Ishare ESG SS S&P Midcap ETFXJHETF
13F holders, Q4 2025 (December 31)174holders +24
19new positions
2sold out
$44.67avg. 13F price*
At the end of Q4 2025, 174 institutions reported holding Ishare ESG SS S&P Midcap ETF (XJH) in their 13F filings, up 24 from Q3 2025. 19 opened new positions and 2 sold out. The largest holders were Bank of America Corp. ($27.4M), Raymond James Financial Inc. ($25.5M) and LPL Financial LLC ($17.7M).
- 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $8.6M |
| Exits | 2 | $214K |
All 13F filers, Q3 2025 → Q4 2025: 581,165 shares bought and 185,400 shares sold, net +395,765 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 174 holders
| Bank of America Corp. | 0.00% | Add +1.9% | 612,943 | $27.4M |
| Raymond James Financial Inc. | 0.01% | Add +4.2% | 571,213 | $25.5M |
| LPL Financial LLC | 0.00% | Add +57.0% | 397,479 | $17.7M |
| Mariner, LLC | 0.02% | Add +10.5% | 337,195 | $15.1M |
| Eastern Bank | 0.24% | Reduce -0.6% | 312,066 | $13.9M |
| Flputnam Investment Management Co. | 0.16% | Reduce -2.2% | 252,076 | $11.3M |
| Bailard, Inc. | 0.21% | Add +1.0% | 213,468 | $9.5M |
| Composition Wealth, LLC | 0.10% | Reduce -1.0% | 155,412 | $6.9M |
| Litman Gregory Wealth Management LLC | 0.44% | Add +1.2% | 135,948 | $6.1M |
| Koss-Olinger Consulting, LLC | 0.47% | Reduce -0.1% | 135,070 | $6.0M |
| Thrivent Financial for Lutherans | 0.01% | New | 113,963 | $5.1M |
| Harbour Investments, Inc. | 0.10% | Add +295.2% | 112,507 | $5.0M |
| Franklin Resources Inc. | 0.00% | No change | 95,824 | $4.3M |
| JNBA Financial Advisors | 0.35% | Add +11.3% | 91,019 | $4.1M |
| Advisory Services Network, LLC | 0.05% | Add +6.5% | 86,670 | $3.9M |
| Cary Street Partners Financial LLC | 0.08% | Add +0.1% | 75,170 | $3.4M |
| World Investment Advisors | 0.04% | Reduce -2.5% | 60,978 | $2.7M |
| Francis Financial, Inc. | 0.45% | Add +3.2% | 51,796 | $2.3M |
| Cetera Investment Advisers | 0.00% | Add +12.2% | 45,560 | $2.0M |
| Hilltop Wealth Advisors, LLC | 0.99% | Add +1.3% | 44,302 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.2% | 41,815 | $1.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +72.0% | 38,151 | $1.7M |
| Opes Wealth Management LLC | 0.29% | Reduce -0.1% | 37,747 | $1.7M |
| Balanced Rock Investment Advisors LLC | 1.10% | Add +11.1% | 34,742 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -18.5% | 33,178 | $1.5M |
| Gould Asset Management LLC | 0.25% | Reduce -1.3% | 31,810 | $1.4M |
| RTD Financial Advisors, Inc. | 0.17% | Reduce -4.4% | 31,764 | $1.4M |
| Biltmore Family Office, LLC | 0.19% | No change | 31,248 | $1.4M |
| Affiance Financial, LLC | 0.22% | Add +0.2% | 31,038 | $1.4M |
| Sage Financial Group Inc. | 0.09% | Add +2.0% | 30,972 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | No change | 30,818 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +1.7% | 28,385 | $1.3M |
| Shira Ridge Wealth Management | 0.50% | Reduce -79.7% | 27,895 | $1.2M |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +27.8% | 27,267 | $1.2M |
| EP Wealth Advisors, LLC | 0.01% | — | 26,808 | $1.2M |
| Corient Private Wealth LP | 0.00% | Reduce -2.4% | 26,734 | $1.2M |
| Trilogy Capital Inc. | 0.05% | Reduce -4.3% | 26,401 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +7.6% | 26,361 | $1.2M |
| SageView Advisory Group, LLC | 0.04% | Add +5.3% | 25,983 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -14.2% | 25,892 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +188.8% | 25,869 | $1.2M |
| Coldstream Capital Management Inc. | 0.01% | Reduce -1.7% | 24,866 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Add +4.1% | 24,188 | $1.1M |
| Royal Bank of Canada | 0.00% | Add +1.8% | 22,786 | $1.0M |
| Private Advisor Group, LLC | 0.00% | Reduce -2.3% | 22,478 | $1.0M |
