Ishare ESG SS S&P Midcap ETFXJHETF
13F holders, Q1 2025 (March 31)140holders
10new positions
8sold out
$39.08avg. 13F price*
At the end of Q1 2025, 140 institutions reported holding Ishare ESG SS S&P Midcap ETF (XJH) in their 13F filings, unchanged from Q4 2024. 10 opened new positions and 8 sold out. The largest holders were Bank of America Corp. ($20.9M), Raymond James Financial Inc. ($20.7M) and Eastern Bank ($12.8M).
- Company
- Ishare ESG SS S&P Midcap ETF
- CUSIP
- 46436E551
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $8.2M |
| Exits | 8 | $2.2M |
All 13F filers, Q4 2024 → Q1 2025: 616,361 shares bought and 288,902 shares sold, net +327,459 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 140 holders
| Bank of America Corp. | 0.00% | Add +6.0% | 535,623 | $20.9M |
| Raymond James Financial Inc. | 0.01% | Add +14.3% | 528,962 | $20.7M |
| Eastern Bank | 0.25% | Reduce -13.4% | 326,716 | $12.8M |
| Mariner, LLC | 0.02% | Add +12.7% | 252,586 | $9.9M |
| Bailard, Inc. | 0.22% | Add +2.3% | 215,806 | $8.4M |
| LPL Financial LLC | 0.00% | Add +87.5% | 188,785 | $7.4M |
| Koss-Olinger Consulting, LLC | 0.49% | Add +1.4% | 149,192 | $5.8M |
| Shira Ridge Wealth Management | 2.65% | Add +9.1% | 135,935 | $5.3M |
| Litman Gregory Wealth Management LLC | 0.42% | New | 123,946 | $4.8M |
| Franklin Resources Inc. | 0.00% | No change | 99,179 | $3.9M |
| Francis Financial, Inc. | 0.90% | Reduce -0.3% | 94,870 | $3.7M |
| Advisory Services Network, LLC | 0.07% | Add +23.9% | 86,786 | $3.4M |
| JNBA Financial Advisors | 0.35% | Add +10.3% | 86,388 | $3.4M |
| World Investment Advisors | 0.08% | Reduce -41.8% | 76,164 | $3.0M |
| Cary Street Partners Financial LLC | 0.09% | Add +0.3% | 74,194 | $2.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.6% | 68,648 | $2.7M |
| Dohj, LLC | 0.54% | Add +41.2% | 60,287 | $2.4M |
| Hilltop Wealth Advisors, LLC | 0.95% | Reduce -1.8% | 43,047 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +49.0% | 42,155 | $1.6M |
| Balanced Rock Investment Advisors LLC | 1.17% | Reduce -3.2% | 37,423 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Reduce -21.9% | 36,897 | $1.4M |
| Royal Bank of Canada | 0.00% | Add +2.4% | 36,153 | $1.4M |
| Cetera Investment Advisers | 0.00% | Reduce -4.2% | 35,087 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +35.4% | 34,956 | $1.4M |
| Opes Wealth Management LLC | 0.27% | Add +86.9% | 34,028 | $1.3M |
| Coldstream Capital Management Inc. | 0.03% | Add +9.9% | 32,926 | $1.3M |
| Gould Asset Management LLC | 0.26% | Reduce -0.6% | 32,505 | $1.3M |
| Biltmore Family Office, LLC | 0.21% | No change | 31,248 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.0% | 31,231 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | No change | 30,818 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -44.5% | 30,090 | $1.2M |
| RTD Financial Advisors, Inc. | 0.16% | Add +6.4% | 29,589 | $1.2M |
| Affiance Financial, LLC | 0.27% | Add +36.6% | 29,247 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -39.9% | 28,269 | $1.1M |
| Sage Financial Group Inc. | 0.09% | Add +2.8% | 27,656 | $1.1M |
| Crux Wealth Advisors | 0.56% | Reduce -1.9% | 27,410 | $1.1M |
| Trilogy Capital Inc. | 0.06% | New | 27,234 | $1.1M |
| McKinley Carter Wealth Services, Inc. | 0.06% | Add +35.3% | 23,692 | $926K |
| MainStreet Investment Advisors LLC | 0.13% | Reduce -4.4% | 22,135 | $865K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -4.4% | 21,910 | $856K |
| D.A. Davidson & Co. | 0.01% | Reduce -4.3% | 21,771 | $851K |
| Corient Private Wealth LP | 0.00% | Reduce -6.8% | 21,538 | $841K |
| Better Money Decisions, LLC | 0.54% | Add +12.3% | 20,893 | $816K |
| Whittier Trust Co. | 0.01% | No change | 20,309 | $793K |
| SageView Advisory Group, LLC | 0.03% | New | 20,199 | $789K |
