Ishare ESG SS S&P Midcap ETFXJHETF
13F holders, Q1 2024 (March 31)106holders
1famous investor
$41.07avg. 13F price*
At the end of Q1 2024, 106 institutions reported holding Ishare ESG SS S&P Midcap ETF (XJH) in their 13F filings. The largest holders were Bank of America Corp. ($15.0M), Raymond James & Associates ($13.7M) and Raymond James Financial Services Advisors, Inc. ($10.1M). 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
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $6.2M |
| Exits | 4 | $5.9M |
Ownership 106 holders
| Bank of America Corp. | 0.00% | Add +731.1% | 364,316 | $15.0M |
| Raymond James & Associates | 0.01% | Add +7.4% | 332,681 | $13.7M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +319.1% | 246,146 | $10.1M |
| Bailard, Inc. | 0.23% | Add +2.1% | 199,467 | $8.2M |
| Mariner, LLC | 0.01% | Add +97.6% | 140,273 | $5.8M |
| Eastern Bank | 0.24% | Add +6.5% | 138,363 | $5.7M |
| Shira Ridge Wealth Management | 3.00% | Reduce -2.7% | 127,704 | $5.2M |
| Franklin Resources Inc. | 0.00% | Add +0.4% | 80,684 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +29.1% | 71,103 | $2.9M |
| JNBA Financial Advisors | 0.26% | Add +19.5% | 61,329 | $2.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +6870.6% | 54,510 | $2.2M |
| Advisory Services Network, LLC | 0.05% | Add +33.0% | 53,269 | $2.2M |
| RVW Wealth, LLC | 0.20% | Reduce -26.0% | 48,021 | $2.0M |
| Cary Street Partners Investment Advisory LLC | 0.08% | Add +7.7% | 46,423 | $1.9M |
| Royal Bank of Canada | 0.00% | Add +302.6% | 45,746 | $1.9M |
| Balanced Rock Investment Advisors LLC | 1.46% | Add +86.6% | 41,756 | $1.7M |
| Dohj, LLC | 0.45% | Add +33.4% | 41,258 | $1.7M |
| Citadel Advisors | 0.00% | Reduce -1.6% | 39,870 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.8% | 35,344 | $1.5M |
| Gould Asset Management LLC | 0.34% | Add +7.9% | 34,445 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -6.5% | 31,235 | $1.3M |
| Biltmore Family Office, LLC | 0.25% | No change | 31,248 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | No change | 30,818 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | New | 28,547 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.8% | 28,412 | $1.2M |
| Jane Street Group, LLC | 0.00% | New | 26,565 | $1.1M |
| LPL Financial LLC | 0.00% | Reduce -41.5% | 26,450 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +344.7% | 26,302 | $1.1M |
| Coldstream Capital Management Inc. | 0.03% | Add +17.9% | 25,811 | $1.1M |
| Sage Financial Group Inc. | 0.09% | Add +11.8% | 23,284 | $956K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.8% | 21,379 | $878K |
| Fortis Capital Management LLC | 0.23% | Add +0.3% | 21,096 | $867K |
| Whittier Trust Co. | 0.01% | No change | 20,167 | $828K |
| Affiance Financial, LLC | 0.22% | Reduce -47.2% | 19,795 | $813K |
| D.A. Davidson & Co. | 0.01% | Add +14.6% | 18,291 | $751K |
| Opes Wealth Management LLC | 0.17% | Add +0.4% | 18,203 | $748K |
| CW Advisors, LLC | 0.01% | Reduce -0.5% | 17,849 | $733K |
| Focus Partners Wealth | 0.01% | Reduce -15.4% | 16,976 | $697K |
| McKinley Carter Wealth Services, Inc. | 0.05% | Add +0.6% | 16,919 | $695K |
| Atlantic Private Wealth, LLC | 0.56% | Add +0.1% | 16,397 | $674K |
| Portland Global Advisors LLC | 0.08% | New | 14,740 | $606K |
| Better Money Decisions, LLC | 0.48% | Reduce -0.0% | 14,695 | $604K |
| Baird Financial Group, Inc. | 0.00% | Add +67.9% | 14,224 | $584K |
| Corient Private Wealth LP | 0.00% | New | 13,362 | $549K |
| Captrust Financial Advisors | 0.00% | Add +10.6% | 13,352 | $549K |
| First United Bank & Trust | 0.19% | Reduce -0.8% | 12,565 | $516K |
