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 |
|---|---|---|---|---|---|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 14, 2025 Q3 2025 |
5,502
shares
|
$237,136
0.12% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
5,489
shares
|
$236,575
0.01% of portfolio
|
Q3 2025
Reduced 13.34%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
5,417
shares
|
$233,472
0.15% of portfolio
|
Q3 2025
Reduced 5.51%
|
|
|
Financial Council Asset Management Inc
|
Oct 15, 2025 Q3 2025 |
5,316
shares
|
$229,119
0.1% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
5,244
shares
|
$226,016
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Rogco, LP
Claremore, OK |
Oct 30, 2025 Q3 2025 |
4,921
shares
|
$212,095
0.08% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
4,815
shares
|
$207,526
0.0% of portfolio
|
Q3 2025
Reduced 6.45%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Oct 20, 2025 Q3 2025 |
4,677
shares
|
$201,578
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Tpg Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
4,596
shares
|
$198,087
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
4,595
shares
|
$198,044
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
4,448
shares
|
$191,708
0.03% of portfolio
|
Q1 2023
Added 25.47%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
3,355
shares
|
$144,600
0.03% of portfolio
|
Q3 2025
Added 68.25%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
3,252
shares
|
$140,161
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
3,141
shares
|
$135,377
0.0% of portfolio
|
Q3 2025
Reduced 30.46%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
3,106
shares
|
$133,868
0.02% of portfolio
|
Q3 2025
Added 186.8%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 16, 2025 Q3 2025 |
3,000
shares
|
$129,300
0.01% of portfolio
|
Q1 2025
Added 17.65%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Oct 17, 2025 Q3 2025 |
2,839
shares
|
$122,360
0.06% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
2,820
shares
|
$121,542
0.04% of portfolio
|
Q3 2025
Reduced 9.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
2,594
shares
|
$111,801
0.08% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
2,542
shares
|
$109,560
0.0% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,965
shares
|
$84,691
0.0% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,922
shares
|
$82,838
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
1,912
shares
|
$82,407
0.01% of portfolio
|
Q3 2025
Added 71.02%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,810
shares
|
$78,011
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,765
shares
|
$76,071
0.01% of portfolio
|
Q3 2022
Reduced 32.89%
|
|