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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,762
shares
|
$77,933
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
1,600
shares
|
$70,768
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
1,305
shares
|
$57,720
0.01% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,279
shares
|
$56,570
0.0% of portfolio
|
Q2 2024
Added 395.74%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
1,175
shares
|
$51,970
0.0% of portfolio
|
Q2 2025
Added 571.43%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
1,159
shares
|
$51,262
0.0% of portfolio
|
Q2 2025
Added 15.21%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
1,118
shares
|
$49,449
0.01% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
1,083
shares
|
$47,901
0.01% of portfolio
|
Q4 2021
Reduced 16.5%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
1,000
shares
|
$44,230
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
991
shares
|
$43,831
0.02% of portfolio
|
Q2 2024
Added 37.64%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
971
shares
|
$42,947
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
965
shares
|
$42,681
0.0% of portfolio
|
Q1 2025
Added 13.53%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
867
shares
|
$38,347
0.0% of portfolio
|
Q2 2025
Reduced 26.9%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
857
shares
|
$37,905
0.0% of portfolio
|
Q4 2024
Reduced 22.93%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
850
shares
|
$37,595
0.0% of portfolio
|
Q1 2023
Reduced 55.5%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
823
shares
|
$36,401
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Financial Advisors Inc
|
Jul 25, 2025 Q2 2025 |
800
shares
|
$35,384
0.05% of portfolio
|
Q3 2024
Reduced 9.4%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
791
shares
|
$34,985
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Jul 31, 2025 Q2 2025 |
773
shares
|
$34,189
0.02% of portfolio
|
Q2 2025
Added 6.77%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
710
shares
|
$31,403
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
700
shares
|
$30,960
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
678
shares
|
$29,987
0.0% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
330
shares
|
$14,595
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
272
shares
|
$12,030
0.0% of portfolio
|
Q2 2025
Added 17.75%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
245
shares
|
$10,836
0.0% of portfolio
|
Q1 2025
New holding
|