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 166 institutions that hold shares in the stock, with a total of 5.47 Million shares, which have been reported (via 13F filing form) to have a value of $236 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
20,394
shares
|
$878,981
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
20,380
shares
|
$878,378
0.0% of portfolio
|
Q3 2025
Added 105.4%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
20,309
shares
|
$875,317
0.01% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2025 Q3 2025 |
19,541
shares
|
$842,217
0.31% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
19,044
shares
|
$820,796
0.41% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
18,656
shares
|
$804,073
0.01% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
18,634
shares
|
$803,125
0.42% of portfolio
|
Q3 2025
Reduced 4.86%
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 16, 2026 Q4 2025 |
18,528
shares
|
$798,556
0.35% of portfolio
|
Q4 2025
Reduced 22.2%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
17,568
shares
|
$757,180
0.01% of portfolio
|
Q3 2023
Added 17.77%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
17,404
shares
|
$750,112
0.0% of portfolio
|
Q4 2025
Added 7.24%
|
|
|
Wealth Advisory Team LLC
Bellevue, KY |
Jul 25, 2025 Q2 2025 |
17,010
shares
|
$733,131
0.66% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
15,460
shares
|
$666,326
0.47% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
15,177
shares
|
$654,128
0.01% of portfolio
|
Q2 2025
Added 5.62%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
15,091
shares
|
$650,422
0.01% of portfolio
|
Q2 2025
Added 16.85%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
14,673
shares
|
$632,406
0.01% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Portland Global Advisors LLC
|
Nov 10, 2025 Q3 2025 |
14,335
shares
|
$617,838
0.07% of portfolio
|
Q2 2025
Added 7.14%
|
|
|
Beta Wealth Group, Inc.
|
Nov 07, 2025 Q3 2025 |
14,131
shares
|
$609,046
0.33% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Rvw Wealth, LLC
|
Jan 09, 2026 Q4 2025 |
13,694
shares
|
$590,211
0.05% of portfolio
|
Q2 2025
Reduced 23.93%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
13,506
shares
|
$582,108
0.01% of portfolio
|
Q3 2025
Added 19.11%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
13,445
shares
|
$579,479
0.0% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
12,596
shares
|
$542,887
0.0% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
12,485
shares
|
$538,103
0.05% of portfolio
|
Q4 2025
Added 0.47%
|
|
|
Stordahl Capital Management, Inc.
|
Nov 05, 2025 Q3 2025 |
11,848
shares
|
$510,648
0.11% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
11,626
shares
|
$501,080
0.02% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
11,592
shares
|
$499,615
0.0% of portfolio
|
Q4 2025
Added 4.6%
|
|