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 148 institutions that hold shares in the stock, with a total of 5.03 Million shares, which have been reported (via 13F filing form) to have a value of $192 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
34,956
shares
|
$1.33 Million
0.0% of portfolio
|
Q1 2025
Added 71.93%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
34,028
shares
|
$1.3 Million
0.27% of portfolio
|
Q1 2025
Added 86.94%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
32,926
shares
|
$1.26 Million
0.03% of portfolio
|
Q1 2025
Added 9.93%
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
32,505
shares
|
$1.24 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
31,248
shares
|
$1.19 Million
0.22% of portfolio
|
Q2 2023
Added 26.75%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
31,231
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.98%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
30,818
shares
|
$1.18 Million
0.0% of portfolio
|
Q4 2022
Reduced 2.01%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
30,090
shares
|
$1.15 Million
0.01% of portfolio
|
Q1 2025
Reduced 44.46%
|
|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
29,589
shares
|
$1.13 Million
0.16% of portfolio
|
Q1 2025
Added 6.38%
|
|
|
Affiance Financial, LLC
|
Apr 09, 2025 Q1 2025 |
29,247
shares
|
$1.12 Million
0.27% of portfolio
|
Q1 2025
Added 36.63%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
28,933
shares
|
$1.1 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
28,269
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Reduced 39.86%
|
|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
27,656
shares
|
$1.05 Million
0.09% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
May 13, 2025 Q1 2025 |
27,410
shares
|
$1.05 Million
0.56% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
27,234
shares
|
$1.04 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
23,692
shares
|
$903,612
0.06% of portfolio
|
Q1 2025
Added 35.31%
|
|
|
Main Street Investment Advisors LLC
|
Apr 30, 2025 Q1 2025 |
22,135
shares
|
$844,228
0.13% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
21,910
shares
|
$835,647
0.03% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
21,771
shares
|
$830,345
0.01% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
21,538
shares
|
$821,459
0.0% of portfolio
|
Q1 2025
Reduced 6.81%
|
|
|
Better Money Decisions, LLC
|
Apr 10, 2025 Q1 2025 |
20,893
shares
|
$796,859
0.55% of portfolio
|
Q1 2025
Added 12.35%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
20,309
shares
|
$774,585
0.01% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
20,199
shares
|
$770,389
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
May 13, 2025 Q1 2025 |
19,747
shares
|
$753,150
0.31% of portfolio
|
Q1 2025
Added 14.94%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
19,395
shares
|
$739,725
0.02% of portfolio
|
Q1 2025
Added 25.48%
|