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

$51.36—Stale · unknown old

Chart

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

USBATS • Last print unknown ago

$51.36—Stale · unknown old

Chart Studio

XJR(XJR)

XJR

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Insiders Institl.DCF Peers

Institutional Ownership

Top 126 Institutional Holders

Holder	Shares	Date	Change	% Held
BANK OF AMERICA CORP /DE/	129.43K	Jun 30, 26	+129.43K	4.22%
KEYBANK NATIONAL ASSOCIATION/OH	109.53K	Jun 30, 26	+13.19K	3.57%
BAILARD, INC.	85.08K	Jun 30, 26	+6.89K	2.78%
Colony Group, LLC	77.49K	Jun 30, 26	-15.03K	2.53%
LPL Financial LLC	75.07K	Jun 30, 26	+15.10K	2.45%
Invera Wealth Advisors, LLC	58.12K	Jun 30, 26	+4.25K	1.90%
Highland Financial Advisors, LLC	57.49K	Jun 30, 26	+6.30K	1.88%
FRANKLIN RESOURCES INC	55.78K	Jun 30, 26	--	1.82%
BROWN ADVISORY INC	42.46K	Jun 30, 26	+11.50K	1.39%
Biltmore Family Office, LLC	32.00K	Jun 30, 26	--	1.04%
Bank of New York Mellon Corp	29.14K	Jun 30, 26	+100	0.95%
FLOW TRADERS U.S. LLC	25.73K	Jun 30, 26	+25.73K	0.84%
Creative Planning	25.65K	Jun 30, 26	+593	0.84%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	17.94K	Jun 30, 26	+17.94K	0.59%
SageView Advisory Group, LLC	17.56K	Jun 30, 26	+56	0.57%
JNBA Financial Advisors	17.45K	Jun 30, 26	-9.50K	0.57%
Atlantic Private Wealth, LLC	16.49K	Jun 30, 26	+1	0.54%
Pathway Financial Advisors LLC	16.31K	Jun 30, 26	+4.06K	0.53%
Advisory Services Network, LLC	16.17K	Jun 30, 26	+1.25K	0.53%
Quantinno Capital Management LP	15.83K	Jun 30, 26	--	0.52%
Magnus Financial Group LLC	14.87K	Jun 30, 26	-391	0.49%
MainStreet Investment Advisors LLC	14.69K	Jun 30, 26	-475	0.48%
MASSMUTUAL TRUST CO FSB/ADV	14.67K	Jun 30, 26	-500	0.48%
Beta Wealth Group, Inc.	14.31K	Jun 30, 26	+10	0.47%
EP Wealth Advisors, LLC	13.44K	Jun 30, 26	-2.79K	0.44%
D.A. DAVIDSON & CO.	13.38K	Jun 30, 26	+47	0.44%
Eley Financial Management, Inc	13.20K	Jun 30, 26	-428	0.43%
RAYMOND JAMES FINANCIAL INC	12.75K	Jun 30, 26	-1.88K	0.42%
HEADINVEST, LLC	12.51K	Jun 30, 26	--	0.41%
Cambridge Financial Group, LLC	12.16K	Jun 30, 26	--	0.40%
Lido Advisors, LLC	11.66K	Jun 30, 26	+1.08K	0.38%
BIRCHBROOK, INC.	11.62K	Jun 30, 26	-262	0.38%
JANE STREET GROUP, LLC	11.44K	Jun 30, 26	+11.44K	0.37%
GOLDMAN SACHS GROUP INC	11.38K	Jun 30, 26	-17	0.37%
Asset Dedication, LLC	10.76K	Jun 30, 26	--	0.35%
Robertson Stephens Wealth Management, LLC	10.52K	Jun 30, 26	+383	0.34%
Cetera Investment Advisers	10.47K	Jun 30, 26	+535	0.34%
Tarbox Family Office, Inc.	10.01K	Jun 30, 26	+2.40K	0.33%
MAI Capital Management	9.88K	Jun 30, 26	+5	0.32%
DeDora Capital, Inc.	9.86K	Jun 30, 26	+368	0.32%
GOULD ASSET MANAGEMENT LLC /CA/	9.65K	Jun 30, 26	+495	0.31%
Ellenbecker Investment Group	9.48K	Jun 30, 26	+9.48K	0.31%
Private Advisor Group, LLC	8.35K	Jun 30, 26	-498	0.27%
ADVISOR GROUP HOLDINGS, INC.	8.15K	Jun 30, 26	+784	0.27%
Balanced Rock Investment Advisor	8.02K	Jun 30, 26	-1.09K	0.26%
Sprinkle Financial Consultants LLC	7.91K	Jun 30, 26	+24	0.26%
NorthRock Partners, LLC	7.61K	Jun 30, 26	+261	0.25%
Armbruster Capital Management, Inc.	7.55K	Jun 30, 26	+190	0.25%
ENVESTNET ASSET MANAGEMENT INC	7.50K	Jun 30, 26	+1.69K	0.24%
BARTLETT & CO. WEALTH MANAGEMENT LLC	6.83K	Jun 30, 26	+2.02K	0.22%
MML INVESTORS SERVICES, LLC	6.82K	Jun 30, 26	+1.59K	0.22%
Valeo Financial Advisors, LLC	6.65K	Jun 30, 26	--	0.22%
Heck Capital Advisors, LLC	6.46K	Jun 30, 26	-162	0.21%
PFG Investments, LLC	6.45K	Jun 30, 26	+193	0.21%
Legacy Edge Advisors, LLC	5.97K	Jun 30, 26	-288	0.19%
MISSION WEALTH MANAGEMENT, LP	5.70K	Jun 30, 26	--	0.19%
Horizon Wealth Management, LLC	5.64K	Jun 30, 26	+5.64K	0.18%
