ISHARES ESG SELECT SCREENED S&P SMALL-CAP ETF

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XJR·46436E544·US·ETF·Unknown - Unknown

XJR (ISHARES ESG SELECT SCREENED S&P SMALL-CAP ETF) is held by 37 institutional investors as of Q2 2026. Largest holders: BANK OF AMERICA CORP /DE/ ($6.8M), KEYBANK NATIONAL ASSOCIATION/OH ($5.8M), Focus Partners Wealth ($4.1M). Net institutional sentiment: Mixed.

37

Holders

(5 Elite)

$38.5M

Total Value

61% (31)

Consensus

19 buying - 12 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)48

Insider (Form 4)54

Activist (13D/13G)36

Congressional (STOCK Act)71

Holder Quality

73

★★★★★

Elite

37

★★★★

Strong

81

★★★

Solid

39

★★

Below

54

★

Weak

Held by 37 funds

5 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for XJR.

Top Holders

Top Holders (37)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	New	129,428	$6.8M	0.0%	-1.77%	38
KEYBANK NATIONAL ASSOCIATION/OH	Increased	109,527(+13.7%)	$5.8M	0.0%	+11.81%	31
FWFocus Partners Wealth	Decreased	77,488(-16.3%)	$4.1M	0.0%	+35.60%	0
LPL Financial LLC	Increased	75,072(+25.2%)	$4M	0.0%	+21.39%	33
FRANKLIN RESOURCES INC	Unchanged	55,782	$2.9M	0.0%	+41.42%	0
BROWN ADVISORY INC	Increased	42,464(+37.1%)	$2.2M	0.0%	+9.84%	34
Bank of New York Mellon Corp	Increased	29,144(+0.3%)	$1.5M	0.0%	+13.91%	26
Creative Planning	Increased	25,654(+2.4%)	$1.4M	0.0%	+17.85%	26
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	17,940	$946,263	0.0%	-1.77%	35
Quantinno Capital Management LP	Unchanged	15,832	$835,075	0.0%	+13.97%	0
EP Wealth Advisors, LLC	Decreased	13,437(-17.2%)	$708,748	0.0%	+20.15%	0
D.A. DAVIDSON & CO.	Increased	13,384(+0.3%)	$705,952	0.0%	+49.11%	25
RAYMOND JAMES FINANCIAL INC	Decreased	12,750(-12.9%)	$672,511	0.0%	+27.95%	0
Lido Advisors, LLC	Increased	11,662(+10.2%)	$615,141	0.0%	+31.64%	27
JANE STREET GROUP, LLC	New	11,444	$603,625	0.0%	-1.77%	34
GOLDMAN SACHS GROUP INC	Decreased	11,380(-0.1%)	$600,249	0.0%	+27.48%	0
Cetera Investment Advisers	Increased	10,466(+5.4%)	$552,046	0.0%	+32.42%	26
MAI Capital Management	Increased	9,875(+0.1%)	$520,864	0.0%	+26.60%	24
Private Advisor Group, LLC	Decreased	8,347(-5.6%)	$440,265	0.0%	+27.08%	0
OSAIC HOLDINGS, INC.	Increased	8,152(+10.6%)	$429,999	0.0%	+26.07%	26

Showing 1-20 of 40

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XJRISHARES ESG SELECT SCREENED S&P SMALL-CAP ETF

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer