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 135 institutions that hold shares in the stock, with a total of 4.03 Million shares, which have been reported (via 13F filing form) to have a value of $175 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,510
shares
|
$65,171
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,314
shares
|
$56,712
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,279
shares
|
$55,201
0.0% of portfolio
|
Q2 2024
Added 395.74%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,186
shares
|
$51,187
0.0% of portfolio
|
Q1 2024
Reduced 35.05%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
1,112
shares
|
$47,993
0.0% of portfolio
|
Q3 2023
Reduced 19.24%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
1,084
shares
|
$46,785
0.01% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
1,083
shares
|
$46,742
0.01% of portfolio
|
Q4 2021
Reduced 16.5%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
1,006
shares
|
$43,418
0.0% of portfolio
|
Q4 2024
Reduced 34.46%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
991
shares
|
$42,771
0.02% of portfolio
|
Q2 2024
Added 37.64%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
961
shares
|
$41,476
0.02% of portfolio
|
Q3 2024
Reduced 62.69%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
850
shares
|
$36,686
0.0% of portfolio
|
Q1 2023
Reduced 55.5%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
850
shares
|
$36,686
0.0% of portfolio
|
Q1 2023
Reduced 55.5%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
800
shares
|
$34,528
0.05% of portfolio
|
Q3 2024
Reduced 9.4%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
791
shares
|
$34,139
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
710
shares
|
$30,643
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
700
shares
|
$30,211
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
674
shares
|
$29,089
0.0% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Oct 25, 2024 Q3 2024 |
621
shares
|
$26,802
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
472
shares
|
$20,371
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
469
shares
|
$20,242
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
400
shares
|
$17,264
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
398
shares
|
$17,177
0.0% of portfolio
|
Q2 2022
Reduced 22.37%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
379
shares
|
$16,357
0.0% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
330
shares
|
$14,242
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
306
shares
|
$13,206
0.0% of portfolio
|
Q3 2024
New holding
|