Who owns iShares ESG Select Screened S&P Small-Cap ETF?
Institutional ownership of XJR from SEC Form 13F filings across 66 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
66
13F holders
$47.2M
value, 2026 filers
29.2%
of shares outstanding (894,749 sh)
13
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of XJR's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/NEW | 129,428 | $6.8M | 0.0% | 4.2% | new |
| 2 | KEYBANK NATIONAL ASSOCIATION/OH | 109,527 | $5.8M | 0.0% | 3.6% | +13.7% |
| 3 | Focus Partners Wealth | 77,488 | $4.1M | 0.0% | 2.5% | -16.2% |
| 4 | LPL Financial LLC | 75,072 | $4.0M | 0.0% | 2.4% | +25.2% |
| 5 | FRANKLIN RESOURCES INC | 55,782 | $2.9M | 0.0% | 1.8% | 0.0% |
| 6 | BROWN ADVISORY INC | 42,464 | $2.2M | 0.0% | 1.4% | +37.1% |
| 7 | Bank of New York Mellon Corp | 29,144 | $1.5M | 0.0% | 1% | +0.3% |
| 8 | Creative Planning | 25,654 | $1.4M | 0.0% | 0.8% | +2.4% |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 17,940 | $946,263 | 0.0% | 0.6% | new |
| 10 | SageView Advisory Group, LLCNEW | 17,560 | $926,200 | 0.0% | 0.6% | new |
| 11 | JNBA Financial Advisors | 17,447 | $920,260 | 0.1% | 0.6% | -35.3% |
| 12 | Advisory Services Network, LLC | 16,169 | $852,875 | 0.0% | 0.5% | +8.4% |
| 13 | Quantinno Capital Management LP | 15,832 | $835,075 | 0.0% | 0.5% | 0.0% |
| 14 | Magnus Financial Group LLC | 14,867 | $784,175 | 0.1% | 0.5% | -2.6% |
| 15 | MassMutual Private Wealth & Trust, FSB | 14,669 | $773,731 | 0.0% | 0.5% | -3.3% |
| 16 | EP Wealth Advisors, LLC | 13,437 | $708,748 | 0.0% | 0.4% | -17.2% |
| 17 | D.A. DAVIDSON & CO. | 13,384 | $705,952 | 0.0% | 0.4% | +0.4% |
| 18 | RAYMOND JAMES FINANCIAL INC | 12,750 | $672,511 | 0.0% | 0.4% | -12.9% |
| 19 | Lido Advisors, LLC | 11,662 | $615,141 | 0.0% | 0.4% | +10.2% |
| 20 | BIRCHBROOK, INC. | 11,617 | $612,752 | 0.3% | 0.4% | -2.2% |
| 21 | JANE STREET GROUP, LLCNEW | 11,444 | $603,625 | 0.0% | 0.4% | new |
| 22 | GOLDMAN SACHS GROUP INC | 11,380 | $600,249 | 0.0% | 0.4% | -0.1% |
| 23 | Asset Dedication, LLC | 10,756 | $567,336 | 0.0% | 0.4% | 0.0% |
| 24 | Robertson Stephens Wealth Management, LLC | 10,517 | $554,730 | 0.0% | 0.3% | +3.8% |
| 25 | Cetera Investment Advisers | 10,466 | $552,046 | 0.0% | 0.3% | +5.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.