| Topel & Distasi Wealth Management, LLC | 0.23% | Add +8.2% | 12,489 | $513K |
| Petix & Botte Co | 0.13% | New | 12,489 | $513K |
| Optas, LLC | 0.14% | Add +37.8% | 12,351 | $507K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +30.4% | 11,817 | $485K |
| Hilltop Wealth Advisors, LLC | 0.24% | Reduce -29.1% | 11,466 | $471K |
| Capital Analysts, LLC | 0.02% | New | 10,359 | $426K |
| Creative Planning | 0.00% | Add +0.1% | 10,327 | $424K |
| Carr Financial Group Corp | 0.14% | New | 10,000 | $411K |
| Armbruster Capital Management, Inc. | 0.08% | Add +10.6% | 9,425 | $387K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.1% | 8,651 | $355K |
| Truist Financial Corp. | 0.00% | Add +4.1% | 8,027 | $330K |
| Regatta Capital Group, LLC | 0.07% | Reduce -13.6% | 7,943 | $326K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -28.1% | 7,903 | $325K |
| Wrapmanager Inc. | 0.09% | Reduce -85.0% | 7,906 | $325K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Reduce -0.2% | 7,798 | $320K |
| Napatree Capital LLC | 0.31% | Reduce -1.2% | 8,271 | $317K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Add +33.0% | 7,545 | $310K |
| MML Investors Services, LLC | 0.00% | Add +10.3% | 7,450 | $306K |
| Eley Financial Management, Inc | 0.13% | New | 7,330 | $301K |
| Magnus Financial Group LLC | 0.04% | New | 7,238 | $297K |
| Tarbox Family Office, Inc. | 0.05% | Add +4.5% | 6,562 | $270K |
| Mascoma Wealth Management LLC | 0.07% | Reduce -39.5% | 6,306 | $259K |
| Pathway Financial Advisors LLC | 0.07% | New | 6,038 | $248K |
| DAVENPORT & Co LLC | 0.00% | No change | 5,929 | $244K |
| MAI Capital Management | 0.00% | Reduce -4.1% | 5,872 | $241K |
| Chicago Partners Investment Group LLC | 0.01% | Add +7.9% | 5,928 | $231K |
| Financial Council, LLC | 0.14% | Add +0.1% | 5,599 | $230K |
| NorthRock Partners, LLC | 0.01% | New | 5,226 | $215K |
| Armor Investment Advisors, LLC | 0.07% | Add +1.0% | 3,736 | $153K |
| Stephens Consulting, LLC | 0.04% | New | 2,810 | $115K |
| Arcadia Investment Advisors LLC | 0.07% | No change | 2,784 | $114K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | New | 2,650 | $109K |
| Voisard Asset Management Group, Inc. | 0.06% | Add +3.0% | 2,523 | $104K |
| Harbour Investments, Inc. | 0.00% | No change | 2,200 | $90K |
| Deutsche Bank AG | 0.00% | Add +7.3% | 1,850 | $76K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 1,304 | $49K |
| Global Retirement Partners, LLC | 0.00% | Add +0.3% | 1,195 | $49K |
| US Bancorp \de | 0.00% | Reduce -35.0% | 1,186 | $49K |
| Smithfield Trust Co | 0.00% | No change | 1,112 | $47K |
| McIlrath & Eck, LLC | 0.01% | No change | 1,083 | $44K |
| Cwm, LLC | 0.00% | No change | 1,066 | $44K |
| WR Wealth Planners, LLC | 0.01% | New | 989 | $41K |
| Trust Co. of Vermont | 0.00% | New | 949 | $39K |
| Wells Financial Advisors INC | 0.02% | Reduce -8.5% | 883 | $36K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 850 | $35K |
| Caldwell Sutter Capital, Inc. | 0.01% | Add +150.0% | 720 | $30K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 710 | $29K |
| GHP Investment Advisors, Inc. | 0.00% | Add +0.1% | 667 | $27K |
| Fernwood Investment Management, LLC | 0.01% | New | 605 | $25K |
| Woodmont Investment Counsel LLC | 0.00% | New | 464 | $19K |
| Larson Financial Group LLC | 0.00% | Add +19.4% | 461 | $19K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -77.7% | 321 | $13K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 258 | $11K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 94 | $4K |
"% 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.