ISHARE ESG SS S&P MIDCAP ETF XJH
$51.52
-0.4% 52w: $39.87 – $52.15
Latest 13F among current holders filed 24 days ago (Jun 11, 2026)
Price — last 12 months
research preview data39.8746.0152.15
Jun 20, 2025 Jul 2, 2026
Institutional holders
179
+5 QoQ
13F value
$248.2M
+1.4% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns XJH?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 577.0K | $26.2M | 0.0% | -5.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 471.7K | $21.4M | 0.0% | -17.4% |
| LPL Financial LLC | Bank broker | 399.3K | $18.1M | 0.0% | +0.5% |
| Mariner, LLC | Diversified mechanical | 351.1K | $15.9M | 0.0% | +4.1% |
| EASTERN BANK | Other | 292.1K | $13.3M | 0.2% | -6.4% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | Other | 243.9K | $11.1M | 0.2% | -3.2% |
| BAILARD, INC. | Other | 217.4K | $9.9M | 0.2% | +1.8% |
| Composition Wealth, LLC | Wealth advisor | 165.3K | $7.5M | 0.1% | +6.3% |
| Koss-Olinger Consulting, LLC | Wealth advisor | 135.9K | $6.2M | 0.5% | +0.6% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 132.8K | $6.0M | 0.0% | New |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 124.0K | $5.6M | 0.1% | +10.3% |
| KEYBANK NATIONAL ASSOCIATION/OH | Diversified mechanical | 115.4K | $5.2M | 0.0% | New |
| FRANKLIN RESOURCES INC | Long only active | 95.8K | $4.3M | 0.0% | Held |
| JNBA Financial Advisors | Wealth advisor | 86.2K | $3.9M | 0.3% | -5.3% |
| CARY STREET PARTNERS FINANCIAL LLC | Wealth advisor | 73.6K | $3.3M | 0.1% | -2.1% |
| Advisory Services Network, LLC | Diversified mechanical | 67.9K | $3.1M | 0.0% | -21.7% |
| World Investment Advisors | Wealth advisor | 62.4K | $2.8M | 0.0% | +2.3% |
| Francis Financial, Inc. | Wealth advisor | 52.5K | $2.4M | 0.4% | +1.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 49.5K | $2.2M | 0.0% | +29.8% |
| Cetera Investment Advisers | Wealth advisor | 48.0K | $2.2M | 0.0% | +5.3% |
| HILLTOP WEALTH ADVISORS, LLC | Wealth advisor | 43.8K | $2.0M | 1.2% | -1.1% |
| Sanchez Levi Garrett | Wealth advisor | 42.3K | $1.9M | 1.2% | — |
| Creative Planning | Wealth advisor | 41.5K | $1.9M | 0.0% | +227.6% |
| Opes Wealth Management LLC | Wealth advisor | 38.5K | $1.7M | 0.3% | +2.1% |
| SEEDS INVESTOR LLC | Wealth advisor | 36.0K | $1.7M | 0.2% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 37.6K | $1.7M | 0.0% | -10.2% |
| Balanced Rock Investment Advisors LLC | Wealth advisor | 35.7K | $1.6M | 1.1% | +2.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 34.9K | $1.6M | 0.0% | +5.2% |
| ROYAL BANK OF CANADA | Bank broker | 34.4K | $1.6M | 0.0% | +51.1% |
| GOULD ASSET MANAGEMENT LLC /CA/ | Wealth advisor | 34.1K | $1.5M | 0.3% | +7.1% |
| Robertson Stephens Wealth Management, LLC | Wealth advisor | 33.7K | $1.5M | 0.0% | +23.5% |
| RTD Financial Advisors, Inc. | Wealth advisor | 32.1K | $1.5M | 0.2% | +1.0% |
| Bank of New York Mellon Corp | Diversified mechanical | 31.7K | $1.4M | 0.0% | New |
| SAGE FINANCIAL GROUP INC | Wealth advisor | 31.6K | $1.4M | 0.1% | +1.9% |
| Biltmore Family Office, LLC | Other | 31.2K | $1.4M | 0.2% | Held |
| HighTower Advisors, LLC | Diversified mechanical | 30.7K | $1.4M | 0.0% | +8.0% |
| Trilogy Capital Inc. | Wealth advisor | 28.7K | $1.3M | 0.1% | +8.8% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 26.4K | $1.2M | 0.0% | +0.3% |
| Corient Private Wealth LLC | Diversified mechanical | 26.0K | $1.2M | 0.0% | -51.4% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 25.5K | $1.2M | 0.0% | -1.6% |
| Affiance Financial, LLC | Wealth advisor | 24.8K | $1.1M | 0.2% | -20.2% |
| D.A. DAVIDSON & CO. | Wealth advisor | 24.7K | $1.1M | 0.0% | +2.1% |
| Shira Ridge Wealth Management | Wealth advisor | 23.7K | $1.1M | 0.4% | -15.0% |
| COLDSTREAM CAPITAL MANAGEMENT INC | Wealth advisor | 23.4K | $1.1M | 0.0% | -5.8% |
| Private Advisor Group, LLC | Wealth advisor | 21.9K | $993K | 0.0% | -2.6% |
| JANE STREET GROUP, LLC | Market maker | 21.4K | $971K | 0.0% | New |
| Eley Financial Management, Inc | Wealth advisor | 21.1K | $957K | 0.3% | +4.2% |
| MassMutual Private Wealth & Trust, FSB | Diversified mechanical | 21.0K | $954K | 0.0% | +2.4% |
| MainStreet Investment Advisors LLC | Other | 21.0K | $954K | 0.1% | +1.7% |
| BIRCHBROOK, INC. | Wealth advisor | 20.8K | $942K | 0.5% | +6.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.