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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 44    0
Total shares held : 
431,339  
% of shares held : 
4.79%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  9  
Amount of shares held : 
92,278  
% of shares held change : 
  1.03%  
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 :
5
 49,246
 11.42%
 
Increased Positions :
18
 83,154
 19.28%
 
Unchanged Positions :
12
 57,493
 13.33%
 
Decreased Positions :
9
-23,675
-5.49%
 
Closed Positions :
5
-16,447
-3.81%
 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2388 *New 2024-03-31 29,071 $1,139,000 29,071
   Pathway Financial Advisors LLC 100 *New 2024-03-31 9,848 $386,000 9,848
   HRT FINANCIAL LLC 1430 *New 2024-03-31 8,156 $319,000 8,156
   MML INVESTORS SERVICES LLC 2102 *New 2024-03-31 7,685 $301,000 7,685
   Magnus Financial Group LLC 271 *New 2024-03-31 6,600 $259,000 6,600
   RAYMOND JAMES & ASSOCIATES 3485 *New 2024-03-31 5,839 $229,000 5,839
   Tarbox Group Inc. 101 *New 2024-03-31 5,304 $208,000 5,304
   Goss Wealth Management LLC 2072 *New 2024-03-31 2,338 $92,000 2,338
   TRUST CO OF VERMONT 593 *New 2024-03-31 621 $24,000 621
   HARBOUR INVESTMENTS INC. 1799 *New 2023-12-31 604 $23,000 604
   Fernwood Investment Management LLC 442 *New 2024-03-31 566 $22,000 566

  11 Records found
  1    
  Page 1 of 1
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