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Disclosery

XJR ISHARES TR

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ESG SELECT SCREE (fund)

77 managers (77 13F filers) reported a position in XJR shares at 2024-12-31, 721,803 shares in all. 11 filers opened a position and 4 filers sold out during the quarter.

Managers
77
13F filers
77
New
11
Added
27
Reduced
14
Sold out
4
Shares held by filers
721,803

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BAILARD, INC.59,639$2.45M0.06%+5,06213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources59,572$2.45M<0.01%+6,52513F-HRTimelineGroup
Merriman Wealth Management, LLC49,932$2.05M0.09%-1,64813F-HRTimeline
LPL Financial LLC33,078$1.36M<0.01%+6,45313F-HRTimeline
Cambridge Investment Research Advisors,…32,993$1.36M<0.01%-41713F-HRTimeline
Biltmore Family Office, LLC32,000$1.32M0.22%+16,06913F-HRTimeline
Better Money Decisions, LLC28,955$1.19M0.83%+44013F-HRTimeline
Balanced Rock Investment Advisors LLC27,149$1.12M0.88%-11,55213F-HRTimeline
Keystone Financial Group9,504$1.1M0.11%new13F-HRTimeline
JNBA Financial Advisors25,192$1.04M0.11%+2,35813F-HRTimeline
Cetera Investment Advisers18,885$777K<0.01%+2,37513F-HRTimeline
Atlantic Private Wealth, LLC16,101$662K0.5%-1,00813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC15,737$647K<0.01%13F-HR/ATimelineGroup
Magnus Financial Group LLC14,815$609K0.06%+2,19713F-HRTimeline
Mariner, LLCin group Mariner, LLC14,081$579K<0.01%013F-HRTimelineGroup
HOWLAND CAPITAL MANAGEMENT LLC13,600$559K0.02%013F-HRTimeline
West Coast Financial LLC13,037$536K0.06%new13F-HRTimeline
Archer Investment Management, LLC12,539$516K0.32%13F-HRTimeline
D.A. DAVIDSON & CO.12,324$507K<0.01%-10513F-HRTimeline
Cambridge Financial Group, LLC12,161$500K0.21%013F-HRTimeline
Pathway Financial Advisors LLC11,602$477K0.11%+4,09113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,380$468K<0.01%013F-HRTimelineGroup
HEADINVEST, LLC11,010$453K0.09%new13F-HRTimeline
MML INVESTORS SERVICES, LLC10,803$444K<0.01%-2,40313F-HRTimeline
Asset Dedication, LLC10,483$431K0.03%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,605$395K<0.01%-1,02513F-HRTimelineGroup
GOULD ASSET MANAGEMENT LLC /CA/8,420$346K0.07%-6513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC8,188$337K<0.01%+18913F-HRTimeline
Eley Financial Management, Inc8,129$334K0.13%+79313F-HRTimeline
Legacy Edge Advisors, LLC7,880$324K0.05%-36313F-HRTimeline
Sprinkle Financial Consultants LLC7,311$301K0.2%+7713F-HRTimeline
Valeo Financial Advisors, LLC6,843$281K0.01%+7513F-HRTimeline
Tarbox Family Office, Inc.6,772$279K0.05%+2013F-HRTimeline
Veracity Capital LLC6,767$278K0.1%+2913F-HRTimeline
Heck Capital Advisors, LLC6,758$278K0.03%-7113F-HR/ATimeline
Private Advisor Group, LLC6,717$276K<0.01%+7113F-HRTimeline
Armbruster Capital Management, Inc.5,985$246K0.05%-17513F-HRTimeline
Optas, LLC5,960$245K0.05%+30813F-HRTimeline
PFG Investments, LLC5,792$238K0.01%+19613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,345$220K<0.01%new13F-HRTimelineGroup
Parkworth Wealth Management, Inc.5,277$217K0.18%13F-HRTimeline
NAPATREE CAPITAL LLC5,139$211K0.12%-4713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,815$198K<0.01%+3,24713F-HR/ATimelineGroup
NorthRock Partners, LLC4,099$169K0.01%+77013F-HR/ATimeline
MAI Capital Management3,846$158K<0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,250$134K<0.01%+2,08913F-HRTimelineGroup
Steward Partners Investment Advisory, L…3,204$132K<0.01%+50013F-HRTimeline
NewEdge Advisors, LLC2,943$121K<0.01%+53413F-HRTimeline
Global Retirement Partners, LLC2,856$117K<0.01%+2713F-HRTimeline
BLAIR WILLIAM & CO/IL2,379$97.9K<0.01%013F-HRTimeline
MCF Advisors LLC2,280$93.8K0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC2,266$93K0.03%13F-HRTimeline
Milestone Investment Advisors LLC2,170$89.3K0.02%013F-HRTimeline
Cherry Tree Wealth Management, LLC2,125$87.4K0.02%013F-HRTimeline
Armor Investment Advisors, LLC1,923$79.1K0.03%+10013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,599$65.8K<0.01%013F-HRTimelineGroup
Medallion Wealth Advisors, LLC979$40.3K0.02%13F-HRTimeline
Physician Wealth Advisors, Inc.947$39K0.01%new13F-HRTimeline
Smithfield Trust Co867$36K<0.01%-17913F-HRTimeline
FMR LLCin group FMR LLC611$25.1K<0.01%new13F-HRTimelineGroup
Key Financial Inc610$25.1K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.604$24.8K<0.01%013F-HRTimeline
Addison Advisors LLC600$24.7K0.01%013F-HRTimeline
Blue Trust, Inc.597$24.5K<0.01%013F-HR/ATimeline
GHP Investment Advisors, Inc.545$22.4K<0.01%+613F-HRTimeline
CWM, LLCin group CWM, LLC486$20K<0.01%+513F-HRTimelineGroup
Hanson & Doremus Investment Management471$19K<0.01%013F-HRTimeline
Wells Financial Advisors INC400$16.5K0.02%013F-HRTimeline
Compass Wealth Management LLC300$12.3K<0.01%013F-HRTimeline
Householder Group Estate & Retirement S…150$6K<0.01%013F-HRTimeline
WHITTIER TRUST CO144$5.92K<0.01%new13F-HRTimeline
Van Hulzen Asset Management, LLC127$5.22K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA86$4K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management39$1.6K<0.01%013F-HRTimelineGroup
Covestor Ltd24$1K<0.01%-413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$70<0.01%new13F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.