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Disclosery

XJR ISHARES TR

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ESG SELECT SCREE (fund)

82 managers (82 13F filers) reported a position in XJR shares at 2025-03-31, 795,399 shares in all. 13 filers opened a position and 5 filers sold out during the quarter.

Managers
82
13F filers
82
New
13
Added
23
Reduced
19
Sold out
5
Shares held by filers
795,399

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.69,679$2.62M0.07%+10,04013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources58,717$2.21M<0.01%-85513F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth53,409$2.01M0.01%new13F-HR/ATimelineGroup
Better Money Decisions, LLC32,981$1.24M0.83%+4,02613F-HRTimeline
Biltmore Family Office, LLC32,000$1.2M0.21%013F-HRTimeline
Highland Financial Advisors, LLC29,969$1.13M0.4%new13F-HRTimeline
LPL Financial LLC29,291$1.1M<0.01%-3,78713F-HRTimeline
Cambridge Investment Research Advisors,…28,246$1.06M<0.01%-4,74713F-HRTimeline
Balanced Rock Investment Advisors LLC26,378$992K0.79%-77113F-HRTimeline
JNBA Financial Advisors21,816$821K0.09%-3,37613F-HRTimeline
NewEdge Advisors, LLC19,342$728K<0.01%+16,39913F-HRTimeline
Cetera Investment Advisers18,394$692K<0.01%-49113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC16,987$639K<0.01%new13F-HRTimelineGroup
Atlantic Private Wealth, LLC16,101$606K0.45%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC15,622$588K<0.01%-11513F-HRTimelineGroup
Magnus Financial Group LLC15,315$576K0.06%+50013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,196$572K<0.01%new13F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC14,099$530K<0.01%+1813F-HRTimelineGroup
SageView Advisory Group, LLC13,817$520K0.02%new13F-HRTimeline
West Coast Financial LLC13,037$491K0.06%013F-HRTimeline
Cambridge Financial Group, LLC12,161$457K0.19%013F-HRTimeline
HEADINVEST, LLC12,010$452K0.09%+1,00013F-HRTimeline
Pathway Financial Advisors LLC11,955$450K0.08%+35313F-HRTimeline
D.A. DAVIDSON & CO.11,531$434K<0.01%-79313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,380$428K<0.01%013F-HR/ATimelineGroup
Asset Dedication, LLC10,483$394K0.03%013F-HRTimeline
Archer Investment Management, LLC10,159$382K0.26%-2,38013F-HRTimeline
Eley Financial Management, Inc9,520$359K0.14%+1,39113F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/8,615$324K0.07%+19513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,155$307K<0.01%-1,45013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC8,117$305K<0.01%-2,68613F-HRTimeline
Tarbox Family Office, Inc.7,955$299K0.05%+1,18313F-HRTimeline
Sprinkle Financial Consultants LLC7,798$293K0.19%+48713F-HRTimeline
Private Advisor Group, LLC7,717$290K<0.01%+1,00013F-HRTimeline
Legacy Edge Advisors, LLC7,708$290K0.05%-17213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,674$289K<0.01%-51413F-HRTimeline
Valeo Financial Advisors, LLC7,031$265K0.01%+18813F-HRTimeline
Veracity Capital LLC6,767$255K0.1%013F-HRTimeline
Heck Capital Advisors, LLC6,274$236K0.03%-48413F-HRTimeline
Optas, LLC6,205$233K0.04%+24513F-HRTimeline
PFG Investments, LLC6,192$233K0.01%+40013F-HRTimeline
Armbruster Capital Management, Inc.5,985$225K0.04%013F-HRTimeline
BIRCHBROOK, INC.5,710$215K0.12%new13F-HRTimeline
Parkworth Wealth Management, Inc.5,277$199K0.16%013F-HRTimeline
MAI Capital Management5,205$196K<0.01%+1,35913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,074$191K<0.01%+25913F-HRTimelineGroup
UBS Group AGin group UBS Group AG4,645$175K<0.01%new13F-HRTimelineGroup
NorthRock Partners, LLC3,888$146K<0.01%-21113F-HRTimeline
Steward Partners Investment Advisory, L…3,204$121K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,553$96.1K<0.01%+2,55213F-HRTimelineGroup
BLAIR WILLIAM & CO/IL2,379$89.5K<0.01%013F-HRTimeline
MCF Advisors LLC2,280$85.8K0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC2,266$85.3K0.03%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,225$83.7K<0.01%-1,02513F-HRTimelineGroup
Milestone Investment Advisors LLC2,170$81.6K0.02%013F-HRTimeline
Cherry Tree Wealth Management, LLC2,125$80K0.02%013F-HRTimeline
Armor Investment Advisors, LLC1,923$72.4K0.03%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,599$65.8K<0.01%013F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…1,059$39.8K0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC1,000$37.7K0.02%+2113F-HRTimeline
Physician Wealth Advisors, Inc.941$35.4K0.01%-613F-HRTimeline
Dunhill Financial, LLC917$34.5K0.02%new13F-HRTimeline
Smithfield Trust Co867$32K<0.01%013F-HRTimeline
Compass Wealth Management LLC800$30.1K0.01%+50013F-HRTimeline
Blue Trust, Inc.655$24.6K<0.01%+5813F-HRTimeline
Key Financial Inc610$23K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.604$22.7K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC550$20.7K<0.01%-6113F-HRTimelineGroup
GHP Investment Advisors, Inc.545$20.5K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC486$18K<0.01%013F-HRTimelineGroup
Hanson & Doremus Investment Management471$18K<0.01%013F-HRTimeline
Wells Financial Advisors INC400$15.1K0.02%013F-HRTimeline
Arax Advisory Partners257$9.67K<0.01%new13F-HRTimeline
Addison Advisors LLC245$9.22K<0.01%-35513F-HRTimeline
1 NORTH WEALTH SERVICES LLC190$7.15K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC150$5.64K<0.01%new13F-HRTimeline
WHITTIER TRUST CO144$5.42K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA116$4K<0.01%+3013F-HR/ATimelineGroup
Spire Wealth Managementin group Spire Wealth Management39$1.47K<0.01%013F-HRTimelineGroup
Covestor Ltd25$1K<0.01%+113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC17$640<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.