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 |
|---|---|---|---|---|---|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
3,000
shares
|
$126,390
0.01% of portfolio
|
Q1 2025
Added 17.65%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
May 01, 2025 Q1 2025 |
2,784
shares
|
$117,289
0.06% of portfolio
|
Q4 2023
Added 0.11%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
2,586
shares
|
$108,948
0.08% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
2,515
shares
|
$105,956
0.0% of portfolio
|
Q1 2025
Added 10.79%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
2,430
shares
|
$102,375
0.04% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
May 15, 2025 Q1 2025 |
2,398
shares
|
$101,027
0.05% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
2,226
shares
|
$93,781
0.04% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
2,141
shares
|
$90,200
0.02% of portfolio
|
Q1 2025
Reduced 11.27%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,922
shares
|
$80,973
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,765
shares
|
$74,359
0.01% of portfolio
|
Q3 2022
Reduced 32.89%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,762
shares
|
$74,233
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
1,600
shares
|
$67,408
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,519
shares
|
$63,995
0.0% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
1,425
shares
|
$60,035
0.0% of portfolio
|
Q1 2025
Reduced 29.25%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
1,301
shares
|
$54,811
0.01% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,279
shares
|
$53,884
0.0% of portfolio
|
Q2 2024
Added 395.74%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,186
shares
|
$49,966
0.0% of portfolio
|
Q1 2024
Reduced 35.05%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
1,118
shares
|
$47,101
0.01% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
1,083
shares
|
$45,626
0.01% of portfolio
|
Q4 2021
Reduced 16.5%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
1,006
shares
|
$42,382
0.0% of portfolio
|
Q4 2024
Reduced 34.46%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
991
shares
|
$41,750
0.02% of portfolio
|
Q2 2024
Added 37.64%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
965
shares
|
$40,655
0.0% of portfolio
|
Q1 2025
Added 13.53%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
857
shares
|
$36,105
0.0% of portfolio
|
Q4 2024
Reduced 22.93%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
850
shares
|
$35,810
0.0% of portfolio
|
Q1 2023
Reduced 55.5%
|
|
|
Wells Financial Advisors Inc
|
May 09, 2025 Q1 2025 |
800
shares
|
$33,704
0.04% of portfolio
|
Q3 2024
Reduced 9.4%
|