ISHARES TR

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XJR·46436E544·US·etf·Unknown - Unknown

ESG SELECT SCREE

XJR (ISHARES TR) is held by 33 institutional investors as of Q1 2026. Largest holders: KEYBANK NATIONAL ASSOCIATION/OH ($4.2M), Focus Partners Wealth ($4M), LPL Financial LLC ($2.6M). Net institutional sentiment: Mixed.

33

Holders

Avg rating(6 Elite)

$26M

Total Value

63% (36)

Fund Consensus

19 buying - 11 selling

Smart Money Verdict

View all

59Mixed MomentumSingle Source

Institutional (13F)59

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how XJR's score breaks down across 4 SEC sources

Holder Quality

6

★★★★★

Elite

18

★★★★

Strong

8

★★★

Solid

4

★★

Below

0

★

Weak

Held by 33 funds

6 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (33)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
KEYBANK NATIONAL ASSOCIATION/OH	New	96,340	$4.2M	0.0%	+3.67%	37
FWFocus Partners Wealth	Increased	92,521(+0.4%)	$4M	0.0%	+23.35%	27
LPL Financial LLC	Increased	59,977(+10.7%)	$2.6M	0.0%	+17.39%	29
FRANKLIN RESOURCES INC	Unchanged	55,782	$2.4M	0.0%	+28.64%	0
BROWN ADVISORY INC	Increased	30,968(+541.6%)	$1.3M	0.0%	+4.51%	41
CITADEL ADVISORS LLC	New	29,732	$1.3M	0.0%	+3.67%	35
Bank of New York Mellon Corp	New	29,044	$1.3M	0.0%	+3.67%	35
Creative Planning	Increased	25,061(+263.3%)	$1.1M	0.0%	+7.72%	41
EP Wealth Advisors, LLC	Decreased	16,223(-40.5%)	$706,309	0.0%	+9.30%	0
Quantinno Capital Management LP	New	15,832	$689,286	0.0%	+3.67%	34
RAYMOND JAMES FINANCIAL INC	Decreased	14,631(-10.7%)	$636,997	0.0%	+16.39%	0
D.A. DAVIDSON & CO.	Increased	13,337(+0.3%)	$580,659	0.0%	+35.89%	24
Cerity Partners LLC	Decreased	11,763(-12.9%)	$512,132	0.0%	+20.05%	0
Mariner, LLC	Increased	11,487(+1.1%)	$500,093	0.0%	+15.39%	24
GOLDMAN SACHS GROUP INC	Increased	11,397(+0.1%)	$496,197	0.0%	+15.96%	24
Lido Advisors, LLC	Increased	10,582(+9.9%)	$460,752	0.0%	+24.05%	26
Cetera Investment Advisers	Decreased	9,931(-6.6%)	$432,371	0.0%	+22.76%	0
MAI Capital Management	Decreased	9,870(-3.5%)	$429,724	0.0%	+15.18%	0
Private Advisor Group, LLC	Increased	8,845(+9.8%)	$385,091	0.0%	+15.60%	26
OSAIC HOLDINGS, INC.	Unchanged	7,368	$320,785	0.0%	+18.25%	0

Showing 1-20 of 36

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer