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

$51.97—

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

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$51.97—

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XJR(XJR)

XJR

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 109 Institutional Holders

Holder	Shares	Date	Change	% Held
KEYBANK NATIONAL ASSOCIATION/OH	96.34K	Mar 31, 26	+96.34K	3.58%
Colony Group, LLC	92.52K	Mar 31, 26	+368	3.44%
BAILARD, INC.	78.19K	Mar 31, 26	+9.35K	2.91%
LPL Financial LLC	59.98K	Mar 31, 26	+5.79K	2.23%
FRANKLIN RESOURCES INC	55.78K	Mar 31, 26	--	2.08%
Invera Wealth Advisors, LLC	53.88K	Mar 31, 26	+53.88K	2.00%
Highland Financial Advisors, LLC	51.19K	Mar 31, 26	+5.06K	1.90%
Biltmore Family Office, LLC	32.00K	Mar 31, 26	--	1.19%
BROWN ADVISORY INC	30.97K	Mar 31, 26	+26.14K	1.15%
CITADEL ADVISORS LLC	29.73K	Mar 31, 26	+29.73K	1.11%
Bank of New York Mellon Corp	29.04K	Mar 31, 26	+29.04K	1.08%
JNBA Financial Advisors	26.95K	Mar 31, 26	-718	1.00%
Creative Planning	25.06K	Mar 31, 26	+18.16K	0.93%
Atlantic Private Wealth, LLC	16.49K	Mar 31, 26	+370	0.61%
EP Wealth Advisors, LLC	16.22K	Mar 31, 26	-11.05K	0.60%
Quantinno Capital Management LP	15.83K	Mar 31, 26	+15.83K	0.59%
Magnus Financial Group LLC	15.26K	Mar 31, 26	-235	0.57%
MainStreet Investment Advisors LLC	15.17K	Mar 31, 26	+15.17K	0.56%
Advisory Services Network, LLC	14.92K	Mar 31, 26	+14.92K	0.56%
RAYMOND JAMES FINANCIAL INC	14.63K	Mar 31, 26	-1.75K	0.54%
Beta Wealth Group, Inc.	14.30K	Mar 31, 26	-583	0.53%
Eley Financial Management, Inc	13.63K	Mar 31, 26	+3.21K	0.51%
D.A. DAVIDSON & CO.	13.34K	Mar 31, 26	+37	0.50%
HEADINVEST, LLC	12.51K	Mar 31, 26	-50	0.47%
Pathway Financial Advisors LLC	12.24K	Mar 31, 26	--	0.46%
BIRCHBROOK, INC.	11.88K	Mar 31, 26	+4.61K	0.44%
Cerity Partners LLC	11.76K	Mar 31, 26	-1.74K	0.44%
Mariner, LLC	11.49K	Mar 31, 26	+123	0.43%
GOLDMAN SACHS GROUP INC	11.40K	Mar 31, 26	+17	0.42%
Asset Dedication, LLC	10.76K	Mar 31, 26	--	0.40%
Lido Advisors, LLC	10.58K	Mar 31, 26	+953	0.39%
Robertson Stephens Wealth Management, LLC	10.13K	Mar 31, 26	+3.34K	0.38%
Cetera Investment Advisers	9.93K	Mar 31, 26	-706	0.37%
MAI Capital Management	9.87K	Mar 31, 26	-354	0.37%
DeDora Capital, Inc.	9.49K	Mar 31, 26	+9.49K	0.35%
GOULD ASSET MANAGEMENT LLC /CA/	9.15K	Mar 31, 26	+465	0.34%
Balanced Rock Investment Advisor	9.11K	Mar 31, 26	+196	0.34%
Private Advisor Group, LLC	8.85K	Mar 31, 26	+790	0.33%
Sprinkle Financial Consultants LLC	7.89K	Mar 31, 26	--	0.29%
Tarbox Family Office, Inc.	7.61K	Mar 31, 26	+277	0.28%
ADVISOR GROUP HOLDINGS, INC.	7.37K	Mar 31, 26	--	0.27%
Armbruster Capital Management, Inc.	7.36K	Mar 31, 26	-5	0.27%
NorthRock Partners, LLC	7.35K	Mar 31, 26	+2.00K	0.27%
Charter Oak Capital Management, LLC	6.85K	Mar 31, 26	+380	0.25%
Valeo Financial Advisors, LLC	6.65K	Mar 31, 26	-625	0.25%
Heck Capital Advisors, LLC	6.62K	Mar 31, 26	-183	0.25%
PFG Investments, LLC	6.26K	Mar 31, 26	--	0.23%
Optas, LLC	5.96K	Mar 31, 26	+5.96K	0.22%
ENVESTNET ASSET MANAGEMENT INC	5.80K	Mar 31, 26	+5.80K	0.22%
MISSION WEALTH MANAGEMENT, LP	5.70K	Mar 31, 26	-2.06K	0.21%
Savant Capital, LLC	5.59K	Mar 31, 26	-885	0.21%
COMMONWEALTH EQUITY SERVICES, LLC	5.25K	Mar 31, 26	+390	0.20%
MML INVESTORS SERVICES, LLC	5.22K	Mar 31, 26	-1.14K	0.19%
BARTLETT & CO. WEALTH MANAGEMENT LLC	4.81K	Mar 31, 26	+4.81K	0.18%
Rockefeller Capital Management L.P.	3.83K	Mar 31, 26	--	0.14%
Smithfield Trust Co	3.68K	Mar 31, 26	+2.56K	0.14%
Steward Partners Investment Advisory, LLC	3.00K	Mar 31, 26	--	0.11%
BLAIR WILLIAM & CO/IL	2.75K	Mar 31, 26	+335	0.10%
MCF Advisors LLC	2.28K	Mar 31, 26	--	0.08%
Milestone Investment Advisors LLC	2.17K	Mar 31, 26	--	0.08%
Cherry Tree Wealth Management, LLC	1.77K	Mar 31, 26	--	0.07%
Farther Finance Advisors, LLC	1.49K	Mar 31, 26	+1.49K	0.06%
FMR LLC	1.34K	Mar 31, 26	+1.27K	0.05%
ROGCO, LP	1.34K	Mar 31, 26	+1.34K	0.05%
Golden State Wealth Management, LLC	1.00K	Mar 31, 26	--	0.04%
Ritter Daniher Financial Advisory LLC / DE	919	Mar 31, 26	+82	0.03%
Corient IA LLC	900	Mar 31, 26	+900	0.03%
HIGHLINE WEALTH PARTNERS LLC	810	Mar 31, 26	--	0.03%
Ronald Blue Trust, Inc.	768	Mar 31, 26	+113	0.03%
McIlrath & Eck, LLC	715	Mar 31, 26	+1	0.03%
GW&K Investment Management, LLC	631	Mar 31, 26	+631	0.02%
Key FInancial Inc	610	Mar 31, 26	--	0.02%
UBS Group AG	599	Mar 31, 26	+514	0.02%
GHP Investment Advisors, Inc.	551	Mar 31, 26	--	0.02%
Hanson & Doremus Investment Management	495	Mar 31, 26	--	0.02%
CWM, LLC	492	Mar 31, 26	--	0.02%
Dunhill Financial, LLC	413	Mar 31, 26	--	0.02%
MORGAN STANLEY	293	Mar 31, 26	-1	0.01%
SRS Capital Advisors, Inc.	257	Mar 31, 26	--	0.01%
1 NORTH WEALTH SERVICES LLC	190	Mar 31, 26	--	0.01%
Smartleaf Asset Management LLC	146	Mar 31, 26	--	0.01%
WHITTIER TRUST CO	144	Mar 31, 26	--	0.01%
Triumph Capital Management	123	Mar 31, 26	--	0.00%
Covestor Ltd	88	Mar 31, 26	-1	0.00%
ROYAL BANK OF CANADA	86	Mar 31, 26	--	0.00%
NewEdge Advisors, LLC	73	Mar 31, 26	-20.14K	0.00%
Western Wealth Management, LLC	58	Mar 31, 26	+58	0.00%
Spire Wealth Management	39	Mar 31, 26	--	0.00%
Millstone Evans Group, LLC	23	Mar 31, 26	--	0.00%
Kestra Advisory Services, LLC	--	Mar 31, 26	-1.42K	--
Archer Investment Management, LLC	--	Mar 31, 26	-6.19K	--
Addison Advisors LLC	--	Mar 31, 26	-245	--
Physician Wealth Advisors, Inc.	--	Mar 31, 26	-929	--
BANK OF AMERICA CORP /DE/	--	Mar 31, 26	-1.13K	--
THRIVENT FINANCIAL FOR LUTHERANS	--	Mar 31, 26	-61.03K	--
SageView Advisory Group, LLC	17.56K	Dec 31, 25	+789	0.65%
Global Retirement Partners, LLC	1.95K	Dec 31, 25	-927	0.07%
CIBC Private Wealth Group, LLC	710	Dec 31, 25	+710	0.03%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-208	--
Better Money Decisions, LLC	34.45K	Jun 30, 25	+1.47K	1.28%
Parkworth Wealth Management, Inc.	5.30K	Jun 30, 25	+20	0.20%
West Coast Financial LLC	13.04K	Mar 31, 25	--	0.48%
NAPATREE CAPITAL LLC	--	Mar 31, 25	-5.14K	--
Merriman Wealth Management, LLC	49.93K	Dec 31, 24	-1.65K	1.86%
Householder Group Estate & Retirement Specialist, LLC	150	Dec 31, 24	--	0.01%
RAYMOND JAMES & ASSOCIATES	11.43K	Sep 30, 24	+10	0.43%
Cetera Advisors LLC	14.53K	Mar 31, 24	-2.13K	0.54%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	7.22K	Sep 30, 23	-22	0.27%
American Portfolios Advisors	419	Sep 30, 22	+419	0.02%

