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 |
|---|---|---|---|---|---|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
Aug 12, 2025 Q2 2025 |
6,223
shares
|
$275,243
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Jul 21, 2025 Q2 2025 |
6,039
shares
|
$267,104
0.15% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
6,037
shares
|
$267,016
0.0% of portfolio
|
Q2 2025
Reduced 30.82%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
5,925
shares
|
$262,062
0.09% of portfolio
|
Q2 2025
Reduced 39.11%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
5,733
shares
|
$253,570
0.16% of portfolio
|
Q2 2025
Reduced 11.92%
|
|
|
Financial Council Asset Management Inc
|
Jul 21, 2025 Q2 2025 |
5,313
shares
|
$234,993
0.11% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jul 14, 2025 Q2 2025 |
5,301
shares
|
$234,463
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
5,147
shares
|
$227,651
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
4,921
shares
|
$217,655
0.08% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Jul 29, 2025 Q2 2025 |
4,865
shares
|
$215,178
0.09% of portfolio
|
Q2 2025
Reduced 82.25%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
4,517
shares
|
$199,786
0.0% of portfolio
|
Q2 2025
Added 44.59%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
4,448
shares
|
$196,735
0.03% of portfolio
|
Q1 2023
Added 25.47%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
3,690
shares
|
$163,208
0.01% of portfolio
|
Q2 2025
Added 158.95%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
3,099
shares
|
$137,068
0.03% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
3,000
shares
|
$132,690
0.01% of portfolio
|
Q1 2025
Added 17.65%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jul 22, 2025 Q2 2025 |
2,816
shares
|
$124,551
0.06% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
2,640
shares
|
$116,767
0.01% of portfolio
|
Q2 2025
Reduced 47.29%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
2,594
shares
|
$114,732
0.08% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
2,540
shares
|
$112,344
0.0% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
2,442
shares
|
$108,009
0.03% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
2,226
shares
|
$98,455
0.04% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
1,994
shares
|
$88,194
0.02% of portfolio
|
Q2 2025
Reduced 6.87%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,961
shares
|
$86,735
0.0% of portfolio
|
Q2 2025
Added 29.1%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,922
shares
|
$85,010
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,765
shares
|
$78,065
0.01% of portfolio
|
Q3 2022
Reduced 32.89%
|