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 147 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 $187 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
35,303
shares
|
$1.41 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
33,217
shares
|
$1.32 Million
0.0% of portfolio
|
Q4 2024
Added 4.14%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
32,710
shares
|
$1.3 Million
0.29% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
31,248
shares
|
$1.24 Million
0.23% of portfolio
|
Q2 2023
Added 26.75%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
30,818
shares
|
$1.23 Million
0.0% of portfolio
|
Q4 2022
Reduced 2.01%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
29,952
shares
|
$1.19 Million
0.03% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
28,933
shares
|
$1.15 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
28,291
shares
|
$1.13 Million
0.0% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Feb 13, 2025 Q4 2024 |
27,928
shares
|
$1.11 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
27,814
shares
|
$1.11 Million
0.15% of portfolio
|
Q4 2024
Added 17.84%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
26,906
shares
|
$1.07 Million
0.09% of portfolio
|
Q4 2024
Added 6.46%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
23,999
shares
|
$955,160
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Investment Advisors LLC
|
Feb 14, 2025 Q4 2024 |
23,145
shares
|
$921,170
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
23,111
shares
|
$919,817
0.0% of portfolio
|
Q4 2024
Added 23.5%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
22,920
shares
|
$912,215
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
22,751
shares
|
$905,489
0.01% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Affiance Financial, LLC
|
Jan 21, 2025 Q4 2024 |
21,406
shares
|
$851,958
0.22% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
20,369
shares
|
$810,686
0.0% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
20,332
shares
|
$809,213
0.0% of portfolio
|
Q4 2024
Reduced 21.86%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
20,309
shares
|
$808,298
0.01% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Better Money Decisions, LLC
|
Jan 24, 2025 Q4 2024 |
18,597
shares
|
$740,160
0.54% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
18,203
shares
|
$724,479
0.16% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
18,141
shares
|
$722,011
0.24% of portfolio
|
Q4 2024
Added 80.36%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
18,135
shares
|
$721,773
0.28% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
17,568
shares
|
$699,206
0.01% of portfolio
|
Q3 2023
Added 17.77%
|