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Holder

Date

Change

% Held

KEYBANK NATIONAL ASSOCIATION/OH

96.34K

Mar 31, 26

+96.34K

3.58%

Colony Group, LLC

92.52K

Mar 31, 26

+368

3.44%

BAILARD, INC.

78.19K

Mar 31, 26

+9.35K

2.91%

LPL Financial LLC

59.98K

Mar 31, 26

+5.79K

2.23%

FRANKLIN RESOURCES INC

55.78K

Mar 31, 26

2.08%

Invera Wealth Advisors, LLC

53.88K

Mar 31, 26

+53.88K

2.00%

Highland Financial Advisors, LLC

51.19K

Mar 31, 26

+5.06K

1.90%

Biltmore Family Office, LLC

32.00K

Mar 31, 26

1.19%

BROWN ADVISORY INC

30.97K

Mar 31, 26

+26.14K

1.15%

CITADEL ADVISORS LLC

29.73K

Mar 31, 26

+29.73K

1.11%

Bank of New York Mellon Corp

29.04K

Mar 31, 26

+29.04K

1.08%

JNBA Financial Advisors

26.95K

Mar 31, 26

-718

1.00%

Creative Planning

25.06K

Mar 31, 26

+18.16K

0.93%

Atlantic Private Wealth, LLC

16.49K

Mar 31, 26

+370

0.61%

EP Wealth Advisors, LLC

16.22K

Mar 31, 26

-11.05K

0.60%

Quantinno Capital Management LP

15.83K

Mar 31, 26

+15.83K

0.59%

Magnus Financial Group LLC

15.26K

Mar 31, 26

-235

0.57%

MainStreet Investment Advisors LLC

15.17K

Mar 31, 26

+15.17K

0.56%

Advisory Services Network, LLC

14.92K

Mar 31, 26

+14.92K

0.56%

RAYMOND JAMES FINANCIAL INC

14.63K

Mar 31, 26

-1.75K

0.54%

Beta Wealth Group, Inc.

