XJR

iShares ESG Select Screened S&P Small-Cap ETF
$42.70-0.12 (-0.28%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Shares Held

9.215368842541836e+192B

Total Value

$3.000293120002e+124T

% of Float

Price History

$32.75$36.21$39.67$43.13$46.59Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Focus Partners Wealth92,153$3.0M0.00%Share
2BAILARD, INC.68,842$2.9M0.06%Share
3LPL Financial LLC54,183$2.0M0.00%Share
4FRANKLIN RESOURCES INC55,782$2.0M0.00%Share
5THRIVENT FINANCIAL FOR LUTHERANS61,031$2.0M0.00%Share
6Highland Financial Advisors, LLC46,129$2.0M0.54%Share
7Biltmore Family Office, LLC32,000$1.4M0.19%Share
8JNBA Financial Advisors27,667$1.2M0.10%Share
9Atlantic Private Wealth, LLC16,123$686K0.44%Share
10Magnus Financial Group LLC15,493$659K0.05%Share
11Beta Wealth Group, Inc.14,882$633K0.25%Share
12D.A. DAVIDSON & CO.13,300$566K0.00%Share
13Pathway Financial Advisors LLC12,245$540K0.07%Share
14HEADINVEST, LLC12,555$534K0.11%Share
15Cambridge Financial Group, LLC12,161$503K0.17%Share
16Asset Dedication, LLC10,756$457K0.03%Share
17Eley Financial Management, Inc10,424$443K0.16%Share
18Balanced Rock Investment Advisors LLC8,912$379K0.27%Share
19GOULD ASSET MANAGEMENT LLC /CA/8,690$370K0.07%Share
20Sprinkle Financial Consultants LLC7,888$335K0.17%Share
21Armbruster Capital Management, Inc.7,361$313K0.05%Share
22Tarbox Family Office, Inc.7,337$312K0.05%Share
23Valeo Financial Advisors, LLC7,278$309K0.01%Share
24BIRCHBROOK, INC.7,265$309K0.15%Share
25Heck Capital Advisors, LLC6,807$289K0.02%Share
26Robertson Stephens Wealth Management, LLC6,796$289K0.01%Share
27Charter Oak Capital Management, LLC6,473$275K0.02%Share
28Legacy Edge Advisors, LLC6,376$271K0.03%Share
29PFG Investments, LLC6,258$266K0.01%Share
30Archer Investment Management, LLC6,191$263K0.14%Share
31MCF Advisors LLC2,280$97K0.01%Share
32Milestone Investment Advisors LLC2,170$92K0.02%Share
33Cherry Tree Wealth Management, LLC1,770$75K0.02%Share
34Meramec Financial Planners, LLC1,007$46K0.02%Share
35Golden State Wealth Management, LLC1,004$42K0.00%Share
36Birchwood Financial Partners, Inc.949$40K0.04%Share
37Physician Wealth Advisors, Inc.929$39K0.01%Share
38HIGHLINE WEALTH PARTNERS LLC810$34K0.01%Share
39McIlrath & Eck, LLC714$30K0.00%Share
40Blue Trust, Inc.655$27K0.00%Share
41Key FInancial Inc610$25K0.00%Share
42GHP Investment Advisors, Inc.551$23K0.00%Share
43Hanson & Doremus Investment Management495$21K0.00%Share
44CWM, LLC492$21K0.00%Share
45Dunhill Financial, LLC413$17K0.00%Share
46Addison Advisors LLC245$10K0.00%Share
471 NORTH WEALTH SERVICES LLC190$8K0.00%Share
48WHITTIER TRUST CO144$6K0.00%Share
49Triumph Capital Management123$5K0.00%Share
50Godfrey Financial Associates, Inc.103$4K0.00%Share