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 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares ESG Select Screened S&P Small-Cap ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Legacy Edge Advisors, LLC
Report period
2025-09-30
Available
2026-08-27
Reported shares
6,376
Value (USD)
$271,363
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002105396-26-000013
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read XJR fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read XJR fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

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

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No records are available for this view.

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

Recent institutional filing receipts

See the complete 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
Legacy Edge Advisors, LLC2026-06-302026-08-125,971$314,946None
Godfrey Financial Associates, Inc.2026-06-302026-08-12342$18,039None
Millstone Evans Group, LLC2026-06-302026-08-1249$2,585None
Eley Financial Management, Inc2026-06-302026-08-1213,203$696,405None
Atlantic Private Wealth, LLC2026-06-302026-08-1216,494$869,978None
Stratos Wealth Partners, LTD.2026-06-302026-08-123,942$207,935None

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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No records are available for this view.

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.

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