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 136 institutions that hold shares in the stock, with a total of 4.51 Million shares, which have been reported (via 13F filing form) to have a value of $194 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Impact Investors, Inc
San Francisco, CA |
Feb 04, 2025 Q4 2024 |
6,525
shares
|
$280,575
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
6,008
shares
|
$258,344
0.06% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
5,916
shares
|
$254,388
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
5,915
shares
|
$254,345
0.0% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
5,580
shares
|
$239,940
0.05% of portfolio
|
Q3 2024
Reduced 23.82%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
5,560
shares
|
$239,080
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Council Asset Management Inc
|
Feb 06, 2025 Q4 2024 |
5,468
shares
|
$235,124
0.12% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
5,232
shares
|
$224,976
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
5,220
shares
|
$224,460
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
5,176
shares
|
$222,568
0.01% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
5,089
shares
|
$218,827
0.06% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
4,790
shares
|
$205,970
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
4,448
shares
|
$191,264
0.03% of portfolio
|
Q1 2023
Added 25.47%
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
3,913
shares
|
$168,259
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,124
shares
|
$134,332
0.0% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
2,855
shares
|
$122,765
0.0% of portfolio
|
Q3 2024
Added 170.1%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
2,803
shares
|
$120,529
0.03% of portfolio
|
Q4 2024
Added 23.64%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
2,784
shares
|
$119,712
0.06% of portfolio
|
Q4 2023
Added 0.11%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
2,640
shares
|
$113,520
0.01% of portfolio
|
Q4 2024
Added 462.9%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
2,579
shares
|
$110,897
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jan 16, 2025 Q4 2024 |
2,550
shares
|
$109,650
0.01% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
2,413
shares
|
$103,759
0.03% of portfolio
|
Q4 2024
Reduced 15.07%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Nov 15, 2024 Q3 2024 |
2,381
shares
|
$102,383
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
2,270
shares
|
$97,610
0.0% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
2,226
shares
|
$95,718
0.04% of portfolio
|
Q4 2024
Added 4.7%
|