Ishare ESG SS S&P Midcap ETFXJHETF
13F holders, Q3 2024 (September 30)125holders +12
17new positions
5sold out
1famous investor
$42.26avg. 13F price*
At the end of Q3 2024, 125 institutions reported holding Ishare ESG SS S&P Midcap ETF (XJH) in their 13F filings, up 12 from Q2 2024. 17 opened new positions and 5 sold out. The largest holders were Bank of America Corp. ($20.0M), Eastern Bank ($16.1M) and Raymond James & Associates ($15.8M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $10.4M |
| Exits | 5 | $893K |
All 13F filers, Q2 2024 → Q3 2024: 635,591 shares bought and 220,348 shares sold, net +415,243 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 125 holders
| Bank of America Corp. | 0.00% | Add +6.0% | 473,030 | $20.0M |
| Eastern Bank | 0.29% | Add +43.6% | 381,136 | $16.1M |
| Raymond James & Associates | 0.01% | Add +3.7% | 373,507 | $15.8M |
| Bailard, Inc. | 0.23% | Add +2.9% | 205,861 | $8.7M |
| Mariner, LLC | 0.01% | Add +18.4% | 192,514 | $8.1M |
| Koss-Olinger Consulting, LLC | 0.54% | Add +2.9% | 145,921 | $6.2M |
| World Investment Advisors | 0.18% | New | 139,072 | $5.9M |
| Shira Ridge Wealth Management | 2.56% | Reduce -7.2% | 118,500 | $5.0M |
| Franklin Resources Inc. | 0.00% | No change | 92,254 | $4.0M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -63.2% | 91,508 | $3.9M |
| LPL Financial LLC | 0.00% | Add +27.1% | 89,044 | $3.8M |
| Francis Financial, Inc. | 0.95% | Add +78.4% | 84,538 | $3.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.8% | 74,745 | $3.2M |
| JNBA Financial Advisors | 0.30% | Add +7.2% | 70,859 | $3.0M |
| Cary Street Partners Investment Advisory LLC | 0.11% | Add +48.6% | 69,272 | $2.9M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +3.9% | 58,046 | $2.5M |
| Advisory Services Network, LLC | 0.05% | No change | 57,100 | $2.3M |
| Hilltop Wealth Advisors, LLC | 0.95% | Add +324.2% | 48,253 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Add +38.9% | 45,730 | $1.9M |
| Dohj, LLC | 0.45% | Add +7.1% | 45,932 | $1.9M |
| Balanced Rock Investment Advisors LLC | 1.48% | Add +1.1% | 44,601 | $1.9M |
| Citadel Advisors | 0.00% | New | 38,067 | $1.6M |
| Royal Bank of Canada | 0.00% | Reduce -0.5% | 36,953 | $1.6M |
| RVW Wealth, LLC | 0.14% | Reduce -5.2% | 36,640 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -8.7% | 34,156 | $1.4M |
| Gould Asset Management LLC | 0.30% | Reduce -2.9% | 33,620 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +0.8% | 33,062 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.1% | 31,897 | $1.3M |
| Biltmore Family Office, LLC | 0.23% | No change | 31,248 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | No change | 30,818 | $1.3M |
| Coldstream Capital Management Inc. | 0.03% | Add +8.1% | 29,038 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.4% | 27,962 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +4.1% | 26,021 | $1.1M |
| Sage Financial Group Inc. | 0.09% | Add +2.6% | 25,273 | $1.1M |
| RTD Financial Advisors, Inc. | 0.13% | New | 23,604 | $998K |
| D.A. Davidson & Co. | 0.01% | Add +11.7% | 22,584 | $955K |
| Affiance Financial, LLC | 0.22% | Add +0.9% | 21,481 | $908K |
| Whittier Trust Co. | 0.01% | No change | 20,167 | $853K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +7.6% | 20,029 | $847K |
| First United Bank & Trust | 0.29% | Add +21.3% | 19,110 | $808K |
| Opes Wealth Management LLC | 0.15% | Add +2.9% | 18,993 | $803K |
| Corient Private Wealth LP | 0.00% | Add +31.7% | 18,714 | $791K |
| Better Money Decisions, LLC | 0.55% | Add +12.8% | 18,205 | $770K |
| McKinley Carter Wealth Services, Inc. | 0.04% | Add +1.8% | 16,824 | $711K |
| Eley Financial Management, Inc | 0.28% | Add +6.7% | 16,243 | $687K |
