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 146 institutions that hold shares in the stock, with a total of 4.72 Million shares, which have been reported (via 13F filing form) to have a value of $202 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jan 16, 2025 Q4 2024 |
2,550
shares
|
$109,114
0.01% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
2,413
shares
|
$103,252
0.03% of portfolio
|
Q4 2024
Reduced 15.07%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,392
shares
|
$102,353
0.05% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
2,270
shares
|
$97,133
0.0% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
2,226
shares
|
$95,250
0.04% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
2,014
shares
|
$86,179
0.01% of portfolio
|
Q4 2024
Added 105.09%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,922
shares
|
$82,242
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,765
shares
|
$75,524
0.01% of portfolio
|
Q3 2022
Reduced 32.89%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,762
shares
|
$75,395
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,515
shares
|
$64,826
0.0% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,417
shares
|
$60,633
0.0% of portfolio
|
Q4 2024
Added 7.84%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
1,298
shares
|
$55,541
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,279
shares
|
$54,728
0.0% of portfolio
|
Q2 2024
Added 395.74%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
1,186
shares
|
$50,748
0.0% of portfolio
|
Q1 2024
Reduced 35.05%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
1,084
shares
|
$46,384
0.01% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
1,083
shares
|
$46,341
0.01% of portfolio
|
Q4 2021
Reduced 16.5%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
1,006
shares
|
$43,046
0.0% of portfolio
|
Q4 2024
Reduced 34.46%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
1,000
shares
|
$42,790
0.0% of portfolio
|
Q4 2024
Added 150.0%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
991
shares
|
$42,404
0.02% of portfolio
|
Q2 2024
Added 37.64%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
857
shares
|
$36,671
0.0% of portfolio
|
Q4 2024
Reduced 22.93%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
850
shares
|
$36,371
0.0% of portfolio
|
Q1 2023
Reduced 55.5%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
850
shares
|
$36,371
0.0% of portfolio
|
Q1 2023
Reduced 55.5%
|
|
|
Wells Financial Advisors Inc
|
Feb 11, 2025 Q4 2024 |
800
shares
|
$34,232
0.05% of portfolio
|
Q3 2024
Reduced 9.4%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
791
shares
|
$33,846
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
710
shares
|
$30,380
0.0% of portfolio
|
Q3 2022
New holding
|