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Disclosery

XJR ISHARES TR

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ESG SELECT SCREE (fund)

102 managers (102 13F filers) reported a position in XJR shares at 2026-06-30, 1,352,861 shares in all. 15 filers opened a position and 6 filers sold out during the quarter.

Managers
102
13F filers
102
New
15
Added
38
Reduced
19
Sold out
6
Shares held by filers
1,352,861

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/129,428$6.83M<0.01%new13F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…109,527$5.78M0.02%+13,18713F-HRTimelineGroup
BAILARD, INC.85,084$4.49M0.09%+6,89513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth77,488$4.09M<0.01%-15,03313F-HRTimelineGroup
LPL Financial LLC75,072$3.96M<0.01%+15,09513F-HRTimeline
Invera Wealth Advisors, LLC58,124$3.07M1.64%+4,24913F-HRTimeline
Highland Financial Advisors, LLC57,493$3.03M0.67%+6,30113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources55,782$2.94M<0.01%013F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC42,464$2.24M<0.01%+11,49613F-HRTimelineGroup
Biltmore Family Office, LLC32,000$1.69M0.22%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp29,144$1.54M<0.01%+10013F-HRTimelineGroup
FLOW TRADERS U.S. LLC25,729$1.36M0.06%new13F-HRTimeline
Creative Planningin group Creative Planning25,654$1.35M<0.01%+59313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,940$946K<0.01%new13F-HRTimelineGroup
SageView Advisory Group, LLC17,560$926K0.03%+5613F-HRTimeline
JNBA Financial Advisors17,447$920K0.07%-9,50213F-HRTimeline
Atlantic Private Wealth, LLC16,494$870K0.53%+113F-HRTimeline
Advisory Services Network, LLC16,169$853K0.01%+1,24713F-HRTimeline
Pathway Financial Advisors LLC16,309$848K0.1%+4,06413F-HRTimeline
Quantinno Capital Management LP15,832$835K<0.01%013F-HRTimeline
Magnus Financial Group LLC14,867$784K0.06%-39113F-HRTimeline
MainStreet Investment Advisors LLC14,694$775K0.11%-47513F-HRTimeline
MassMutual Private Wealth & Trust, FSB14,669$774K0.02%-50013F-HRTimeline
Beta Wealth Group, Inc.14,309$755K0.28%+1013F-HRTimeline
EP Wealth Advisors, LLC13,437$709K<0.01%-2,78613F-HRTimeline
D.A. DAVIDSON & CO.13,384$706K<0.01%+4713F-HRTimeline
Eley Financial Management, Inc13,203$696K0.23%-42813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,750$673K<0.01%-1,88113F-HRTimelineGroup
HEADINVEST, LLC12,505$660K0.12%013F-HRTimeline
Cambridge Financial Group, LLC12,161$641K0.2%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC11,662$615K<0.01%+1,08013F-HRTimelineGroup
BIRCHBROOK, INC.11,617$613K0.29%-26213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,444$604K<0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,380$600K<0.01%-1713F-HRTimelineGroup
Asset Dedication, LLC10,756$567K0.04%013F-HRTimeline
Robertson Stephens Wealth Management, L…10,517$555K0.01%+38313F-HRTimeline
Cetera Investment Advisers10,466$552K<0.01%+53513F-HRTimeline
Tarbox Family Office, Inc.10,013$528K0.08%+2,39913F-HRTimeline
MAI Capital Management9,875$521K<0.01%+513F-HRTimeline
DeDora Capital, Inc.9,857$520K0.11%+36813F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/9,650$509K0.08%+49513F-HRTimeline
Ellenbecker Investment Group9,484$500K0.06%new13F-HRTimeline
Private Advisor Group, LLC8,347$440K<0.01%-49813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,152$430K<0.01%+78413F-HRTimelineGroup
Balanced Rock Investment Advisors LLC8,019$423K0.26%-1,08913F-HRTimeline
Sprinkle Financial Consultants LLC7,912$417K0.16%+2413F-HRTimeline
NorthRock Partners, LLC7,613$402K0.01%+26113F-HRTimeline
Armbruster Capital Management, Inc.7,546$398K0.06%+19013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,495$395K<0.01%+1,69313F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC6,835$361K<0.01%+2,02513F-HRTimeline
MML INVESTORS SERVICES, LLC6,818$360K<0.01%+1,59313F-HRTimeline
Valeo Financial Advisors, LLC6,653$351K0.01%013F-HRTimeline
Heck Capital Advisors, LLC6,462$341K0.02%-16213F-HRTimeline
PFG Investments, LLC6,451$340K0.01%+19313F-HRTimeline
Legacy Edge Advisors, LLC5,971$315K0.03%-28813F-HR/ATimeline
MISSION WEALTH MANAGEMENT, LP5,703$301K<0.01%013F-HRTimeline
Horizon Wealth Management, LLC5,643$298K0.04%new13F-HRTimeline
Savant Capital, LLC5,590$295K<0.01%-213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,392$284K<0.01%+13913F-HRTimeline
Veracity Capital LLC4,884$258K0.07%new13F-HRTimeline
Tribridge Partners Financial LLC4,352$224K0.09%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.3,942$208K<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,827$202K<0.01%013F-HRTimelineGroup
Smithfield Trust Co3,682$195K0.01%013F-HRTimeline
Birchwood Financial Partners, Inc.3,033$160K0.13%+1,06413F-HRTimeline
Steward Partners Investment Advisory, L…3,000$158K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL2,753$145K<0.01%013F-HRTimeline
MCF Advisors LLC2,280$120K<0.01%013F-HRTimeline
Milestone Investment Advisors LLC2,170$114K0.02%013F-HRTimeline
GGM Financial LLC2,002$106K0.04%new13F-HRTimeline
Global Retirement Partners, LLC1,956$103K<0.01%13F-HRTimeline
Farther Finance Advisors, LLC1,485$78.3K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,342$70.8K<0.01%-313F-HRTimelineGroup
ROGCO, LP1,338$70.6K0.02%013F-HRTimeline
Golden State Wealth Management, LLC1,007$53.1K<0.01%+313F-HRTimeline
Meramec Financial Planners, LLC1,010$52K0.02%+313F-HRTimeline
Ritter Daniher Financial Advisory LLC /…919$48.5K0.01%013F-HRTimeline
Oakmont Advisory Group, LLC882$46.5K0.04%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC810$42.7K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC714$42.4K0.01%+413F-HRTimeline
GW&K Investment Management, LLC631$33K<0.01%013F-HRTimeline
Key Financial Inc610$32.2K0.01%013F-HRTimeline
GHP Investment Advisors, Inc.553$29.1K<0.01%+213F-HRTimeline
StrongBox Wealth, LLC482$25.4K0.01%new13F-HRTimeline
Hanson & Doremus Investment Management458$24K<0.01%-3713F-HRTimeline
Dunhill Financial, LLC413$21.8K<0.01%013F-HRTimeline
Arax Advisory Partners407$21.5K<0.01%+15013F-HRTimeline
Clearstead Advisors, LLC386$20.4K<0.01%new13F-HRTimeline
Godfrey Financial Associates, Inc.342$18K0.01%+23913F-HRTimeline
Integrated Wealth Concepts LLC200$10.6K<0.01%new13F-HRTimeline
1 NORTH WEALTH SERVICES LLC190$10K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC146$7.63K<0.01%013F-HRTimeline
WHITTIER TRUST CO144$7.5K<0.01%013F-HRTimeline
Triumph Capital Management123$6.49K<0.01%013F-HRTimeline
Covestor Ltd88$5K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA86$5K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC73$3.85K<0.01%013F-HRTimeline
Millstone Evans Group, LLC49$2.58K<0.01%+2613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management39$2.06K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC8$422<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG2$105<0.01%-59713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$103<0.01%-29213F-HRTimelineGroup