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

iShares ESG Select Screened S&P Small-Cap ETF logo
$48.45 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares ESG Select Screened S&P Small-Cap ETF (BATS:XJR)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$1.63M
Number of
Institutional Sellers
(last 12 months)
0
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XJR Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2026 Atlantic Private Wealth LLC16,493$718K0.5%+2.3%0.660%
5/6/2026 Bartlett & CO. Wealth Management LLC4,810$230K0.0%N/A0.192%
5/6/2026 Gould Asset Management LLC CA9,155$399K0.1%+5.4%0.366%
5/6/2026 Birchwood Financial Partners Inc.1,969$86K0.1%+107.5%0.079%
5/5/2026 Bank of New York Mellon Corp29,044$1.27M0.0%N/A1.162%
2/19/2026 Birchwood Financial Partners Inc.949$40K0.0%N/A0.038%
1/15/2026 Highline Wealth Partners LLC810$34K0.0%N/A0.032%
2/13/2025NewEdge 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%


XJR Institutional Ownership - Frequently Asked Questions

During the previous two years, 10 institutional investors and hedge funds held shares of iShares ESG Select Screened S&P Small-Cap ETF. The most heavily invested institutionals were Cambridge Investment Research Advisors Inc. ($1.30M), Bank of New York Mellon Corp ($1.27M), Atlantic Private Wealth LLC ($718K), Gould Asset Management LLC CA ($399K), Keystone Financial Group ($391K), Valeo Financial Advisors LLC ($283K), and Bartlett & CO. Wealth Management LLC ($230K).Learn more on iShares ESG Select Screened S&P Small-Cap ETF's institutional investors.

Of the 9 institutional investors that purchased iShares ESG Select Screened S&P Small-Cap ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of New York Mellon Corp ($29.04K), Keystone Financial Group ($9.50K), Valeo Financial Advisors LLC ($6.77K), Bartlett & CO. Wealth Management LLC ($4.81K), Birchwood Financial Partners Inc. ($1.97K), Highline Wealth Partners LLC ($810.00), and NewEdge Advisors LLC ($534.00).

Institutional investors have bought a total of 37,468 shares in the last 24 months. This purchase volume represents approximately $1.63M in transactions.


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This page (BATS:XJR) was last updated on 5/25/2026 by MarketBeat.com Staff.
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