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 153 institutions that hold shares in the stock, with a total of 5.21 Million shares, which have been reported (via 13F filing form) to have a value of $225 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eley Financial Management, Inc
South Burlington, VT |
May 13, 2025 Q1 2025 |
19,747
shares
|
$851,293
0.31% of portfolio
|
Q1 2025
Added 14.94%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
19,395
shares
|
$836,118
0.02% of portfolio
|
Q1 2025
Added 25.48%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
17,972
shares
|
$774,772
0.0% of portfolio
|
Q1 2025
Added 5773.2%
|
|
|
Topel & Distasi Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
17,970
shares
|
$774,686
0.33% of portfolio
|
Q1 2025
Added 21.24%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
17,568
shares
|
$757,356
0.01% of portfolio
|
Q3 2023
Added 17.77%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
17,068
shares
|
$735,801
0.0% of portfolio
|
Q1 2025
Added 40.51%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
15,771
shares
|
$679,887
0.0% of portfolio
|
Q2 2025
Reduced 15.09%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
15,506
shares
|
$668,463
0.02% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
15,443
shares
|
$665,747
0.48% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
15,269
shares
|
$658,246
0.01% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
14,320
shares
|
$617,335
0.12% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
Values Added Financial LLC
Washington, DC |
Jul 23, 2025 Q2 2025 |
14,217
shares
|
$612,894
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
13,906
shares
|
$599,487
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
13,843
shares
|
$596,771
0.0% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
13,694
shares
|
$590,348
0.05% of portfolio
|
Q2 2025
Reduced 23.93%
|
|
|
Portland Global Advisors LLC
|
May 07, 2025 Q1 2025 |
13,380
shares
|
$576,811
0.07% of portfolio
|
Q1 2025
Reduced 10.68%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
12,915
shares
|
$556,765
0.01% of portfolio
|
Q1 2025
Added 18.66%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
12,392
shares
|
$534,219
0.05% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
11,263
shares
|
$485,547
0.0% of portfolio
|
Q1 2025
Reduced 17.75%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
11,141
shares
|
$480,288
0.02% of portfolio
|
Q1 2025
Added 15.34%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
11,104
shares
|
$478,693
0.0% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
10,805
shares
|
$465,803
0.02% of portfolio
|
Q1 2025
Reduced 5.24%
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
10,559
shares
|
$455,198
0.08% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
9,922
shares
|
$427,737
0.0% of portfolio
|
Q2 2025
Added 3.74%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
9,768
shares
|
$421,098
0.03% of portfolio
|
Q1 2025
New holding
|