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 4.71 Million shares, which have been reported (via 13F filing form) to have a value of $196 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
17,509
shares
|
$728,724
0.05% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Feb 13, 2025 Q4 2024 |
17,180
shares
|
$715,031
0.28% of portfolio
|
Q4 2024
Added 5.77%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
16,444
shares
|
$684,399
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
15,849
shares
|
$659,635
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
15,457
shares
|
$643,320
0.02% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
15,441
shares
|
$642,654
0.49% of portfolio
|
Q4 2024
Reduced 4.48%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
15,343
shares
|
$638,575
0.01% of portfolio
|
Q4 2024
Added 30.29%
|
|
|
Portland Global Advisors LLC
|
Feb 12, 2025 Q4 2024 |
14,980
shares
|
$623,467
0.08% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Jan 30, 2025 Q4 2024 |
14,822
shares
|
$616,891
0.27% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
14,297
shares
|
$595,041
0.0% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
13,693
shares
|
$569,902
0.0% of portfolio
|
Q4 2024
Added 14.55%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
13,280
shares
|
$552,713
0.12% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
12,147
shares
|
$505,558
0.0% of portfolio
|
Q4 2024
Added 132.17%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
11,838
shares
|
$492,697
0.05% of portfolio
|
Q4 2024
Added 9.58%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
11,487
shares
|
$478,088
0.0% of portfolio
|
Q4 2024
Reduced 11.55%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
11,403
shares
|
$474,592
0.02% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
10,884
shares
|
$452,992
0.01% of portfolio
|
Q4 2024
Reduced 20.47%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
10,338
shares
|
$430,267
0.0% of portfolio
|
Q4 2024
Added 21.7%
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
10,103
shares
|
$420,486
0.1% of portfolio
|
Q4 2024
Added 16.51%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
9,659
shares
|
$402,007
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
9,549
shares
|
$397,429
0.0% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
9,292
shares
|
$386,733
0.0% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
9,057
shares
|
$376,952
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Napatree Capital LLC
Westerly, RI |
Feb 11, 2025 Q4 2024 |
8,833
shares
|
$367,629
0.22% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
8,537
shares
|
$355,309
0.25% of portfolio
|
Q4 2024
New holding
|