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 146 institutions that hold shares in the stock, with a total of 4.72 Million shares, which have been reported (via 13F filing form) to have a value of $202 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
700
shares
|
$29,953
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
674
shares
|
$28,840
0.0% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Feb 11, 2025 Q4 2024 |
621
shares
|
$26,572
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
517
shares
|
$22,122
0.0% of portfolio
|
Q4 2024
Added 9.53%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
376
shares
|
$16,089
0.0% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
330
shares
|
$14,120
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
306
shares
|
$13,093
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
254
shares
|
$10,868
0.0% of portfolio
|
Q4 2024
Reduced 91.1%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
211
shares
|
$9,028
0.0% of portfolio
|
Q4 2024
Reduced 46.98%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
209
shares
|
$8,943
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
156
shares
|
$6,675
0.0% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
122
shares
|
$5,220
0.0% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
120
shares
|
$5,134
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
95
shares
|
$4,065
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
94
shares
|
$4,022
0.0% of portfolio
|
Q4 2021
Added 74.07%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
84
shares
|
$3,594
0.0% of portfolio
|
Q1 2024
Added 40.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
75
shares
|
$3,209
0.0% of portfolio
|
Q2 2021
Added 833.33%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
53
shares
|
$2,267
0.0% of portfolio
|
Q1 2024
Added 3.92%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
36
shares
|
$1,540
0.0% of portfolio
|
Q3 2024
Reduced 58.14%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
23
shares
|
$984
0.0% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|