Ishare ESG SS S&P Midcap ETFXJHETF
13F holders, Q2 2024 (June 30)113holders +7
14new positions
9sold out
$39.57avg. 13F price*
At the end of Q2 2024, 113 institutions reported holding Ishare ESG SS S&P Midcap ETF (XJH) in their 13F filings, up 7 from Q1 2024. 14 opened new positions and 9 sold out. The largest holders were Bank of America Corp. ($17.7M), Raymond James & Associates ($14.3M) and Eastern Bank ($10.5M).
- 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $9.8M |
| Exits | 9 | $4.3M |
All 13F filers, Q1 2024 → Q2 2024: 659,211 shares bought and 168,697 shares sold, net +490,514 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 113 holders
| Bank of America Corp. | 0.00% | Add +22.5% | 446,427 | $17.7M |
| Raymond James & Associates | 0.01% | Add +8.3% | 360,135 | $14.3M |
| Eastern Bank | 0.42% | Add +91.8% | 265,387 | $10.5M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +0.9% | 248,431 | $9.8M |
| Bailard, Inc. | 0.22% | Add +0.3% | 200,050 | $7.9M |
| Mariner, LLC | 0.01% | Add +15.9% | 162,604 | $6.4M |
| Koss-Olinger Consulting, LLC | 0.52% | New | 141,799 | $5.6M |
| Shira Ridge Wealth Management | 2.81% | Reduce -0.0% | 127,651 | $5.1M |
| Franklin Resources Inc. | 0.00% | Add +14.3% | 92,254 | $3.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +11.7% | 79,390 | $3.1M |
| LPL Financial LLC | 0.00% | Add +164.9% | 70,077 | $2.8M |
| JNBA Financial Advisors | 0.28% | Add +7.8% | 66,097 | $2.6M |
| Advisory Services Network, LLC | 0.05% | Add +7.2% | 57,100 | $2.3M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +2.5% | 55,850 | $2.2M |
| Francis Financial, Inc. | 0.57% | New | 47,378 | $1.9M |
| Cary Street Partners Investment Advisory LLC | 0.07% | Add +0.4% | 46,606 | $1.8M |
| Balanced Rock Investment Advisors LLC | 1.47% | Add +5.6% | 44,093 | $1.7M |
| Dohj, LLC | 0.42% | Add +3.9% | 42,872 | $1.7M |
| RVW Wealth, LLC | 0.15% | Reduce -19.5% | 38,636 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Add +19.8% | 37,411 | $1.5M |
| Royal Bank of Canada | 0.00% | Reduce -18.8% | 37,136 | $1.5M |
| Gould Asset Management LLC | 0.32% | Add +0.5% | 34,625 | $1.4M |
| Private Advisor Group, LLC | 0.01% | New | 32,926 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +24.7% | 32,796 | $1.3M |
| Biltmore Family Office, LLC | 0.23% | No change | 31,248 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | No change | 30,818 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +43.3% | 30,640 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.1% | 29,567 | $1.2M |
| Coldstream Capital Management Inc. | 0.03% | Add +4.0% | 26,852 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -29.3% | 25,000 | $989K |
| Sage Financial Group Inc. | 0.08% | Add +5.8% | 24,632 | $975K |
| Affiance Financial, LLC | 0.22% | Add +7.6% | 21,292 | $843K |
| D.A. Davidson & Co. | 0.01% | Add +10.6% | 20,221 | $800K |
| Whittier Trust Co. | 0.01% | No change | 20,167 | $798K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +115.1% | 18,607 | $736K |
| Opes Wealth Management LLC | 0.15% | Add +1.4% | 18,463 | $731K |
| Focus Partners Wealth | 0.00% | No change | 16,976 | $672K |
| McKinley Carter Wealth Services, Inc. | 0.04% | Reduce -2.3% | 16,531 | $654K |
| Atlantic Private Wealth, LLC | 0.53% | Add +0.3% | 16,444 | $651K |
| Better Money Decisions, LLC | 0.48% | Add +9.9% | 16,147 | $639K |
| First United Bank & Trust | 0.23% | Add +25.4% | 15,750 | $623K |
| CW Advisors, LLC | 0.01% | Reduce -13.0% | 15,524 | $614K |
| Eley Financial Management, Inc | 0.26% | Add +107.7% | 15,222 | $602K |
| Portland Global Advisors LLC | 0.08% | Add +1.0% | 14,890 | $589K |
| Corient Private Wealth LP | 0.00% | Add +6.3% | 14,209 | $562K |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.2% | 14,049 | $556K |