Savant Capital, LLC	5.59K	Jun 30, 26	-2	0.18%
COMMONWEALTH EQUITY SERVICES, LLC	5.39K	Jun 30, 26	+139	0.18%
Veracity Capital LLC	4.88K	Jun 30, 26	+4.88K	0.16%
Tribridge Partners Financial LLC	4.35K	Jun 30, 26	+4.35K	0.14%
Stratos Wealth Partners, LTD.	3.94K	Jun 30, 26	+3.94K	0.13%
Rockefeller Capital Management L.P.	3.83K	Jun 30, 26	--	0.12%
Smithfield Trust Co	3.68K	Jun 30, 26	--	0.12%
Birchwood Financial Partners, Inc.	3.03K	Jun 30, 26	+1.06K	0.10%
Steward Partners Investment Advisory, LLC	3.00K	Jun 30, 26	--	0.10%
MERCER GLOBAL ADVISORS INC /ADV	2.94K	Jun 30, 26	+2.94K	0.10%
BLAIR WILLIAM & CO/IL	2.75K	Jun 30, 26	--	0.09%
MCF Advisors LLC	2.28K	Jun 30, 26	--	0.07%
Milestone Investment Advisors LLC	2.17K	Jun 30, 26	--	0.07%
GGM Financials LLC	2.00K	Jun 30, 26	+2.00K	0.07%
Global Retirement Partners, LLC	1.96K	Jun 30, 26	+1.96K	0.06%
Farther Finance Advisors, LLC	1.49K	Jun 30, 26	--	0.05%
FMR LLC	1.34K	Jun 30, 26	-3	0.04%
ROGCO, LP	1.34K	Jun 30, 26	--	0.04%
Meramec Financial Planners, LLC	1.01K	Jun 30, 26	+3	0.03%
Golden State Wealth Management, LLC	1.01K	Jun 30, 26	+3	0.03%
Ritter Daniher Financial Advisory LLC / DE	919	Jun 30, 26	--	0.03%
Oakmont Advisory Group, LLC	882	Jun 30, 26	+882	0.03%
HIGHLINE WEALTH PARTNERS LLC	810	Jun 30, 26	--	0.03%
Medallion Wealth Advisors, LLC	714	Jun 30, 26	+4	0.02%
GW&K Investment Management, LLC	631	Jun 30, 26	--	0.02%
Key FInancial Inc	610	Jun 30, 26	--	0.02%
GHP Investment Advisors, Inc.	553	Jun 30, 26	+2	0.02%
StrongBox Wealth, LLC	482	Jun 30, 26	+482	0.02%
Hanson & Doremus Investment Management	458	Jun 30, 26	-37	0.01%
Dunhill Financial, LLC	413	Jun 30, 26	--	0.01%
SRS Capital Advisors, Inc.	407	Jun 30, 26	+150	0.01%
Clearstead Advisors, LLC	386	Jun 30, 26	+386	0.01%
Godfrey Financial Associates, Inc.	342	Jun 30, 26	+239	0.01%
Integrated Wealth Concepts LLC	200	Jun 30, 26	+200	0.01%
1 NORTH WEALTH SERVICES LLC	190	Jun 30, 26	--	0.01%
Smartleaf Asset Management LLC	146	Jun 30, 26	--	0.00%
WHITTIER TRUST CO	144	Jun 30, 26	--	0.00%
Triumph Capital Management	123	Jun 30, 26	--	0.00%
Covestor Ltd	88	Jun 30, 26	--	0.00%
ROYAL BANK OF CANADA	86	Jun 30, 26	--	0.00%
NewEdge Advisors, LLC	73	Jun 30, 26	--	0.00%
Millstone Evans Group, LLC	49	Jun 30, 26	+26	0.00%
Spire Wealth Management	39	Jun 30, 26	--	0.00%
ASSETMARK, INC	8	Jun 30, 26	+8	0.00%
UBS Group AG	2	Jun 30, 26	-597	0.00%
MORGAN STANLEY	1	Jun 30, 26	-292	0.00%
Western Wealth Management, LLC	--	Jun 30, 26	-58	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-29.73K	--
Ronald Blue Trust, Inc.	--	Jun 30, 26	-768	--
Cerity Partners LLC	--	Jun 30, 26	-11.76K	--
Mariner, LLC	--	Jun 30, 26	-11.49K	--
Corient IA LLC	--	Jun 30, 26	-900	--
Optas, LLC	--	Jun 30, 26	-5.96K	--
Charter Oak Capital Management, LLC	6.85K	Mar 31, 26	+380	0.22%
Cherry Tree Wealth Management, LLC	1.77K	Mar 31, 26	--	0.06%
McIlrath & Eck, LLC	715	Mar 31, 26	+1	0.02%
CWM, LLC	492	Mar 31, 26	--	0.02%
CIBC Private Wealth Group, LLC	710	Dec 31, 25	+710	0.02%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-208	--
Better Money Decisions, LLC	34.45K	Jun 30, 25	+1.47K	1.12%
Parkworth Wealth Management, Inc.	5.30K	Jun 30, 25	+20	0.17%
West Coast Financial LLC	13.04K	Mar 31, 25	--	0.43%
NAPATREE CAPITAL LLC	--	Mar 31, 25	-5.14K	--
Merriman Wealth Management, LLC	49.93K	Dec 31, 24	-1.65K	1.63%
Householder Group Estate & Retirement Specialist, LLC	150	Dec 31, 24	--	0.00%
RAYMOND JAMES & ASSOCIATES	11.43K	Sep 30, 24	+10	0.37%
Cetera Advisors LLC	14.53K	Mar 31, 24	-2.13K	0.47%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	7.22K	Sep 30, 23	-22	0.24%
American Portfolios Advisors	419	Sep 30, 22	+419	0.01%

