Ishare ESG SS S&P Midcap ETFXJHETF

13F holders, Q2 2026 (June 30)
194holders +14
24new positions
6sold out
1famous investor
$52.06avg. 13F price*

At the end of Q2 2026, 194 institutions reported holding Ishare ESG SS S&P Midcap ETF (XJH) in their 13F filings, up 14 from Q1 2026. 24 opened new positions and 6 sold out. The largest holders were Bank of America Corp. ($30.2M), Raymond James Financial Inc. ($24.9M) and LPL Financial LLC ($21.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Ishare ESG SS S&P Midcap ETF
CUSIP
46436E551
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 106Q1 2024Q2 2024: 113Q2 2024Q3 2024: 125Q3 2024Q4 2024: 140Q4 2024Q1 2025: 140Q1 2025Q2 2025: 156Q2 2025Q3 2025: 150Q3 2025Q4 2025: 174Q4 2025Q1 2026: 180Q1 2026Q2 2026: 194Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions24$18.4M
Exits6$468K

All 13F filers, Q1 2026 → Q2 2026: 740,182 shares bought and 365,333 shares sold, net +374,849 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 194 holders

Bank of America Corp. 0.00% Add +0.4% 579,546 $30.2M
Raymond James Financial Inc. 0.01% Add +1.3% 477,855 $24.9M
LPL Financial LLC 0.00% Add +1.5% 405,292 $21.1M
Mariner, LLC 0.02% Add +9.0% 382,793 $20.0M
Flputnam Investment Management Co. 0.15% Add +2.0% 248,821 $13.0M
Bailard, Inc. 0.24% Add +2.5% 222,809 $11.6M
IMA Advisory Services, Inc. 0.72% New 221,075 $11.5M
Composition Wealth, LLC 0.10% Reduce -0.1% 165,083 $8.6M
Koss-Olinger Consulting, LLC 0.56% Add +3.1% 140,062 $7.3M
Keybank National Association 0.02% Add +20.2% 138,637 $7.2M
Harbour Investments, Inc. 0.10% Add +10.2% 136,740 $7.1M
Beacon Pointe Advisors, LLC 0.03% Reduce -10.2% 119,351 $6.2M
Franklin Resources Inc. 0.00% No change 95,824 $5.0M
CIBC Bancorp USA Inc. 0.01% Add +612.2% 95,161 $5.0M
JNBA Financial Advisors 0.33% Reduce -3.8% 82,878 $4.3M
Cary Street Partners Financial LLC 0.09% Add +3.5% 76,192 $4.0M
Advisory Services Network, LLC 0.04% Add +1.1% 68,684 $3.6M
Northwestern Mutual Wealth Management Co. 0.00% Add +27.6% 63,182 $3.3M
Wealth Enhancement Advisory Services, LLC 0.01% Add +421.3% 60,395 $3.1M
Cetera Investment Advisers 0.00% Add +16.8% 56,057 $2.9M
EP Wealth Advisors, LLC 0.01% Add +176.9% 55,574 $2.9M
World Investment Advisors 0.05% No change 62,396 $2.8M
Francis Financial, Inc. 0.45% Add +0.2% 52,629 $2.7M
Seeds Investor LLC 0.27% Add +41.5% 51,016 $2.7M
Osaic Holdings, Inc. 0.00% Add +25.8% 47,253 $2.5M
Hilltop Wealth Advisors, LLC 1.09% Reduce -4.7% 41,740 $2.2M
Commonwealth Equity Services, LLC 0.00% Add +18.5% 41,331 $2.2M
Creative Planning 0.00% Reduce -0.6% 41,291 $2.2M
Sanchez Levi Garrett 1.16% Reduce -2.8% 41,096 $2.1M
Robertson Stephens Wealth Management, LLC 0.05% Add +7.1% 36,048 $1.9M
Gould Asset Management LLC 0.30% Add +5.6% 35,965 $1.9M
Royal Bank of Canada 0.00% Add +1.5% 34,939 $1.8M
Sage Financial Group Inc. 0.10% Add +6.5% 33,606 $1.8M
Bank of New York Mellon Corp 0.00% Add +3.0% 32,636 $1.7M
RTD Financial Advisors, Inc. 0.18% Add +0.0% 32,103 $1.7M
Biltmore Family Office, LLC 0.21% No change 31,248 $1.6M
Cambridge Investment Research Advisors, Inc. 0.00% Add +14.7% 30,317 $1.6M
Trilogy Capital Inc. 0.06% Add +5.1% 30,195 $1.6M
Balanced Rock Investment Advisors LLC 0.96% Reduce -17.3% 29,570 $1.5M
HighTower Advisors, LLC 0.00% Reduce -7.7% 28,306 $1.5M
Corient Private Wealth LP 0.00% Add +6.9% 27,772 $1.4M
SageView Advisory Group, LLC 0.04% Reduce -0.1% 25,861 $1.3M
Eley Financial Management, Inc 0.41% Add +15.4% 24,321 $1.3M
