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 $177 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Topel & Distasi Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
14,889
shares
|
$667,622
0.26% of portfolio
|
Q3 2024
Added 19.34%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
14,089
shares
|
$631,750
0.0% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
13,686
shares
|
$613,680
0.01% of portfolio
|
Q3 2024
Reduced 11.84%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
12,987
shares
|
$582,337
0.0% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Optas, LLC
|
Oct 29, 2024 Q3 2024 |
12,648
shares
|
$567,136
0.12% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
11,954
shares
|
$536,017
0.0% of portfolio
|
Q3 2024
Reduced 14.89%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
11,776
shares
|
$528,035
0.01% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
11,405
shares
|
$511,400
0.02% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
10,803
shares
|
$484,406
0.05% of portfolio
|
Q3 2024
Added 15.11%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
10,058
shares
|
$451,000
0.12% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
9,680
shares
|
$434,051
0.0% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
9,659
shares
|
$433,109
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
9,151
shares
|
$410,330
0.0% of portfolio
|
Q3 2024
Added 10.89%
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
8,879
shares
|
$398,134
0.26% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
8,671
shares
|
$388,807
0.1% of portfolio
|
Q3 2024
Added 20.05%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Nov 07, 2024 Q3 2024 |
8,550
shares
|
$383,382
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
8,495
shares
|
$380,915
0.0% of portfolio
|
Q3 2024
Added 39.15%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
8,106
shares
|
$363,473
0.09% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2024 Q3 2024 |
7,972
shares
|
$357,464
0.06% of portfolio
|
Q3 2024
Added 9.49%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
7,715
shares
|
$345,940
0.01% of portfolio
|
Q2 2024
Added 2.25%
|
|
|
Armbruster Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
7,675
shares
|
$344,147
0.06% of portfolio
|
Q3 2024
Reduced 20.05%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
6,668
shares
|
$298,993
0.01% of portfolio
|
Q3 2024
Added 10.09%
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
6,118
shares
|
$274,331
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
5,915
shares
|
$265,228
0.0% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Financial Council Asset Management Inc
|
Nov 12, 2024 Q3 2024 |
5,608
shares
|
$251,462
0.12% of portfolio
|
Q3 2024
Added 0.11%
|