iSHARES TRUST - HYXF
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 139,974 | 6,538 | 0.0% | 0.0% | 1 | +17,962 | 14.72% | Q2 2026 | Aug 07, 2026 |
| Colorado Capital Management, Inc. | History | Added to | 100,698 | 4,704 | 1.61% | 1.69% | 2 | +2,862 | 2.93% | Q2 2026 | Jul 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 91,280 | 4,264 | 0.0% | 0.0% | 3 | +16,800 | 22.56% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | Added to | 82,741 | 3,865 | 0.0% | 0.0% | 4 | +1,516 | 1.87% | Q2 2026 | Aug 13, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 80,019 | 3,738 | 2.33% | 2.37% | 5 | +6,920 | 9.47% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 77,944 | 3,641 | 0.0% | 0.0% | 6 | +40,231 | 106.68% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 77,604 | 3,625 | 0.0% | 0.01% | 7 | -11,699 | -13.1% | Q2 2026 | Jul 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 72,596 | 3,391 | 0.0% | 0.0% | 8 | -9,754 | -11.84% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Added to | 61,880 | 2,890 | 0.0% | 0.01% | 9 | +1,113 | 1.83% | Q2 2026 | Jul 30, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 54,428 | 2,542 | 0.0% | 0.0% | 10 | +3,620 | 7.12% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 52,285 | 2,444 | 0.0% | 0.0% | 11 | +35,854 | 218.21% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 45,387 | 2,120 | 0.0% | 0.0% | 12 | +15,407 | 51.39% | Q2 2026 | Aug 05, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 44,914 | 2,098 | 0.22% | 0.28% | 13 | +372 | 0.84% | Q2 2026 | Aug 12, 2026 |
| Apella Capital, LLC | History | Added to | 31,506 | 1,465 | 0.02% | 0.02% | 14 | +1,044 | 3.43% | Q2 2026 | Jul 08, 2026 |
| Cetera Investment Advisers | History | Added to | 30,756 | 1,436 | 0.0% | 0.0% | 15 | +531 | 1.76% | Q2 2026 | Aug 12, 2026 |
| Modern Wealth Management, LLC | History | Added to | 28,835 | 1,347 | 0.02% | 0.02% | 16 | +3,337 | 13.09% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 27,021 | 1,262 | 0.0% | 0.0% | 17 | +95 | 0.35% | Q2 2026 | Jul 27, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 26,249 | 1,226 | 0.0% | 0.0% | 18 | +8 | 0.03% | Q2 2026 | Aug 14, 2026 |
| Olde Wealth Management, LLC | History | Added to | 24,011 | 1,121 | 0.32% | 0.35% | 20 | +4 | 0.02% | Q2 2026 | Aug 13, 2026 |
| HSBC HOLDINGS PLC | History | No change | 24,000 | 1,121 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 22,672 | 1,059 | 0.0% | 0.0% | 21 | +1,487 | 7.02% | Q2 2026 | Sep 23, 2026 |
| One Capital Management, LLC | History | No change | 21,073 | 975 | 0.03% | 0.03% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Added to | 18,729 | 874 | 0.42% | 0.43% | 23 | +812 | 4.53% | Q2 2026 | Aug 07, 2026 |
| Aurora Private Wealth, Inc. | History | Reduced | 18,693 | 873 | 0.55% | 0.64% | 24 | -557 | -2.89% | Q2 2026 | Jul 21, 2026 |
| Impact Investors, Inc | History | Reduced | 17,125 | 800 | 0.58% | 1.76% | 25 | -37,526 | -68.66% | Q2 2026 | Jul 31, 2026 |
| Summit Wealth Group, LLC | History | Added to | 17,105 | 799 | 0.16% | 0.18% | 26 | +139 | 0.82% | Q2 2026 | Aug 04, 2026 |
| Mason & Associates Inc | History | Reduced | 16,325 | 762 | 0.12% | 0.15% | 27 | -215 | -1.3% | Q2 2026 | Jul 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 15,538 | 725 | 0.0% | 0.0% | 28 | +6,821 | 78.25% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 15,232 | 711 | 0.02% | 0.02% | 29 | +1,230 | 8.78% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 15,014 | 701 | 0.0% | 0.0% | 30 | +1,499 | 11.09% | Q2 2026 | Aug 06, 2026 |
