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 5.03 Million shares, which have been reported (via 13F filing form) to have a value of $192 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
791
shares
|
$30,168
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Apr 25, 2025 Q1 2025 |
724
shares
|
$27,613
0.02% of portfolio
|
Q1 2025
Added 16.59%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
710
shares
|
$27,079
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
700
shares
|
$26,698
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
676
shares
|
$25,782
0.0% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
330
shares
|
$12,586
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
245
shares
|
$9,344
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
231
shares
|
$8,810
0.0% of portfolio
|
Q1 2025
Added 48.08%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
211
shares
|
$8,047
0.0% of portfolio
|
Q4 2024
Reduced 46.98%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
209
shares
|
$7,971
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
175
shares
|
$6,674
0.0% of portfolio
|
Q1 2025
Reduced 82.5%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
162
shares
|
$6,178
0.0% of portfolio
|
Q1 2025
Reduced 36.22%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
160
shares
|
$6,102
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
122
shares
|
$4,653
0.0% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
120
shares
|
$4,576
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
94
shares
|
$3,585
0.0% of portfolio
|
Q4 2021
Added 74.07%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
84
shares
|
$3,203
0.0% of portfolio
|
Q1 2024
Added 40.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
75
shares
|
$2,860
0.0% of portfolio
|
Q2 2021
Added 833.33%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
53
shares
|
$2,021
0.0% of portfolio
|
Q1 2024
Added 3.92%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
37
shares
|
$1,411
0.0% of portfolio
|
Q1 2025
Reduced 90.16%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
36
shares
|
$1,373
0.0% of portfolio
|
Q3 2024
Reduced 58.14%
|
|
|
Cbiz Investment Advisory Services, LLC
|
May 05, 2025 Q1 2025 |
23
shares
|
$877
0.0% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|