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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
197
shares
|
$8,490
0.0% of portfolio
|
Q3 2025
Reduced 27.57%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
123
shares
|
$5,301
0.0% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
120
shares
|
$5,172
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
100
shares
|
$4,310
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
84
shares
|
$3,620
0.0% of portfolio
|
Q1 2024
Added 40.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
75
shares
|
$3,232
0.0% of portfolio
|
Q2 2021
Added 833.33%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
68
shares
|
$2,930
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
64
shares
|
$2,758
0.0% of portfolio
|
Q2 2025
Added 20.75%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
40
shares
|
$1,724
0.0% of portfolio
|
Q3 2025
Added 8.11%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
36
shares
|
$1,551
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
24
shares
|
$1,034
0.0% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
13
shares
|
$560
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Nov 21, 2025 Q3 2025 |
1
shares
|
$43
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|