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Get Institutions for : 
Ishares Esg Screened S&p Midcap Etf (XJH)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 90    1
Total shares held : 
 2,361,033  
% of shares held : 
 26.23%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   32  
Amount of shares held : 
 275,703  
% of shares held change : 
   3.06%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 122,786
 5.2%
 
Increased Positions :
46
 325,040
 13.77%
 
Unchanged Positions :
20
 115,000
 4.87%
 
Decreased Positions :
15
-96,332
-4.08%
 
Closed Positions :
8
-75,791
-3.21%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   RAYMOND JAMES & ASSOCIATES 987 - 2024-03-31 332,681 $13,667,000 22,988
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 794 - 2024-03-31 246,146 $10,112,000 187,408
   BAILARD BIEHL & KAISER INC 100 - 2023-12-31 195,419 $7,372,000 -2,397
   Shira Ridge Wealth Management 7 - 2024-03-31 127,704 $5,246,000 -3,589
   EASTERN BANK - 2023-12-31 129,945 $4,902,000 2,131
   FRANKLIN RESOURCES INC 1203 - 2023-12-31 80,334 $3,031,000 32,935
   MARINER WEALTH ADVISORS, LLC 925 - 2023-12-31 70,996 $2,678,000 19,741
   JNBA FINANCIAL ADVISORS 52 - 2024-03-31 61,329 $2,519,000 9,995
   COMMONWEALTH EQUITY SERVICES LLC. 1631 - 2023-12-31 55,077 $2,078,000 26,777
   WRAPMANAGER INC 45 *New 2023-12-31 52,519 $1,981,000 52,519
   RVW Wealth LLC 50 - 2024-03-31 48,021 $1,973,000 -16,891
   LPL FINANCIAL CORP 2527 - 2023-12-31 45,227 $1,706,000 24,477
   DOHJ LLC 56 - 2024-03-31 41,258 $1,695,000 10,335
   BANK OF AMERICA CORP /DE/ 3658 - 2023-12-31 43,837 $1,654,000 5,823
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 250 - 2023-12-31 43,103 $1,626,000 8,680
   Advisor Group Holdings Inc. 2063 - 2023-12-31 41,490 $1,565,000 -14,364
   CITADEL ADVISORS LLC 2542 - 2023-12-31 40,535 $1,529,000 -4,186
   ADVISORY SERVICES NETWORK, LLC 501 - 2023-12-31 40,067 $1,512,000 376
   HIGHTOWER ADVISORS, LLC 1678 - 2023-12-31 33,408 $1,262,000 387
   GOULD ASSET MANAGEMENT LLC /CA/ 38 - 2023-12-31 31,910 $1,204,000 3,780
   Biltmore Family Office LLC 67 - 2023-12-31 31,248 $1,179,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1612 - 2024-03-31 28,412 $1,167,000 513
   GOLDMAN SACHS GROUP INC/ 3446 - 2023-12-31 30,818 $1,163,000 0
   BAYSTATE WEALTH MANAGEMENT LLC 88 *New 2023-12-31 28,933 $1,092,000 28,933
   ENVESTNET ASSET MANAGEMENT INC 3012 - 2023-12-31 22,952 $866,000 1,932
   Balanced Rock Investment Advisor 29 - 2023-12-31 22,375 $844,000 0
   COLDSTREAM CAPITAL MANAGEMENT INC 329 - 2023-12-31 21,887 $826,000 4,855
   Affiance Financial LLC 54 - 2024-03-31 19,795 $813,000 -17,685
   Fortis Capital Management LLC 94 - 2023-12-31 21,043 $794,000 434
   SAGE FINANCIAL GROUP INC 53 - 2023-12-31 20,832 $786,000 3,336
   WHITTIER TRUST CO 401 - 2023-12-31 20,167 $761,000 2,460
   COLONY GROUP, LLC 500 *New 2023-12-31 20,071 $757,000 20,071
   Congress Wealth Management LLC / DE / 402 - 2024-03-31 17,849 $733,000 -87
   MULTIFINANCIAL SECURITIES CORP 924 - 2023-12-31 19,127 $722,000 195
   MCKINLEY CARTER WEALTH SERVICES, INC. 178 - 2024-03-31 16,919 $695,000 96
   Opes Wealth Management LLC 66 - 2023-12-31 18,130 $684,000 5,175
   Atlantic Private Wealth LLC 17 - 2023-12-31 16,389 $618,000 1
   DAVIDSON D A & CO 875 - 2023-12-31 15,966 $602,000 6,223
   COLONY GROUP LLC 523 - 2023-09-30 17,568 $595,000 2,651
   One Capital Management LLC 207 - 2023-12-31 14,849 $560,000 377
   Better Money Decisions LLC - 2023-12-31 14,698 $554,000 5,814
   Optas LLC 88 - 2024-03-31 12,351 $507,000 3,389
   Stratos Wealth Partners LTD. 894 - 2024-03-31 11,817 $485,000 2,752
   FIRST UNITED BANK TRUST/ 100 - 2023-12-31 12,665 $478,000 4,600