| iA Global Asset Management Inc. | History | Added to | 13,625 | 637 | 0.01% | 0.01% | 31 | +1,475 | 12.14% | Q2 2026 | Jul 29, 2026 |
| ZENITH SOLUTIONS, INC. | History | New | 13,508 | 631 | 0.57% | — | 32 | +13,508 | New | Q2 2026 | Aug 03, 2026 |
| NATURAL INVESTMENTS, LLC | History | Reduced | 12,539 | 585 | 0.13% | 0.17% | 33 | -2,203 | -14.94% | Q2 2026 | Jul 31, 2026 |
| Mutual Advisors, LLC | History | Added to | 10,749 | 502 | 0.01% | 0.01% | 34 | +2,694 | 33.45% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 10,502 | 490 | 0.01% | 0.01% | 35 | -879 | -7.72% | Q2 2026 | Aug 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 9,882 | 461 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| American Money Management, LLC | History | Added to | 9,298 | 434 | 0.06% | 0.07% | 37 | +274 | 3.04% | Q2 2026 | Aug 13, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 9,209 | 430 | 0.02% | 0.02% | 38 | -26 | -0.28% | Q2 2026 | Jul 31, 2026 |
| FMR LLC | History | Added to | 7,642 | 357 | 0.0% | 0.0% | 39 | +523 | 7.35% | Q2 2026 | Aug 13, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | Added to | 7,413 | 346 | 0.16% | 0.17% | 40 | +284 | 3.98% | Q2 2026 | Jul 21, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 7,356 | 343 | 0.04% | 0.05% | 41 | -105 | -1.41% | Q2 2026 | Jul 27, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Added to | 6,313 | 294 | 0.12% | 0.12% | 42 | +722 | 12.91% | Q2 2026 | Aug 14, 2026 |
| FinArc Investments, Inc. | History | No change | 6,295 | 294 | 0.27% | 0.28% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 6,146 | 287 | 0.04% | 0.05% | 44 | +84 | 1.39% | Q2 2026 | Jul 29, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 6,011 | 280 | 0.02% | 0.01% | 45 | +1,492 | 33.02% | Q2 2026 | Jul 15, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 5,993 | 279 | 0.02% | 0.02% | 46 | -1,242 | -17.17% | Q2 2026 | Aug 06, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 5,840 | 272 | 0.01% | 0.01% | 47 | +35 | 0.6% | Q2 2026 | Jul 28, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 5,802 | 271 | 0.0% | 0.0% | 48 | -180 | -3.01% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 5,540 | 258 | 0.0% | 0.0% | 49 | +223 | 4.19% | Q2 2026 | Aug 12, 2026 |
| Heartland Bank & Trust Co | History | Reduced | 5,516 | 257 | 0.05% | 0.06% | 50 | -59 | -1.06% | Q2 2026 | Aug 11, 2026 |
| STIFEL FINANCIAL CORP | History | New | 5,162 | 241 | 0.0% | — | 51 | +5,162 | New | Q2 2026 | Aug 12, 2026 |
| Financial Gravity Companies, Inc. | History | New | 5,118 | 239 | 0.04% | — | 52 | +5,118 | New | Q2 2026 | Aug 05, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 5,152 | 239 | 0.06% | 0.07% | 53 | +101 | 2.0% | Q2 2026 | Aug 10, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | New | 5,016 | 234 | 0.0% | — | 54 | +5,016 | New | Q2 2026 | Aug 14, 2026 |
| Farmers National Bank | History | Reduced | 4,881 | 228 | 0.05% | 0.06% | 55 | -1,105 | -18.46% | Q2 2026 | Aug 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 4,761 | 222 | 0.0% | 0.0% | 56 | +8 | 0.17% | Q2 2026 | Jul 28, 2026 |
| Curtis Advisory Group, LLC | History | New | 4,695 | 219 | 0.04% | — | 57 | +4,695 | New | Q2 2026 | Jul 29, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 4,676 | 218 | 0.05% | 0.05% | 58 | -99 | -2.07% | Q2 2026 | Aug 14, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 4,648 | 217 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Estate Counselors, LLC | History | New | 4,625 | 216 | 0.02% | — | 60 | +4,625 | New | Q2 2026 | Aug 07, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 4,435 | 207 | 0.0% | 0.0% | 61 | -2,892 | -39.47% | Q2 2026 | Aug 11, 2026 |
