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 148 institutions that hold shares in the stock, with a total of 5.03 Million shares, which have been reported (via 13F filing form) to have a value of $203 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
18,914
shares
|
$761,855
0.03% of portfolio
|
Q1 2025
Added 108.83%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
18,574
shares
|
$748,160
0.0% of portfolio
|
Q1 2025
Reduced 8.81%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Apr 21, 2025 Q1 2025 |
18,187
shares
|
$732,572
0.23% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Rvw Wealth, LLC
|
May 08, 2025 Q1 2025 |
18,003
shares
|
$725,160
0.07% of portfolio
|
Q1 2025
Reduced 49.8%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
17,972
shares
|
$723,912
0.0% of portfolio
|
Q1 2025
Added 5773.2%
|
|
|
Topel & Distasi Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
17,970
shares
|
$723,831
0.33% of portfolio
|
Q1 2025
Added 21.24%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
17,568
shares
|
$707,639
0.01% of portfolio
|
Q3 2023
Added 17.77%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
17,068
shares
|
$687,499
0.0% of portfolio
|
Q1 2025
Added 40.51%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
15,506
shares
|
$624,581
0.02% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
15,443
shares
|
$622,044
0.48% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
15,269
shares
|
$615,035
0.01% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
13,843
shares
|
$557,596
0.0% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
13,756
shares
|
$554,091
0.09% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Portland Global Advisors LLC
|
May 07, 2025 Q1 2025 |
13,380
shares
|
$538,946
0.07% of portfolio
|
Q1 2025
Reduced 10.68%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
12,915
shares
|
$520,216
0.01% of portfolio
|
Q1 2025
Added 18.66%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
12,355
shares
|
$497,659
0.05% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
11,263
shares
|
$453,673
0.0% of portfolio
|
Q1 2025
Reduced 17.75%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
11,141
shares
|
$448,759
0.02% of portfolio
|
Q1 2025
Added 15.34%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
10,805
shares
|
$435,225
0.02% of portfolio
|
Q1 2025
Reduced 5.24%
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
10,559
shares
|
$425,316
0.08% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
10,523
shares
|
$423,866
0.0% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
9,768
shares
|
$393,455
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
9,730
shares
|
$391,924
0.15% of portfolio
|
Q1 2025
Reduced 46.35%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Apr 24, 2025 Q1 2025 |
9,725
shares
|
$391,723
0.35% of portfolio
|
Q1 2025
Added 14.91%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
9,564
shares
|
$385,237
0.0% of portfolio
|
Q1 2025
Added 2.93%
|