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 164 institutions that hold shares in the stock, with a total of 5.58 Million shares, which have been reported (via 13F filing form) to have a value of $240 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
10,603
shares
|
$456,989
0.01% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Pathway Financial Advisors LLC
|
Oct 10, 2025 Q3 2025 |
10,559
shares
|
$455,092
0.07% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Weil Company, Inc.
|
Nov 06, 2025 Q3 2025 |
10,360
shares
|
$446,516
0.13% of portfolio
|
Q3 2025
Added 12.19%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
10,046
shares
|
$432,982
0.03% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
8,991
shares
|
$387,512
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
8,991
shares
|
$387,512
0.2% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
8,958
shares
|
$386,089
0.0% of portfolio
|
Q3 2025
Reduced 35.4%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
8,633
shares
|
$372,082
0.01% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
8,532
shares
|
$367,729
0.03% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Nov 06, 2025 Q3 2025 |
8,480
shares
|
$365,488
0.3% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2025 Q3 2025 |
8,321
shares
|
$358,635
0.05% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
8,175
shares
|
$352,342
0.06% of portfolio
|
Q2 2025
Added 6.51%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
7,854
shares
|
$338,507
0.25% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
7,742
shares
|
$333,680
0.01% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
7,654
shares
|
$329,887
0.02% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
7,445
shares
|
$320,879
0.0% of portfolio
|
Q3 2025
Added 6.46%
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
6,788
shares
|
$292,562
0.05% of portfolio
|
Q3 2025
Reduced 52.6%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
6,693
shares
|
$288,468
0.06% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
6,680
shares
|
$287,908
0.1% of portfolio
|
Q3 2025
Added 12.74%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Oct 29, 2025 Q3 2025 |
6,676
shares
|
$287,735
0.19% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
6,353
shares
|
$273,814
0.0% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
6,005
shares
|
$258,815
0.02% of portfolio
|
Q3 2025
Added 62.74%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
5,808
shares
|
$250,324
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
Oct 20, 2025 Q3 2025 |
5,710
shares
|
$246,101
0.27% of portfolio
|
Q3 2025
Reduced 8.24%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 15, 2025 Q3 2025 |
5,524
shares
|
$238,084
0.13% of portfolio
|
Q3 2025
Reduced 8.53%
|
|