XJR ISHARES TR
FollowESG SELECT SCREE (fund)
Filings received so far for Q3 2026: 7 13F filers report a position in XJR shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Pathway Financial Advisors LLC | 16,011 | $773K | 0.09% | -298 | 13F-HRTimeline |
| MassMutual Private Wealth & Trust, FSB | 13,420 | $648K | 0.02% | -1,249 | 13F-HRTimeline |
| Cambridge Financial Group, LLC | 12,161 | $641K | 0.2% | 0 | 13F-HRTimeline |
| Sprinkle Financial Consultants LLC | 7,934 | $383K | 0.15% | +22 | 13F-HRTimeline |
| Valeo Financial Advisors, LLC | 6,660 | $322K | 0.01% | +7 | 13F-HRTimeline |
| Veracity Capital LLC | 4,889 | $236K | 0.06% | +5 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 1,485 | $71.7K | <0.01% | 0 | 13F-HRTimeline |