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 109 institutions that hold shares in the stock, with a total of 3.05 Million shares, which have been reported (via 13F filing form) to have a value of $120 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
11,817
shares
|
$464,998
0.01% of portfolio
|
Q1 2024
Added 30.36%
|
|
Hilltop Wealth Advisors, LLC
|
Jul 03, 2024 Q2 2024 |
11,376
shares
|
$447,645
0.23% of portfolio
|
Q2 2024
Reduced 0.78%
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2024 Q1 2024 |
10,359
shares
|
$407,626
0.02% of portfolio
|
Q1 2024
New holding
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
10,327
shares
|
$406,367
0.0% of portfolio
|
Q1 2024
Added 0.06%
|
|
Carr Financial Group Corp
Worcester, MA |
Apr 25, 2024 Q1 2024 |
10,000
shares
|
$393,500
0.14% of portfolio
|
Q1 2024
New holding
|
|
Armbruster Capital Management, Inc.
|
May 07, 2024 Q1 2024 |
9,425
shares
|
$370,873
0.08% of portfolio
|
Q1 2024
Added 10.56%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
8,651
shares
|
$340,416
0.0% of portfolio
|
Q1 2024
Reduced 1.11%
|
|
Napatree Capital LLC
Westerly, RI |
May 13, 2024 Q1 2024 |
8,271
shares
|
$325,463
0.31% of portfolio
|
Q1 2024
Reduced 1.23%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
8,027
shares
|
$315,862
0.0% of portfolio
|
Q1 2024
Added 4.06%
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Apr 23, 2024 Q1 2024 |
7,943
shares
|
$312,557
0.07% of portfolio
|
Q1 2024
Reduced 13.55%
|
|
Wrapmanager Inc
|
May 09, 2024 Q1 2024 |
7,906
shares
|
$311,101
0.09% of portfolio
|
Q1 2024
Reduced 84.95%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
7,903
shares
|
$310,983
0.0% of portfolio
|
Q1 2024
Reduced 28.08%
|
|
Sound View Wealth Advisors Group, LLC
|
May 09, 2024 Q1 2024 |
7,798
shares
|
$306,851
0.03% of portfolio
|
Q1 2024
Reduced 0.19%
|
|
Alesco Advisors LLC
Pittsford, NY |
May 10, 2024 Q1 2024 |
7,545
shares
|
$296,895
0.01% of portfolio
|
Q1 2024
Added 32.95%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
7,450
shares
|
$293,157
0.0% of portfolio
|
Q1 2024
Added 10.35%
|
|
Eley Financial Management, Inc
South Burlington, VT |
May 14, 2024 Q1 2024 |
7,330
shares
|
$288,435
0.13% of portfolio
|
Q1 2024
New holding
|
|
Magnus Financial Group LLC
New York, NY |
May 03, 2024 Q1 2024 |
7,238
shares
|
$284,815
0.04% of portfolio
|
Q1 2024
New holding
|
|
Tarbox Family Office, Inc.
|
Apr 15, 2024 Q1 2024 |
6,562
shares
|
$258,214
0.05% of portfolio
|
Q1 2024
Added 4.51%
|
|
Mascoma Wealth Management LLC
|
May 02, 2024 Q1 2024 |
6,306
shares
|
$248,141
0.07% of portfolio
|
Q1 2024
Reduced 39.48%
|
|
Pathway Financial Advisors LLC
|
Apr 10, 2024 Q1 2024 |
6,038
shares
|
$237,595
0.07% of portfolio
|
Q1 2024
New holding
|
|
Davenport & CO LLC
|
May 03, 2024 Q1 2024 |
5,929
shares
|
$233,306
0.0% of portfolio
|
Q1 2023
New holding
|
|
Chicago Partners Investment Group LLC
|
Apr 25, 2024 Q1 2024 |
5,928
shares
|
$233,266
0.01% of portfolio
|
Q1 2024
Added 7.92%
|
|
Mai Capital Management
|
May 08, 2024 Q1 2024 |
5,872
shares
|
$231,063
0.0% of portfolio
|
Q1 2024
Reduced 4.13%
|
|
Financial Council Asset Management Inc
|
May 03, 2024 Q1 2024 |
5,599
shares
|
$220,320
0.14% of portfolio
|
Q1 2024
Added 0.05%
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
4,448
shares
|
$175,028
0.03% of portfolio
|
Q1 2023
Added 25.47%
|