| Creative Planning | 0.00% | Add +36.0% | 14,045 | $556K |
| Captrust Financial Advisors | 0.00% | No change | 13,352 | $528K |
| Topel & Distasi Wealth Management, LLC | 0.22% | Reduce -0.1% | 12,476 | $494K |
| Optas, LLC | 0.13% | Reduce -0.4% | 12,301 | $487K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.2% | 11,844 | $469K |
| Hilltop Wealth Advisors, LLC | 0.23% | Reduce -0.8% | 11,376 | $450K |
| Capital Analysts, LLC | 0.02% | Add +9.6% | 11,355 | $449K |
| Carr Financial Group Corp | 0.13% | Add +0.2% | 10,024 | $397K |
| MML Investors Services, LLC | 0.00% | Add +29.6% | 9,659 | $382K |
| Armbruster Capital Management, Inc. | 0.08% | Add +1.9% | 9,600 | $380K |
| Magnus Financial Group LLC | 0.04% | Add +29.7% | 9,385 | $371K |
| NorthRock Partners, LLC | 0.01% | Add +69.5% | 8,858 | $351K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.03% | New | 8,294 | $328K |
| Napatree Capital LLC | 0.27% | No change | 8,271 | $327K |
| Truist Financial Corp. | 0.00% | Add +2.8% | 8,252 | $327K |
| Thrivent Financial for Lutherans | 0.00% | New | 8,238 | $326K |
| Wrapmanager Inc. | 0.09% | Reduce -0.7% | 7,848 | $311K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Add +2.3% | 7,715 | $305K |
| Regatta Capital Group, LLC | 0.06% | Reduce -7.8% | 7,325 | $290K |
| Tarbox Family Office, Inc. | 0.05% | Add +11.0% | 7,281 | $288K |
| Pathway Financial Advisors LLC | 0.08% | Add +19.6% | 7,223 | $286K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Reduce -7.9% | 7,185 | $284K |
| Chicago Partners Investment Group LLC | 0.01% | Add +2.2% | 6,057 | $253K |
| DAVENPORT & Co LLC | 0.00% | Add +3.0% | 6,105 | $242K |
| Jane Street Group, LLC | 0.00% | Reduce -77.8% | 5,902 | $234K |
| MAI Capital Management | 0.00% | Add +0.1% | 5,875 | $232K |
| Financial Council, LLC | 0.12% | Add +0.1% | 5,602 | $222K |
| Novare Capital Management LLC | 0.02% | New | 5,560 | $220K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -33.8% | 5,231 | $207K |
| Mascoma Wealth Management LLC | 0.03% | Reduce -53.6% | 2,923 | $116K |
| Arcadia Investment Advisors LLC | 0.06% | No change | 2,784 | $110K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | No change | 2,650 | $105K |
| Voisard Asset Management Group, Inc. | 0.05% | Add +2.1% | 2,576 | $102K |
| Stephens Consulting, LLC | 0.03% | Reduce -13.3% | 2,436 | $96K |
| Harbour Investments, Inc. | 0.00% | No change | 2,200 | $87K |
| Armor Investment Advisors, LLC | 0.04% | Reduce -43.9% | 2,096 | $83K |
| Larson Financial Group LLC | 0.00% | Add +261.4% | 1,666 | $66K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +16.3% | 1,516 | $60K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +395.7% | 1,279 | $51K |
| Flputnam Investment Management Co. | 0.00% | New | 1,250 | $49K |
| Global Retirement Partners, LLC | 0.00% | Add +0.2% | 1,197 | $47K |
| US Bancorp \de | 0.00% | No change | 1,186 | $47K |
| Smithfield Trust Co | 0.00% | No change | 1,112 | $45K |
| McIlrath & Eck, LLC | 0.01% | No change | 1,083 | $43K |
| Hanson & Doremus Investment Management | 0.01% | New | 1,058 | $42K |
| JPMorgan Chase & Co. | 0.00% | New | 1,057 | $42K |
| Caldwell Sutter Capital, Inc. | 0.02% | Add +37.6% | 991 | $39K |
| Wells Financial Advisors INC | 0.02% | No change | 883 | $35K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 850 | $34K |
| WFA of San Diego, LLC | 0.03% | — | 791 | $31K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 710 | $28K |
| GHP Investment Advisors, Inc. | 0.00% | Add +0.3% | 669 | $26K |
| Fort Vancouver Investment Management, LLC | 0.02% | — | 621 | $25K |
| Deutsche Bank AG | 0.00% | Reduce -67.6% | 600 | $24K |
"% 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.