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 165 institutions that hold shares in the stock, with a total of 5.5 Million shares, which have been reported (via 13F filing form) to have a value of $243 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
37,055
shares
|
$1.64 Million
0.0% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
32,270
shares
|
$1.43 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
31,248
shares
|
$1.38 Million
0.23% of portfolio
|
Q2 2023
Added 26.75%
|
|
|
Affiance Financial, LLC
|
Jul 10, 2025 Q2 2025 |
31,214
shares
|
$1.38 Million
0.26% of portfolio
|
Q2 2025
Added 6.73%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Aug 14, 2025 Q2 2025 |
30,961
shares
|
$1.37 Million
1.01% of portfolio
|
Q2 2025
Reduced 17.27%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
30,818
shares
|
$1.36 Million
0.0% of portfolio
|
Q4 2022
Reduced 2.01%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
30,794
shares
|
$1.36 Million
0.16% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
30,771
shares
|
$1.36 Million
0.01% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
30,014
shares
|
$1.33 Million
0.09% of portfolio
|
Q2 2025
Added 8.53%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
29,450
shares
|
$1.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 20.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
29,446
shares
|
$1.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 30.15%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
29,120
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
28,933
shares
|
$1.28 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
28,772
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.87%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
27,676
shares
|
$1.22 Million
0.06% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
26,886
shares
|
$1.19 Million
0.03% of portfolio
|
Q2 2025
Added 38.62%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
24,806
shares
|
$1.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 24.66%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
23,095
shares
|
$1.02 Million
0.04% of portfolio
|
Q2 2025
Added 14.34%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
23,020
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2025
Added 6.88%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
22,844
shares
|
$1.01 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
21,985
shares
|
$972,396
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
21,743
shares
|
$961,692
0.55% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
21,143
shares
|
$935,154
0.0% of portfolio
|
Q2 2025
Added 17.64%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
21,096
shares
|
$933,076
0.0% of portfolio
|
Q2 2025
Reduced 41.65%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
20,957
shares
|
$926,928
0.01% of portfolio
|
Q2 2025
Reduced 3.74%
|