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

Holder

Date

Change

% Held

BANK OF AMERICA CORP /DE/

129.43K

Jun 30, 26

+129.43K

4.22%

KEYBANK NATIONAL ASSOCIATION/OH

109.53K

Jun 30, 26

+13.19K

3.57%

BAILARD, INC.

85.08K

Jun 30, 26

+6.89K

2.78%

Colony Group, LLC

77.49K

Jun 30, 26

-15.03K

2.53%

LPL Financial LLC

75.07K

Jun 30, 26

+15.10K

2.45%

Invera Wealth Advisors, LLC

58.12K

Jun 30, 26

+4.25K

1.90%

Highland Financial Advisors, LLC

57.49K

Jun 30, 26

+6.30K

1.88%

FRANKLIN RESOURCES INC

55.78K

Jun 30, 26

1.82%

BROWN ADVISORY INC

42.46K

Jun 30, 26

+11.50K

1.39%

Biltmore Family Office, LLC

32.00K

Jun 30, 26

1.04%

Bank of New York Mellon Corp

29.14K

Jun 30, 26

+100

0.95%

FLOW TRADERS U.S. LLC

25.73K

Jun 30, 26

+25.73K

0.84%

Creative Planning

25.65K

Jun 30, 26

+593

0.84%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

17.94K

Jun 30, 26

+17.94K

0.59%

SageView Advisory Group, LLC

17.56K

Jun 30, 26

+56

0.57%

JNBA Financial Advisors

17.45K

Jun 30, 26

-9.50K

0.57%

Atlantic Private Wealth, LLC

16.49K

Jun 30, 26

0.54%

Pathway Financial Advisors LLC

16.31K

Jun 30, 26

+4.06K

0.53%

Advisory Services Network, LLC

16.17K

Jun 30, 26

+1.25K

0.53%

Quantinno Capital Management LP

15.83K

Jun 30, 26

0.52%

Magnus Financial Group LLC

14.87K

Jun 30, 26

-391

0.49%

MainStreet Investment Advisors LLC

14.69K

Jun 30, 26

-475

0.48%

MASSMUTUAL TRUST CO FSB/ADV

14.67K

Jun 30, 26

-500

0.48%

Beta Wealth Group, Inc.

