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iShares ESG Screened S&P Small-Cap ETF
XJR
XJR
51.30
USD
+0.23
0.45%
At close
Updated
Sep 4, 4:00 PM EDT
Pre-market
After hours
1 day
0.45%
5 days
-0.29%
1 month
-3.91%
3 months
3.39%
6 months
12.48%
Year to date
19.47%
1 year
19.75%
5 years
29.64%
10 years
108.11%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 26 |
MIA
26
Milestone Investment Advisors
Middleton,
Wisconsin
| $23.9K | +$24.2K | +718 | New |
|
| 27 |
27
William Blair & Company
Chicago,
Illinois
| $21.7K | +$21.9K | +652 | New |
|
| 28 |
GIA
28
GHP Investment Advisors
Denver,
Colorado
| $17.6K | +$4.85K | +144 | +38% |
|
| 29 |
AAG
29
Armstrong Advisory Group
Needham,
Massachusetts
| $14.3K | +$14.5K | +430 | New |
|
| 30 |
CWM
30
Compass Wealth Management
Guilford,
Connecticut
| $9.97K | +$10.1K | +300 | New |
|
| 31 |
FWM
31
Focused Wealth Management
Newburgh,
New York
| $3.59K | +$2.69K | +80 | +286% |
|
| 32 |
ST
32
Smithfield Trust
Pittsburgh,
Pennsylvania
| $1K | – | – | – |
|
| 33 |
CGL
33
Clarius Group LLC
Seattle,
Washington
| – | -$224K | -7,297 | Closed |
|
| 34 |
TIM
34
Tortoise Investment Management
White Plains,
New York
| – | -$9K | -300 | Closed |
|
| 35 |
EIP
35
Ellis Investment Partners
Berwyn,
Pennsylvania
| – | -$1K | -53 | Closed |
|
| 36 |
C
36
Covestor
London,
United Kingdom
| – | +$202 | +6 | New |
|