Eastern Bank 0.02% Reduce -91.8% 24,110 $1.3M
Steward Partners Investment Advisory, LLC 0.01% Reduce -5.6% 24,054 $1.3M
D.A. Davidson & Co. 0.01% Reduce -2.7% 24,036 $1.3M
Susquehanna International Group, LLP 0.00% New 24,000 $1.3M
Affiance Financial, LLC 0.18% Reduce -3.7% 23,840 $1.2M
Coldstream Capital Management Inc. 0.02% Reduce -0.8% 23,225 $1.2M
Shira Ridge Wealth Management 0.42% Reduce -3.4% 22,896 $1.2M
Aptus Capital Advisors, LLC 0.01% Add +14.3% 21,876 $1.1M
Rockefeller Capital Management L.P. 0.00% Add +121.9% 21,640 $1.1M
Envestnet Asset Management Inc. 0.00% Add +5.3% 21,328 $1.1M
Birchbrook, Inc. 0.51% Reduce -0.1% 20,730 $1.1M
Private Advisor Group, LLC 0.00% Reduce -5.6% 20,672 $1.1M
MainStreet Investment Advisors LLC 0.15% Reduce -2.8% 20,435 $1.1M
Caliber Wealth Management, LLC / KS 0.10% No change 20,394 $1.1M
MassMutual Private Wealth & Trust, FSB 0.03% Reduce -3.6% 20,270 $1.1M
Values Added Financial LLC 0.38% Add +2.4% 20,190 $1.1M
Whittier Trust Co. 0.01% No change 20,309 $1.1M
Wealth Advisory Team LLC 0.85% — 20,016 $1.0M
Truist Financial Corp. 0.00% Reduce -1.9% 19,490 $1.0M
NorthRock Partners, LLC 0.01% Add +0.5% 19,111 $997K
Mgo One Seven LLC 0.02% Reduce -1.1% 17,561 $916K
Farther Finance Advisors, LLC 0.01% Add +97.1% 17,377 $906K
Topel & Distasi Wealth Management, LLC 0.43% Reduce -4.8% 16,903 $881K
Atlantic Private Wealth, LLC 0.51% No change 15,826 $825K
Focus Partners Wealth 0.00% Reduce -2.5% 15,665 $817K
Integrated Wealth Concepts LLC 0.01% Add +6.2% 15,635 $815K
Baird Financial Group, Inc. 0.00% Reduce -12.6% 13,864 $723K
Beta Wealth Group, Inc. 0.27% Add +0.2% 13,768 $718K
RVW Wealth, LLC 0.05% Reduce -0.2% 13,663 $713K
Portland Global Advisors LLC 0.07% Reduce -0.7% 13,535 $706K
Stordahl Capital Management, Inc. 0.13% No change 13,152 $686K
BLB&B Advisors, LLC 0.02% Reduce -0.6% 12,382 $646K
Stratos Wealth Partners, LTD. 0.01% Reduce -10.4% 12,301 $642K
Capital Analysts, LLC 0.01% Reduce -4.2% 12,021 $627K
Tarbox Family Office, Inc. 0.09% Add +37.8% 11,593 $605K
Magnus Financial Group LLC 0.04% Reduce -8.1% 11,290 $589K
DAVENPORT & Co LLC 0.00% Reduce -3.7% 11,163 $582K
Bartlett & Co. Wealth Management LLC 0.01% Add +10.6% 10,837 $565K
Pathway Financial Advisors LLC 0.06% Add +0.5% 10,778 $555K
McKinley Carter Wealth Services, Inc. 0.03% Add +2.2% 10,526 $549K
Weil Company, Inc. 0.09% Reduce -5.0% 9,987 $521K
Ellenbecker Investment Group 0.06% Add +101.2% 9,775 $510K
Armbruster Capital Management, Inc. 0.07% Add +2.2% 9,425 $492K
Nadler Financial Group, Inc. 0.04% New 9,390 $490K
Hunter Associates Investment Management LLC 0.06% No change 9,200 $480K
Bradley Foster & Sargent Inc. 0.01% No change 8,978 $468K
Estate Counselors, LLC 0.04% New 8,825 $460K
McNamara Financial Services, Inc. 0.08% Add +0.3% 8,628 $450K
Cerity Partners LLC 0.00% Reduce -6.0% 8,542 $445K
Chicago Partners Investment Group LLC 0.01% Reduce -2.9% 8,648 $441K
MML Investors Services, LLC 0.00% Add +30.8% 8,219 $429K
Weinberger Asset Management, Inc 0.14% Add +9.2% 8,357 $427K
Mercer Global Advisors Inc. 0.00% New 8,177 $426K
Citadel Advisors 0.00% New 8,068 $421K
HighPoint Advisor Group LLC 0.01% Reduce -0.1% 7,797 $407K
PFG Investments, LLC 0.02% Add +0.2% 7,719 $403K
Westview Management dba Westview Investment Advisors 0.20% Reduce -12.9% 7,694 $401K

"% of holder's portfolio" is XJH's weight in each manager's 13F, not the share of Ishare ESG SS S&P Midcap ETF the manager owns.

Show all 194 holders