Institutional Ownership Ishares Tr Esg Screened S&P Mi (XJH)
This table provides information about the institutional ownership of Ishares Tr Esg Screened S&P Mi (XJH). We have compiled data on the 134 institutions that hold shares in the stock, with a total of 4.03 Million shares, which have been reported (via 13F filing form) to have a value of $175 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
473,030
shares
|
$20.6 Million
0.0% of portfolio
|
Q3 2024
Added 5.96%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
377,370
shares
|
$16.4 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
373,507
shares
|
$16.2 Million
0.01% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
205,861
shares
|
$8.94 Million
0.23% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
192,514
shares
|
$8.36 Million
0.01% of portfolio
|
Q3 2024
Added 18.39%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
145,921
shares
|
$6.34 Million
0.54% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
139,072
shares
|
$6.04 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 13, 2025 Q4 2024 |
124,605
shares
|
$5.41 Million
2.55% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
92,254
shares
|
$4.01 Million
0.0% of portfolio
|
Q2 2024
Added 14.34%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
91,508
shares
|
$3.98 Million
0.01% of portfolio
|
Q3 2024
Reduced 63.17%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
89,044
shares
|
$3.87 Million
0.0% of portfolio
|
Q3 2024
Added 27.07%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
84,538
shares
|
$3.67 Million
1.04% of portfolio
|
Q3 2024
Added 78.43%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
78,323
shares
|
$3.4 Million
0.34% of portfolio
|
Q4 2024
Added 10.53%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
74,745
shares
|
$3.25 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
69,272
shares
|
$3.01 Million
0.11% of portfolio
|
Q3 2024
Added 48.63%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
58,046
shares
|
$2.52 Million
0.02% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
57,100
shares
|
$2.48 Million
0.05% of portfolio
|
Q2 2024
Added 7.19%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
45,730
shares
|
$1.99 Million
0.01% of portfolio
|
Q3 2024
Added 38.89%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
44,601
shares
|
$1.94 Million
1.48% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jan 08, 2025 Q4 2024 |
43,853
shares
|
$1.91 Million
0.93% of portfolio
|
Q4 2024
Reduced 9.12%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
42,695
shares
|
$1.86 Million
0.41% of portfolio
|
Q4 2024
Reduced 7.05%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
38,067
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
36,953
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
35,860
shares
|
$1.56 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
34,156
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.7%
|