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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
   FRANKLIN RESOURCES INC 1367 - 2023-12-31 46,237 $1,769,000 14,265
   MERRIMAN WEALTH MANAGEMENT, LLC 78 - 2023-12-31 40,618 $1,554,000 16,795
   BAILARD BIEHL & KAISER INC 254 - 2024-03-31 39,073 $1,530,000 7,368
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1486 - 2024-03-31 36,034 $1,411,000 1,731
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 247 - 2024-03-31 17,535 $687,000 25
   JNBA FINANCIAL ADVISORS 118 - 2024-03-31 17,367 $680,000 4,663
   MULTIFINANCIAL SECURITIES CORP 988 - 2023-12-31 16,663 $637,000 394
   DAVIDSON D A & CO 1040 - 2023-12-31 9,950 $381,000 349
   GOULD ASSET MANAGEMENT LLC /CA/ 121 - 2024-03-31 8,555 $335,000 1,390
   Armbruster Capital Management Inc. 97 - 2024-03-31 6,985 $274,000 700
   Armor Investment Advisors LLC 111 - 2024-03-31 3,124 $122,000 60
   Advisor Group Holdings Inc. 4462 - 2024-03-31 1,726 $68,000 187
   VOISARD ASSET MANAGEMENT GROUP INC. 138 - 2024-03-31 1,217 $48,000 86
   DEUTSCHE BANK AG 3326 - 2023-12-31 1,250 $48,000 1,230
   Spire Wealth Management 2091 - 2024-03-31 39 $2,000 9
  15 Records found
  1    
  Page 1 of 1
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