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Disclosery

XJR ISHARES TR

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ESG SELECT SCREE (fund)

86 managers (86 13F filers) reported a position in XJR shares at 2025-06-30, 867,792 shares in all. 9 filers opened a position and 6 filers sold out during the quarter.

Managers
86
13F filers
86
New
9
Added
31
Reduced
25
Sold out
6
Shares held by filers
867,792

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Focus Partners Wealthin group Focus Partners Wealth86,570$3.42M0.01%+33,16113F-HRTimelineGroup
BAILARD, INC.67,347$2.66M0.06%-2,33213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…57,103$2.26M<0.01%new13F-HR/ATimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources55,782$2.21M<0.01%-2,93513F-HRTimelineGroup
Highland Financial Advisors, LLC38,386$1.52M0.49%+8,41713F-HRTimeline
Better Money Decisions, LLC34,450$1.36M0.83%+1,46913F-HRTimeline
LPL Financial LLC33,199$1.31M<0.01%+3,90813F-HRTimeline
Biltmore Family Office, LLC32,000$1.27M0.21%013F-HRTimeline
JNBA Financial Advisors26,250$1.04M0.1%+4,43413F-HRTimeline
NewEdge Advisors, LLC18,262$722K<0.01%-1,08013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC17,611$697K<0.01%+1,98913F-HRTimelineGroup
SageView Advisory Group, LLC15,699$638K0.02%+1,88213F-HRTimeline
Atlantic Private Wealth, LLC16,103$637K0.43%+213F-HRTimeline
Magnus Financial Group LLC15,373$608K0.05%+5813F-HRTimeline
Beta Wealth Group, Inc.15,308$605K0.22%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC14,099$558K<0.01%013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC13,500$534K<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers13,438$531K<0.01%-4,95613F-HRTimeline
Cambridge Financial Group, LLC12,161$481K0.18%013F-HRTimeline
D.A. DAVIDSON & CO.11,956$473K<0.01%+42513F-HRTimeline
Pathway Financial Advisors LLC11,874$470K0.07%-8113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,498$455K<0.01%+11813F-HRTimelineGroup
Asset Dedication, LLC10,756$425K0.03%+27313F-HRTimeline
HEADINVEST, LLC10,550$417K0.09%-1,46013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC10,284$407K<0.01%-6,70313F-HRTimelineGroup
Eley Financial Management, Inc9,680$383K0.15%+16013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/8,615$341K0.07%013F-HRTimeline
Archer Investment Management, LLC8,429$333K0.24%-1,73013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP8,033$318K0.01%new13F-HRTimeline
Private Advisor Group, LLC7,951$314K<0.01%+23413F-HRTimeline
Sprinkle Financial Consultants LLC7,828$310K0.19%+3013F-HRTimeline
Tarbox Family Office, Inc.7,530$298K0.04%-42513F-HRTimeline
MML INVESTORS SERVICES, LLC7,430$294K<0.01%-68713F-HRTimeline
BIRCHBROOK, INC.7,397$293K0.16%+1,68713F-HRTimeline
Valeo Financial Advisors, LLC7,243$286K0.01%+21213F-HR/ATimeline
Balanced Rock Investment Advisors LLC7,225$286K0.22%-19,15313F-HRTimeline
Robertson Stephens Wealth Management, L…6,992$277K0.01%new13F-HRTimeline
Creative Planningin group Creative Planning6,941$275K<0.01%new13F-HRTimelineGroup
Veracity Capital LLC6,803$269K0.09%+3613F-HRTimeline
Armbruster Capital Management, Inc.6,694$265K0.05%+70913F-HRTimeline
Optas, LLC6,580$260K0.05%+37513F-HRTimeline
Heck Capital Advisors, LLC6,488$257K0.02%+21413F-HRTimeline
MAI Capital Management6,485$256K<0.01%+1,28013F-HRTimeline
Legacy Edge Advisors, LLC6,331$250K0.03%-1,37713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC6,295$249K<0.01%-1,86013F-HRTimelineGroup
PFG Investments, LLC6,213$246K0.01%+2113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,188$245K<0.01%-9,00813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,897$233K<0.01%+82313F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC5,339$211K<0.01%-2,33513F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT5,304$210K<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.5,297$209K0.15%+2013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,261$208K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC2,867$113K<0.01%13F-HRTimeline
UBS Group AGin group UBS Group AG2,764$109K<0.01%-1,88113F-HRTimelineGroup
BLAIR WILLIAM & CO/IL2,379$94.1K<0.01%013F-HRTimeline
MCF Advisors LLC2,280$90.2K0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC2,266$89K0.03%013F-HRTimeline
Milestone Investment Advisors LLC2,170$85.8K0.02%013F-HRTimeline
Cherry Tree Wealth Management, LLC2,125$84K0.02%013F-HRTimeline
Steward Partners Investment Advisory, L…2,000$79.1K<0.01%-1,20413F-HRTimeline
Armor Investment Advisors, LLC1,923$76.1K0.03%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,059$41.9K0.01%013F-HRTimeline
Smithfield Trust Co1,007$41K<0.01%+14013F-HRTimeline
Physician Wealth Advisors, Inc.1,008$39.9K0.01%+6713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/917$36.3K<0.01%-1,30813F-HRTimelineGroup
Blue Trust, Inc.655$25.9K<0.01%013F-HRTimeline
Key Financial Inc610$24.1K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC597$23.9K0.01%-40313F-HRTimeline
Dunhill Financial, LLC596$23.6K0.01%-32113F-HRTimeline
GHP Investment Advisors, Inc.547$21.6K<0.01%+213F-HRTimeline
HARBOUR INVESTMENTS, INC.538$21.3K<0.01%-6613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC508$20.1K<0.01%-1,09113F-HRTimelineGroup
CWM, LLCin group CWM, LLC488$19K<0.01%+213F-HRTimelineGroup
Hanson & Doremus Investment Management472$19K<0.01%+113F-HRTimeline
Tortoise Investment Management, LLC400$15.8K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY294$11.7K<0.01%-2,25913F-HRTimelineGroup
Arax Advisory Partners257$10.2K<0.01%013F-HRTimeline
Addison Advisors LLC245$9.69K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC190$7.51K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC150$5.93K<0.01%013F-HRTimeline
WHITTIER TRUST CO144$5.69K<0.01%013F-HRTimeline
Covestor Ltd92$4K<0.01%+6713F-HRTimeline
FMR LLCin group FMR LLC91$3.6K<0.01%-45913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA86$3K<0.01%-3013F-HR/ATimelineGroup
Spire Wealth Managementin group Spire Wealth Management39$1.54K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.