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 164 institutions that hold shares in the stock, with a total of 5.58 Million shares, which have been reported (via 13F filing form) to have a value of $240 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,762
shares
|
$75,942
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
1,370
shares
|
$59,047
0.02% of portfolio
|
Q3 2025
Reduced 38.45%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
1,300
shares
|
$56,030
0.01% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,279
shares
|
$55,124
0.0% of portfolio
|
Q2 2024
Added 395.74%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
1,196
shares
|
$51,547
0.01% of portfolio
|
Q3 2025
Reduced 25.25%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
1,153
shares
|
$49,694
0.0% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
991
shares
|
$42,712
0.02% of portfolio
|
Q2 2024
Added 37.64%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
971
shares
|
$41,850
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
965
shares
|
$41,591
0.0% of portfolio
|
Q1 2025
Added 13.53%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
867
shares
|
$37,367
0.0% of portfolio
|
Q2 2025
Reduced 26.9%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
857
shares
|
$36,936
0.0% of portfolio
|
Q4 2024
Reduced 22.93%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
850
shares
|
$36,635
0.0% of portfolio
|
Q1 2023
Reduced 55.5%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
825
shares
|
$35,557
0.03% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Wells Financial Advisors Inc
|
Oct 20, 2025 Q3 2025 |
800
shares
|
$34,480
0.05% of portfolio
|
Q3 2024
Reduced 9.4%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
791
shares
|
$34,092
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
775
shares
|
$33,402
0.0% of portfolio
|
Q3 2025
Reduced 34.04%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Nov 14, 2025 Q3 2025 |
773
shares
|
$33,316
0.02% of portfolio
|
Q2 2025
Added 6.77%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
710
shares
|
$30,601
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
700
shares
|
$30,170
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
680
shares
|
$29,308
0.0% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
330
shares
|
$14,223
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
303
shares
|
$13,059
0.0% of portfolio
|
Q3 2025
Added 87.04%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
245
shares
|
$10,559
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
211
shares
|
$9,094
0.0% of portfolio
|
Q4 2024
Reduced 46.98%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
210
shares
|
$9,051
0.01% of portfolio
|
Q2 2025
Added 0.48%
|
|