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 |
|---|---|---|---|---|---|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
5,580
shares
|
$242,674
0.05% of portfolio
|
Q3 2024
Reduced 23.82%
|
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
5,560
shares
|
$241,804
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
5,232
shares
|
$227,539
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
5,220
shares
|
$227,017
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Jsf Financial, LLC
|
Nov 12, 2024 Q3 2024 |
5,104
shares
|
$221,972
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
5,025
shares
|
$218,537
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
4,790
shares
|
$208,317
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
4,448
shares
|
$193,443
0.03% of portfolio
|
Q1 2023
Added 25.47%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,000
shares
|
$130,470
0.0% of portfolio
|
Q3 2024
Added 150.63%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
2,855
shares
|
$124,163
0.0% of portfolio
|
Q3 2024
Added 170.1%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
2,841
shares
|
$123,555
0.03% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 17, 2024 Q3 2024 |
2,550
shares
|
$110,899
0.01% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Nov 15, 2024 Q3 2024 |
2,381
shares
|
$103,549
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
2,267
shares
|
$98,591
0.02% of portfolio
|
Q3 2024
Reduced 6.94%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
2,199
shares
|
$95,634
0.01% of portfolio
|
Q3 2024
Added 31.99%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
2,126
shares
|
$92,459
0.04% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,922
shares
|
$83,587
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,765
shares
|
$76,759
0.01% of portfolio
|
Q3 2022
Reduced 32.89%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
1,535
shares
|
$66,757
0.01% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,510
shares
|
$65,669
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
1,352
shares
|
$58,798
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,314
shares
|
$57,145
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,279
shares
|
$55,623
0.0% of portfolio
|
Q2 2024
Added 395.74%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,186
shares
|
$51,579
0.0% of portfolio
|
Q1 2024
Reduced 35.05%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
1,112
shares
|
$48,360
0.0% of portfolio
|
Q3 2023
Reduced 19.24%
|