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 153 institutions that hold shares in the stock, with a total of 5.21 Million shares, which have been reported (via 13F filing form) to have a value of $225 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
535,623
shares
|
$23.1 Million
0.0% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
528,962
shares
|
$22.8 Million
0.01% of portfolio
|
Q1 2025
Added 14.3%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
373,507
shares
|
$16.1 Million
0.01% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
321,842
shares
|
$13.9 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
252,586
shares
|
$10.9 Million
0.02% of portfolio
|
Q1 2025
Added 12.69%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
215,806
shares
|
$9.3 Million
0.22% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
188,785
shares
|
$8.14 Million
0.0% of portfolio
|
Q1 2025
Added 87.45%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
149,192
shares
|
$6.43 Million
0.5% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
141,548
shares
|
$6.1 Million
2.68% of portfolio
|
Q2 2025
Added 4.13%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
136,908
shares
|
$5.9 Million
0.45% of portfolio
|
Q2 2025
Added 10.46%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
136,719
shares
|
$5.89 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
99,179
shares
|
$4.28 Million
0.0% of portfolio
|
Q4 2024
Added 7.51%
|
|
|
Francis Financial, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
94,870
shares
|
$4.09 Million
1.05% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
91,508
shares
|
$3.94 Million
0.01% of portfolio
|
Q3 2024
Reduced 63.17%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
86,786
shares
|
$3.74 Million
0.07% of portfolio
|
Q1 2025
Added 23.95%
|
|
|
Dohj, LLC
Seattle, WA |
Jul 23, 2025 Q2 2025 |
86,289
shares
|
$3.72 Million
0.96% of portfolio
|
Q2 2025
Added 43.13%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
81,126
shares
|
$3.5 Million
0.33% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
76,164
shares
|
$3.28 Million
0.08% of portfolio
|
Q1 2025
Reduced 41.82%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
74,194
shares
|
$3.2 Million
0.09% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
68,648
shares
|
$2.96 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.56%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
44,254
shares
|
$1.91 Million
1.03% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
42,155
shares
|
$1.82 Million
0.01% of portfolio
|
Q1 2025
Added 49.0%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 12, 2025 Q1 2025 |
37,423
shares
|
$1.61 Million
1.17% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
36,897
shares
|
$1.59 Million
0.01% of portfolio
|
Q1 2025
Reduced 21.92%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
36,153
shares
|
$1.56 Million
0.0% of portfolio
|
Q1 2025
Added 2.41%
|