XJR Institutional Ownership & Shareholders
ISHARES ESG SCREEN SP SMALL (XJR) is currently held by 100 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $65.80M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of XJR tracked by InsiderSet, reporting ownership valued at approximately $6.83M 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 $6.46M, representing an estimated loss of -5.32% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed XJR value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Keybank National Association/Oh, 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
100
Total Reported Value
$65.80M
Largest Holder
Bank Of America Corp
Largest Position
$6.83M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
119
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.00% | 129,428 | $6,826,809 | $6,463,298 | -$363,511 | -5.32% | |
| Keybank National Association/Oh | 0.02% | 109,527 | $5,777,109 | $5,469,494 | -$307,615 | -5.32% | |
| Focus Partners Wealth | 0.00% | 77,488 | $4,087,220 | $3,869,549 | -$217,671 | -5.33% | |
| Bailard, Inc. | 0.08% | 82,600 | $3,987,573 | $4,124,829 | +$137,256 | +3.44% | |
| Lpl Financial Llc | 0.00% | 75,072 | $3,959,738 | $3,748,900 | -$210,838 | -5.32% | |
| Highland Financial Advisors, Llc | 0.70% | 68,134 | $3,289,217 | $3,402,435 | +$113,218 | +3.44% | |
| Invera Wealth Advisors, Llc | 1.55% | 62,328 | $3,008,928 | $3,112,498 | +$103,570 | +3.44% | |
| Brown Advisory Inc | 0.00% | 42,464 | $2,239,806 | $2,120,542 | -$119,264 | -5.32% | |
| Biltmore Family Office, Llc | 0.21% | 32,000 | $1,544,822 | $1,597,997 | +$53,175 | +3.44% | |
| Bank Of New York Mellon Corp | 0.00% | 29,144 | $1,537,254 | $1,455,376 | -$81,878 | -5.33% | |
| Flow Traders U.S. Llc | 0.06% | 25,729 | $1,357,000 | $1,284,839 | -$72,161 | -5.32% | |
| Creative Planning | 0.00% | 24,835 | $1,198,918 | $1,240,195 | +$41,277 | +3.44% | |
| Susquehanna International Group, Llp | 0.00% | 17,940 | $946,263 | $895,877 | -$50,386 | -5.32% | |
| Atlantic Private Wealth, Llc | 0.53% | 16,494 | $869,978 | $823,667 | -$46,311 | -5.32% | |
| Advisory Services Network, Llc | 0.01% | 16,169 | $852,875 | $807,438 | -$45,437 | -5.33% | |
| Quantinno Capital Management Lp | 0.00% | 15,832 | $835,075 | $790,609 | -$44,466 | -5.32% | |
| Jnba Financial Advisors | 0.06% | 16,524 | $797,708 | $825,166 | +$27,458 | +3.44% | |
| Mainstreet Investment Advisors Llc | 0.11% | 14,694 | $775,050 | $733,780 | -$41,270 | -5.32% | |
| Pathway Financial Advisors Llc | 0.09% | 16,011 | $772,952 | $799,548 | +$26,596 | +3.44% | |
| Beta Wealth Group, Inc. | 0.28% | 14,309 | $754,725 | $714,554 | -$40,171 | -5.32% | |
| Magnus Financial Group Llc | 0.05% | 14,909 | $719,735 | $744,517 | +$24,782 | +3.44% | |
| Ep Wealth Advisors, Llc | 0.00% | 13,437 | $708,748 | $671,009 | -$37,739 | -5.32% | |
| Raymond James Financial Inc | 0.00% | 12,750 | $672,511 | $636,702 | -$35,809 | -5.32% | |
| Headinvest, Llc | 0.12% | 12,505 | $659,589 | $624,467 | -$35,122 | -5.32% | |
| Massmutual Private Wealth & Trust, Fsb | 0.02% | 13,420 | $647,860 | $670,160 | +$22,300 | +3.44% | |
| Cambridge Financial Group, Llc | 0.20% | 12,161 | $641,445 | $607,289 | -$34,156 | -5.32% | |
| Eley Financial Management, Inc | 0.21% | 13,166 | $635,598 | $657,476 | +$21,878 | +3.44% | |
| Lido Advisors, Llc | 0.00% | 11,662 | $615,141 | $582,370 | -$32,771 | -5.33% | |
| D.A. Davidson & Co. | 0.00% | 12,548 | $605,763 | $626,614 | +$20,851 | +3.44% | |
