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 129 institutions that hold shares in the stock, with a total of 3.96 Million shares, which have been reported (via 13F filing form) to have a value of $172 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
33,620
shares
|
$1.46 Million
0.31% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
33,062
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
31,897
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
31,248
shares
|
$1.36 Million
0.23% of portfolio
|
Q2 2023
Added 26.75%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
30,818
shares
|
$1.34 Million
0.0% of portfolio
|
Q4 2022
Reduced 2.01%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
29,038
shares
|
$1.26 Million
0.03% of portfolio
|
Q3 2024
Added 8.14%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
28,933
shares
|
$1.26 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
27,962
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
26,021
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
25,273
shares
|
$1.1 Million
0.09% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 30, 2024 Q3 2024 |
23,604
shares
|
$1.03 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
22,584
shares
|
$982,178
0.01% of portfolio
|
Q3 2024
Added 11.69%
|
|
|
Affiance Financial, LLC
|
Oct 11, 2024 Q3 2024 |
21,481
shares
|
$934,208
0.22% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
20,167
shares
|
$877,062
0.01% of portfolio
|
Q4 2023
Added 13.89%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
20,029
shares
|
$871,061
0.0% of portfolio
|
Q3 2024
Added 7.64%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
19,110
shares
|
$831,093
0.3% of portfolio
|
Q3 2024
Added 21.33%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
18,993
shares
|
$826,005
0.16% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
18,714
shares
|
$813,871
0.0% of portfolio
|
Q3 2024
Added 31.71%
|
|
|
Better Money Decisions, LLC
|
Oct 25, 2024 Q3 2024 |
18,205
shares
|
$791,735
0.55% of portfolio
|
Q3 2024
Added 12.75%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
17,568
shares
|
$764,032
0.01% of portfolio
|
Q3 2023
Added 17.77%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
16,824
shares
|
$731,675
0.04% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2024 Q3 2024 |
16,243
shares
|
$706,408
0.28% of portfolio
|
Q3 2024
Added 6.71%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
16,166
shares
|
$703,059
0.52% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
15,040
shares
|
$654,089
0.08% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
14,959
shares
|
$650,566
0.02% of portfolio
|
Q3 2024
Added 579.95%
|