Ishare ESG SS S&P Midcap ETFXJHETF
13F holders, Q4 2024 (December 31)140holders +15
12new positions
4sold out
$41.84avg. 13F price*
At the end of Q4 2024, 140 institutions reported holding Ishare ESG SS S&P Midcap ETF (XJH) in their 13F filings, up 15 from Q3 2024. 12 opened new positions and 4 sold out. The largest holders were Bank of America Corp. ($21.1M), Raymond James Financial Inc. ($19.4M) and Eastern Bank ($15.8M).
- Company
- Ishare ESG SS S&P Midcap ETF
- CUSIP
- 46436E551
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $4.8M |
| Exits | 4 | $4.6M |
All 13F filers, Q3 2024 → Q4 2024: 316,829 shares bought and 155,168 shares sold, net +161,661 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 140 holders
| Bank of America Corp. | 0.00% | Add +6.8% | 505,321 | $21.1M |
| Raymond James Financial Inc. | 0.01% | — | 462,766 | $19.4M |
| Eastern Bank | 0.29% | Reduce -1.0% | 377,370 | $15.8M |
| Mariner, LLC | 0.02% | Add +16.4% | 224,143 | $9.4M |
| Bailard, Inc. | 0.23% | Add +2.5% | 211,044 | $8.8M |
| Koss-Olinger Consulting, LLC | 0.54% | Add +0.8% | 147,162 | $6.2M |
| World Investment Advisors | 0.15% | Reduce -5.9% | 130,914 | $5.5M |
| Shira Ridge Wealth Management | 2.55% | Add +5.2% | 124,605 | $5.2M |
| LPL Financial LLC | 0.00% | Add +13.1% | 100,712 | $4.2M |
| Franklin Resources Inc. | 0.00% | Add +7.5% | 99,179 | $4.1M |
| Francis Financial, Inc. | 1.01% | Add +12.6% | 95,177 | $4.0M |
| JNBA Financial Advisors | 0.33% | Add +10.5% | 78,323 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.7% | 76,752 | $3.2M |
| Cary Street Partners Financial LLC | 0.10% | — | 73,969 | $3.1M |
| Advisory Services Network, LLC | 0.05% | Add +22.6% | 70,018 | $2.9M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -6.7% | 54,182 | $2.3M |
| Private Advisor Group, LLC | 0.01% | Add +3.3% | 47,253 | $2.0M |
| HighTower Advisors, LLC | 0.00% | Add +37.6% | 47,003 | $2.0M |
| Hilltop Wealth Advisors, LLC | 0.93% | Reduce -9.1% | 43,853 | $1.8M |
| Dohj, LLC | 0.41% | Reduce -7.0% | 42,695 | $1.8M |
| Balanced Rock Investment Advisors LLC | 1.28% | Reduce -13.3% | 38,654 | $1.6M |
| Cetera Investment Advisers | 0.00% | Add +10.8% | 36,617 | $1.5M |
| RVW Wealth, LLC | 0.14% | Reduce -2.1% | 35,860 | $1.5M |
| Royal Bank of Canada | 0.00% | Reduce -4.5% | 35,303 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.1% | 33,217 | $1.4M |
| Gould Asset Management LLC | 0.29% | Reduce -2.7% | 32,710 | $1.4M |
| Biltmore Family Office, LLC | 0.22% | 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 +3.1% | 29,952 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.2% | 28,291 | $1.2M |
| Crux Wealth Advisors | 0.65% | — | 27,928 | $1.2M |
| RTD Financial Advisors, Inc. | 0.15% | Add +17.8% | 27,814 | $1.2M |
| Sage Financial Group Inc. | 0.09% | Add +6.5% | 26,906 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.8% | 25,811 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | New | 23,999 | $1.0M |
| MainStreet Investment Advisors LLC | 0.14% | New | 23,145 | $968K |
| Corient Private Wealth LP | 0.00% | Add +23.5% | 23,111 | $967K |
| MassMutual Private Wealth & Trust, FSB | 0.03% | New | 22,920 | $959K |
| D.A. Davidson & Co. | 0.01% | Add +0.7% | 22,751 | $952K |
| Affiance Financial, LLC | 0.21% | Reduce -0.3% | 21,406 | $896K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.7% | 20,369 | $852K |
| Whittier Trust Co. | 0.01% | Add +0.7% | 20,309 | $850K |
| Better Money Decisions, LLC | 0.54% | Add +2.1% | 18,597 | $778K |
| Opes Wealth Management LLC | 0.16% | Reduce -4.2% | 18,203 | $762K |
| Carr Financial Group Corp | 0.24% | Add +80.4% | 18,141 | $759K |
| First United Bank & Trust | 0.28% | Reduce -5.1% | 18,135 | $759K |
