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 164 institutions that hold shares in the stock, with a total of 5.54 Million shares, which have been reported (via 13F filing form) to have a value of $240 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
588,393
shares
|
$25.5 Million
0.0% of portfolio
|
Q2 2025
Added 9.85%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
534,644
shares
|
$23.1 Million
0.01% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
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%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
313,920
shares
|
$13.6 Million
0.25% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
286,555
shares
|
$12.4 Million
0.02% of portfolio
|
Q2 2025
Added 13.45%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
257,674
shares
|
$11.2 Million
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
214,676
shares
|
$9.29 Million
0.0% of portfolio
|
Q2 2025
Added 13.71%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
211,446
shares
|
$9.15 Million
0.21% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
157,044
shares
|
$6.8 Million
0.11% of portfolio
|
Q3 2025
Added 14.87%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 20, 2025 Q3 2025 |
137,210
shares
|
$5.94 Million
2.55% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
135,265
shares
|
$5.86 Million
0.47% of portfolio
|
Q2 2025
Reduced 9.33%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
134,287
shares
|
$5.81 Million
0.44% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
95,824
shares
|
$4.15 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
91,508
shares
|
$3.96 Million
0.01% of portfolio
|
Q3 2024
Reduced 63.17%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
81,784
shares
|
$3.54 Million
0.33% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
78,934
shares
|
$3.42 Million
0.06% of portfolio
|
Q2 2025
Reduced 9.05%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
75,097
shares
|
$3.25 Million
0.09% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
62,549
shares
|
$2.71 Million
0.06% of portfolio
|
Q3 2025
Reduced 8.26%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
50,173
shares
|
$2.17 Million
0.53% of portfolio
|
Q3 2025
Reduced 10.63%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
46,848
shares
|
$2.03 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hilltop Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
43,722
shares
|
$1.89 Million
1.0% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
43,066
shares
|
$1.86 Million
0.0% of portfolio
|
Q2 2025
Added 22.74%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
40,706
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2025
Reduced 35.63%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
39,062
shares
|
$1.69 Million
0.29% of portfolio
|
Q2 2025
Added 14.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
37,055
shares
|
$1.6 Million
0.0% of portfolio
|
Q2 2025
Added 5.1%
|