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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 2025-09-30, 802,098 shares in all. 5 filers opened a position and 6 filers sold out during the quarter.

Managers
82
13F filers
82
New
5
Added
28
Reduced
25
Sold out
6
Shares held by filers
802,098

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 Wealth89,414$3.81M0.01%+2,84413F-HRTimelineGroup
BAILARD, INC.70,755$3.01M0.07%+3,40813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources55,782$2.37M<0.01%013F-HRTimelineGroup
LPL Financial LLC55,350$2.36M<0.01%+22,15113F-HRTimeline
Highland Financial Advisors, LLC45,353$1.93M0.55%+6,96713F-HRTimeline
Biltmore Family Office, LLC32,000$1.36M0.19%013F-HRTimeline
JNBA Financial Advisors25,774$1.1M0.1%-47613F-HRTimeline
NewEdge Advisors, LLC20,140$857K<0.01%+1,87813F-HRTimeline
SageView Advisory Group, LLC16,773$714K0.02%+1,07413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC16,405$698K<0.01%-1,20613F-HRTimelineGroup
Atlantic Private Wealth, LLC16,113$686K0.44%+1013F-HRTimeline
Magnus Financial Group LLC15,429$657K0.05%+5613F-HRTimeline
Beta Wealth Group, Inc.14,915$635K0.25%-39313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,974$595K<0.01%+7,78613F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC13,500$575K<0.01%013F-HRTimelineGroup
D.A. DAVIDSON & CO.12,637$538K<0.01%+68113F-HRTimeline
Cambridge Financial Group, LLC12,161$518K0.17%013F-HRTimeline
Pathway Financial Advisors LLC11,874$505K0.07%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,380$484K<0.01%-11813F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC11,364$484K<0.01%-2,73513F-HRTimelineGroup
HEADINVEST, LLC10,830$461K0.1%+28013F-HRTimeline
Asset Dedication, LLC10,756$458K0.03%013F-HRTimeline
Eley Financial Management, Inc10,445$445K0.16%+76513F-HRTimeline
Cetera Investment Advisers10,363$441K<0.01%-3,07513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC9,291$395K<0.01%-99313F-HRTimelineGroup
GOULD ASSET MANAGEMENT LLC /CA/8,690$370K0.07%+7513F-HRTimeline
Private Advisor Group, LLC8,024$341K<0.01%+7313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP7,968$339K0.01%-6513F-HRTimeline
Sprinkle Financial Consultants LLC7,856$334K0.19%+2813F-HRTimeline
Tarbox Family Office, Inc.7,530$320K0.05%013F-HRTimeline
Armbruster Capital Management, Inc.7,361$313K0.05%+66713F-HRTimeline
Valeo Financial Advisors, LLC7,264$309K0.01%+2113F-HRTimeline
Balanced Rock Investment Advisors LLC7,101$302K0.22%-12413F-HRTimeline
BIRCHBROOK, INC.6,981$297K0.15%-41613F-HRTimeline
Creative Planningin group Creative Planning6,941$295K<0.01%013F-HRTimelineGroup
Archer Investment Management, LLC6,846$291K0.18%-1,58313F-HRTimeline
Robertson Stephens Wealth Management, L…6,796$289K0.01%-19613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC6,746$287K<0.01%new13F-HR/ATimelineGroup
Heck Capital Advisors, LLC6,471$275K0.02%-1713F-HRTimeline
MAI Capital Management6,434$274K<0.01%-5113F-HRTimeline
Legacy Edge Advisors, LLC6,376$271K0.03%+4513F-HRTimeline
MML INVESTORS SERVICES, LLC6,299$268K<0.01%-1,13113F-HRTimeline
PFG Investments, LLC6,234$265K0.01%+2113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,650$240K<0.01%-64513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,521$235K<0.01%-37613F-HRTimelineGroup
BRADLEY FOSTER & SARGENT INC/CT5,304$226K<0.01%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,276$225K<0.01%+1513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC4,946$211K<0.01%-39313F-HRTimeline
NorthRock Partners, LLC4,879$208K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,862$164K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…3,000$128K<0.01%+1,00013F-HRTimeline
Global Retirement Partners, LLC2,877$122K<0.01%+1013F-HRTimeline
BLAIR WILLIAM & CO/IL2,379$101K<0.01%013F-HRTimeline
MCF Advisors LLC2,280$97K0.01%013F-HRTimeline
Milestone Investment Advisors LLC2,170$92.4K0.02%013F-HRTimeline
Cherry Tree Wealth Management, LLC1,770$75.3K0.02%-35513F-HRTimeline
Armor Investment Advisors, LLC1,273$54.2K0.02%-65013F-HRTimeline
Smithfield Trust Co1,007$43K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.1,008$42.9K0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/928$39.5K<0.01%+1113F-HR/ATimelineGroup
Ritter Daniher Financial Advisory LLC /…837$35.6K0.01%-22213F-HRTimeline
Blue Trust, Inc.655$27.9K<0.01%013F-HRTimeline
Key Financial Inc610$26K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC597$25.4K0.01%013F-HRTimeline
GHP Investment Advisors, Inc.549$23.4K<0.01%+213F-HRTimeline
Hanson & Doremus Investment Management494$21K<0.01%+2213F-HRTimeline
CWM, LLCin group CWM, LLC490$21K<0.01%+213F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC460$19.6K<0.01%-4813F-HRTimelineGroup
Dunhill Financial, LLC413$17.6K<0.01%-18313F-HRTimeline
Tortoise Investment Management, LLC400$17K<0.01%013F-HRTimeline
McIlrath & Eck, LLC352$15K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY294$12.5K<0.01%013F-HR/ATimelineGroup
Addison Advisors LLC245$10.4K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC208$8.85K<0.01%+5813F-HRTimeline
1 NORTH WEALTH SERVICES LLC190$8.09K<0.01%013F-HRTimeline
WHITTIER TRUST CO144$6.18K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC94$4.01K<0.01%+313F-HRTimelineGroup
Covestor Ltd90$4K<0.01%-213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA86$4K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management39$1.66K<0.01%013F-HRTimelineGroup
Millstone Evans Group, LLC23$979<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG2$85<0.01%-2,76213F-HRTimelineGroup