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 165 institutions that hold shares in the stock, with a total of 5.5 Million shares, which have been reported (via 13F filing form) to have a value of $230 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
588,393
shares
|
$24.6 Million
0.0% of portfolio
|
Q2 2025
Added 9.85%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
534,644
shares
|
$22.4 Million
0.01% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
373,507
shares
|
$15.6 Million
0.01% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
321,842
shares
|
$13.5 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
286,555
shares
|
$12 Million
0.02% of portfolio
|
Q2 2025
Added 13.45%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
214,676
shares
|
$8.99 Million
0.0% of portfolio
|
Q2 2025
Added 13.71%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
213,721
shares
|
$8.95 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
141,548
shares
|
$5.93 Million
2.68% of portfolio
|
Q2 2025
Added 4.13%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
136,908
shares
|
$5.73 Million
0.45% of portfolio
|
Q2 2025
Added 10.46%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
136,719
shares
|
$5.72 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
135,265
shares
|
$5.66 Million
0.47% of portfolio
|
Q2 2025
Reduced 9.33%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
97,066
shares
|
$4.06 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
95,824
shares
|
$4.01 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
91,508
shares
|
$3.83 Million
0.01% of portfolio
|
Q3 2024
Reduced 63.17%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
86,786
shares
|
$3.63 Million
0.07% of portfolio
|
Q1 2025
Added 23.95%
|
|
|
Dohj, LLC
Seattle, WA |
Jul 23, 2025 Q2 2025 |
86,289
shares
|
$3.61 Million
0.96% of portfolio
|
Q2 2025
Added 43.13%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
81,126
shares
|
$3.4 Million
0.33% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
75,097
shares
|
$3.14 Million
0.09% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
68,178
shares
|
$2.85 Million
0.07% of portfolio
|
Q2 2025
Reduced 10.49%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
63,237
shares
|
$2.65 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.88%
|
|
|
Francis Financial, Inc.
New York, NY |
Aug 08, 2025 Q2 2025 |
56,138
shares
|
$2.35 Million
0.66% of portfolio
|
Q2 2025
Reduced 40.83%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
46,848
shares
|
$1.96 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hilltop Wealth Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
44,254
shares
|
$1.85 Million
1.03% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
43,066
shares
|
$1.8 Million
0.0% of portfolio
|
Q2 2025
Added 22.74%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
39,062
shares
|
$1.64 Million
0.29% of portfolio
|
Q2 2025
Added 14.79%
|