Who owns iShares ESG Select Screened S&P Small-Cap ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of XJR from SEC Form 13F filings across 102 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.
As of the 2026-06-30 reporting period, 102 institutions disclosed 1.4M shares of iShares ESG Select Screened S&P Small-Cap ETF worth $71.5M — about 44.2% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
102
13F holders
$71.5M
value, 2026 filers
44.2%
of shares outstanding (1.4M sh)
17
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 | BAILARD, INC. | 85,084 | $4.5M | 0.1% | 2.8% | +8.8% |
| 4 | Focus Partners Wealth | 77,488 | $4.1M | 0.0% | 2.5% | -16.2% |
| 5 | LPL Financial LLC | 75,072 | $4.0M | 0.0% | 2.4% | +25.2% |
| 6 | Invera Wealth Advisors, LLC | 58,124 | $3.1M | 1.6% | 1.9% | +7.9% |
| 7 | Highland Financial Advisors, LLC | 57,493 | $3.0M | 0.7% | 1.9% | +12.3% |
| 8 | FRANKLIN RESOURCES INC | 55,782 | $2.9M | 0.0% | 1.8% | 0.0% |
| 9 | BROWN ADVISORY INC | 42,464 | $2.2M | 0.0% | 1.4% | +37.1% |
| 10 | Biltmore Family Office, LLC | 32,000 | $1.7M | 0.2% | 1% | 0.0% |
| 11 | Bank of New York Mellon Corp | 29,144 | $1.5M | 0.0% | 1% | +0.3% |
| 12 | FLOW TRADERS U.S. LLCNEW | 25,729 | $1.4M | 0.1% | 0.8% | new |
| 13 | Creative Planning | 25,654 | $1.4M | 0.0% | 0.8% | +2.4% |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 17,940 | $946,263 | 0.0% | 0.6% | new |
| 15 | SageView Advisory Group, LLCNEW | 17,560 | $926,200 | 0.0% | 0.6% | new |
| 16 | JNBA Financial Advisors | 17,447 | $920,260 | 0.1% | 0.6% | -35.3% |
| 17 | Atlantic Private Wealth, LLC | 16,494 | $869,978 | 0.5% | 0.5% | 0.0% |
| 18 | Pathway Financial Advisors LLC | 16,309 | $847,589 | 0.1% | 0.5% | +33.2% |
| 19 | Advisory Services Network, LLC | 16,169 | $852,875 | 0.0% | 0.5% | +8.4% |
| 20 | Quantinno Capital Management LP | 15,832 | $835,075 | 0.0% | 0.5% | 0.0% |
| 21 | Magnus Financial Group LLC | 14,867 | $784,175 | 0.1% | 0.5% | -2.6% |
| 22 | MainStreet Investment Advisors LLC | 14,694 | $775,050 | 0.1% | 0.5% | -3.1% |
| 23 | MassMutual Private Wealth & Trust, FSB | 14,669 | $773,731 | 0.0% | 0.5% | -3.3% |
| 24 | Beta Wealth Group, Inc. | 14,309 | $754,725 | 0.3% | 0.5% | +0.1% |
| 25 | EP Wealth Advisors, LLC | 13,437 | $708,748 | 0.0% | 0.4% | -17.2% |
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.