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 $177 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
1,084
shares
|
$48,606
0.01% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
1,083
shares
|
$48,561
0.01% of portfolio
|
Q4 2021
Reduced 16.5%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
991
shares
|
$44,436
0.02% of portfolio
|
Q2 2024
Added 37.64%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
982
shares
|
$44,032
0.0% of portfolio
|
Q3 2024
Added 166.85%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
961
shares
|
$43,091
0.02% of portfolio
|
Q3 2024
Reduced 62.69%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
850
shares
|
$38,114
0.0% of portfolio
|
Q1 2023
Reduced 55.5%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
850
shares
|
$38,114
0.0% of portfolio
|
Q1 2023
Reduced 55.5%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
800
shares
|
$35,872
0.05% of portfolio
|
Q3 2024
Reduced 9.4%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
791
shares
|
$35,468
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
710
shares
|
$31,836
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
700
shares
|
$31,388
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
671
shares
|
$30,087
0.0% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Oct 25, 2024 Q3 2024 |
621
shares
|
$27,845
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
472
shares
|
$21,164
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
469
shares
|
$21,029
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
400
shares
|
$17,936
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
398
shares
|
$17,846
0.0% of portfolio
|
Q2 2022
Reduced 22.37%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
379
shares
|
$16,994
0.0% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
306
shares
|
$13,721
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
159
shares
|
$7,129
0.0% of portfolio
|
Q2 2024
Added 140.91%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
121
shares
|
$5,425
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
95
shares
|
$4,259
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
94
shares
|
$4,214
0.0% of portfolio
|
Q4 2021
Added 74.07%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
84
shares
|
$3,766
0.0% of portfolio
|
Q1 2024
Added 40.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
75
shares
|
$3,363
0.0% of portfolio
|
Q2 2021
Added 833.33%
|