Ishare ESG SS S&P Midcap ETFXJHETF
13F holders, Q3 2025 (September 30)150holders −6
12new positions
12sold out
$43.79avg. 13F price*
At the end of Q3 2025, 150 institutions reported holding Ishare ESG SS S&P Midcap ETF (XJH) in their 13F filings, down 6 from Q2 2025. 12 opened new positions and 12 sold out. The largest holders were Bank of America Corp. ($26.4M), Raymond James Financial Inc. ($24.0M) and Eastern Bank ($13.8M).
- Company
- Ishare ESG SS S&P Midcap ETF
- CUSIP
- 46436E551
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $12.6M |
| Exits | 12 | $8.2M |
All 13F filers, Q2 2025 → Q3 2025: 453,805 shares bought and 288,975 shares sold, net +164,830 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 150 holders
| Bank of America Corp. | 0.00% | Add +2.2% | 601,551 | $26.4M |
| Raymond James Financial Inc. | 0.01% | Add +2.6% | 548,305 | $24.0M |
| Eastern Bank | 0.24% | Reduce -2.5% | 313,920 | $13.8M |
| Mariner, LLC | 0.02% | Add +6.5% | 305,168 | $13.4M |
| Flputnam Investment Management Co. | 0.17% | New | 257,674 | $11.3M |
| LPL Financial LLC | 0.00% | Add +17.9% | 253,189 | $11.1M |
| Bailard, Inc. | 0.20% | Reduce -1.1% | 211,446 | $9.3M |
| Composition Wealth, LLC | 0.10% | Add +14.9% | 157,044 | $6.9M |
| Shira Ridge Wealth Management | 2.55% | Reduce -3.1% | 137,210 | $6.0M |
| Litman Gregory Wealth Management LLC | 0.44% | Reduce -1.9% | 134,287 | $5.9M |
| Koss-Olinger Consulting, LLC | 0.46% | No change | 135,265 | $5.6M |
| Franklin Resources Inc. | 0.00% | No change | 95,824 | $4.2M |
| JNBA Financial Advisors | 0.33% | Add +0.8% | 81,784 | $3.6M |
| Advisory Services Network, LLC | 0.05% | Add +3.1% | 81,365 | $3.6M |
| Cary Street Partners Financial LLC | 0.09% | No change | 75,097 | $3.3M |
| World Investment Advisors | 0.06% | Reduce -8.3% | 62,549 | $2.7M |
| Francis Financial, Inc. | 0.39% | Reduce -10.6% | 50,173 | $2.2M |
| Osaic Holdings, Inc. | 0.00% | Add +20.3% | 44,584 | $2.0M |
| Hilltop Wealth Advisors, LLC | 1.00% | Reduce -1.2% | 43,722 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -35.6% | 40,706 | $1.8M |
| Cetera Investment Advisers | 0.00% | Reduce -5.7% | 40,619 | $1.8M |
| Opes Wealth Management LLC | 0.29% | Reduce -3.3% | 37,772 | $1.7M |
| RTD Financial Advisors, Inc. | 0.18% | Add +7.9% | 33,237 | $1.5M |
| Gould Asset Management LLC | 0.26% | Reduce -0.1% | 32,230 | $1.4M |
| Balanced Rock Investment Advisors LLC | 1.00% | Add +1.0% | 31,265 | $1.4M |
| Biltmore Family Office, LLC | 0.20% | No change | 31,248 | $1.4M |
| Affiance Financial, LLC | 0.25% | Reduce -0.8% | 30,972 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | No change | 30,818 | $1.4M |
| Sage Financial Group Inc. | 0.09% | Add +1.2% | 30,368 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -2.0% | 30,158 | $1.3M |
| Harbour Investments, Inc. | 0.03% | Add +5.9% | 28,466 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.8% | 28,258 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -4.1% | 27,916 | $1.2M |
| Trilogy Capital Inc. | 0.06% | Reduce -0.3% | 27,589 | $1.2M |
| Corient Private Wealth LP | 0.00% | Add +18.9% | 27,379 | $1.2M |
| Coldstream Capital Management Inc. | 0.01% | Add +2.0% | 25,294 | $1.1M |
| SageView Advisory Group, LLC | 0.04% | Add +6.8% | 24,669 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -16.8% | 24,506 | $1.1M |
| Values Added Financial LLC | 0.46% | Add +67.5% | 23,816 | $1.0M |
| D.A. Davidson & Co. | 0.01% | Add +10.9% | 23,245 | $1.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -21.9% | 22,999 | $1.0M |
| McKinley Carter Wealth Services, Inc. | 0.05% | Reduce -0.9% | 22,645 | $993K |
