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 $66.44M in XJR holdings during the latest filing period.
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 $6.35M, representing an estimated loss of -6.93% 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, Bailard, Inc., 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
101
Total Reported Value
$66.44M
Largest Holder
Bank Of America Corp
Largest Position
$6.83M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
115
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 | $6,353,944 | -$472,865 | -6.93% | |
| Keybank National Association/Oh | 0.02% | 109,527 | $5,777,109 | $5,376,954 | -$400,155 | -6.93% | |
| Bailard, Inc. | 0.09% | 85,084 | $4,487,841 | $4,176,986 | -$310,855 | -6.93% | |
| Focus Partners Wealth | 0.00% | 77,488 | $4,087,220 | $3,804,080 | -$283,140 | -6.93% | |
| Lpl Financial Llc | 0.00% | 75,072 | $3,959,738 | $3,685,472 | -$274,266 | -6.93% | |
| Invera Wealth Advisors, Llc | 1.64% | 58,124 | $3,065,809 | $2,853,452 | -$212,357 | -6.93% | |
| Highland Financial Advisors, Llc | 0.67% | 57,493 | $3,032,526 | $2,822,475 | -$210,051 | -6.93% | |
| Brown Advisory Inc | 0.00% | 42,464 | $2,239,806 | $2,084,664 | -$155,142 | -6.93% | |
| Biltmore Family Office, Llc | 0.22% | 32,000 | $1,687,872 | $1,570,960 | -$116,912 | -6.93% | |
| Bank Of New York Mellon Corp | 0.00% | 29,144 | $1,537,254 | $1,430,752 | -$106,502 | -6.93% | |
| Flow Traders U.S. Llc | 0.06% | 25,729 | $1,357,000 | $1,263,101 | -$93,899 | -6.92% | |
| Susquehanna International Group, Llp | 0.00% | 17,940 | $946,263 | $880,719 | -$65,544 | -6.93% | |
| Jnba Financial Advisors | 0.07% | 17,447 | $920,260 | $856,517 | -$63,743 | -6.93% | |
| Atlantic Private Wealth, Llc | 0.53% | 16,494 | $869,978 | $809,732 | -$60,246 | -6.93% | |
| Advisory Services Network, Llc | 0.01% | 16,169 | $852,875 | $793,777 | -$59,098 | -6.93% | |
| Pathway Financial Advisors Llc | 0.10% | 16,309 | $847,589 | $800,650 | -$46,939 | -5.54% | |
| Quantinno Capital Management Lp | 0.00% | 15,832 | $835,075 | $777,232 | -$57,843 | -6.93% | |
| Magnus Financial Group Llc | 0.06% | 14,867 | $784,175 | $729,858 | -$54,317 | -6.93% | |
| Mainstreet Investment Advisors Llc | 0.11% | 14,694 | $775,050 | $721,365 | -$53,685 | -6.93% | |
| Massmutual Private Wealth & Trust, Fsb | 0.02% | 14,669 | $773,731 | $720,138 | -$53,593 | -6.93% | |
| Beta Wealth Group, Inc. | 0.28% | 14,309 | $754,725 | $702,465 | -$52,260 | -6.92% | |
| Ep Wealth Advisors, Llc | 0.00% | 13,437 | $708,748 | $659,656 | -$49,092 | -6.93% | |
| D.A. Davidson & Co. | 0.00% | 13,384 | $705,952 | $657,054 | -$48,898 | -6.93% | |
| Eley Financial Management, Inc | 0.23% | 13,203 | $696,405 | $648,168 | -$48,237 | -6.93% | |
| Raymond James Financial Inc | 0.00% | 12,750 | $672,511 | $625,929 | -$46,582 | -6.93% | |
| Headinvest, Llc | 0.12% | 12,505 | $659,589 | $613,902 | -$45,687 | -6.93% | |
| Cambridge Financial Group, Llc | 0.20% | 12,161 | $641,445 | $597,014 | -$44,431 | -6.93% | |
| Lido Advisors, Llc | 0.00% | 11,662 | $615,141 | $572,517 | -$42,624 | -6.93% | |
| Birchbrook, Inc. | 0.29% | 11,617 | $612,752 | $570,308 | -$42,444 | -6.93% | |
| Jane Street Group, Llc | 0.00% | 11,444 | $603,625 | $561,815 | -$41,810 | -6.93% | |
| Goldman Sachs Group Inc | 0.00% | 11,380 | $600,249 | $558,673 | -$41,576 | -6.93% | |
| Asset Dedication, Llc | 0.04% | 10,756 | $567,336 | $528,039 | -$39,297 | -6.93% | |
| Robertson Stephens Wealth Management, Llc | 0.01% | 10,517 | $554,730 | $516,306 | -$38,424 | -6.93% | |
| Cetera Investment Advisers | 0.00% | 10,466 | $552,046 | $513,802 | -$38,244 | -6.93% | |
| Tarbox Family Office, Inc. | 0.08% | 10,013 | $528,168 | $491,563 | -$36,605 | -6.93% | |
| Mai Capital Management | 0.00% | 9,875 | $520,864 | $484,788 | -$36,076 | -6.93% | |
| Dedora Capital, Inc. | 0.11% | 9,857 | $519,917 | $483,905 | -$36,012 | -6.93% | |
| Gould Asset Management Llc | 0.08% | 9,650 | $508,999 | $473,743 | -$35,256 | -6.93% | |
| Ellenbecker Investment Group | 0.06% | 9,484 | $500,243 | $465,593 | -$34,650 | -6.93% | |
| Private Advisor Group, Llc | 0.00% | 8,347 | $440,265 | $409,775 | -$30,490 | -6.93% | |
| Osaic Holdings, Inc. | 0.00% | 8,152 | $429,999 | $400,202 | -$29,797 | -6.93% | |
| Balanced Rock Investment Advisors Llc | 0.26% | 8,019 | $422,961 | $393,673 | -$29,288 | -6.92% | |
| Sprinkle Financial Consultants Llc | 0.16% | 7,912 | $417,305 | $388,420 | -$28,885 | -6.92% | |
| Northrock Partners, Llc | 0.01% | 7,613 | $401,571 | $373,741 | -$27,830 | -6.93% | |
| Armbruster Capital Management, Inc. | 0.06% | 7,546 | $398,021 | $370,452 | -$27,569 | -6.93% | |
| Envestnet Asset Management Inc | 0.00% | 7,495 | $395,305 | $367,948 | -$27,357 | -6.92% | |
| Bartlett & Co. Wealth Management Llc | 0.00% | 6,835 | $360,519 | $335,547 | -$24,972 | -6.93% | |
| Mml Investors Services, Llc | 0.00% | 6,818 | $359,607 | $334,713 | -$24,894 | -6.92% | |
| Valeo Financial Advisors, Llc | 0.01% | 6,653 | $350,944 | $326,612 | -$24,332 | -6.93% | |
| Heck Capital Advisors, Llc | 0.02% | 6,462 | $340,845 | $317,236 | -$23,609 | -6.93% |
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.