Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Ishares Esg Screened S&p Smallcap Etf (XJR)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
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  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   JANE STREET GROUP LLC 2904 - 2023-12-31 34,007 $1,301,000 -12,122
   Better Money Decisions LLC 28 - 2024-03-31 23,472 $919,000 -6
   Biltmore Family Office LLC 96 - 2023-12-31 15,931 $609,000 -2,796
   LPL FINANCIAL CORP 3951 - 2024-03-31 9,446 $370,000 -6,999
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1570 - 2023-09-30 7,221 $239,000 -22
   Optas LLC 183 - 2024-03-31 5,513 $216,000 -2,152
   BLAIR WILLIAM & CO/IL 1511 - 2024-03-31 2,365 $93,000 -215
   PRINCIPAL SECURITIES INC. 1438 - 2024-03-31 1,643 $64,000 -223
   BANK OF AMERICA CORP /DE/ 5544 - 2023-12-31 1,058 $40,000 -234
   Covestor Ltd 1818 - 2024-03-31 65 $3,000 -2
   MORGAN STANLEY 7193 - 2023-12-31 1 $0 -14

  11 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results