| Larson Financial Group LLC | History | Reduced | 4,004 | 187 | 0.0% | 0.01% | 62 | -956 | -19.27% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 3,471 | 162 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sunrise Financial Services, LLC | History | No change | 2,888 | 134 | 0.08% | 0.09% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Continuum Advisory, LLC | History | New | 2,687 | 125 | 0.01% | — | 65 | +2,687 | New | Q2 2026 | Aug 06, 2026 |
| Key FInancial Inc | History | Added to | 1,861 | 86 | 0.01% | 0.01% | 66 | +161 | 9.47% | Q2 2026 | Jul 24, 2026 |
| Rossby Financial, LCC | History | Added to | 1,639 | 76 | 0.01% | 0.01% | 67 | +68 | 4.33% | Q2 2026 | Aug 04, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 1,522 | 70 | 0.0% | 0.01% | 68 | +23 | 1.53% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,075 | 50 | 0.0% | 0.0% | 69 | -214 | -16.6% | Q2 2026 | Jul 17, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 996 | 46 | 0.0% | — | 71 | +996 | New | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,004 | 46 | 0.0% | 0.0% | 70 | -7 | -0.69% | Q2 2026 | Aug 03, 2026 |
| Cape Investment Advisory, Inc. | History | New | 867 | 40 | 0.01% | — | 72 | +867 | New | Q2 2026 | Jul 23, 2026 |
| PFS Partners, LLC | History | Added to | 759 | 35 | 0.01% | 0.02% | 73 | +9 | 1.2% | Q2 2026 | Jul 20, 2026 |
| NBT BANK, N.A. | History | Reduced | 702 | 32 | 0.0% | 0.0% | 74 | -15 | -2.09% | Q2 2026 | Jul 29, 2026 |
| Glassy Mountain Advisors, Inc. | History | No change | 672 | 31 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Triumph Capital Management | History | Added to | 650 | 30 | 0.01% | 0.0% | 76 | +159 | 32.38% | Q2 2026 | Jul 20, 2026 |
| High Note Wealth, LLC | History | No change | 505 | 23 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 470 | 21 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Front Row Advisors LLC | History | No change | 425 | 19 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 393 | 18 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 352 | 16 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Spire Wealth Management | History | Added to | 244 | 11 | 0.0% | 0.0% | 82 | +1 | 0.41% | Q2 2026 | Jul 15, 2026 |
| Millstone Evans Group, LLC | History | No change | 251 | 11 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 167 | 7 | 0.0% | 0.0% | 84 | -310 | -64.99% | Q2 2026 | Jul 20, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40,986 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Financial Connections Group, Inc. | History | Closed out | 0 | 0 | — | 0.47% | — | -29,454 | -100.0% | Q1 2026 | May 01, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,305 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Financial Gravity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -5,060 | -100.0% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,869 | -100.0% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,449 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Horizons Wealth Management | History | Closed out | 0 | 0 | — | 0.04% | — | -1,299 | -100.0% | Q1 2026 | Apr 02, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -43 | -97.73% | Q2 2026 | Jul 29, 2026 |
| MORGAN STANLEY | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 13, 2026 |