14.31K

Jun 30, 26

+10

0.47%

EP Wealth Advisors, LLC

13.44K

Jun 30, 26

-2.79K

0.44%

D.A. DAVIDSON & CO.

13.38K

Jun 30, 26

+47

0.44%

Eley Financial Management, Inc

13.20K

Jun 30, 26

-428

0.43%

RAYMOND JAMES FINANCIAL INC

12.75K

Jun 30, 26

-1.88K

0.42%

HEADINVEST, LLC

12.51K

Jun 30, 26

0.41%

Cambridge Financial Group, LLC

12.16K

Jun 30, 26

0.40%

Lido Advisors, LLC

11.66K

Jun 30, 26

+1.08K

0.38%

BIRCHBROOK, INC.

11.62K

Jun 30, 26

-262

0.38%

JANE STREET GROUP, LLC

11.44K

Jun 30, 26

+11.44K

0.37%

GOLDMAN SACHS GROUP INC

11.38K

Jun 30, 26

-17

0.37%

Asset Dedication, LLC

10.76K

Jun 30, 26

0.35%

Robertson Stephens Wealth Management, LLC

10.52K

Jun 30, 26

+383

0.34%

Cetera Investment Advisers

10.47K

Jun 30, 26

+535

0.34%

Tarbox Family Office, Inc.

10.01K

Jun 30, 26

+2.40K

0.33%

MAI Capital Management

9.88K

Jun 30, 26

0.32%

DeDora Capital, Inc.

9.86K

Jun 30, 26

+368

0.32%

GOULD ASSET MANAGEMENT LLC /CA/

9.65K

Jun 30, 26

+495

0.31%

Ellenbecker Investment Group

9.48K

Jun 30, 26

+9.48K

0.31%

Private Advisor Group, LLC

8.35K

Jun 30, 26

-498

0.27%

ADVISOR GROUP HOLDINGS, INC.

8.15K

Jun 30, 26

+784

0.27%

Balanced Rock Investment Advisor

8.02K

Jun 30, 26

-1.09K

0.26%

Sprinkle Financial Consultants LLC

7.91K

Jun 30, 26

+24

0.26%

NorthRock Partners, LLC

7.61K

Jun 30, 26

+261

0.25%

Armbruster Capital Management, Inc.

7.55K

Jun 30, 26

+190

0.25%

ENVESTNET ASSET MANAGEMENT INC

7.50K

Jun 30, 26

+1.69K

0.24%

BARTLETT & CO. WEALTH MANAGEMENT LLC

6.83K

Jun 30, 26

+2.02K

0.22%

MML INVESTORS SERVICES, LLC

6.82K

Jun 30, 26

+1.59K

0.22%

Valeo Financial Advisors, LLC

6.65K

Jun 30, 26

0.22%

Heck Capital Advisors, LLC

6.46K

Jun 30, 26

-162

0.21%

PFG Investments, LLC

6.45K

Jun 30, 26

+193

0.21%

Legacy Edge Advisors, LLC

5.97K

Jun 30, 26

-288

0.19%

MISSION WEALTH MANAGEMENT, LP

5.70K

Jun 30, 26

0.19%

Horizon Wealth Management, LLC

5.64K

Jun 30, 26

+5.64K

0.18%

Savant Capital, LLC

5.59K

Jun 30, 26

-2

0.18%

COMMONWEALTH EQUITY SERVICES, LLC

5.39K

Jun 30, 26

+139

0.18%

Veracity Capital LLC

4.88K

Jun 30, 26

+4.88K

0.16%

Tribridge Partners Financial LLC

4.35K

Jun 30, 26

+4.35K

0.14%

Stratos Wealth Partners, LTD.

3.94K

Jun 30, 26

+3.94K

0.13%

Rockefeller Capital Management L.P.

3.83K

Jun 30, 26

0.12%

Smithfield Trust Co

3.68K

Jun 30, 26

0.12%

Birchwood Financial Partners, Inc.

