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icono de XJH

iShares ESG Screened S&P Mid-Cap ETF
XJH

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Bank of America
1
Bank of America
North Carolina
USD 30.2 M +USD 125 k +2,525 +0.4%
Raymond James Financial
2
Raymond James Financial
Florida
USD 24.9 M +USD 303 k +6,138 +1%
LPL Financial
3
LPL Financial
California
USD 21.1 M +USD 294 k +5,954 +1%
Mariner
4
Mariner
Kansas
USD 20 M +USD 1.57 M +31,716 +9%
F.L. Putnam Investment Management
5
F.L. Putnam Investment Management
Massachusetts
USD 13 M +USD 242 k +4,900 +2%
Bailard
6
Bailard
California
USD 11.6 M +USD 267 k +5,393 +2%
IMA Advisory Services
7
IMA Advisory Services
Colorado
USD 11.5 M +USD 10.9 M +221,075 Nuevas
Miracle Mile Advisors
8
Miracle Mile Advisors
California
USD 8.61 M -USD 9.15 k -185 -0.1%
Koss-Olinger Consulting
9
Koss-Olinger Consulting
Florida
USD 7.3 M +USD 206 k +4,170 +3%
KeyBank National Association
10
KeyBank National Association
Ohio
USD 7.23 M +USD 1.15 M +23,267 +20%
Harbour Investments
11
Harbour Investments
Wisconsin
USD 7.13 M +USD 628 k +12,696 +10%
Beacon Pointe Advisors
12
Beacon Pointe Advisors
California
USD 6.22 M -USD 667 k -13,493 -10%
Franklin Resources
13
Franklin Resources
California
USD 5 M – – –
CIBC Bancorp USA
14
CIBC Bancorp USA
Illinois
USD 4.96 M +USD 4.04 M +81,800 +612%
JNBA Financial Advisors
15
JNBA Financial Advisors
Minnesota
USD 4.32 M -USD 163 k -3,300 -4%
Cary Street Partners
16
Cary Street Partners
Virginia
USD 3.97 M +USD 129 k +2,615 +4%
Advisory Services Network
17
Advisory Services Network
Georgia
USD 3.58 M +USD 38.6 k +781 +1%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
USD 3.29 M +USD 675 k +13,649 +28%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
USD 3.1 M +USD 2.41 M +48,809 +421%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
USD 2.92 M +USD 399 k +8,076 +17%
EP Wealth Advisors
21
EP Wealth Advisors
California
USD 2.9 M +USD 1.76 M +35,506 +177%
World Investment Advisors
22
World Investment Advisors
California
USD 2.83 M – – –
Francis Financial
23
Francis Financial
USD 2.74 M +USD 5.14 k +104 +0.2%
Seeds Investor
24
Seeds Investor
New York
USD 2.66 M +USD 740 k +14,972 +42%
Osaic Holdings
25
Osaic Holdings
Arizona
USD 2.46 M +USD 479 k +9,694 +26%
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