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 164 institutions that hold shares in the stock, with a total of 5.58 Million shares, which have been reported (via 13F filing form) to have a value of $240 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
32,230
shares
|
$1.39 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 14, 2025 Q3 2025 |
31,265
shares
|
$1.35 Million
1.0% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
31,248
shares
|
$1.35 Million
0.2% of portfolio
|
Q2 2023
Added 26.75%
|
|
|
Affiance Financial, LLC
|
Oct 14, 2025 Q3 2025 |
30,972
shares
|
$1.33 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
30,818
shares
|
$1.33 Million
0.0% of portfolio
|
Q4 2022
Reduced 2.01%
|
|
|
Sage Financial Group Inc
|
Nov 13, 2025 Q3 2025 |
30,368
shares
|
$1.31 Million
0.09% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
30,158
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
28,933
shares
|
$1.25 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
28,466
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2025
Added 5.88%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
28,258
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
27,916
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
27,589
shares
|
$1.19 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
27,379
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2025
Added 18.94%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
25,294
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
24,669
shares
|
$1.06 Million
0.04% of portfolio
|
Q3 2025
Added 6.82%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
24,506
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2025
Reduced 16.78%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 31, 2025 Q3 2025 |
23,816
shares
|
$1.03 Million
0.46% of portfolio
|
Q3 2025
Added 67.52%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
23,245
shares
|
$1 Million
0.01% of portfolio
|
Q3 2025
Added 10.92%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
22,999
shares
|
$991,256
0.01% of portfolio
|
Q3 2025
Reduced 21.9%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
22,645
shares
|
$975,999
0.05% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
22,376
shares
|
$964,405
0.0% of portfolio
|
Q2 2025
Reduced 41.65%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
22,179
shares
|
$955,914
0.0% of portfolio
|
Q3 2025
Added 4.9%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
21,743
shares
|
$937,123
0.55% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
21,344
shares
|
$919,926
0.03% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Main Street Investment Advisors LLC
|
Nov 10, 2025 Q3 2025 |
20,845
shares
|
$898,419
0.13% of portfolio
|
Q3 2025
Added 0.65%
|
|