ISHARES TR (HYXF)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
82
Reporting holders
$65.5M
Reported value
0.0%
Held as options
+5
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $6.5M | 139,974 | 0.00% | 22q | +14.7%+$839.1K |
| BANK OF MONTREAL /CAN/ | $4.3M | 91,280 | 0.00% | 2q | +22.6%+$784.8K |
| UBS Group AG | $3.9M | 82,741 | 0.00% | 25q | +1.9%+$70.8K |
| Balanced Rock Investment Advisors LLC | $3.7M | 80,019 | 2.33% | 11q | +9.5%+$323.3K |
| WELLS FARGO & COMPANY/MN | $3.6M | 77,944 | 0.00% | 15q | +3.3%+$117.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.6M | 77,604 | 0.00% | 31q | -13.1%-$546.5K |
| RAYMOND JAMES FINANCIAL INC | $3.4M | 72,596 | 0.00% | 7q | -11.8%-$455.7K |
| ASSETMARK, INC | $2.9M | 61,880 | 0.00% | 14q | +1.8%+$52.0K |
| BANK OF AMERICA CORP /DE/ | $2.5M | 54,428 | 0.00% | 28q | +7.1%+$169.1K |
| OSAIC HOLDINGS, INC. | $2.4M | 52,285 | 0.00% | 26q | +218.2%+$1.7M |
| HighTower Advisors, LLC | $2.1M | 45,387 | 0.00% | 21q | +51.4%+$719.8K |
| SEEDS INVESTOR LLC | $2.1M | 44,914 | 0.22% | 7q | +0.8%+$17.4K |
| Apella Capital, LLC | $1.5M | 31,506 | 0.02% | 2q | +3.4%+$48.6K |
| Cetera Investment Advisers | $1.4M | 30,756 | 0.00% | 23q | +1.8%+$24.8K |
| Modern Wealth Management, LLC | $1.3M | 28,835 | 0.02% | 3q | +13.1%+$155.9K |
| ROYAL BANK OF CANADA | $1.2M | 26,249 | 0.00% | 25q | HELD |
| HSBC HOLDINGS PLC | $1.1M | 24,000 | 0.00% | 4q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $1.1M | 22,672 | 0.00% | 22q | +7.0%+$69.5K |
| One Capital Management, LLC | $975.9K | 21,073 | 0.03% | 19q | HELD |
| Topel & Distasi Wealth Management, LLC | $874.9K | 18,729 | 0.42% | 18q | +4.5%+$37.9K |
| Impact Investors, Inc | $800.0K | 17,125 | 0.58% | 4q | -68.7%-$1.8M |
| Summit Wealth Group, LLC | $799.1K | 17,105 | 0.16% | 4q | +0.8%+$6.5K |
| Mason & Associates Inc | $762.6K | 16,325 | 0.12% | 6q | -1.3%-$10.0K |
| JONES FINANCIAL COMPANIES LLLP | $725.2K | 15,538 | 0.00% | 10q | +78.2%+$318.4K |
| Ameritas Investment Partners, Inc. | $711.6K | 15,232 | 0.02% | 18q | +8.8%+$57.5K |
| Bank of New York Mellon Corp | $701.4K | 15,014 | 0.00% | 2q | +11.1%+$70.0K |
| ZENITH SOLUTIONS, INC. | $631.0K | 13,508 | 0.57% | new | FIRST |
| Mutual Advisors, LLC | $502.1K | 10,749 | 0.01% | 3q | +33.4%+$125.9K |
| HARBOUR INVESTMENTS, INC. | $490.6K | 10,502 | 0.01% | 20q | -7.7%-$41.1K |
| HUNTINGTON NATIONAL BANK | $461.6K | 9,882 | 0.00% | 21q | HELD |
| American Money Management, LLC | $434.4K | 9,298 | 0.06% | 3q | +3.0%+$12.8K |
| Diversified Enterprises, LLC | $430.2K | 9,209 | 0.02% | 5q | HELD |
| FMR LLC | $357.0K | 7,642 | 0.00% | 16q | +7.3%+$24.4K |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $346.3K | 7,413 | 0.16% | 3q | +4.0%+$13.3K |
| Walkner Condon Financial Advisors LLC | $343.6K | 7,356 | 0.04% | 18q | -1.4%-$4.9K |