| Royal Bank of Canada | 0.00% | Add +6.1% | 22,376 | $981K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.9% | 22,179 | $973K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +2.6% | 21,344 | $936K |
| MainStreet Investment Advisors LLC | 0.12% | Add +0.7% | 20,845 | $914K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Add +0.7% | 20,620 | $904K |
| Whittier Trust Co. | 0.01% | No change | 20,309 | $896K |
| Caliber Wealth Management, LLC / KS | 0.10% | No change | 20,394 | $894K |
| Truist Financial Corp. | 0.00% | Add +105.4% | 20,380 | $894K |
| Eley Financial Management, Inc | 0.31% | Add +0.2% | 19,541 | $857K |
| Focus Partners Wealth | 0.00% | Add +9.3% | 19,599 | $853K |
| Topel & Distasi Wealth Management, LLC | 0.41% | Reduce -0.4% | 19,044 | $835K |
| Aptus Capital Advisors, LLC | 0.01% | Add +0.4% | 18,656 | $818K |
| Birchbrook, Inc. | 0.42% | Reduce -4.9% | 18,634 | $817K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.9% | 16,229 | $708K |
| Atlantic Private Wealth, LLC | 0.44% | Add +0.1% | 15,460 | $678K |
| NorthRock Partners, LLC | 0.01% | Reduce -5.3% | 15,177 | $666K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +1.1% | 14,673 | $643K |
| Portland Global Advisors LLC | 0.07% | No change | 14,335 | $629K |
| Beta Wealth Group, Inc. | 0.24% | Reduce -2.5% | 14,131 | $620K |
| RVW Wealth, LLC | 0.05% | No change | 13,694 | $600K |
| Integrated Wealth Concepts LLC | 0.01% | Add +19.1% | 13,506 | $592K |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.9% | 13,445 | $590K |
| Creative Planning | 0.00% | Add +0.1% | 12,596 | $552K |
| Magnus Financial Group LLC | 0.04% | Add +0.3% | 12,427 | $545K |
| Stordahl Capital Management, Inc. | 0.11% | Add +1.1% | 11,848 | $520K |
| BLB&B Advisors, LLC | 0.02% | Reduce -2.0% | 11,626 | $510K |
| DAVENPORT & Co LLC | 0.00% | Reduce -0.2% | 11,082 | $486K |
| Capital Analysts, LLC | 0.01% | Reduce -1.1% | 10,603 | $465K |
| Pathway Financial Advisors LLC | 0.06% | No change | 10,559 | $463K |
| Weil Company, Inc. | 0.11% | Add +12.2% | 10,360 | $454K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 8,991 | $394K |
| Susquehanna International Group, LLP | 0.00% | Reduce -35.4% | 8,958 | $393K |
| Chicago Partners Investment Group LLC | 0.01% | Add +2.5% | 8,633 | $381K |
| Novare Capital Management LLC | 0.03% | Reduce -2.1% | 8,532 | $374K |
| Joel Adams & Associates, Inc. | 0.30% | Add +0.3% | 8,480 | $372K |
| Tarbox Family Office, Inc. | 0.05% | Add +0.0% | 8,321 | $365K |
| Armbruster Capital Management, Inc. | 0.06% | No change | 8,175 | $358K |
| Amara Financial, Llc. | 0.25% | Reduce -4.0% | 7,854 | $344K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 7,742 | $339K |
| PFG Investments, LLC | 0.02% | Add +0.3% | 7,654 | $336K |
| MAI Capital Management | 0.00% | Add +2.8% | 7,445 | $326K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.02% | Add +0.4% | 6,901 | $303K |
| Optas, LLC | 0.05% | Reduce -52.6% | 6,788 | $298K |
| First National Corp. /Ma/ | 0.06% | Add +3.4% | 6,693 | $294K |
| First United Bank & Trust | 0.10% | Add +12.7% | 6,680 | $293K |
| Impact Investors, Inc | 0.19% | Reduce -2.1% | 6,676 | $293K |
| MML Investors Services, LLC | 0.00% | Add +5.2% | 6,353 | $279K |
| Asset Dedication, LLC | 0.02% | Add +62.7% | 6,005 | $263K |
| Lodestar Private Asset Management LLC | 0.03% | New | 5,808 | $255K |
| Fortress Financial Solutions, LLC | 0.27% | Reduce -8.2% | 5,710 | $250K |
| Cape Ann Savings Bank | 0.13% | Reduce -8.5% | 5,524 | $242K |
| Sound Stewardship, LLC | 0.12% | Add +3.8% | 5,502 | $241K |
