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 |
|---|---|---|---|---|---|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
20,792
shares
|
$919,630
0.03% of portfolio
|
Q2 2025
Added 9.93%
|
|
|
Main Street Investment Advisors LLC
|
Aug 11, 2025 Q2 2025 |
20,710
shares
|
$916,003
0.12% of portfolio
|
Q2 2025
Reduced 6.44%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
20,485
shares
|
$906,051
0.02% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
20,394
shares
|
$902,026
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
20,309
shares
|
$898,267
0.01% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
19,585
shares
|
$866,244
0.44% of portfolio
|
Q2 2025
Added 40.84%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Aug 12, 2025 Q2 2025 |
19,501
shares
|
$862,529
0.31% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Aug 07, 2025 Q2 2025 |
19,118
shares
|
$845,589
0.42% of portfolio
|
Q2 2025
Added 6.39%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
18,579
shares
|
$821,749
0.01% of portfolio
|
Q2 2025
Added 133.11%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
17,568
shares
|
$777,032
0.01% of portfolio
|
Q3 2023
Added 17.77%
|
|
|
Wealth Advisory Team LLC
Bellevue, KY |
Jul 25, 2025 Q2 2025 |
17,010
shares
|
$752,352
0.66% of portfolio
|
Q2 2025
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
16,030
shares
|
$709,006
0.02% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
15,771
shares
|
$697,551
0.0% of portfolio
|
Q2 2025
Reduced 15.09%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
15,450
shares
|
$683,353
0.46% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
15,091
shares
|
$667,474
0.01% of portfolio
|
Q2 2025
Added 16.85%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
14,515
shares
|
$641,998
0.01% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Beta Wealth Group, Inc.
|
Aug 08, 2025 Q2 2025 |
14,491
shares
|
$640,936
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Portland Global Advisors LLC
|
Aug 13, 2025 Q2 2025 |
14,335
shares
|
$634,037
0.07% of portfolio
|
Q2 2025
Added 7.14%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
14,320
shares
|
$633,373
0.12% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
Values Added Financial LLC
Washington, DC |
Jul 23, 2025 Q2 2025 |
14,217
shares
|
$628,817
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
13,867
shares
|
$613,337
0.0% of portfolio
|
Q2 2025
Added 126.22%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
13,843
shares
|
$612,275
0.0% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
13,694
shares
|
$605,685
0.05% of portfolio
|
Q2 2025
Reduced 23.93%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
12,589
shares
|
$556,811
0.0% of portfolio
|
Q2 2025
Added 11.77%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
12,392
shares
|
$548,098
0.05% of portfolio
|
Q2 2025
Added 0.3%
|