14.30K

Mar 31, 26

-583

0.53%

Eley Financial Management, Inc

13.63K

Mar 31, 26

+3.21K

0.51%

D.A. DAVIDSON & CO.

13.34K

Mar 31, 26

+37

0.50%

HEADINVEST, LLC

12.51K

Mar 31, 26

-50

0.47%

Pathway Financial Advisors LLC

12.24K

Mar 31, 26

0.46%

BIRCHBROOK, INC.

11.88K

Mar 31, 26

+4.61K

0.44%

Cerity Partners LLC

11.76K

Mar 31, 26

-1.74K

0.44%

Mariner, LLC

11.49K

Mar 31, 26

+123

0.43%

GOLDMAN SACHS GROUP INC

11.40K

Mar 31, 26

+17

0.42%

Asset Dedication, LLC

10.76K

Mar 31, 26

0.40%

Lido Advisors, LLC

10.58K

Mar 31, 26

+953

0.39%

Robertson Stephens Wealth Management, LLC

10.13K

Mar 31, 26

+3.34K

0.38%

Cetera Investment Advisers

9.93K

Mar 31, 26

-706

0.37%

MAI Capital Management

9.87K

Mar 31, 26

-354

0.37%

DeDora Capital, Inc.

9.49K

Mar 31, 26

+9.49K

0.35%

GOULD ASSET MANAGEMENT LLC /CA/

9.15K

Mar 31, 26

+465

0.34%

Balanced Rock Investment Advisor

9.11K

Mar 31, 26

+196

0.34%

Private Advisor Group, LLC

8.85K

Mar 31, 26

+790

0.33%

Sprinkle Financial Consultants LLC

7.89K

Mar 31, 26

0.29%

Tarbox Family Office, Inc.

7.61K

Mar 31, 26

+277

0.28%

ADVISOR GROUP HOLDINGS, INC.

7.37K

Mar 31, 26

0.27%

Armbruster Capital Management, Inc.

7.36K

Mar 31, 26

-5

0.27%

NorthRock Partners, LLC

7.35K

Mar 31, 26

+2.00K

0.27%

Charter Oak Capital Management, LLC

6.85K

Mar 31, 26

+380

0.25%

Valeo Financial Advisors, LLC

6.65K

Mar 31, 26

-625

0.25%

Heck Capital Advisors, LLC

6.62K

Mar 31, 26

-183

0.25%

PFG Investments, LLC

6.26K

Mar 31, 26

0.23%

Optas, LLC

5.96K

Mar 31, 26

+5.96K

0.22%

ENVESTNET ASSET MANAGEMENT INC

5.80K

Mar 31, 26

+5.80K

0.22%

MISSION WEALTH MANAGEMENT, LP

5.70K

Mar 31, 26

-2.06K

0.21%

Savant Capital, LLC

5.59K

Mar 31, 26

-885

0.21%

COMMONWEALTH EQUITY SERVICES, LLC

5.25K

Mar 31, 26

+390

0.20%

MML INVESTORS SERVICES, LLC

5.22K

Mar 31, 26

-1.14K

0.19%

BARTLETT & CO. WEALTH MANAGEMENT LLC

4.81K

Mar 31, 26

+4.81K

0.18%

Rockefeller Capital Management L.P.