| Whittier Trust Co. | 0.01% | No change | 20,309 | $946K |
| MainStreet Investment Advisors LLC | 0.13% | Reduce -0.8% | 20,675 | $923K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -0.4% | 20,530 | $917K |
| Caliber Wealth Management, LLC / KS | 0.10% | No change | 20,394 | $911K |
| Eley Financial Management, Inc | 0.32% | Add +3.6% | 20,240 | $904K |
| Truist Financial Corp. | 0.00% | Reduce -2.3% | 19,917 | $889K |
| Birchbrook, Inc. | 0.44% | Add +5.0% | 19,575 | $874K |
| McKinley Carter Wealth Services, Inc. | 0.05% | Reduce -14.3% | 19,395 | $866K |
| Topel & Distasi Wealth Management, LLC | 0.42% | Add +1.5% | 19,330 | $863K |
| Aptus Capital Advisors, LLC | 0.01% | Add +1.5% | 18,938 | $846K |
| Values Added Financial LLC | 0.35% | Reduce -22.2% | 18,528 | $827K |
| Mgo One Seven LLC | 0.02% | New | 18,184 | $812K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +7.2% | 17,404 | $810K |
| Wealth Advisory Team LLC | 0.67% | — | 17,087 | $763K |
| Baird Financial Group, Inc. | 0.00% | Add +20.9% | 16,248 | $725K |
| Focus Partners Wealth | 0.00% | Reduce -20.2% | 15,638 | $698K |
| NorthRock Partners, LLC | 0.01% | Add +2.4% | 15,545 | $694K |
| Atlantic Private Wealth, LLC | 0.44% | Add +0.1% | 15,470 | $691K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -47.1% | 14,934 | $667K |
| Portland Global Advisors LLC | 0.07% | No change | 14,335 | $640K |
| Beta Wealth Group, Inc. | 0.25% | Reduce -0.2% | 14,097 | $629K |
| RVW Wealth, LLC | 0.05% | No change | 13,694 | $611K |
| Creative Planning | 0.00% | Add +0.6% | 12,674 | $566K |
| Magnus Financial Group LLC | 0.04% | Add +0.5% | 12,485 | $557K |
| Stordahl Capital Management, Inc. | 0.11% | Add +2.2% | 12,108 | $541K |
| BLB&B Advisors, LLC | 0.02% | Add +2.5% | 11,922 | $532K |
| DAVENPORT & Co LLC | 0.00% | Add +4.6% | 11,592 | $518K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -22.5% | 11,365 | $507K |
| Pathway Financial Advisors LLC | 0.06% | Add +1.5% | 10,720 | $499K |
| Capital Analysts, LLC | 0.01% | Add +3.0% | 10,926 | $488K |
| Weil Company, Inc. | 0.10% | Reduce -1.9% | 10,159 | $454K |
| Hunter Associates Investment Management LLC | 0.05% | New | 9,200 | $411K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -32.6% | 9,099 | $406K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.4% | 8,664 | $406K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -1.2% | 8,880 | $396K |
| Novare Capital Management LLC | 0.03% | Reduce -2.8% | 8,296 | $370K |
| Joel Adams & Associates, Inc. | 0.28% | Reduce -2.8% | 8,240 | $368K |
| Armbruster Capital Management, Inc. | 0.06% | No change | 8,175 | $365K |
| Amara Financial, Llc. | 0.25% | Add +3.9% | 8,161 | $364K |
| Tarbox Family Office, Inc. | 0.06% | Reduce -3.8% | 8,008 | $358K |
| HighPoint Advisor Group LLC | 0.01% | New | 7,813 | $349K |
| McCarter Private Wealth Services LLC | 0.16% | New | 7,772 | $347K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 7,742 | $346K |
| PFG Investments, LLC | 0.02% | Add +0.4% | 7,687 | $343K |
| MAI Capital Management | 0.00% | Add +0.1% | 7,449 | $333K |
| Westview Management dba Westview Investment Advisors | 0.15% | — | 7,016 | $313K |
| Asset Dedication, LLC | 0.02% | Add +16.1% | 6,971 | $311K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.02% | Add +1.0% | 6,968 | $311K |
| Impact Investors, Inc | 0.21% | Add +0.9% | 6,736 | $301K |
| Optas, LLC | 0.05% | Reduce -1.5% | 6,686 | $299K |
| Cwm, LLC | 0.00% | Add +276.7% | 6,637 | $296K |
| MML Investors Services, LLC | 0.00% | Add +2.0% | 6,483 | $289K |
| Charter Oak Capital Management, LLC | 0.02% | Add +15.2% | 6,041 | $270K |
| Cape Ann Savings Bank | 0.14% | Add +7.2% | 5,924 | $265K |
| Lodestar Private Asset Management LLC | 0.03% | Add +0.2% | 5,819 | $260K |
"% 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.