   HILLTOP WEALTH ADVISORS LLC 36 - 2024-03-31 11,466 $471,000 -4,707
   CAPTRUST FINANCIAL ADVISORS 1792 - 2023-12-31 12,069 $455,000 0
   Topel & Distasi Wealth Management LLC 57 - 2023-12-31 11,546 $436,000 -64
   ROYAL BANK OF CANADA 3786 - 2023-12-31 11,364 $429,000 -18,876
   MERCER GLOBAL ADVISORS INC /ADV 1425 - 2023-12-31 10,988 $415,000 4,462
   Carr Financial Group Corp 116 *New 2024-03-31 10,000 $411,000 10,000
   Mascoma Wealth Management LLC - 2023-12-31 10,420 $393,000 -4,318
   CREATIVE PLANNING 1884 - 2023-12-31 10,321 $389,000 5,873
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1792 - 2024-03-31 8,651 $355,000 -97
   REGATTA CAPITAL GROUP LLC 146 - 2024-03-31 7,943 $326,000 -1,245
   Armbruster Capital Management Inc. 86 - 2023-12-31 8,525 $322,000 700
   Baird Financial Group Inc. 1489 *New 2023-12-31 8,471 $320,000 8,471
   NAPATREE CAPITAL LLC 92 - 2023-12-31 8,374 $316,000 0
   Sound View Wealth Advisors Group LLC 299 - 2023-12-31 7,813 $295,000 42
   BB&T CORP 2271 - 2023-12-31 7,714 $291,000 853
   Tarbox Group Inc. 91 - 2024-03-31 6,562 $270,000 283
   MML INVESTORS SERVICES LLC 2143 - 2023-12-31 6,751 $255,000 -1,331
   Pathway Financial Advisors LLC 138 *New 2024-03-31 6,038 $248,000 6,038
   Chicago Partners Investment Group LLC 648 - 2024-03-31 5,928 $231,000 435
   MCCORMACK ADVISORS INTERNATIONAL 898 *New 2023-12-31 6,125 $231,000 6,125
   DAVENPORT & CO LLC - 2023-12-31 5,929 $224,000 0
   Cetera Investment Advisers 1966 - 2023-12-31 5,914 $223,000 -5,228
   ALESCO ADVISORS LLC 167 - 2023-12-31 5,675 $214,000 5,675
   Financial Council Asset Management Inc 71 *New 2023-12-31 5,596 $211,000 5,596
   KISTLERTIFFANY COMPANIES, LLC 341 - 2023-06-30 4,448 $158,000 0
   Armor Investment Advisors LLC 107 - 2024-03-31 3,736 $153,000 38
   Stephens Consulting LLC 116 *New 2024-03-31 2,810 $115,000 2,810
   VOISARD ASSET MANAGEMENT GROUP INC. 87 - 2024-03-31 2,523 $104,000 74
   J P MORGAN CHASE & CO 4496 - 2023-12-31 2,633 $99,000 2,212
   HARBOUR INVESTMENTS INC. 1205 - 2023-12-31 2,200 $83,000 0
   US BANCORP 2482 - 2023-12-31 1,826 $69,000 0
   Coastal Capital Group Inc. 186 - 2023-06-30 1,922 $68,000 0
   DEUTSCHE BANK AG 3285 - 2023-12-31 1,725 $65,000 1,375
   TRUSTCORE FINANCIAL SERVICES LLC 428 - 2022-12-31 1,765 $58,000 0
   Smartleaf Asset Management LLC 520 - 2023-12-31 1,436 $55,000 0
   Global Retirement Partners LLC 1411 - 2024-03-31 1,195 $49,000 3
   ARMSTRONG ADVISORY GROUP INC 347 - 2024-03-31 1,304 $49,000 0
   CWM LLC 2353 - 2024-03-31 1,066 $44,000 0
   SMITHFIELD TRUST CO 577 - 2023-12-31 1,112 $42,000 0
   McIlrath & Eck LLC 280 - 2023-12-31 1,083 $41,000 0
   Wells Financial Advisors INC 53 - 2023-12-31 965 $36,000 0
   BARTLETT & CO. LLC 764 - 2023-12-31 850 $32,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 768 - 2023-12-31 850 $32,000 0
   CALDWELL SUTTER CAPITAL INC. 413 - 2024-03-31 720 $30,000 432
   Steward Partners Investment Advisory LLC 2186 *New 2023-12-31 782 $30,000 782
   WHITTIER TRUST CO OF NEVADA INC 780 - 2023-12-31 710 $27,000 0
   GHP INVESTMENT ADVISORS INC 549 - 2024-03-31 667 $27,000 1
   WFA of San Diego LLC 219 - 2023-09-30 791 $27,000 0
   WOODMONT INVESTMENT COUNSEL LLC 323 *New 2024-03-31 464 $19,000 464
   Larson Financial Group LLC 909 - 2023-12-31 386 $15,000 1
   BENJAMIN F. EDWARDS & COMPANY INC. 1628 - 2023-12-31 258 $10,000 0
   PIN OAK INVESTMENT ADVISORS INC 410 - 2023-12-31 94 $4,000 0
   Spire Wealth Management 2046 - 2024-03-31 84 $3,000 24
   PRINCIPAL SECURITIES INC. 2799 - 2023-12-31 51 $2,000 0
   Farther Finance Advisors LLC 3189 *Closed 2023-12-31 0 $0 -30
   Koss-Olinger Consulting LLC 149 *Closed 2024-03-31 0 $0 -120,568
  100 Records found
  1    
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