| MARSHALL INVESTMENT MANAGEMENT, LLC | $294.9K | 6,313 | 0.12% | 4q | +12.9%+$33.7K |
| FinArc Investments, Inc. | $294.1K | 6,295 | 0.27% | 2q | HELD |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | $287.1K | 6,146 | 0.04% | 3q | +1.4%+$3.9K |
| Fifth Third Securities, Inc. | $280.8K | 6,011 | 0.02% | 9q | +33.0%+$69.7K |
| VERUS CAPITAL PARTNERS, LLC | $280.0K | 5,993 | 0.02% | 18q | -17.2%-$58.0K |
| Baker Avenue Asset Management, LP | $272.8K | 5,840 | 0.01% | 8q | +0.6%+$1.6K |
| AMERIPRISE FINANCIAL INC | $271.0K | 5,802 | 0.00% | 3q | -51.5%-$287.8K |
| JPMORGAN CHASE & CO | $258.9K | 5,540 | 0.00% | 5q | +4.2%+$10.4K |
| Heartland Bank & Trust Co | $257.7K | 5,516 | 0.05% | 2q | -1.1%-$2.8K |
| STIFEL FINANCIAL CORP | $241.1K | 5,162 | 0.00% | new | NEW |
| SWEENEY & MICHEL, LLC | $239.3K | 5,152 | 0.06% | 2q | +2.0%+$4.7K |
| Financial Gravity Companies, Inc. | $239.1K | 5,118 | 0.04% | 4q | -3.6%-$9.0K |
| MONETA GROUP INVESTMENT ADVISORS LLC | $234.3K | 5,016 | 0.00% | new | NEW |
| Farmers National Bank | $228.0K | 4,881 | 0.05% | 6q | -15.1%-$40.5K |
| Kestra Advisory Services, LLC | $222.4K | 4,761 | 0.00% | 20q | HELD |
| Curtis Advisory Group, LLC | $219.3K | 4,695 | 0.04% | new | NEW |
| Milestone Investment Advisors LLC | $218.4K | 4,676 | 0.05% | 15q | -2.1%-$4.6K |
| Gladstone Institutional Advisory LLC | $217.1K | 4,648 | 0.01% | 7q | HELD |
| Estate Counselors, LLC | $216.1K | 4,625 | 0.02% | new | NEW |
| EP Wealth Advisors, LLC | $207.2K | 4,435 | 0.00% | 3q | -39.5%-$135.1K |
| Larson Financial Group LLC | $187.1K | 4,004 | 0.00% | 23q | -19.3%-$44.7K |
| US BANCORP \DE\ | $162.2K | 3,471 | 0.00% | 9q | HELD |
| Sunrise Financial Services, LLC | $134.9K | 2,888 | 0.08% | 2q | HELD |
| Continuum Advisory, LLC | $125.5K | 2,687 | 0.01% | new | NEW |
| Key Financial Inc | $86.9K | 1,861 | 0.01% | 6q | +9.5%+$7.5K |
| Rossby Financial, LCC | $76.6K | 1,639 | 0.01% | 4q | +4.3%+$3.2K |
| IMA Advisory Services, Inc. | $70.0K | 1,522 | 0.00% | 6q | +1.5%+$1.1K |
| Integrated Wealth Concepts LLC | $60.2K | 1,289 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $50.2K | 1,075 | 0.00% | 15q | -16.6%-$10.0K |
| AE Wealth Management LLC | $46.9K | 1,004 | 0.00% | 7q | -0.7% |
| FIDUCIARY FINANCIAL ADVISORS | $46.5K | 996 | 0.00% | new | NEW |
| Cape Investment Advisory, Inc. | $40.5K | 867 | 0.01% | new | NEW |
| PFS Partners, LLC | $35.5K | 759 | 0.01% | 10q | +1.2% |
| NBT BANK, N.A. | $32.8K | 702 | 0.00% | 8q | -2.1% |
| Glassy Mountain Advisors, Inc. | $31.4K | 672 | 0.01% | 4q | HELD |
| Triumph Capital Management | $30.4K | 650 | 0.01% | 3q | +32.4%+$7.4K |
| High Note Wealth, LLC | $23.6K | 505 | 0.00% | 7q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $23.3K | 498 | 0.00% | new | NEW |
