XJR · iShares ESG Select Screened S&P Small-Cap ETF ETF
$51.30
+0.23 (+0.46%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $271,362
Total Shares: 6,376
Institutional Ownership Trend
12 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2023Top Holder
100.0%
+84.5 pts
Top 5
100.0%
+50.7 pts
Top 10
100.0%
+24.6 pts
HHI
10,000
Highly concentrated+9,246
Quarterly Activity
vs Mar 31, 2023
New
1
Increased
0
Decreased
0
Sold Out
29
Unchanged
0
Holder count:
-28
Institutional value:
-97.1%
Shares held:
-97.7%
Top New Positions
vs Mar 31, 2023| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small Legacy Edge Advisors, LLC | 6,376 | $271,362 |
Top Sold-Out Positions
vs Mar 31, 2023| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Small Merriman Wealth Management, LLC | 43,223 | $1,465,648 | |
| Mega CITADEL ADVISORS LLC | 30,120 | $1,021,339 | |
| Mega JANE STREET GROUP, LLC | 25,993 | $881,396 | |
| Mega FRANKLIN RESOURCES INC | 21,407 | $725,889 | |
| Small Biltmore Family Office, LLC | 16,927 | $573,977 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small Legacy Edge Advisors, LLC XJR | $271,362 | 100.00% | 6,376 | Shares | 2026-08-26 |