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 165 institutions that hold shares in the stock, with a total of 5.5 Million shares, which have been reported (via 13F filing form) to have a value of $230 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
211
shares
|
$8,832
0.0% of portfolio
|
Q4 2024
Reduced 46.98%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
210
shares
|
$8,790
0.01% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
162
shares
|
$6,781
0.0% of portfolio
|
Q1 2025
Reduced 36.22%
|
|
|
National Bank Of Canada
|
Aug 13, 2025 Q2 2025 |
160
shares
|
$6,697
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
123
shares
|
$5,148
0.0% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
120
shares
|
$5,023
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
94
shares
|
$3,934
0.0% of portfolio
|
Q4 2021
Added 74.07%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
84
shares
|
$3,516
0.0% of portfolio
|
Q1 2024
Added 40.0%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
80
shares
|
$3,348
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
75
shares
|
$3,139
0.0% of portfolio
|
Q2 2021
Added 833.33%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
64
shares
|
$2,679
0.0% of portfolio
|
Q2 2025
Added 20.75%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
37
shares
|
$1,548
0.0% of portfolio
|
Q1 2025
Reduced 90.16%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
36
shares
|
$1,506
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
24
shares
|
$1,004
0.0% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|