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 125 institutions that hold shares in the stock, with a total of 3.69 Million shares, which have been reported (via 13F filing form) to have a value of $163 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
446,427
shares
|
$19.7 Million
0.0% of portfolio
|
Q2 2024
Added 22.54%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
381,136
shares
|
$16.8 Million
0.3% of portfolio
|
Q3 2024
Added 43.62%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
373,507
shares
|
$16.5 Million
0.01% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
205,861
shares
|
$9.08 Million
0.23% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
162,604
shares
|
$7.17 Million
0.01% of portfolio
|
Q2 2024
Added 15.92%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
145,921
shares
|
$6.44 Million
0.54% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 10, 2024 Q3 2024 |
118,500
shares
|
$5.23 Million
2.56% of portfolio
|
Q3 2024
Reduced 7.17%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 14, 2024 Q2 2024 |
92,254
shares
|
$4.07 Million
0.0% of portfolio
|
Q2 2024
Added 14.34%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
91,508
shares
|
$4.04 Million
0.01% of portfolio
|
Q3 2024
Reduced 63.17%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
84,538
shares
|
$3.73 Million
1.04% of portfolio
|
Q3 2024
Added 78.43%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
74,745
shares
|
$3.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
70,859
shares
|
$3.13 Million
0.31% of portfolio
|
Q3 2024
Added 7.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
70,077
shares
|
$3.09 Million
0.0% of portfolio
|
Q2 2024
Added 164.94%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
69,272
shares
|
$3.06 Million
0.11% of portfolio
|
Q3 2024
Added 48.63%
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
57,100
shares
|
$2.52 Million
0.05% of portfolio
|
Q2 2024
Added 7.19%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
55,850
shares
|
$2.46 Million
0.02% of portfolio
|
Q2 2024
Added 2.46%
|
|
|
Hilltop Wealth Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
48,253
shares
|
$2.13 Million
0.95% of portfolio
|
Q3 2024
Added 324.16%
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
45,932
shares
|
$2.03 Million
0.45% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
45,730
shares
|
$2.02 Million
0.01% of portfolio
|
Q3 2024
Added 38.89%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Jul 31, 2024 Q2 2024 |
44,093
shares
|
$1.94 Million
1.47% of portfolio
|
Q2 2024
Added 5.6%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
37,411
shares
|
$1.65 Million
0.0% of portfolio
|
Q2 2024
Added 19.77%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 06, 2024 Q2 2024 |
37,136
shares
|
$1.64 Million
0.0% of portfolio
|
Q1 2024
Added 23.19%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
36,640
shares
|
$1.62 Million
0.15% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 05, 2024 Q2 2024 |
34,625
shares
|
$1.53 Million
0.32% of portfolio
|
Q2 2024
Added 0.52%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
32,796
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2024
Added 24.69%
|