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 |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
12,245
shares
|
$541,596
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
11,866
shares
|
$524,833
0.02% of portfolio
|
Q2 2025
Added 6.51%
|
|
|
Stordahl Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
11,724
shares
|
$518,552
0.11% of portfolio
|
Q2 2025
Added 37.59%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
11,339
shares
|
$501,523
0.01% of portfolio
|
Q2 2025
Added 26.47%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
11,104
shares
|
$491,129
0.0% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
10,723
shares
|
$474,278
0.01% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Pathway Financial Advisors LLC
|
Jul 25, 2025 Q2 2025 |
10,559
shares
|
$467,024
0.07% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
10,046
shares
|
$444,334
0.03% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
9,922
shares
|
$438,850
0.0% of portfolio
|
Q2 2025
Added 3.74%
|
|
|
Weil Company, Inc.
|
Aug 07, 2025 Q2 2025 |
9,234
shares
|
$408,419
0.12% of portfolio
|
Q2 2025
Added 48.39%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
8,991
shares
|
$397,671
0.2% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
8,991
shares
|
$397,671
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
8,720
shares
|
$385,685
0.06% of portfolio
|
Q1 2025
Added 10.89%
|
|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
8,712
shares
|
$385,331
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jul 25, 2025 Q2 2025 |
8,456
shares
|
$374,008
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
8,420
shares
|
$372,416
0.01% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Aug 11, 2025 Q2 2025 |
8,177
shares
|
$361,668
0.3% of portfolio
|
Q2 2025
Reduced 15.92%
|
|
|
Armbruster Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
8,175
shares
|
$361,580
0.06% of portfolio
|
Q2 2025
Added 6.51%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
7,742
shares
|
$342,428
0.01% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
7,633
shares
|
$337,607
0.02% of portfolio
|
Q2 2025
Added 7.31%
|
|
|
Estate Counselors, LLC
|
Aug 11, 2025 Q2 2025 |
7,390
shares
|
$326,859
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
6,993
shares
|
$309,300
0.0% of portfolio
|
Q1 2025
Added 18.05%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Jul 21, 2025 Q2 2025 |
6,821
shares
|
$301,692
0.2% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
6,475
shares
|
$286,389
0.06% of portfolio
|
Q2 2025
Added 5.23%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
6,334
shares
|
$280,152
0.02% of portfolio
|
Q1 2025
Added 21.34%
|