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 4.71 Million shares, which have been reported (via 13F filing form) to have a value of $196 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
505,321
shares
|
$21 Million
0.0% of portfolio
|
Q4 2024
Added 6.83%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
462,766
shares
|
$19.3 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
377,370
shares
|
$15.7 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
373,507
shares
|
$15.5 Million
0.01% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
224,143
shares
|
$9.33 Million
0.02% of portfolio
|
Q4 2024
Added 16.43%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
211,044
shares
|
$8.78 Million
0.23% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
147,162
shares
|
$6.12 Million
0.54% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
130,914
shares
|
$5.45 Million
0.15% of portfolio
|
Q4 2024
Reduced 5.87%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 13, 2025 Q4 2024 |
124,605
shares
|
$5.19 Million
2.55% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
100,712
shares
|
$4.19 Million
0.0% of portfolio
|
Q4 2024
Added 13.1%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
99,179
shares
|
$4.13 Million
0.0% of portfolio
|
Q4 2024
Added 7.51%
|
|
|
Francis Financial, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
95,177
shares
|
$3.96 Million
0.99% of portfolio
|
Q4 2024
Added 12.58%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
91,508
shares
|
$3.81 Million
0.01% of portfolio
|
Q3 2024
Reduced 63.17%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
78,323
shares
|
$3.26 Million
0.34% of portfolio
|
Q4 2024
Added 10.53%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
76,752
shares
|
$3.19 Million
0.0% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
73,969
shares
|
$3.08 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
70,018
shares
|
$2.91 Million
0.06% of portfolio
|
Q4 2024
Added 22.62%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
54,182
shares
|
$2.26 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.66%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
47,253
shares
|
$1.97 Million
0.01% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
47,003
shares
|
$1.96 Million
0.0% of portfolio
|
Q4 2024
Added 37.61%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jan 08, 2025 Q4 2024 |
43,853
shares
|
$1.83 Million
0.93% of portfolio
|
Q4 2024
Reduced 9.12%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
42,695
shares
|
$1.78 Million
0.41% of portfolio
|
Q4 2024
Reduced 7.05%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Feb 13, 2025 Q4 2024 |
38,654
shares
|
$1.61 Million
1.28% of portfolio
|
Q4 2024
Reduced 13.33%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
36,617
shares
|
$1.52 Million
0.0% of portfolio
|
Q4 2024
Added 10.75%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
35,860
shares
|
$1.49 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.13%
|