Who owns XJR?
iShares ESG Select Screened S&P Small-Cap ETF · iShares
102 institutions reported holding XJR, worth $71.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of XJR
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bank of America Corp. | Charlotte, NC | $6.8M | 129,428 | New position |
| Keybank National Association | Brooklyn, OH | $5.8M | 109,527 | +13,187 shares |
| Bailard, Inc. | Foster City, CA | $4.5M | 85,084 | +6,895 shares |
| Focus Partners Wealth | St Louis, MO | $4.1M | 77,488 | −15,033 shares |
| LPL Financial LLC | Fort Mill, SC | $4.0M | 75,072 | +15,095 shares |
| Invera Wealth Advisors, LLC | Bend, OR | $3.1M | 58,124 | +4,249 shares |
| Highland Financial Advisors, LLC | Wayne, NJ | $3.0M | 57,493 | +6,301 shares |
| Franklin Resources Inc. | San Mateo, CA | $2.9M | 55,782 | No change |
| Brown Advisory Inc. | Baltimore, MD | $2.2M | 42,464 | +11,496 shares |
| Biltmore Family Office, LLC | Charlotte, NC | $1.7M | 32,000 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns XJR?
102 institutional managers reported holding XJR in Form 13F filings for June 30, 2026, worth $71.3M in total. The largest reported position was held by Bank of America Corp., at $6.8M.
Did institutions buy or sell XJR last quarter?
Reported 13F value rose 44.4% from March 31, 2026, which includes price moves as well as buying and selling. 18 firms reported a new position and 7 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is XJR ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.