| McKinley Carter Wealth Services, Inc. | 0.04% | Add +4.1% | 17,509 | $733K |
| Eley Financial Management, Inc | 0.28% | Add +5.8% | 17,180 | $719K |
| Jane Street Group, LLC | 0.00% | New | 16,444 | $688K |
| NorthRock Partners, LLC | 0.02% | Add +10.0% | 15,849 | $663K |
| Harbour Investments, Inc. | 0.02% | Add +3.3% | 15,457 | $647K |
| Atlantic Private Wealth, LLC | 0.49% | Reduce -4.5% | 15,441 | $646K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +30.3% | 15,343 | $642K |
| Portland Global Advisors LLC | 0.08% | Reduce -0.4% | 14,980 | $627K |
| Topel & Distasi Wealth Management, LLC | 0.27% | Reduce -0.5% | 14,822 | $620K |
| Baird Financial Group, Inc. | 0.00% | Add +1.5% | 14,297 | $598K |
| Creative Planning | 0.00% | Add +14.6% | 13,693 | $573K |
| Focus Partners Wealth | 0.00% | Add +50.6% | 13,401 | $561K |
| Optas, LLC | 0.12% | Add +5.0% | 13,280 | $556K |
| Mercer Global Advisors Inc. | 0.00% | Add +132.2% | 12,147 | $508K |
| Magnus Financial Group LLC | 0.05% | Add +9.6% | 11,838 | $495K |
| Captrust Financial Advisors | 0.00% | Reduce -11.6% | 11,487 | $481K |
| Capital Analysts, LLC | 0.02% | Reduce -0.0% | 11,403 | $477K |
| CW Advisors, LLC | 0.01% | Reduce -20.5% | 10,884 | $455K |
| DAVENPORT & Co LLC | 0.00% | Add +21.7% | 10,338 | $433K |
| Pathway Financial Advisors LLC | 0.10% | Add +16.5% | 10,103 | $423K |
| BLB&B Advisors, LLC | 0.02% | No change | 9,659 | $404K |
| MML Investors Services, LLC | 0.00% | Reduce -1.4% | 9,549 | $399K |
| Truist Financial Corp. | 0.00% | Add +1.5% | 9,292 | $389K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 9,057 | $379K |
| Napatree Capital LLC | 0.22% | Reduce -0.5% | 8,833 | $370K |
| Marshall & Sterling Wealth Advisors Inc. | 0.25% | — | 8,537 | $357K |
| Amara Financial, Llc. | 0.33% | Reduce -1.0% | 8,463 | $354K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.02% | Reduce -0.5% | 7,941 | $332K |
| Tarbox Family Office, Inc. | 0.05% | Reduce -1.4% | 7,864 | $329K |
| Chicago Partners Investment Group LLC | 0.01% | Add +17.1% | 7,805 | $328K |
| Armbruster Capital Management, Inc. | 0.07% | No change | 7,675 | $321K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Reduce -0.9% | 7,649 | $320K |
| Wrapmanager Inc. | 0.08% | Reduce -10.6% | 7,251 | $303K |
| Impact Investors, Inc | 0.21% | — | 6,525 | $273K |
| Capital Advantage, Inc. | 0.05% | New | 6,273 | $262K |
| Davis Wealth Advisors, LLC | 0.29% | — | 6,256 | $262K |
| Integrated Wealth Concepts LLC | 0.00% | Add +30.3% | 6,241 | $261K |
| First National Corp. /Ma/ | 0.06% | Reduce -1.8% | 6,008 | $251K |
| MAI Capital Management | 0.00% | Add +0.1% | 5,924 | $248K |
| Stordahl Capital Management, Inc. | 0.06% | New | 5,916 | $248K |
| Regatta Capital Group, LLC | 0.05% | No change | 5,580 | $233K |
| Novare Capital Management LLC | 0.02% | No change | 5,560 | $233K |
| Financial Council, LLC | 0.12% | Reduce -2.5% | 5,468 | $229K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 5,220 | $218K |
| PFG Investments, LLC | 0.01% | Add +3.0% | 5,176 | $217K |
| JSF Financial, LLC | 0.06% | Reduce -0.3% | 5,089 | $213K |
| Rogco, LP | 0.07% | New | 3,913 | $164K |
| Global Retirement Partners, LLC | 0.00% | Add +4.1% | 3,124 | $131K |
| Stephens Consulting, LLC | 0.03% | Add +23.6% | 2,803 | $117K |
| Arcadia Investment Advisors LLC | 0.06% | No change | 2,784 | $116K |
| Arax Advisory Partners | 0.01% | Add +462.9% | 2,640 | $110K |
| Parkworth Wealth Management, Inc. | 0.09% | — | 2,579 | $108K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | No change | 2,550 | $107K |
| Wood Tarver Financial Group, LLC | 0.03% | — | 2,420 | $101K |
"% 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.