3.83K

Mar 31, 26

0.14%

Smithfield Trust Co

3.68K

Mar 31, 26

+2.56K

0.14%

Steward Partners Investment Advisory, LLC

3.00K

Mar 31, 26

0.11%

BLAIR WILLIAM & CO/IL

2.75K

Mar 31, 26

+335

0.10%

MCF Advisors LLC

2.28K

Mar 31, 26

0.08%

Milestone Investment Advisors LLC

2.17K

Mar 31, 26

0.08%

Cherry Tree Wealth Management, LLC

1.77K

Mar 31, 26

0.07%

Farther Finance Advisors, LLC

1.49K

Mar 31, 26

+1.49K

0.06%

FMR LLC

1.34K

Mar 31, 26

+1.27K

0.05%

ROGCO, LP

1.34K

Mar 31, 26

+1.34K

0.05%

Golden State Wealth Management, LLC

1.00K

Mar 31, 26

0.04%

Ritter Daniher Financial Advisory LLC / DE

919

Mar 31, 26

+82

0.03%

Corient IA LLC

900

Mar 31, 26

+900

0.03%

HIGHLINE WEALTH PARTNERS LLC

810

Mar 31, 26

0.03%

Ronald Blue Trust, Inc.

768

Mar 31, 26

+113

0.03%

McIlrath & Eck, LLC

715

Mar 31, 26

0.03%

GW&K Investment Management, LLC

631

Mar 31, 26

+631

0.02%

Key FInancial Inc

610

Mar 31, 26

0.02%

UBS Group AG

599

Mar 31, 26

+514

0.02%

GHP Investment Advisors, Inc.

551

Mar 31, 26

0.02%

Hanson & Doremus Investment Management

495

Mar 31, 26

0.02%

CWM, LLC

492

Mar 31, 26

0.02%

Dunhill Financial, LLC

413

Mar 31, 26

0.02%

MORGAN STANLEY

293

Mar 31, 26

-1

0.01%

SRS Capital Advisors, Inc.

257

Mar 31, 26

0.01%

1 NORTH WEALTH SERVICES LLC

190

Mar 31, 26

0.01%

Smartleaf Asset Management LLC

146

Mar 31, 26

0.01%

WHITTIER TRUST CO

144

Mar 31, 26

0.01%

Triumph Capital Management

123

Mar 31, 26

0.00%

Covestor Ltd

Mar 31, 26

-1

0.00%

ROYAL BANK OF CANADA

Mar 31, 26

0.00%

NewEdge Advisors, LLC

Mar 31, 26

-20.14K

0.00%

Western Wealth Management, LLC

Mar 31, 26

+58

0.00%

Spire Wealth Management

Mar 31, 26

0.00%

Millstone Evans Group, LLC

Mar 31, 26

0.00%

Kestra Advisory Services, LLC

Mar 31, 26

-1.42K

Archer Investment Management, LLC

Mar 31, 26

-6.19K

Addison Advisors LLC

Mar 31, 26

-245

Physician Wealth Advisors, Inc.

Mar 31, 26

-929

BANK OF AMERICA CORP /DE/

Mar 31, 26

-1.13K

THRIVENT FINANCIAL FOR LUTHERANS

Mar 31, 26

-61.03K

SageView Advisory Group, LLC

17.56K

Dec 31, 25

+789

0.65%

Global Retirement Partners, LLC

1.95K

Dec 31, 25

-927

0.07%

CIBC Private Wealth Group, LLC

710

Dec 31, 25

+710

0.03%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-208

Better Money Decisions, LLC

34.45K

Jun 30, 25

+1.47K

1.28%

Parkworth Wealth Management, Inc.

5.30K

Jun 30, 25

+20

0.20%

West Coast Financial LLC

13.04K

Mar 31, 25

0.48%

NAPATREE CAPITAL LLC

Mar 31, 25

-5.14K

Merriman Wealth Management, LLC

49.93K

Dec 31, 24

-1.65K

1.86%

Householder Group Estate & Retirement Specialist, LLC

150

Dec 31, 24

0.01%

RAYMOND JAMES & ASSOCIATES

11.43K

Sep 30, 24

+10

0.43%

Cetera Advisors LLC

14.53K

Mar 31, 24

-2.13K

0.54%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

7.22K

Sep 30, 23

-22

0.27%

American Portfolios Advisors

419

Sep 30, 22

+419

0.02%