XJR - iShares Trust - iShares ESG Select Screened S&P Small-Cap ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (BATS)

iShares Trust - iShares ESG Select Screened S&P Small-Cap ETF
US ˙ BATS ˙ US46436E5446

Grundlæggende statistik
Institutionelle ejere 90 total, 90 long only, 0 short only, 0 long/short - change of 8,43% MRQ
Gennemsnitlig porteføljeallokering 0.0537 % - change of 5,80% MRQ
Institutionelle aktier (lange) 1.058.409 (ex 13D/G) - change of 0,23MM shares 27,37% MRQ
Institutionel værdi (lang) $ 42.665 USD ($1000)
Institutionelt ejerskab og aktionærer

iShares Trust - iShares ESG Select Screened S&P Small-Cap ETF (US:XJR) har 90 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 1,058,409 aktier. Største aktionærer omfatter Keybank National Association/oh, Colony Group, LLC, Bailard, Inc., Thrivent Financial For Lutherans, Franklin Resources Inc, LPL Financial LLC, Invera Wealth Advisors, LLC, Highland Financial Advisors, LLC, Biltmore Family Office, LLC, and EP Wealth Advisors, Inc. .

iShares Trust - iShares ESG Select Screened S&P Small-Cap ETF (BATS:XJR) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.

The share price as of April 24, 2026 is 48,15 / share. Previously, on April 28, 2025, the share price was 36,20 / share. This represents an increase of 33,02% over that period.

XJR / iShares Trust - iShares ESG Select Screened S&P Small-Cap ETF Institutional Ownership
Fondens stemningsscore

Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.

Opdateringsfrekvens: Dagligt

Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.

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Institutionel Put/Call-forhold

Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.

Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.

XJR / iShares Trust - iShares ESG Select Screened S&P Small-Cap ETF Historical Put/Call Ratio
13F og NPORT arkivering

Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.

