iShares ESG Select Screened S&P Small-Cap ETF (XJR) Institutional Ownership $40.87 +1.97 (+5.06%) As of 07/3/2025 01:04 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipRatingsBuy This Stock Institutional Ownership Changes (13F Filings) for iShares ESG Select Screened S&P Small-Cap ETF (BATS:XJR)Number ofInstitutional Buyers(last 12 months)3TotalInstitutional Inflows(last 12 months)$695.80KNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$106.38K Get XJR Insider Trade Alerts Want to know when executives and insiders are buying or selling iShares ESG Select Screened S&P Small-Cap ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data XJR Institutional Buying and Selling by Quarter iShares ESG Select Screened S&P Small-Cap ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails2/13/2025NewEdge Advisors LLC2,943$121K0.0%+22.2%0.159% 2/13/2025Keystone Financial Group9,504$391K0.0%N/A0.514% 2/11/2025Atlantic Private Wealth LLC16,101$662K0.5%-5.9%0.870% 10/10/2024Valeo Financial Advisors LLC6,768$283K0.0%N/A0.366% 7/26/2024Cambridge Investment Research Advisors Inc.34,319$1.30M0.0%-4.8%1.855% 5/4/2024Gould Asset Management LLC CA8,555$335K0.1%+19.4%0.462% 4/25/2024Cambridge Investment Research Advisors Inc.36,034$1.41M0.0%+5.0%1.948% 2/9/2024Cambridge Investment Research Advisors Inc.34,303$1.31M0.0%+105.8%2.366% 2/2/2024Gould Asset Management LLC CA7,165$274K0.1%N/A0.494% 1/19/2024AdvisorNet Financial Inc919$35K0.0%-61.8%0.063% 12/11/2023Headinvest LLC1,050$34K0.0%N/A0.072% 10/24/2023Cambridge Investment Research Advisors Inc.16,667$551K0.0%+3.4%1.149% 7/14/2023AdvisorNet Financial Inc2,135$75K0.0%+49.9%0.164% 2/8/2023Cambridge Investment Research Advisors Inc.7,298$242K0.0%-76.2%0.000% (Data available from 1/1/2016 forward) XJR Institutional Ownership - Frequently Asked Questions 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 Select Screened S&P Small-Cap ETF shares: Cambridge Investment Research Advisors Inc. ($1.30M), Atlantic Private Wealth LLC ($662K), Keystone Financial Group ($391K), Gould Asset Management LLC CA ($335K), Valeo Financial Advisors LLC ($283K), NewEdge Advisors LLC ($121K), and AdvisorNet Financial Inc ($35K).Learn more on iShares ESG Select Screened S&P Small-Cap ETF's institutional investors. Which institutional investors have been buying iShares ESG Select Screened S&P Small-Cap ETF's stock? The following institutional investors have purchased iShares ESG Select Screened S&P Small-Cap ETF's stock in the last 24 months: Cambridge Investment Research Advisors Inc. ($19.92K), Keystone Financial Group ($9.50K), Gould Asset Management LLC CA ($8.56K), Valeo Financial Advisors LLC ($6.77K), Headinvest LLC ($1.05K), AdvisorNet Financial Inc ($711.00), and NewEdge Advisors LLC ($534.00). How much institutional buying is happening at iShares ESG Select Screened S&P Small-Cap ETF? Institutional investors have bought a total of 16,806 shares in the last 24 months. This purchase volume represents approximately $695.80K in transactions. Which of iShares ESG Select Screened S&P Small-Cap ETF's major shareholders have been selling company stock? The following institutional investors have sold iShares ESG Select Screened S&P Small-Cap ETF stock in the last 24 months: Cambridge Investment Research Advisors Inc. ($1.72K), and Atlantic Private Wealth LLC ($1.01K). How much institutional selling is happening at iShares ESG Select Screened S&P Small-Cap ETF? Institutional investors have sold a total of 2,723 shares in the last 24 months. This volume of shares sold represents approximately $106.38K in transactions. Related Companies VOLT Major Shareholders KLIP Major Shareholders FDIF Major Shareholders LOUP Major Shareholders MJ Major Shareholders VEGI Major Shareholders ACES Major Shareholders EMXF Major Shareholders XITK Major Shareholders FCLD Major Shareholders This page (BATS:XJR) was last updated on 7/6/2025 by MarketBeat.com Staff From Our PartnersINVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting OffRight now, we’re witnessing a monumental shift in the world.Traders Agency | Sponsored140% Yields From Stocks Like Tesla? Here's How (July 4th Special)Imagine getting a 140% dividend from your investments. Even better? It works with big names like Tesla, ...Investors Alley | SponsoredEveryone’s watching Nvidia right now. 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