| Sax Wealth Advisors, LLC | 0.01% | Reduce -13.3% | 5,489 | $241K |
| Marshall & Sterling Wealth Advisors Inc. | 0.15% | Reduce -5.5% | 5,417 | $237K |
| Financial Council, LLC | 0.10% | Add +0.1% | 5,316 | $233K |
| Charter Oak Capital Management, LLC | 0.02% | New | 5,244 | $230K |
| Rogco, LP | 0.08% | No change | 4,921 | $216K |
| Signature Estate & Investment Advisors LLC | 0.00% | Reduce -6.5% | 4,815 | $211K |
| Freedom Financial Partners LLC | 0.08% | New | 4,677 | $205K |
| Synovus Financial Corp. | 0.00% | New | 4,595 | $202K |
| TPG Financial Advisors, LLC | 0.08% | New | 4,596 | $202K |
| Mascoma Wealth Management LLC | 0.03% | Add +68.3% | 3,355 | $147K |
| Hills Bank & Trust Co | 0.01% | New | 3,252 | $143K |
| Global Retirement Partners, LLC | 0.00% | Reduce -30.5% | 3,141 | $138K |
| McIlrath & Eck, LLC | 0.01% | Add +186.8% | 3,106 | $136K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | No change | 3,000 | $132K |
| Arcadia Investment Advisors LLC | 0.06% | Add +0.8% | 2,839 | $124K |
| Stephens Consulting, LLC | 0.04% | Reduce -9.0% | 2,820 | $124K |
| Larson Financial Group LLC | 0.00% | Add +0.1% | 2,542 | $111K |
| Morgan Stanley | 0.00% | Add +0.2% | 1,965 | $86K |
| Hanson & Doremus Investment Management | 0.01% | Add +71.0% | 1,912 | $84K |
| Medallion Wealth Advisors, LLC | 0.03% | Add +0.4% | 1,841 | $81K |
| Rockefeller Capital Management L.P. | 0.00% | New | 1,810 | $79K |
| Cwm, LLC | 0.00% | No change | 1,762 | $77K |
| Armor Investment Advisors, LLC | 0.02% | Reduce -38.5% | 1,370 | $60K |
| Nemes Rush Group LLC | 0.01% | Reduce -0.4% | 1,300 | $57K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | Reduce -25.3% | 1,196 | $52K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -0.5% | 1,153 | $51K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 991 | $43K |
| FMR LLC | 0.00% | Add +12.9% | 973 | $43K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 965 | $42K |
| Valley National Advisers Inc. | 0.01% | No change | 971 | $42K |
| US Bancorp \de | 0.00% | No change | 867 | $38K |
| Smithfield Trust Co | 0.00% | No change | 857 | $37K |
| Harbor Asset Planning, Inc. | 0.03% | Add +0.2% | 825 | $36K |
| Wells Financial Advisors INC | 0.05% | No change | 800 | $35K |
| WFA of San Diego, LLC | 0.02% | No change | 791 | $35K |
| Deutsche Bank AG | 0.00% | Reduce -34.0% | 775 | $34K |
| Fort Vancouver Investment Management, LLC | 0.02% | No change | 773 | $34K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 710 | $31K |
| Addison Advisors LLC | 0.01% | No change | 700 | $31K |
| GHP Investment Advisors, Inc. | 0.00% | Add +0.3% | 680 | $30K |
| Key Financial Inc | 0.00% | No change | 330 | $14K |
| JPMorgan Chase & Co. | 0.00% | Reduce -49.0% | 303 | $13K |
| 1 North Wealth Services LLC | 0.00% | No change | 245 | $11K |
| Redwood Park Advisors LLC | 0.01% | No change | 210 | $9K |
| IFP Advisors, Inc | 0.00% | Reduce -27.6% | 197 | $9K |
| Allworth Financial LP | 0.00% | No change | 123 | $5K |
| Milestone Investment Advisors LLC | 0.00% | No change | 120 | $5K |
| Front Row Advisors LLC | 0.00% | New | 100 | $4K |
| Spire Wealth Management | 0.00% | No change | 84 | $4K |
| Millstone Evans Group, LLC | 0.00% | New | 68 | $3K |
| Principal Securities, Inc. | 0.00% | No change | 64 | $3K |
| Assetmark, Inc. | 0.00% | Add +8.1% | 40 | $2K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 24 | $1K |
| Avion Wealth | 0.00% | No change | 36 | $1K |
| Rossby Financial, LCC | 0.00% | New | 13 | $571 |
| Urban Financial Advisory Corp | 0.00% | New | 1 | $37 |
"% 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.