Ishare ESG SS S&P Midcap ETFXJHETF
13F holders, Q2 2025 (June 30)156holders +16
18new positions
5sold out
1famous investor
$41.45avg. 13F price*
At the end of Q2 2025, 156 institutions reported holding Ishare ESG SS S&P Midcap ETF (XJH) in their 13F filings, up 16 from Q1 2025. 18 opened new positions and 5 sold out. The largest holders were Bank of America Corp. ($24.4M), Raymond James Financial Inc. ($22.2M) and Eastern Bank ($13.4M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $17.3M |
| Exits | 5 | $2.0M |
All 13F filers, Q1 2025 → Q2 2025: 675,118 shares bought and 239,546 shares sold, net +435,572 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 156 holders
| Bank of America Corp. | 0.00% | Add +9.8% | 588,393 | $24.4M |
| Raymond James Financial Inc. | 0.01% | Add +1.1% | 534,644 | $22.2M |
| Eastern Bank | 0.25% | Reduce -1.5% | 321,842 | $13.4M |
| Mariner, LLC | 0.02% | Add +13.4% | 286,555 | $11.9M |
| LPL Financial LLC | 0.00% | Add +13.7% | 214,676 | $8.9M |
| Bailard, Inc. | 0.21% | Reduce -1.0% | 213,721 | $8.9M |
| Shira Ridge Wealth Management | 2.68% | Add +4.1% | 141,548 | $5.9M |
| Litman Gregory Wealth Management LLC | 0.45% | Add +10.5% | 136,908 | $5.7M |
| Composition Wealth, LLC | 0.10% | New | 136,719 | $5.7M |
| Koss-Olinger Consulting, LLC | 0.46% | Reduce -9.3% | 135,265 | $5.6M |
| Thrivent Financial for Lutherans | 0.01% | New | 97,066 | $4.0M |
| Franklin Resources Inc. | 0.00% | Reduce -3.4% | 95,824 | $4.0M |
| JNBA Financial Advisors | 0.32% | Reduce -6.1% | 81,126 | $3.4M |
| Advisory Services Network, LLC | 0.05% | Reduce -9.1% | 78,934 | $3.3M |
| Dohj, LLC | 0.94% | Add +43.1% | 86,289 | $3.2M |
| Cary Street Partners Financial LLC | 0.09% | Add +1.2% | 75,097 | $3.1M |
| World Investment Advisors | 0.06% | Reduce -10.5% | 68,178 | $2.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.9% | 63,237 | $2.6M |
| Francis Financial, Inc. | 0.54% | Reduce -40.8% | 56,138 | $2.3M |
| Citadel Advisors | 0.00% | New | 46,848 | $1.9M |
| Hilltop Wealth Advisors, LLC | 1.03% | Add +2.8% | 44,254 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +22.7% | 43,066 | $1.8M |
| Opes Wealth Management LLC | 0.29% | Add +14.8% | 39,062 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Add +6.0% | 37,055 | $1.5M |
| Gould Asset Management LLC | 0.26% | Reduce -0.7% | 32,270 | $1.3M |
| Biltmore Family Office, LLC | 0.22% | No change | 31,248 | $1.3M |
| Affiance Financial, LLC | 0.26% | Add +6.7% | 31,214 | $1.3M |
| Balanced Rock Investment Advisors LLC | 1.01% | Reduce -17.3% | 30,961 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | No change | 30,818 | $1.3M |
| RTD Financial Advisors, Inc. | 0.16% | Add +4.1% | 30,794 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.3% | 30,771 | $1.3M |
| Sage Financial Group Inc. | 0.09% | Add +8.5% | 30,014 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -20.2% | 29,450 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -30.1% | 29,446 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Add +3.0% | 29,120 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.9% | 28,772 | $1.2M |
| Trilogy Capital Inc. | 0.06% | Add +1.6% | 27,676 | $1.1M |
| Harbour Investments, Inc. | 0.03% | Add +38.6% | 26,886 | $1.1M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -24.7% | 24,806 | $1.0M |
| SageView Advisory Group, LLC | 0.04% | Add +14.3% | 23,095 | $994K |
| Corient Private Wealth LP | 0.00% | Add +6.9% | 23,020 | $955K |
| McKinley Carter Wealth Services, Inc. | 0.05% | Reduce -3.6% | 22,844 | $948K |
| Bessemer Group Inc. | 0.00% | New | 21,985 | $912K |
| Better Money Decisions, LLC | 0.55% | Add +4.1% | 21,743 | $902K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +17.6% | 21,143 | $877K |
