ISHARES ESG SCREEN SP SMALL (XJR) Institutional Shareholders
ISHARES ESG SCREEN SP SMALL (XJR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $56.50M in XJR holdings during the latest filing period.
Keybank National Association/Oh is currently the largest disclosed institutional shareholder of XJR tracked by InsiderSet, reporting ownership valued at approximately $5.78M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $5.65M, representing an estimated loss of -2.18% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed XJR value among the investors covered in this analysis. Major shareholders include Keybank National Association/Oh, Bailard, Inc., Focus Partners Wealth, and several other long-term asset managers with concentrated positions in ISHARES ESG SCREEN SP SMALL (XJR).
This page ranks the largest institutional XJR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
99
Total Reported Value
$56.50M
Largest Holder
Keybank National Association/Oh
Largest Position
$5.78M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
109
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Keybank National Association/Oh | 0.02% | 109,527 | $5,777,109 | $5,651,440 | -$125,669 | -2.18% | |
| Bailard, Inc. | 0.09% | 85,084 | $4,487,841 | $4,390,215 | -$97,626 | -2.18% | |
| Focus Partners Wealth | 0.00% | 92,521 | $4,028,133 | $4,773,954 | +$745,821 | +18.52% | |
| Invera Wealth Advisors, Llc | 1.64% | 58,124 | $3,065,809 | $2,999,117 | -$66,692 | -2.18% | |
| Highland Financial Advisors, Llc | 0.67% | 57,493 | $3,032,526 | $2,966,558 | -$65,968 | -2.18% | |
| Lpl Financial Llc | 0.00% | 59,977 | $2,611,269 | $3,094,729 | +$483,460 | +18.51% | |
| Franklin Resources Inc | 0.00% | 55,782 | $2,428,609 | $2,878,273 | +$449,664 | +18.52% | |
| Biltmore Family Office, Llc | 0.19% | 32,000 | $1,393,200 | $1,651,155 | +$257,955 | +18.52% | |
| Brown Advisory Inc | 0.00% | 30,968 | $1,348,269 | $1,597,905 | +$249,636 | +18.52% | |
| Citadel Advisors Llc | 0.00% | 29,732 | $1,294,457 | $1,534,130 | +$239,673 | +18.52% | |
| Bank Of New York Mellon Corp | 0.00% | 29,044 | $1,264,523 | $1,498,630 | +$234,107 | +18.51% | |
| Creative Planning | 0.00% | 25,061 | $1,091,102 | $1,293,113 | +$202,011 | +18.51% | |
| Jnba Financial Advisors | 0.07% | 17,447 | $920,260 | $900,241 | -$20,019 | -2.18% | |
| Pathway Financial Advisors Llc | 0.10% | 16,309 | $847,589 | $841,522 | -$6,067 | -0.72% | |
| Magnus Financial Group Llc | 0.06% | 14,867 | $784,175 | $767,116 | -$17,059 | -2.18% | |
| Massmutual Private Wealth & Trust, Fsb | 0.02% | 14,669 | $773,731 | $756,900 | -$16,831 | -2.18% | |
| Beta Wealth Group, Inc. | 0.28% | 14,309 | $754,725 | $738,324 | -$16,401 | -2.17% | |
| Atlantic Private Wealth, Llc | 0.47% | 16,493 | $718,064 | $851,016 | +$132,952 | +18.52% | |
| Ep Wealth Advisors, Llc | 0.00% | 16,223 | $706,309 | $837,084 | +$130,775 | +18.52% | |
| D.A. Davidson & Co. | 0.00% | 13,384 | $705,952 | $690,596 | -$15,356 | -2.18% | |
| Quantinno Capital Management Lp | 0.00% | 15,832 | $689,286 | $816,909 | +$127,623 | +18.52% | |