3.03K

Jun 30, 26

+1.06K

0.10%

Steward Partners Investment Advisory, LLC

3.00K

Jun 30, 26

0.10%

MERCER GLOBAL ADVISORS INC /ADV

2.94K

Jun 30, 26

+2.94K

0.10%

BLAIR WILLIAM & CO/IL

2.75K

Jun 30, 26

0.09%

MCF Advisors LLC

2.28K

Jun 30, 26

0.07%

Milestone Investment Advisors LLC

2.17K

Jun 30, 26

0.07%

GGM Financials LLC

2.00K

Jun 30, 26

+2.00K

0.07%

Global Retirement Partners, LLC

1.96K

Jun 30, 26

+1.96K

0.06%

Farther Finance Advisors, LLC

1.49K

Jun 30, 26

0.05%

FMR LLC

1.34K

Jun 30, 26

-3

0.04%

ROGCO, LP

1.34K

Jun 30, 26

0.04%

Meramec Financial Planners, LLC

1.01K

Jun 30, 26

0.03%

Golden State Wealth Management, LLC

1.01K

Jun 30, 26

0.03%

Ritter Daniher Financial Advisory LLC / DE

919

Jun 30, 26

0.03%

Oakmont Advisory Group, LLC

882

Jun 30, 26

+882

0.03%

HIGHLINE WEALTH PARTNERS LLC

810

Jun 30, 26

0.03%

Medallion Wealth Advisors, LLC

714

Jun 30, 26

0.02%

GW&K Investment Management, LLC

631

Jun 30, 26

0.02%

Key FInancial Inc

610

Jun 30, 26

0.02%

GHP Investment Advisors, Inc.

553

Jun 30, 26

0.02%

StrongBox Wealth, LLC

482

Jun 30, 26

+482

0.02%

Hanson & Doremus Investment Management

458

Jun 30, 26

-37

0.01%

Dunhill Financial, LLC

413

Jun 30, 26

0.01%

SRS Capital Advisors, Inc.

407

Jun 30, 26

+150

0.01%

Clearstead Advisors, LLC

386

Jun 30, 26

+386

0.01%

Godfrey Financial Associates, Inc.

342

Jun 30, 26

+239

0.01%

Integrated Wealth Concepts LLC

200

Jun 30, 26

+200

0.01%

1 NORTH WEALTH SERVICES LLC

190

Jun 30, 26

0.01%

Smartleaf Asset Management LLC

146

Jun 30, 26

0.00%

WHITTIER TRUST CO

144

Jun 30, 26

0.00%

Triumph Capital Management

123

Jun 30, 26

0.00%

Covestor Ltd

Jun 30, 26

0.00%

ROYAL BANK OF CANADA

Jun 30, 26

0.00%

NewEdge Advisors, LLC

Jun 30, 26

0.00%

Millstone Evans Group, LLC

Jun 30, 26

+26

0.00%

Spire Wealth Management

Jun 30, 26

0.00%

ASSETMARK, INC

Jun 30, 26

0.00%

UBS Group AG

Jun 30, 26

-597

0.00%

MORGAN STANLEY

Jun 30, 26

-292

0.00%

Western Wealth Management, LLC

Jun 30, 26

-58

CITADEL ADVISORS LLC

Jun 30, 26

-29.73K

Ronald Blue Trust, Inc.

Jun 30, 26

-768

Cerity Partners LLC

Jun 30, 26

-11.76K

Mariner, LLC

Jun 30, 26

-11.49K

Corient IA LLC

Jun 30, 26

-900

Optas, LLC

Jun 30, 26

-5.96K

Charter Oak Capital Management, LLC

6.85K

Mar 31, 26

+380

0.22%

Cherry Tree Wealth Management, LLC

1.77K

Mar 31, 26

0.06%

McIlrath & Eck, LLC

715

Mar 31, 26

0.02%

CWM, LLC

492

Mar 31, 26

0.02%

CIBC Private Wealth Group, LLC

710

Dec 31, 25

+710

0.02%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-208

Better Money Decisions, LLC

34.45K

Jun 30, 25

+1.47K

1.12%

Parkworth Wealth Management, Inc.

5.30K

Jun 30, 25

+20

0.17%

West Coast Financial LLC

13.04K

Mar 31, 25

0.43%

NAPATREE CAPITAL LLC

Mar 31, 25

-5.14K

Merriman Wealth Management, LLC

49.93K

Dec 31, 24

-1.65K

1.63%

Householder Group Estate & Retirement Specialist, LLC

150

Dec 31, 24

0.00%

RAYMOND JAMES & ASSOCIATES

11.43K

Sep 30, 24

+10

0.37%

Cetera Advisors LLC

14.53K

Mar 31, 24

-2.13K

0.47%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

7.22K

Sep 30, 23

-22

0.24%

American Portfolios Advisors

419

Sep 30, 22

+419

0.01%