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Disclosery

XJR ISHARES TR

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ESG SELECT SCREE (fund)

96 managers (96 13F filers) reported a position in XJR shares at 2026-03-31, 1,161,779 shares in all. 16 filers opened a position and 6 filers sold out during the quarter.

Managers
96
13F filers
96
New
16
Added
30
Reduced
20
Sold out
6
Shares held by filers
1,161,779

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…96,340$4.19M0.02%new13F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth92,521$4.03M<0.01%+36813F-HRTimelineGroup
BAILARD, INC.78,189$3.4M0.08%+9,34713F-HRTimeline
LPL Financial LLC59,977$2.61M<0.01%+5,79413F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources55,782$2.43M<0.01%013F-HRTimelineGroup
Invera Wealth Advisors, LLC53,875$2.35M1.51%new13F-HRTimeline
Highland Financial Advisors, LLC51,192$2.23M0.59%+5,06313F-HRTimeline
Biltmore Family Office, LLC32,000$1.39M0.19%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC30,968$1.35M<0.01%+26,14113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC29,732$1.29M<0.01%new13F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp29,044$1.26M<0.01%new13F-HRTimelineGroup
JNBA Financial Advisors26,949$1.17M0.1%-71813F-HRTimeline
Creative Planningin group Creative Planning25,061$1.09M<0.01%+18,16313F-HRTimelineGroup
SageView Advisory Group, LLC17,504$762K0.03%-5813F-HRTimeline
Atlantic Private Wealth, LLC16,493$718K0.47%+37013F-HRTimeline
EP Wealth Advisors, LLC16,223$706K<0.01%-11,05113F-HRTimeline
Quantinno Capital Management LP15,832$689K<0.01%new13F-HRTimeline
Magnus Financial Group LLC15,258$664K0.05%-23513F-HRTimeline
MassMutual Private Wealth & Trust, FSB15,169$660K0.02%new13F-HRTimeline
MainStreet Investment Advisors LLC15,169$660K0.1%new13F-HRTimeline
Advisory Services Network, LLC14,922$650K0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC14,631$637K<0.01%-1,75213F-HRTimelineGroup
Beta Wealth Group, Inc.14,299$623K0.26%-58313F-HRTimeline
Eley Financial Management, Inc13,631$593K0.21%+3,20713F-HR/ATimeline
D.A. DAVIDSON & CO.13,337$581K<0.01%+3713F-HRTimeline
HEADINVEST, LLC12,505$544K0.11%-5013F-HRTimeline
Pathway Financial Advisors LLC12,245$538K0.07%013F-HRTimeline
Cambridge Financial Group, LLC12,161$529K0.18%013F-HRTimeline
BIRCHBROOK, INC.11,879$517K0.25%+4,61413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC11,763$512K<0.01%-1,73713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC11,487$500K<0.01%+12313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,397$496K<0.01%+1713F-HRTimelineGroup
Asset Dedication, LLC10,756$468K0.03%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC10,582$461K<0.01%+95313F-HRTimelineGroup
Robertson Stephens Wealth Management, L…10,134$441K0.01%+3,33813F-HRTimeline
Cetera Investment Advisers9,931$432K<0.01%-70613F-HRTimeline
MAI Capital Management9,870$430K<0.01%-35413F-HRTimeline
DeDora Capital, Inc.9,489$413K0.1%new13F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/9,155$399K0.07%+46513F-HRTimeline
Balanced Rock Investment Advisors LLC9,108$397K0.28%+19613F-HRTimeline
Private Advisor Group, LLC8,845$385K<0.01%+79013F-HRTimeline
Sprinkle Financial Consultants LLC7,888$343K0.16%013F-HRTimeline
Tarbox Family Office, Inc.7,614$332K0.05%+27713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,368$321K<0.01%013F-HRTimelineGroup
Armbruster Capital Management, Inc.7,356$320K0.05%-513F-HRTimeline
NorthRock Partners, LLC7,352$320K0.01%+2,00013F-HRTimeline
Charter Oak Capital Management, LLC6,853$298K0.02%+38013F-HRTimeline
Valeo Financial Advisors, LLC6,653$290K0.01%-62513F-HRTimeline
Heck Capital Advisors, LLC6,624$288K0.02%-18313F-HRTimeline
Legacy Edge Advisors, LLC6,259$273K0.03%-11713F-HRTimeline
PFG Investments, LLC6,258$272K0.01%013F-HRTimeline
Optas, LLC5,956$259K0.04%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,802$253K<0.01%new13F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP5,703$248K0.01%-2,06113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC5,592$243K<0.01%-88513F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC4,810$230K<0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,253$229K<0.01%+39013F-HRTimeline
MML INVESTORS SERVICES, LLC5,225$227K<0.01%-1,13613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,827$167K<0.01%013F-HRTimelineGroup
Smithfield Trust Co3,682$159K0.01%+2,55813F-HRTimeline
Steward Partners Investment Advisory, L…3,000$131K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL2,753$120K<0.01%+33513F-HRTimeline
MCF Advisors LLC2,280$99.3K<0.01%013F-HRTimeline
Milestone Investment Advisors LLC2,170$94.5K0.02%013F-HRTimeline
Birchwood Financial Partners, Inc.1,969$85.7K0.08%+1,02013F-HRTimeline
Cherry Tree Wealth Management, LLC1,770$77.1K0.02%013F-HRTimeline
Farther Finance Advisors, LLC1,485$65.1K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC1,345$58.6K<0.01%+1,27013F-HRTimelineGroup
ROGCO, LP1,338$58.3K0.02%new13F-HRTimeline
Meramec Financial Planners, LLC1,007$48.4K0.02%013F-HRTimeline
Golden State Wealth Management, LLC1,004$43.7K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…919$40K0.01%+8213F-HRTimeline
Corient IA LPin group Corient Private Wealth LP900$39.2K0.04%new13F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC810$35.3K0.01%013F-HRTimeline
Blue Trust, Inc.768$33.4K<0.01%+11313F-HRTimeline
McIlrath & Eck, LLC715$31.1K<0.01%+113F-HRTimeline
Medallion Wealth Advisors, LLC710$30.9K0.01%+2613F-HRTimeline
GW&K Investment Management, LLC631$27K<0.01%new13F-HRTimeline
Key Financial Inc610$26.6K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG599$26.1K<0.01%+51413F-HRTimelineGroup
GHP Investment Advisors, Inc.551$24K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management495$22K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC492$21.4K<0.01%013F-HRTimelineGroup
Dunhill Financial, LLC413$18K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY293$12.8K<0.01%-113F-HRTimelineGroup
Arax Advisory Partners257$11.2K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC190$8.27K<0.01%013F-HRTimeline
WHITTIER TRUST CO144$6.37K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC146$6.18K<0.01%013F-HRTimeline
Triumph Capital Management123$5.36K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.103$4.48K<0.01%013F-HRTimeline
Covestor Ltd88$4K<0.01%-113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA86$4K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC73$3.18K<0.01%-20,13513F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management39$1.7K<0.01%013F-HRTimelineGroup
Millstone Evans Group, LLC23$1K<0.01%013F-HRTimeline