| Asset Dedication, Llc | 0.04% | 12,520 | $604,412 | $625,216 | +$20,804 | +3.44% | |
| Jane Street Group, Llc | 0.00% | 11,444 | $603,625 | $571,484 | -$32,141 | -5.32% | |
| Goldman Sachs Group Inc | 0.00% | 11,380 | $600,249 | $568,288 | -$31,961 | -5.32% | |
| Birchbrook, Inc. | 0.27% | 11,601 | $560,023 | $579,324 | +$19,301 | +3.45% | |
| Cetera Investment Advisers | 0.00% | 10,466 | $552,046 | $522,645 | -$29,401 | -5.33% | |
| Mai Capital Management | 0.00% | 9,875 | $520,864 | $493,132 | -$27,732 | -5.32% | |
| Gould Asset Management Llc | 0.08% | 9,650 | $508,999 | $481,896 | -$27,103 | -5.32% | |
| Robertson Stephens Wealth Management, Llc | 0.01% | 10,492 | $506,509 | $523,943 | +$17,434 | +3.44% | |
| Ellenbecker Investment Group | 0.06% | 9,484 | $500,243 | $473,606 | -$26,637 | -5.32% | |
| Tarbox Family Office, Inc. | 0.07% | 10,013 | $483,405 | $500,023 | +$16,618 | +3.44% | |
| Private Advisor Group, Llc | 0.00% | 8,347 | $440,265 | $416,827 | -$23,438 | -5.32% | |
| Osaic Holdings, Inc. | 0.00% | 8,152 | $429,999 | $407,090 | -$22,909 | -5.33% | |
| Balanced Rock Investment Advisors Llc | 0.26% | 8,019 | $422,961 | $400,448 | -$22,513 | -5.32% | |
| Northrock Partners, Llc | 0.01% | 7,613 | $401,571 | $380,173 | -$21,398 | -5.33% | |
| Envestnet Asset Management Inc | 0.00% | 7,495 | $395,305 | $374,281 | -$21,024 | -5.32% | |
| Sprinkle Financial Consultants Llc | 0.15% | 7,934 | $383,023 | $396,203 | +$13,180 | +3.44% | |
| Westhill Financial Advisors, Inc. | 0.06% | 7,750 | $374,137 | $387,015 | +$12,878 | +3.44% | |
| Armbruster Capital Management, Inc. | 0.05% | 7,546 | $364,288 | $376,828 | +$12,540 | +3.44% | |
| Bartlett & Co. Wealth Management Llc | 0.00% | 6,835 | $360,519 | $341,322 | -$19,197 | -5.32% | |
| Mml Investors Services, Llc | 0.00% | 6,818 | $359,607 | $340,473 | -$19,134 | -5.32% | |
| Pfg Investments, Llc | 0.01% | 6,451 | $340,262 | $322,146 | -$18,116 | -5.32% |
Frequently asked questions about XJR
Who are the largest institutional holders of XJR?
The largest institutional holders of XJR reported in the latest SEC Form 13F filings include Bank Of America Corp, Keybank National Association/Oh, Focus Partners Wealth, Bailard, Inc., and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported XJR position.
What is XJR institutional ownership?
This page tracks XJR positions reported by institutional investment managers through SEC Form 13F. ISHARES ESG SCREEN SP SMALL (XJR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XJR?
InsiderSet currently tracks 100 institutional managers reporting XJR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XJR shareholders.
How much XJR stock do institutions own?
Institutional investment managers disclosed approximately $65.80M in XJR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XJR institutional ownership last updated?
The latest XJR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional XJR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XJR position after the reporting date.
Are institutions buying or selling XJR?
Institutional buying and selling can be analyzed by comparing XJR positions across consecutive 13F reporting periods. InsiderSet's XJR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XJR ownership changes.
How has XJR institutional ownership changed over time?
InsiderSet tracks XJR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.