Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / ESG SELECT SCREE
-
Total 13F shares
-
703,439
-
Share change
-
+52,692
-
Total reported value
-
$28,933,592
-
Price per share
-
$41.13
-
Number of holders
-
72
-
Value change
-
+$2,154,519
-
Number of buys
-
36
-
Number of sells
-
17
Institutional Holders of ISHARES TR - ESG SELECT SCREE (XJR) as of Q4 2024
As of 31 Dec 2024,
ISHARES TR - ESG SELECT SCREE (XJR) was held by
72 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
703,439 shares.
The largest 10 holders included
BAILARD, INC., FRANKLIN RESOURCES INC, Merriman Wealth Management, LLC, LPL Financial LLC, Cambridge Investment Research Advisors, Inc., Biltmore Family Office, LLC, Better Money Decisions, LLC, Balanced Rock Investment Advisors LLC, JNBA Financial Advisors, and Cetera Investment Advisers.
This page lists
72
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.