iShares ESG Screened S&P Small-Cap ETF (XJR) Institutional Ownership

$39.17

-0.07 (-0.18%)

(As of 05/17/2024 ET)

iShares ESG Screened S&P Small-Cap ETF Major Shareholders & Ownership History

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/4/2024	Gould Asset Management LLC CA	8,555	$335K	0.1%	+19.4%	0.462%
4/25/2024	Cambridge Investment Research Advisors Inc.	36,034	$1.41M	0.0%	+5.0%	1.948%
2/9/2024	Cambridge Investment Research Advisors Inc.	34,303	$1.31M	0.0%	+105.8%	2.366%
2/2/2024	Gould Asset Management LLC CA	7,165	$274K	0.1%	N/A	0.494%
1/19/2024	AdvisorNet Financial Inc	919	$35K	0.0%	-61.8%	0.063%
12/11/2023	Headinvest LLC	1,050	$34K	0.0%	N/A	0.072%
10/24/2023	Cambridge Investment Research Advisors Inc.	16,667	$551K	0.0%	+3.4%	1.149%
7/14/2023	AdvisorNet Financial Inc	2,135	$75K	0.0%	+49.9%	0.164%
2/8/2023	Cambridge Investment Research Advisors Inc.	7,298	$242K	0.0%	-76.2%	0.000%

(Data available from 1/1/2016 forward)

Who are the largest shareholders of XJR shares?: During the previous two years, the following institutional investors and hedge funds held shares of iShares ESG Screened S&P Small-Cap ETF shares: Cambridge Investment Research Advisors Inc. ($1.41M), Gould Asset Management LLC CA ($335K), and AdvisorNet Financial Inc ($35K), Headinvest LLC ($34K).Learn more on XJR's institutional investors.
Which institutional investors have been buying iShares ESG Screened S&P Small-Cap ETF stock?: The following institutional investors have purchased iShares ESG Screened S&P Small-Cap ETF stock in the last 24 months: Cambridge Investment Research Advisors Inc. ($19.92K), Gould Asset Management LLC CA ($8.56K), Headinvest LLC ($1.05K), and AdvisorNet Financial Inc ($711.00).
How much institutional buying is happening at iShares ESG Screened S&P Small-Cap ETF?: Institutional investors have bought a total of 30,231 shares in the last 24 months. This purchase volume represents approximately $1.15M in transactions.

Which iShares ESG Screened S&P Small-Cap ETF major shareholders have been selling company stock?: The following institutional investors have sold iShares ESG Screened S&P Small-Cap ETF stock in the last 24 months: Cambridge Investment Research Advisors Inc. ($23.39K), and AdvisorNet Financial Inc ($1.49K).
How much institutional selling is happening at iShares ESG Screened S&P Small-Cap ETF?: Institutional investors have sold a total of 24,876 shares in the last 24 months. This volume of shares sold represents approximately $833.86K in transactions.

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This page (BATS:XJR) was last updated on 5/20/2024 by MarketBeat.com Staff

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