| Birchwood Financial Partners, Inc. | $22.0K | 470 | 0.02% | 3q | HELD |
| Front Row Advisors LLC | $19.7K | 425 | 0.01% | 7q | HELD |
| TD Waterhouse Canada Inc. | $18.3K | 393 | 0.00% | 3q | HELD |
| Cranbrook Wealth Management, LLC | $16.4K | 352 | 0.00% | 11q | HELD |
| Millstone Evans Group, LLC | $11.7K | 251 | 0.01% | 3q | HELD |
| Spire Wealth Management | $11.4K | 244 | 0.00% | 2q | HELD |
| IFP Advisors, Inc | $7.8K | 167 | 0.00% | 9q | -65.0%-$14.5K |
| Colorado Capital Management, Inc. | $4.7K | 100,698 | 1.61% | 12q | +2.9% |
| Cambridge Investment Research Advisors, Inc. | $2.5K | 54,042 | 0.00% | 22q | +100.7%+$1.3K |
| Olde Wealth Management, LLC | $1.1K | 24,011 | 0.32% | 15q | HELD |
| Aurora Private Wealth, Inc. | $873 | 18,693 | 0.55% | 4q | -2.9% |
| iA Global Asset Management Inc. | $637 | 13,625 | 0.01% | 4q | +12.1% |
| NATURAL INVESTMENTS, LLC | $585 | 12,539 | 0.13% | 3q | -14.9% |
| MORGAN STANLEY | $89 | 1 | 0.00% | new | NEW |
| Ashton Thomas Private Wealth, LLC | $66 | 1 | 0.00% | 2q | -97.7%-$2.8K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 82 | $65.5M | 1,402,788 | 10 | 34 | 19 | 0.0% |
| Q1 2026 | 77 | $63.2M | 1,363,015 | 10 | 33 | 15 | 0.0% |
| Q4 2025 | 76 | $65.0M | 1,376,003 | 9 | 34 | 12 | 0.0% |
| Q3 2025 | 68 | $52.9M | 1,113,116 | 12 | 32 | 12 | 0.0% |
| Q2 2025 | 62 | $47.4M | 998,518 | 5 | 26 | 14 | 0.0% |
| Q1 2025 | 62 | $51.9M | 1,119,597 | 4 | 28 | 17 | 0.0% |
| Q4 2024 | 63 | $55.9M | 1,209,937 | 11 | 27 | 8 | 0.0% |
| Q3 2024 | 55 | $46.7M | 986,270 | 9 | 27 | 9 | 0.0% |
| Q2 2024 | 51 | $44.1M | 977,125 | 6 | 28 | 7 | 0.0% |
| Q1 2024 | 53 | $39.8M | 871,482 | 8 | 19 | 16 | 0.0% |
| Q4 2023 | 50 | $40.1M | 882,363 | 6 | 17 | 16 | 0.0% |
| Q3 2023 | 48 | $40.6M | 939,012 | 7 | 16 | 17 | 0.0% |
| Q2 2023 | 43 | $31.1M | 706,414 | 1 | 19 | 12 | 0.0% |
| Q1 2023 | 51 | $43.0M | 967,652 | 5 | 23 | 12 | 0.0% |
| Q4 2022 | 49 | $43.0M | 995,290 | 7 | 19 | 13 | 0.0% |
| Q3 2022 | 58 | $58.8M | 1,391,749 | 12 | 17 | 16 | 0.0% |
| Q2 2022 | 57 | $69.5M | 1,594,240 | 5 | 17 | 23 | 0.0% |
| Q1 2022 | 67 | $75.3M | 1,551,477 | 22 | 26 | 12 | 0.0% |
| Q4 2021 | 50 | $49.6M | 961,405 | 10 | 18 | 8 | 0.0% |
| Q3 2021 | 44 | $41.2M | 787,954 | 6 | 19 | 10 | 0.0% |
| Q2 2021 | 42 | $37.7M | 717,864 | 7 | 15 | 11 | 0.0% |
| Q1 2021 | 39 | $40.5M | 777,979 | 9 | 14 | 5 | 0.0% |
| Q4 2020 | 31 | $30.2M | 572,703 | 11 | 9 | 3 | 0.0% |
| Q3 2020 | 20 | $18.4M | 360,598 | 3 | 9 | 1 | 0.0% |
| Q2 2020 | 21 | $14.4M | 290,430 | 12 | 3 | 3 | 0.0% |
| Q1 2020 | 10 | $14.9M | 311,128 | 4 | 3 | 1 | 0.0% |
| Q4 2019 | 10 | $12.0M | 229,706 | 2 | 3 | 2 | 0.0% |
| Q3 2019 | 9 | $8.0M | 153,856 | 4 | 3 | 0 | 0.0% |
| Q2 2019 | 6 | $5.6M | 108,843 | 1 | 1 | 2 | 0.0% |
| Q1 2019 | 9 | $6.3M | 116,635 | 5 | 2 | 1 | 5.3% |
| Q4 2018 | 4 | $7.1M | 148,025 | 0 | 0 | 0 | 0.0% |