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Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2026-02-11 13F Atlantic Private Wealth, LLC 16.123 0,06 687 0,15
2026-02-12 13F Commonwealth Equity Services, Llc 4.863 -1,68 207
2026-02-17 13F Cetera Investment Advisers 10.637 2,64 453 2,49
2026-02-13 13F Colony Group, LLC 92.153 3,06 3.924 3,10
2026-04-24 13F Charter Oak Capital Management, LLC 6.853 5,87 298 8,36
2026-04-24 13F Keybank National Association/oh 96.340 4.194
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-04-08 13F Cambridge Financial Group, LLC 12.161 0,00 529 5,17
2026-02-17 13F SageView Advisory Group, LLC 17.562 4,70 748 4,77
2026-04-16 13F Sprinkle Financial Consultants LLC 7.888 0,00 343 2,39
2026-04-17 13F Hanson & Doremus Investment Management 495 0,00 0
2026-02-13 13F Morgan Stanley 294 0,00 13 0,00
2026-04-24 13F Key FInancial Inc 610 0,00 27 4,00
2026-02-13 13F Kestra Advisory Services, LLC 1.416 60
2026-04-21 13F Armbruster Capital Management, Inc. 7.356 -0,07 320 2,24
2026-02-12 13F Triumph Capital Management 123 0,00 5 0,00
2026-01-26 13F Whittier Trust Co 144 0,00 6 0,00
2026-02-13 13F Balanced Rock Investment Advisor 8.912 25,50 379 25,50
2026-04-24 13F UMA Financial Services, Inc. 0 -100,00 0
2026-02-17 13F Fmr Llc 75 -20,21 3 -25,00
2025-11-12 13F Harbour Investments, Inc. 0 -100,00 0
2026-04-24 13F Medallion Wealth Advisors, LLC 710 3,80 31 3,45
2026-02-13 13F MAI Capital Management 10.224 58,91 435 59,34
2026-02-10 13F Ritter Daniher Financial Advisory LLC / DE 837 0,00 36 0,00
2026-02-11 13F Cerity Partners LLC 13.500 0,00 575 0,00
2026-02-17 13F Private Advisor Group, LLC 8.055 0,39 343 0,29
2026-02-04 13F Bailard, Inc. 68.842 -2,70 2.931 -2,66
2026-02-12 13F CIBC Private Wealth Group, LLC 710 30
2026-02-13 13F Mml Investors Services, Llc 6.361 0,98 271 0,75
2026-02-12 13F Bradley Foster & Sargent Inc/ct 0 -100,00 0
2026-02-13 13F SRS Capital Advisors, Inc. 257 11
2026-02-06 13F Global Retirement Partners, LLC 1.950 -32,22 83 -31,97
2026-02-04 13F Biltmore Family Office, LLC 32.000 0,00 1.363 0,07
2026-02-13 13F Brown Advisory Inc 4.827 206
2026-04-10 13F Magnus Financial Group LLC 15.258 -1,52 664 0,76
2026-01-26 13F Asset Dedication, LLC 10.756 0,00 458 0,00
2026-01-29 13F Dunhill Financial, LLC 413 0,00 18 0,00
2026-04-06 13F Highline Wealth Partners Llc 810 0,00 35 2,94
2026-04-21 13F Highland Financial Advisors, LLC 51.192 10,98 2.229 13,44
2026-02-02 13F Robertson Stephens Wealth Management, LLC 6.796 0,00 289 0,00
2026-02-02 13F Legacy Edge Advisors, LLC 6.376 271
2026-02-10 13F Meramec Financial Planners, LLC 1.007 47
2026-02-02 13F Headinvest, Llc 12.555 15,93 535 16,09
2026-02-05 13F Armor Investment Advisors, LLC 0 -100,00 0
2026-02-06 13F Tortoise Investment Management, LLC 0 -100,00 0
2026-02-10 13F Cherry Tree Wealth Management, LLC 1.770 0,00 75 0,00
2026-04-22 13F JNBA Financial Advisors 26.949 -2,60 1.173 -0,42
2026-02-09 13F Smithfield Trust Co 1.124 11,62 0
2026-02-18 13F GWM Advisors LLC 20.208 0,34 860 0,35
2026-02-17 13F Bank Of America Corp /de/ 1.130 21,77 48 23,08
2026-01-20 13F Stratos Wealth Partners, LTD. 0 -100,00 0
2026-04-22 13F Invera Wealth Advisors, LLC 53.875 2.346
2026-02-10 13F Envestnet Asset Management Inc 0 -100,00 0
2026-04-23 13F Tarbox Family Office, Inc. 7.614 3,78 332 6,09
2026-02-02 13F Millstone Evans Group, LLC 23 0,00 1
2026-02-18 13F EP Wealth Advisors, Inc. 27.274 1.161
2026-04-08 13F Birchbrook, Inc. 11.879 63,51 517 67,31
2026-04-13 13F Massmutual Trust Co Fsb/adv 15.169 660
2026-02-12 13F Steward Partners Investment Advisory, Llc 3.000 0,00 128 0,00
2026-02-11 13F LPL Financial LLC 54.183 -2,11 2.307 -2,04
2026-02-06 13F Covestor Ltd 89 -1,11 0
2026-02-10 13F Godfrey Financial Associates, Inc. 103 4
2026-02-19 13F Birchwood Financial Partners, Inc. 949 40
2026-02-05 13F Thrivent Financial For Lutherans 61.031 3
2026-04-22 13F Spire Wealth Management 39 0,00 2 0,00
2025-11-14 13F Wood Tarver Financial Group, LLC 0 -100,00 0
2026-02-12 13F Jane Street Group, Llc 0 -100,00 0
2026-01-26 13F PFG Investments, LLC 6.258 0,38 266 0,38
2026-02-13 13F Gould Asset Management Llc /ca/ 8.690 0,00 370 0,27
2026-02-14 13F Rockefeller Capital Management L.P. 3.827 -0,91 163 -1,22
2026-01-26 13F Cwm, Llc 492 0,41 0
2026-02-10 13F Savant Capital, LLC 6.477 -3,99 276 -4,18
2026-02-13 13F 1 North Wealth Services Llc 190 0,00 8 0,00
2026-04-08 13F Archer Investment Management, LLC 0 -100,00 0
2026-02-17 13F NorthRock Partners, LLC 5.352 9,69 228 9,66
2026-04-16 13F Heck Capital Advisors, LLC 6.624 -2,69 288 -0,35
2026-02-17 13F Creative Planning 6.898 -0,62 294 -0,68
2026-04-21 13F GHP Investment Advisors, Inc. 551 0,00 24 0,00
2026-02-10 13F Lido Advisors, LLC 9.629 3,64 410 3,54
2026-02-13 13F Smartleaf Asset Management LLC 146 6
2026-02-17 13F Raymond James Financial Inc 16.383 -0,13 698 -0,14
2026-02-05 13F Mission Wealth Management, Lp 7.764 -2,56 331 -2,65
2026-01-29 13F D.a. Davidson & Co. 13.300 5,25 566 5,40
2026-02-13 13F Mariner, LLC 11.364 0,00 484 0,00
2026-02-17 13F Advisor Group Holdings, Inc. 7.368 33,45 314 33,19
2026-02-03 13F McIlrath & Eck, LLC 714 102,84 30 114,29
2026-02-12 13F Principal Securities, Inc. 0 -100,00 0
2026-02-13 13F Beta Wealth Group, Inc. 14.882 -0,22 634 -0,16
2026-01-29 13F UBS Group AG 85 4.150,00 4
2026-04-07 13F Farther Finance Advisors, LLC 1.485 65
2026-04-20 13F Ronald Blue Trust, Inc. 768 17,25 33 22,22
2026-02-11 13F MCF Advisors LLC 2.280 0,00 97 0,00
2026-02-10 13F Goldman Sachs Group Inc 11.380 0,00 485 0,00
2026-04-07 13F Pathway Financial Advisors LLC 12.245 0,00 538 -0,37
2026-02-11 13F Franklin Resources Inc 55.782 0,00 2.375 0,04
2026-02-17 13F Blair William & Co/il 2.418 1,64 103 0,99
2026-02-04 13F Valeo Financial Advisors, LLC 7.278 0,19 310 0,00
2026-02-11 13F Milestone Investment Advisors LLC 2.170 0,00 92 0,00
2026-02-17 13F Royal Bank Of Canada 86 0,00 4 0,00
2026-02-06 13F Addison Advisors LLC 245 0,00 10 0,00
2026-02-13 13F Golden State Wealth Management, LLC 1.004 43
2026-02-12 13F Eley Financial Management, Inc 10.424 -0,20 444 -0,23
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