Who Owns ISHARES ESG (XJR)? -- Institutional Holders (2026-06-30)

108 institutions reported holding $71.5M of ISHARES ESG (XJR) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($6.8M), KEYBANK NATIONAL ASSOCIATION/OH ($5.8M), BAILARD, INC. ($4.5M), Focus Partners Wealth ($4.1M), LPL Financial LLC ($4.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BANK OF AMERICA CORP /DE/$6.8M129,428New
2KEYBANK NATIONAL ASSOCIATION/OH$5.8M109,527Added
3BAILARD, INC.$4.5M85,084Added
4Focus Partners Wealth$4.1M77,488Trimmed
5LPL Financial LLC$4.0M75,072Added
6Invera Wealth Advisors, LLC$3.1M58,124Added
7Highland Financial Advisors, LLC$3.0M57,493Added
8FRANKLIN RESOURCES INC$2.9M55,782Hold
9BROWN ADVISORY INC$2.2M42,464Added
10Biltmore Family Office, LLC$1.7M32,000Hold
11Bank of New York Mellon Corp$1.5M29,144Added
12FLOW TRADERS U.S. LLC$1.4M25,729New
13Creative Planning$1.4M25,654Added
14SUSQUEHANNA INTERNATIONAL GROUP, LLP$946,26317,940New
15SageView Advisory Group, LLC$926,20017,560Added
16JNBA Financial Advisors$920,26017,447Trimmed
17Atlantic Private Wealth, LLC$869,97816,494Added
18Advisory Services Network, LLC$852,87516,169Added
19Pathway Financial Advisors LLC$847,58916,309Added
20Quantinno Capital Management LP$835,07515,832Hold
21Magnus Financial Group LLC$784,17514,867Trimmed
22MainStreet Investment Advisors LLC$775,05014,694Trimmed
23MassMutual Private Wealth & Trust, FSB$773,73114,669Trimmed
24Beta Wealth Group, Inc.$754,72514,309Added
25EP Wealth Advisors, LLC$708,74813,437Trimmed

Source: SEC Form 13F filings · as of 2026-06-30