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 109 institutions that hold shares in the stock, with a total of 3.05 Million shares, which have been reported (via 13F filing form) to have a value of $120 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
364,316
shares
|
$14.3 Million
0.0% of portfolio
|
Q1 2024
Added 731.07%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
332,681
shares
|
$13.1 Million
0.01% of portfolio
|
Q1 2024
Added 7.42%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
246,146
shares
|
$9.68 Million
0.02% of portfolio
|
Q1 2024
Added 319.06%
|
|
|
Bailard, Inc.
|
May 08, 2024 Q1 2024 |
199,467
shares
|
$7.85 Million
0.23% of portfolio
|
Q1 2024
Added 2.07%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
140,273
shares
|
$5.52 Million
0.01% of portfolio
|
Q1 2024
Added 97.58%
|
|
|
Eastern Bank
|
May 09, 2024 Q1 2024 |
138,363
shares
|
$5.44 Million
0.24% of portfolio
|
Q1 2024
Added 6.48%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Apr 18, 2024 Q1 2024 |
127,704
shares
|
$5.02 Million
3.0% of portfolio
|
Q1 2024
Reduced 2.73%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2024 Q1 2024 |
80,684
shares
|
$3.17 Million
0.0% of portfolio
|
Q1 2024
Added 0.44%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
71,103
shares
|
$2.8 Million
0.0% of portfolio
|
Q1 2024
Added 29.1%
|
|
|
Jnba Financial Advisors
|
Apr 26, 2024 Q1 2024 |
61,329
shares
|
$2.41 Million
0.26% of portfolio
|
Q1 2024
Added 19.47%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
54,510
shares
|
$2.14 Million
0.03% of portfolio
|
Q1 2024
Added 6870.59%
|
|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
53,269
shares
|
$2.1 Million
0.05% of portfolio
|
Q1 2024
Added 32.95%
|
|
|
Rvw Wealth, LLC
|
Apr 05, 2024 Q1 2024 |
48,021
shares
|
$1.89 Million
0.21% of portfolio
|
Q1 2024
Reduced 26.02%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Apr 30, 2024 Q1 2024 |
46,423
shares
|
$1.83 Million
0.08% of portfolio
|
Q1 2024
Added 7.7%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
45,746
shares
|
$1.8 Million
0.0% of portfolio
|
Q1 2024
Added 302.55%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 13, 2024 Q1 2024 |
41,756
shares
|
$1.64 Million
1.46% of portfolio
|
Q1 2024
Added 86.62%
|
|
|
Dohj, LLC
Seattle, WA |
Apr 15, 2024 Q1 2024 |
41,258
shares
|
$1.62 Million
0.45% of portfolio
|
Q1 2024
Added 33.42%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
39,870
shares
|
$1.57 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.64%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
35,344
shares
|
$1.39 Million
0.0% of portfolio
|
Q1 2024
Reduced 14.81%
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 03, 2024 Q1 2024 |
34,445
shares
|
$1.36 Million
0.34% of portfolio
|
Q1 2024
Added 7.94%
|
|
|
Biltmore Family Office, LLC
|
May 14, 2024 Q1 2024 |
31,248
shares
|
$1.23 Million
0.26% of portfolio
|
Q2 2023
Added 26.75%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
31,235
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2024
Reduced 6.5%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
30,818
shares
|
$1.21 Million
0.0% of portfolio
|
Q4 2022
Reduced 2.01%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
28,933
shares
|
$1.14 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
28,547
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|