLC
N/A—45,387-45,387-100%$2.1M———
Seeds Investor LLC
N/A—44,914-44,914-100%$2.1M———
Cetera Investment Advisers
N/A—30,756-30,756-100%$1.4M———
Modern Wealth Management, LLC
N/A—28,835-28,835-100%$1.3M———
Royal Bank of Canada
N/A—26,249-26,249-100%$1.2M———
Olde Wealth Management, LLC
N/A—24,011-24,011-100%$1.1M———
HSBC Holdings PLC
N/A—24,000-24,000-100%$1.1M———
Envestnet Asset Management Inc
N/A—22,672-22,672-100%$1.1M———
One Capital Management, LLC
N/A—21,073-21,073-100%$975.9K———
Summit Wealth Group, LLC
N/A—17,105-17,105-100%$799.1K———
Mason & Associates Inc
N/A—16,325-16,325-100%$762.6K———
Jones Financial Companies Lllp
N/A—15,538-15,538-100%$725.2K———
Ameritas Investment Partners, Inc.
N/A—15,232-15,232-100%$711.6K———
Natural Investments, LLC
N/A—12,539-12,539-100%$585.0K———
Mutual Advisors, LLC
N/A—10,749-10,749-100%$502.1K———
Harbour Investments, Inc.
N/A—10,502-10,502-100%$490.6K———
Huntington National Bank
N/A—9,882-9,882-100%$461.6K———
American Money Management, LLC
N/A—9,298-9,298-100%$434.4K———
FMR LLC
N/A—7,642-7,642-100%$357.0K———
Marshall Investment Management, LLC
N/A—6,313-6,313-100%$294.9K———
Ameriprise Financial Inc
N/A—5,802-5,802-100%$271.0K———
JPMorgan Chase & Co
N/A—5,540-5,540-100%$258.9K———
Heartland Bank & Trust Co
N/A—5,516-5,516-100%$257.7K———
Stifel Financial Corp
N/A—5,162-5,162-100%$241.1K———
Financial Gravity Companies, Inc.
N/A—5,118-5,118-100%$239.1K———
Moneta Group Investment Advisors LLC
N/A—5,016-5,016-100%$234.3K———
Farmers National Bank
N/A—4,881-4,881-100%$228.0K———
Gladstone Institutional Advisory LLC
N/A—4,648-4,648-100%$217.1K———
Estate Counselors, LLC
N/A—4,625-4,625-100%$216.1K———
EP Wealth Advisors, LLC
N/A—4,435-4,435-100%$207.2K———
Continuum Advisory, LLC
N/A—2,687-2,687-100%$125.5K———
IMA Advisory Services, Inc.
N/A—1,522-1,522-100%$70.0K———
AE Wealth Management LLC
N/A—1,004-1,004-100%$46.9K———
Fiduciary Financial Advisors
N/A—996-996-100%$46.5K———
Glassy Mountain Advisors, Inc.
N/A—672-672-100%$31.4K———
Front Row Advisors LLC
N/A—425-425-100%$19.7K———
Millstone Evans Group, LLC
N/A—251-251-100%$11.7K———
Morgan Stanley
N/A—1-1-100%$89———
Showing 89 of 89 institutions