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Disclosery

XJR ISHARES TR

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ESG SELECT SCREE (fund)

88 managers (88 13F filers) reported a position in XJR shares at 2025-12-31, 889,328 shares in all. 10 filers opened a position and 8 filers sold out during the quarter.

Managers
88
13F filers
88
New
10
Added
32
Reduced
16
Sold out
8
Shares held by filers
889,328

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Focus Partners Wealthin group Focus Partners Wealth92,153$3.92M<0.01%+2,73913F-HRTimelineGroup
BAILARD, INC.68,842$2.93M0.06%-1,91313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…61,031$2.6M<0.01%new13F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources55,782$2.38M<0.01%013F-HRTimelineGroup
LPL Financial LLC54,183$2.31M<0.01%-1,16713F-HRTimeline
Highland Financial Advisors, LLC46,129$1.96M0.54%+77613F-HRTimeline
Biltmore Family Office, LLC32,000$1.36M0.19%013F-HRTimeline
JNBA Financial Advisors27,667$1.18M0.1%+1,89313F-HRTimeline
EP Wealth Advisors, LLC27,274$1.16M0.01%13F-HRTimeline
NewEdge Advisors, LLC20,208$860K<0.01%+6813F-HRTimeline
SageView Advisory Group, LLC17,562$748K0.03%+78913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC16,383$698K<0.01%-2213F-HRTimelineGroup
Atlantic Private Wealth, LLC16,123$687K0.44%+1013F-HRTimeline
Magnus Financial Group LLC15,493$660K0.05%+6413F-HRTimeline
Beta Wealth Group, Inc.14,882$634K0.25%-3313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC13,500$575K<0.01%013F-HRTimelineGroup
D.A. DAVIDSON & CO.13,300$566K<0.01%+66313F-HRTimeline
Pathway Financial Advisors LLC12,245$541K0.07%+37113F-HRTimeline
HEADINVEST, LLC12,555$535K0.11%+1,72513F-HRTimeline
Cambridge Financial Group, LLC12,161$504K0.18%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,380$485K<0.01%013F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC11,364$484K<0.01%013F-HRTimelineGroup
Asset Dedication, LLC10,756$458K0.03%013F-HRTimeline
Cetera Investment Advisers10,637$453K<0.01%+27413F-HRTimeline
Eley Financial Management, Inc10,424$444K0.16%-2113F-HRTimeline
MAI Capital Management10,224$435K<0.01%+3,79013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC9,629$410K<0.01%+33813F-HRTimelineGroup
Balanced Rock Investment Advisors LLC8,912$379K0.27%+1,81113F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/8,690$370K0.07%013F-HRTimeline
Private Advisor Group, LLC8,055$343K<0.01%+3113F-HRTimeline
Sprinkle Financial Consultants LLC7,888$336K0.17%+3213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP7,764$331K0.01%-20413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,368$314K<0.01%+1,84713F-HRTimelineGroup
Armbruster Capital Management, Inc.7,361$313K0.05%013F-HRTimeline
Tarbox Family Office, Inc.7,337$312K0.05%-19313F-HRTimeline
Valeo Financial Advisors, LLC7,278$310K0.01%+1413F-HRTimeline
BIRCHBROOK, INC.7,265$309K0.15%+28413F-HRTimeline
Creative Planningin group Creative Planning6,898$294K<0.01%-4313F-HRTimelineGroup
Heck Capital Advisors, LLC6,807$290K0.02%+33613F-HRTimeline
Robertson Stephens Wealth Management, L…6,796$289K0.01%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC6,477$276K<0.01%-26913F-HRTimelineGroup
Charter Oak Capital Management, LLC6,473$276K0.02%new13F-HRTimeline
Legacy Edge Advisors, LLC6,376$271K0.03%013F-HRTimeline
MML INVESTORS SERVICES, LLC6,361$271K<0.01%+6213F-HRTimeline
PFG Investments, LLC6,258$266K0.01%+2413F-HRTimeline
Archer Investment Management, LLC6,191$264K0.14%-65513F-HRTimeline
NorthRock Partners, LLC5,352$228K<0.01%+47313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,863$207K<0.01%-8313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,827$206K<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,827$163K<0.01%-3513F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…3,000$128K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL2,418$103K<0.01%+3913F-HRTimeline
MCF Advisors LLC2,280$97.1K0.01%013F-HRTimeline
Milestone Investment Advisors LLC2,170$92.4K0.02%013F-HRTimeline
Global Retirement Partners, LLC1,950$83K<0.01%-92713F-HRTimeline
Cherry Tree Wealth Management, LLC1,770$75.4K0.02%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,416$60.3K<0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,130$48.1K<0.01%+20213F-HRTimelineGroup
Smithfield Trust Co1,124$48K<0.01%+11713F-HRTimeline
Meramec Financial Planners, LLC1,007$46.9K0.02%13F-HRTimeline
Golden State Wealth Management, LLC1,004$42.8K<0.01%new13F-HRTimeline
Birchwood Financial Partners, Inc.949$40.4K0.04%13F-HRTimeline
Physician Wealth Advisors, Inc.929$39.6K0.01%-7913F-HRTimeline
Ritter Daniher Financial Advisory LLC /…837$35.6K0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC810$34.5K0.01%new13F-HRTimeline
McIlrath & Eck, LLC714$30.4K<0.01%+36213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.710$30.2K<0.01%new13F-HRTimelineGroup
Medallion Wealth Advisors, LLC684$29.1K0.01%+8713F-HRTimeline
Blue Trust, Inc.655$27.9K<0.01%013F-HRTimeline
Key Financial Inc610$26K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.551$23.5K<0.01%+213F-HRTimeline
Hanson & Doremus Investment Management495$21K<0.01%+113F-HRTimeline
CWM, LLCin group CWM, LLC492$21K<0.01%+213F-HRTimelineGroup
Dunhill Financial, LLC413$17.6K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY294$12.5K<0.01%013F-HR/ATimelineGroup
Arax Advisory Partners257$10.9K<0.01%new13F-HRTimeline
Addison Advisors LLC245$10.4K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC190$8.09K<0.01%013F-HRTimeline
WHITTIER TRUST CO144$6.36K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC146$6.3K<0.01%new13F-HRTimeline
Triumph Capital Management123$5.24K<0.01%new13F-HRTimeline
Godfrey Financial Associates, Inc.103$4.39K<0.01%13F-HRTimeline
Covestor Ltd89$4K<0.01%-113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA86$4K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG85$3.62K<0.01%+8313F-HRTimelineGroup
FMR LLCin group FMR LLC75$3.18K<0.01%-1913F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management39$1.66K<0.01%013F-HRTimelineGroup
Millstone Evans Group, LLC23$979<0.01%013F-HRTimeline