| Royal Bank of Canada | 0.00% | Reduce -41.6% | 21,096 | $876K |
| D.A. Davidson & Co. | 0.01% | Reduce -3.7% | 20,957 | $870K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +9.9% | 20,792 | $863K |
| MainStreet Investment Advisors LLC | 0.12% | Reduce -6.4% | 20,710 | $859K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -6.5% | 20,485 | $850K |
| Caliber Wealth Management, LLC / KS | 0.09% | New | 20,394 | $846K |
| Whittier Trust Co. | 0.01% | No change | 20,309 | $843K |
| Birchbrook, Inc. | 0.44% | Add +40.8% | 19,585 | $813K |
| Eley Financial Management, Inc | 0.31% | Reduce -1.3% | 19,501 | $809K |
| Topel & Distasi Wealth Management, LLC | 0.42% | Add +6.4% | 19,118 | $793K |
| Aptus Capital Advisors, LLC | 0.01% | Add +133.1% | 18,579 | $771K |
| Focus Partners Wealth | 0.00% | Add +47.5% | 17,940 | $745K |
| Wealth Advisory Team LLC | 0.66% | — | 17,010 | $706K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -15.1% | 15,771 | $673K |
| NorthRock Partners, LLC | 0.02% | Add +3.4% | 16,030 | $665K |
| Atlantic Private Wealth, LLC | 0.43% | Add +0.1% | 15,450 | $641K |
| CW Advisors, LLC | 0.01% | Add +16.9% | 15,091 | $626K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -4.9% | 14,515 | $602K |
| Beta Wealth Group, Inc. | 0.22% | New | 14,491 | $601K |
| Portland Global Advisors LLC | 0.07% | Add +7.1% | 14,335 | $595K |
| Optas, LLC | 0.11% | Add +4.1% | 14,320 | $594K |
| Values Added Financial LLC | 0.29% | New | 14,217 | $590K |
| Susquehanna International Group, LLP | 0.00% | Add +126.2% | 13,867 | $575K |
| Baird Financial Group, Inc. | 0.00% | No change | 13,843 | $574K |
| RVW Wealth, LLC | 0.05% | Reduce -23.9% | 13,694 | $568K |
| Creative Planning | 0.00% | Add +11.8% | 12,589 | $522K |
| Magnus Financial Group LLC | 0.05% | Add +0.3% | 12,392 | $514K |
| Jane Street Group, LLC | 0.00% | New | 12,245 | $508K |
| BLB&B Advisors, LLC | 0.02% | Add +6.5% | 11,866 | $492K |
| Stordahl Capital Management, Inc. | 0.11% | Add +37.6% | 11,724 | $487K |
| Integrated Wealth Concepts LLC | 0.00% | Add +26.5% | 11,339 | $471K |
| DAVENPORT & Co LLC | 0.00% | Add +5.5% | 11,104 | $461K |
| Capital Analysts, LLC | 0.01% | Reduce -0.8% | 10,723 | $445K |
| Pathway Financial Advisors LLC | 0.06% | No change | 10,559 | $438K |
| Good Life Advisors, LLC | 0.03% | Add +2.9% | 10,046 | $417K |
| Truist Financial Corp. | 0.00% | Add +3.7% | 9,922 | $412K |
| Weil Company, Inc. | 0.10% | Add +48.4% | 9,234 | $383K |
| Bradley Foster & Sargent Inc. | 0.01% | New | 8,991 | $373K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -2.1% | 8,420 | $364K |
| Novare Capital Management LLC | 0.03% | New | 8,712 | $362K |
| Joel Adams & Associates, Inc. | 0.31% | New | 8,456 | $351K |
| Tarbox Family Office, Inc. | 0.05% | Reduce -4.6% | 8,318 | $345K |
| Amara Financial, Llc. | 0.30% | Reduce -15.9% | 8,177 | $339K |
| Armbruster Capital Management, Inc. | 0.06% | Add +6.5% | 8,175 | $339K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Add +1.2% | 7,742 | $321K |
| PFG Investments, LLC | 0.02% | Add +7.3% | 7,633 | $317K |
| Estate Counselors, LLC | 0.03% | New | 7,390 | $307K |
| MAI Capital Management | 0.00% | Add +3.6% | 7,243 | $301K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.02% | Reduce -1.1% | 6,872 | $285K |
| Impact Investors, Inc | 0.20% | Add +1.0% | 6,821 | $283K |
| First National Corp. /Ma/ | 0.05% | Add +5.2% | 6,475 | $269K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 6,334 | $263K |
| Fortress Financial Solutions, LLC | 0.32% | New | 6,223 | $258K |
| MML Investors Services, LLC | 0.00% | Reduce -30.8% | 6,037 | $251K |
| Cape Ann Savings Bank | 0.15% | Add +1.7% | 6,039 | $251K |
"% 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.