| Atlantic Private Wealth, LLC | 0.52% | Reduce -1.7% | 16,166 | $684K |
| Portland Global Advisors LLC | 0.08% | Add +1.0% | 15,040 | $636K |
| Harbour Investments, Inc. | 0.02% | Add +580.0% | 14,959 | $633K |
| Topel & Distasi Wealth Management, LLC | 0.26% | Add +19.3% | 14,889 | $630K |
| NorthRock Partners, LLC | 0.02% | Add +62.7% | 14,408 | $609K |
| Baird Financial Group, Inc. | 0.00% | Add +0.3% | 14,089 | $596K |
| CW Advisors, LLC | 0.01% | Reduce -11.8% | 13,686 | $579K |
| Captrust Financial Advisors | 0.00% | Reduce -2.7% | 12,987 | $549K |
| Optas, LLC | 0.12% | Add +2.8% | 12,648 | $535K |
| Creative Planning | 0.00% | Reduce -14.9% | 11,954 | $506K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -0.6% | 11,776 | $498K |
| Capital Analysts, LLC | 0.02% | Add +0.4% | 11,405 | $482K |
| Magnus Financial Group LLC | 0.05% | Add +15.1% | 10,803 | $457K |
| Carr Financial Group Corp | 0.13% | Add +0.3% | 10,058 | $425K |
| MML Investors Services, LLC | 0.00% | Add +0.2% | 9,680 | $409K |
| BLB&B Advisors, LLC | 0.02% | New | 9,659 | $408K |
| Truist Financial Corp. | 0.00% | Add +10.9% | 9,151 | $387K |
| Focus Partners Wealth | 0.00% | Reduce -47.6% | 8,900 | $376K |
| Napatree Capital LLC | 0.26% | Add +7.3% | 8,879 | $375K |
| Pathway Financial Advisors LLC | 0.09% | Add +20.1% | 8,671 | $367K |
| Amara Financial, Llc. | 0.35% | — | 8,550 | $362K |
| DAVENPORT & Co LLC | 0.00% | Add +39.1% | 8,495 | $359K |
| Wrapmanager Inc. | 0.09% | Add +3.3% | 8,106 | $343K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.02% | Reduce -3.8% | 7,978 | $337K |
| Tarbox Family Office, Inc. | 0.06% | Add +9.5% | 7,972 | $337K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 7,715 | $326K |
| Armbruster Capital Management, Inc. | 0.06% | Reduce -20.1% | 7,675 | $325K |
| Chicago Partners Investment Group LLC | 0.01% | Add +10.1% | 6,668 | $281K |
| First National Corp. /Ma/ | 0.06% | New | 6,118 | $259K |
| MAI Capital Management | 0.00% | Add +0.7% | 5,915 | $250K |
| Financial Council, LLC | 0.12% | Add +0.1% | 5,608 | $237K |
| Regatta Capital Group, LLC | 0.05% | Reduce -23.8% | 5,580 | $236K |
| Novare Capital Management LLC | 0.02% | No change | 5,560 | $235K |
| Sax Wealth Advisors, LLC | 0.02% | New | 5,220 | $221K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.0% | 5,232 | $219K |
| JSF Financial, LLC | 0.06% | New | 5,104 | $216K |
| PFG Investments, LLC | 0.01% | New | 5,025 | $213K |
| Integrated Wealth Concepts LLC | 0.00% | New | 4,790 | $203K |
| Global Retirement Partners, LLC | 0.00% | Add +150.6% | 3,000 | $127K |
| JPMorgan Chase & Co. | 0.00% | Add +170.1% | 2,855 | $121K |
| Mascoma Wealth Management LLC | 0.03% | Reduce -2.8% | 2,841 | $120K |
| Arcadia Investment Advisors LLC | 0.06% | No change | 2,784 | $118K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | Reduce -3.8% | 2,550 | $108K |
| Urban Financial Advisory Corp | 0.06% | New | 2,381 | $101K |
| Stephens Consulting, LLC | 0.02% | Reduce -6.9% | 2,267 | $96K |
| Larson Financial Group LLC | 0.01% | Add +32.0% | 2,199 | $93K |
| Armor Investment Advisors, LLC | 0.04% | Add +1.4% | 2,126 | $90K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +1.3% | 1,535 | $65K |
| Morgan Stanley | 0.00% | New | 1,510 | $64K |
| Ascentis Independent Advisors | 0.01% | New | 1,352 | $57K |
| Aptus Capital Advisors, LLC | 0.00% | New | 1,314 | $56K |
| US Bancorp \de | 0.00% | No change | 1,186 | $50K |
| Smithfield Trust Co | 0.00% | No change | 1,112 | $47K |
| Hanson & Doremus Investment Management | 0.01% | Add +2.5% | 1,084 | $46K |
| McIlrath & Eck, LLC | 0.01% | No change | 1,083 | $46K |
"% 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.