| Eley Financial Management, Inc | 0.31% | Add +14.9% | 19,747 | $775K |
| Harbour Investments, Inc. | 0.02% | Add +25.5% | 19,395 | $758K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +108.8% | 18,914 | $739K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -8.8% | 18,574 | $726K |
| Carr Financial Group Corp | 0.23% | Add +0.3% | 18,187 | $711K |
| RVW Wealth, LLC | 0.07% | Reduce -49.8% | 18,003 | $703K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5773.2% | 17,972 | $702K |
| Topel & Distasi Wealth Management, LLC | 0.33% | Add +21.2% | 17,970 | $702K |
| Mercer Global Advisors Inc. | 0.00% | Add +40.5% | 17,068 | $667K |
| NorthRock Partners, LLC | 0.02% | Reduce -2.2% | 15,506 | $606K |
| Atlantic Private Wealth, LLC | 0.45% | Add +0.0% | 15,443 | $603K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -0.5% | 15,269 | $597K |
| Birchbrook, Inc. | 0.31% | New | 13,906 | $543K |
| Baird Financial Group, Inc. | 0.00% | Reduce -3.2% | 13,843 | $541K |
| Optas, LLC | 0.09% | Add +3.6% | 13,756 | $537K |
| Portland Global Advisors LLC | 0.07% | Reduce -10.7% | 13,380 | $523K |
| CW Advisors, LLC | 0.01% | Add +18.7% | 12,915 | $505K |
| Magnus Financial Group LLC | 0.05% | Add +4.4% | 12,355 | $483K |
| Focus Partners Wealth | 0.00% | Reduce -9.2% | 12,163 | $475K |
| Creative Planning | 0.00% | Reduce -17.8% | 11,263 | $440K |
| BLB&B Advisors, LLC | 0.02% | Add +15.3% | 11,141 | $435K |
| Capital Analysts, LLC | 0.02% | Reduce -5.2% | 10,805 | $422K |
| Pathway Financial Advisors LLC | 0.07% | Add +4.5% | 10,559 | $413K |
| DAVENPORT & Co LLC | 0.00% | Add +1.8% | 10,523 | $411K |
| Good Life Advisors, LLC | 0.03% | New | 9,768 | $382K |
| First United Bank & Trust | 0.14% | Reduce -46.4% | 9,730 | $380K |
| Amara Financial, Llc. | 0.35% | Add +14.9% | 9,725 | $380K |
| Truist Financial Corp. | 0.00% | Add +2.9% | 9,564 | $374K |
| Napatree Capital LLC | 0.20% | Add +1.8% | 8,991 | $351K |
| Integrated Wealth Concepts LLC | 0.00% | Add +43.7% | 8,966 | $350K |
| MML Investors Services, LLC | 0.00% | Reduce -8.6% | 8,726 | $341K |
| Tarbox Family Office, Inc. | 0.06% | Add +10.9% | 8,720 | $341K |
| Chicago Partners Investment Group LLC | 0.01% | Add +10.2% | 8,604 | $336K |
| Stordahl Capital Management, Inc. | 0.08% | Add +44.0% | 8,521 | $333K |
| Aptus Capital Advisors, LLC | 0.00% | Add +462.5% | 7,970 | $311K |
| Armbruster Capital Management, Inc. | 0.06% | No change | 7,675 | $300K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 7,649 | $299K |
| PFG Investments, LLC | 0.02% | Add +37.4% | 7,113 | $278K |
| MAI Capital Management | 0.00% | Add +18.1% | 6,993 | $273K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.02% | Reduce -12.5% | 6,948 | $271K |
| Impact Investors, Inc | 0.21% | Add +3.5% | 6,755 | $264K |
| Capital Advantage, Inc. | 0.05% | No change | 6,273 | $262K |
| Marshall & Sterling Wealth Advisors Inc. | 0.17% | Reduce -23.8% | 6,509 | $254K |
| Sax Wealth Advisors, LLC | 0.02% | Add +21.3% | 6,334 | $247K |
| Weil Company, Inc. | 0.07% | New | 6,223 | $243K |
| First National Corp. /Ma/ | 0.05% | Add +2.4% | 6,153 | $240K |
| Susquehanna International Group, LLP | 0.00% | Reduce -74.5% | 6,130 | $239K |
| Davis Wealth Advisors, LLC | 0.27% | Reduce -4.0% | 6,006 | $235K |
| Cape Ann Savings Bank | 0.15% | New | 5,939 | $232K |
| Financial Council, LLC | 0.11% | Reduce -2.9% | 5,309 | $207K |
| Arax Advisory Partners | 0.01% | Add +89.7% | 5,009 | $196K |
| Rogco, LP | 0.08% | Add +25.5% | 4,911 | $192K |
| Stephens Consulting, LLC | 0.03% | Add +13.2% | 3,174 | $124K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | Add +17.6% | 3,000 | $117K |
| Arcadia Investment Advisors LLC | 0.06% | No change | 2,784 | $109K |
"% 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.