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 116 institutions that hold shares in the stock, with a total of 3.53 Million shares, which have been reported (via 13F filing form) to have a value of $148 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Aug 09, 2024 Q2 2024 |
621
shares
|
$25,976
0.02% of portfolio
|
Q2 2024
New holding
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 14, 2024 Q2 2024 |
600
shares
|
$25,098
0.0% of portfolio
|
Q2 2024
Reduced 67.57%
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Jul 31, 2024 Q2 2024 |
403
shares
|
$16,857
0.0% of portfolio
|
Q3 2023
Reduced 1.21%
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
368
shares
|
$15,393
0.0% of portfolio
|
Q2 2024
New holding
|
|
Asset Dedication, LLC
|
Aug 06, 2024 Q2 2024 |
368
shares
|
$15,393
0.0% of portfolio
|
Q2 2024
New holding
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
159
shares
|
$6,650
0.0% of portfolio
|
Q2 2024
Added 140.91%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
121
shares
|
$5,061
0.0% of portfolio
|
Q2 2024
New holding
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
95
shares
|
$3,973
0.0% of portfolio
|
Q2 2024
New holding
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 14, 2024 Q2 2024 |
94
shares
|
$3,932
0.0% of portfolio
|
Q4 2021
Added 74.07%
|
|
Avion Wealth
The Woodlands, TX |
Jul 26, 2024 Q2 2024 |
86
shares
|
$3,597
0.0% of portfolio
|
Q2 2024
New holding
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
84
shares
|
$3,513
0.0% of portfolio
|
Q1 2024
Added 40.0%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
75
shares
|
$3,137
0.0% of portfolio
|
Q2 2021
Added 833.33%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
53
shares
|
$2,216
0.0% of portfolio
|
Q1 2024
Added 3.92%
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 09, 2024 Q2 2024 |
22
shares
|
$920
0.0% of portfolio
|
Q1 2024
New holding
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
1
shares
|
$41
0.0% of portfolio
|
Q2 2024
Reduced 99.69%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|