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 5.04 Million shares, which have been reported (via 13F filing form) to have a value of $212 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
18,914
shares
|
$796,846
0.03% of portfolio
|
Q1 2025
Added 108.83%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Apr 21, 2025 Q1 2025 |
18,187
shares
|
$766,218
0.23% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Rvw Wealth, LLC
|
May 08, 2025 Q1 2025 |
18,003
shares
|
$758,466
0.07% of portfolio
|
Q1 2025
Reduced 49.8%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
17,972
shares
|
$757,160
0.0% of portfolio
|
Q1 2025
Added 5773.2%
|
|
|
Topel & Distasi Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
17,970
shares
|
$757,076
0.33% of portfolio
|
Q1 2025
Added 21.24%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
17,568
shares
|
$740,139
0.01% of portfolio
|
Q3 2023
Added 17.77%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
17,068
shares
|
$719,074
0.0% of portfolio
|
Q1 2025
Added 40.51%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
15,771
shares
|
$664,432
0.0% of portfolio
|
Q2 2025
Reduced 15.09%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
15,506
shares
|
$653,267
0.02% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
15,443
shares
|
$650,613
0.48% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
15,269
shares
|
$643,282
0.01% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
13,906
shares
|
$585,859
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
13,843
shares
|
$583,205
0.0% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
13,756
shares
|
$579,540
0.09% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Portland Global Advisors LLC
|
May 07, 2025 Q1 2025 |
13,380
shares
|
$563,699
0.07% of portfolio
|
Q1 2025
Reduced 10.68%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
12,915
shares
|
$544,108
0.01% of portfolio
|
Q1 2025
Added 18.66%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
12,355
shares
|
$520,516
0.05% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
11,263
shares
|
$474,510
0.0% of portfolio
|
Q1 2025
Reduced 17.75%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
11,141
shares
|
$469,370
0.02% of portfolio
|
Q1 2025
Added 15.34%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
10,805
shares
|
$455,214
0.02% of portfolio
|
Q1 2025
Reduced 5.24%
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
10,559
shares
|
$444,850
0.08% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
10,523
shares
|
$443,333
0.0% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
9,768
shares
|
$411,525
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
9,730
shares
|
$409,924
0.15% of portfolio
|
Q1 2025
Reduced 46.35%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Apr 24, 2025 Q1 2025 |
9,725
shares
|
$409,714
0.35% of portfolio
|
Q1 2025
Added 14.91%
|