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Public ownership evidence

iShares ESG Select Screened S&P Small-Cap ETF (XJR) Ownership Disclosures

Read XJR insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-10T07:40:50.020Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Legacy Edge Advisors, LLC2025-09-302026-08-276,376$271,363None
Legacy Edge Advisors, LLC2025-06-302026-08-186,331$250,391None
Legacy Edge Advisors, LLC2025-03-312026-08-187,708$290,004None
Legacy Edge Advisors, LLC2024-09-302026-08-188,243$344,646None
Legacy Edge Advisors, LLC2024-06-302026-08-187,453$282,253None
Legacy Edge Advisors, LLC2024-03-312026-08-185,826$228,202None
Legacy Edge Advisors, LLC2024-12-312026-08-187,880$323,868None
Legacy Edge Advisors, LLC2023-12-312026-08-186,178$236,355None
Balanced Rock Investment Advisors LLC2026-06-302026-08-188,019$422,961None
Milestone Investment Advisors LLC2026-06-302026-08-152,170$114,459None
OSAIC HOLDINGS, INC.2026-06-302026-08-15717$37,819None
OSAIC HOLDINGS, INC.2026-06-302026-08-157,435$392,180None
JANE STREET GROUP, LLC2026-06-302026-08-1511,444$603,625None
FLOW TRADERS U.S. LLC2026-06-302026-08-1525,729$1,357,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1517,940$946,263None
Medallion Wealth Advisors, LLC2026-06-302026-08-15714$42,432None
BROWN ADVISORY INC2026-06-302026-08-1542,464$2,239,806None
MAI Capital Management2026-06-302026-08-159,875$520,864None
HEADINVEST, LLC2026-06-302026-08-1512,505$659,589None
ROYAL BANK OF CANADA2026-06-302026-08-1586$5,000None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1511,380$600,249None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-154,314$227,546None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-158,436$444,965None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15129,428$6,826,809None
Quantinno Capital Management LP2026-06-302026-08-1415,832$835,075None
Rockefeller Capital Management L.P.2026-06-302026-08-141,280$67,515None
Rockefeller Capital Management L.P.2026-06-302026-08-142,547$134,344None
Steward Partners Investment Advisory, LLC2026-06-302026-08-143,000$158,238None
UBS Group AG2026-06-302026-08-142$105None
Creative Planning2026-06-302026-08-1425,654$1,353,125None
MORGAN STANLEY2026-06-302026-08-141$103None
FMR LLC2026-06-302026-08-141,342$70,773None
FRANKLIN RESOURCES INC2026-06-302026-08-1455,782$2,942,277None
Smartleaf Asset Management LLC2026-06-302026-08-13146$7,629None
MainStreet Investment Advisors LLC2026-06-302026-08-1314,694$775,050None
Integrated Wealth Concepts LLC2026-06-302026-08-13200$10,550None
Cetera Investment Advisers2026-06-302026-08-1310,466$552,046None
MCF Advisors LLC2026-06-302026-08-132,280$120,261None
Advisory Services Network, LLC2026-06-302026-08-1316,169$852,875None
Focus Partners Wealth2026-06-302026-08-1377,488$4,087,220None
Biltmore Family Office, LLC2026-06-302026-08-1332,000$1,687,872None
EP Wealth Advisors, LLC2026-06-302026-08-1313,437$708,748None
NewEdge Advisors, LLC2026-06-302026-08-1373$3,850None
GW&K Investment Management, LLC2026-06-302026-08-13631$33,000None

90-day public filing window, up to 50 source positions.

Legacy Edge Advisors, LLC ↗Legacy Edge Advisors, LLC ↗Legacy Edge Advisors, LLC ↗Legacy Edge Advisors, LLC ↗Legacy Edge Advisors, LLC ↗Legacy Edge Advisors, LLC ↗Legacy Edge Advisors, LLC ↗Legacy Edge Advisors, LLC ↗Balanced Rock Investment Advisors LLC ↗Milestone Investment Advisors LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.