| Mainstreet Investment Advisors Llc | 0.10% | 15,169 | $660,420 | $782,699 | +$122,279 | +18.52% | |
| Advisory Services Network, Llc | 0.01% | 14,922 | $649,667 | $769,954 | +$120,287 | +18.52% | |
| Cambridge Financial Group, Llc | 0.20% | 12,161 | $641,445 | $627,491 | -$13,954 | -2.18% | |
| Raymond James Financial Inc | 0.00% | 14,631 | $636,997 | $754,939 | +$117,942 | +18.52% | |
| Birchbrook, Inc. | 0.29% | 11,617 | $612,752 | $599,421 | -$13,331 | -2.18% | |
| Asset Dedication, Llc | 0.04% | 10,756 | $567,336 | $554,995 | -$12,341 | -2.18% | |
| Robertson Stephens Wealth Management, Llc | 0.01% | 10,517 | $554,730 | $542,662 | -$12,068 | -2.18% | |
| Headinvest, Llc | 0.11% | 12,505 | $544,436 | $645,240 | +$100,804 | +18.52% | |
| Tarbox Family Office, Inc. | 0.08% | 10,013 | $528,168 | $516,657 | -$11,511 | -2.18% | |
| Dedora Capital, Inc. | 0.11% | 9,857 | $519,917 | $508,607 | -$11,310 | -2.18% | |
| Cerity Partners Llc | 0.00% | 11,763 | $512,132 | $606,954 | +$94,822 | +18.52% | |
| Ellenbecker Investment Group | 0.06% | 9,484 | $500,243 | $489,361 | -$10,882 | -2.18% | |
| Mariner, Llc | 0.00% | 11,487 | $500,093 | $592,713 | +$92,620 | +18.52% | |
| Goldman Sachs Group Inc | 0.00% | 11,397 | $496,197 | $588,069 | +$91,872 | +18.52% | |
| Lido Advisors, Llc | 0.00% | 10,582 | $460,752 | $546,016 | +$85,264 | +18.51% | |
| Private Advisor Group, Llc | 0.00% | 8,347 | $440,265 | $430,694 | -$9,571 | -2.17% | |
| Cetera Investment Advisers | 0.00% | 9,931 | $432,371 | $512,426 | +$80,055 | +18.52% | |
| Mai Capital Management | 0.00% | 9,870 | $429,724 | $509,278 | +$79,554 | +18.51% | |
| Sprinkle Financial Consultants Llc | 0.16% | 7,912 | $417,305 | $408,248 | -$9,057 | -2.17% | |
| Gould Asset Management Llc | 0.07% | 9,155 | $398,586 | $472,385 | +$73,799 | +18.52% | |
| Armbruster Capital Management, Inc. | 0.06% | 7,546 | $398,021 | $389,363 | -$8,658 | -2.18% | |
| Balanced Rock Investment Advisors Llc | 0.28% | 9,108 | $396,525 | $469,960 | +$73,435 | +18.52% | |
| Envestnet Asset Management Inc | 0.00% | 7,495 | $395,305 | $386,732 | -$8,573 | -2.17% | |
| Bartlett & Co. Wealth Management Llc | 0.00% | 6,835 | $360,519 | $352,676 | -$7,843 | -2.18% | |
| Eley Financial Management, Inc | 0.14% | 9,520 | $358,571 | $491,219 | +$132,648 | +36.99% | |
| Valeo Financial Advisors, Llc | 0.01% | 6,653 | $350,944 | $343,285 | -$7,659 | -2.18% | |
| Heck Capital Advisors, Llc | 0.02% | 6,462 | $340,845 | $333,430 | -$7,415 | -2.18% | |
| Pfg Investments, Llc | 0.01% | 6,451 | $340,262 | $332,863 | -$7,399 | -2.17% | |
| Osaic Holdings, Inc. | 0.00% | 7,368 | $320,785 | $380,178 | +$59,393 | +18.52% |
Frequently asked questions about XJR
Who owns the most XJR stock?
The largest holders of XJR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES ESG SCREEN SP SMALL (XJR).
Is XJR widely held by superinvestors?
Many widely followed stocks like XJR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XJR is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.