Ishare ESG SS S&P Midcap ETFXJHETF
13F holders, Q1 2026 (March 31)180holders +6
17new positions
8sold out
$45.39avg. 13F price*
At the end of Q1 2026, 180 institutions reported holding Ishare ESG SS S&P Midcap ETF (XJH) in their 13F filings, up 6 from Q4 2025. 17 opened new positions and 8 sold out. The largest holders were Bank of America Corp. ($26.2M), Raymond James Financial Inc. ($21.4M) and LPL Financial LLC ($18.1M).
- 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $17.9M |
| Exits | 8 | $8.6M |
All 13F filers, Q4 2025 → Q1 2026: 577,628 shares bought and 433,309 shares sold, net +144,319 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 180 holders
| Bank of America Corp. | 0.00% | Reduce -5.9% | 577,021 | $26.2M |
| Raymond James Financial Inc. | 0.01% | Reduce -17.4% | 471,717 | $21.4M |
| LPL Financial LLC | 0.00% | Add +0.5% | 399,338 | $18.1M |
| Mariner, LLC | 0.02% | Add +4.1% | 351,077 | $15.9M |
| Eastern Bank | 0.23% | Reduce -6.4% | 292,080 | $13.3M |
| Flputnam Investment Management Co. | 0.16% | Reduce -3.2% | 243,921 | $11.1M |
| Bailard, Inc. | 0.23% | Add +1.9% | 217,416 | $9.9M |
| Composition Wealth, LLC | 0.10% | Add +6.3% | 165,268 | $7.5M |
| Koss-Olinger Consulting, LLC | 0.52% | Add +0.6% | 135,892 | $6.2M |
| Beacon Pointe Advisors, LLC | 0.03% | New | 132,844 | $6.0M |
| Harbour Investments, Inc. | 0.09% | Add +10.3% | 124,044 | $5.6M |
| Keybank National Association | 0.02% | New | 115,370 | $5.2M |
| Franklin Resources Inc. | 0.00% | No change | 95,824 | $4.3M |
| JNBA Financial Advisors | 0.33% | Reduce -5.3% | 86,178 | $3.9M |
| Cary Street Partners Financial LLC | 0.08% | Reduce -2.1% | 73,577 | $3.3M |
| Advisory Services Network, LLC | 0.04% | Reduce -21.6% | 67,903 | $3.1M |
| World Investment Advisors | 0.05% | Add +2.3% | 62,396 | $2.8M |
| Francis Financial, Inc. | 0.44% | Add +1.4% | 52,525 | $2.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +29.8% | 49,533 | $2.2M |
| Cetera Investment Advisers | 0.00% | Add +5.3% | 47,981 | $2.2M |
| Hilltop Wealth Advisors, LLC | 1.19% | Reduce -1.1% | 43,793 | $2.0M |
| Sanchez Levi Garrett | 1.20% | — | 42,270 | $1.9M |
| Creative Planning | 0.00% | Add +227.6% | 41,524 | $1.9M |
| Opes Wealth Management LLC | 0.30% | Add +2.1% | 38,536 | $1.7M |
| Seeds Investor LLC | 0.24% | New | 36,044 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -10.2% | 37,559 | $1.7M |
| Balanced Rock Investment Advisors LLC | 1.14% | Add +2.9% | 35,740 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.2% | 34,889 | $1.6M |
| Royal Bank of Canada | 0.00% | Add +51.1% | 34,434 | $1.6M |
| Gould Asset Management LLC | 0.27% | Add +7.1% | 34,060 | $1.5M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Add +23.4% | 33,662 | $1.5M |
| RTD Financial Advisors, Inc. | 0.18% | Add +1.0% | 32,090 | $1.5M |
| Bank of New York Mellon Corp | 0.00% | New | 31,687 | $1.4M |
| Sage Financial Group Inc. | 0.09% | Add +1.9% | 31,562 | $1.4M |
| Biltmore Family Office, LLC | 0.20% | No change | 31,248 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +8.0% | 30,660 | $1.4M |
| Trilogy Capital Inc. | 0.06% | Add +8.8% | 28,728 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.3% | 26,427 | $1.2M |
| Corient Private Wealth LP | 0.00% | Reduce -2.9% | 25,971 | $1.2M |
| SageView Advisory Group, LLC | 0.04% | Reduce -0.4% | 25,890 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -1.6% | 25,483 | $1.2M |
| Affiance Financial, LLC | 0.18% | Reduce -20.2% | 24,763 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Add +2.1% | 24,703 | $1.1M |
| Shira Ridge Wealth Management | 0.43% | Reduce -15.0% | 23,701 | $1.1M |
| Coldstream Capital Management Inc. | 0.01% | Reduce -5.8% | 23,416 | $1.1M |
| Private Advisor Group, LLC | 0.00% | Reduce -2.6% | 21,891 | $993K |
| Jane Street Group, LLC | 0.00% | New | 21,410 | $971K |
| Eley Financial Management, Inc | 0.35% | Add +4.2% | 21,083 | $957K |
| MainStreet Investment Advisors LLC | 0.14% | Add +1.7% | 21,025 | $954K |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Add +2.4% | 21,025 | $954K |
| Birchbrook, Inc. | 0.46% | Add +6.1% | 20,761 | $942K |
| Whittier Trust Co. | 0.01% | No change | 20,309 | $933K |
| Caliber Wealth Management, LLC / KS | 0.10% | No change | 20,394 | $925K |
| Envestnet Asset Management Inc. | 0.00% | Add +35.6% | 20,257 | $919K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -25.1% | 20,068 | $910K |
| Truist Financial Corp. | 0.00% | Reduce -0.2% | 19,878 | $902K |
| Values Added Financial LLC | 0.38% | Add +6.4% | 19,719 | $895K |
| Aptus Capital Advisors, LLC | 0.01% | Add +1.0% | 19,130 | $868K |
| NorthRock Partners, LLC | 0.01% | Add +22.4% | 19,020 | $863K |
| Topel & Distasi Wealth Management, LLC | 0.42% | Reduce -8.1% | 17,762 | $806K |
| Mgo One Seven LLC | 0.02% | Reduce -2.4% | 17,754 | $805K |
| Focus Partners Wealth | 0.00% | Add +2.7% | 16,062 | $729K |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.3% | 15,867 | $720K |
| Atlantic Private Wealth, LLC | 0.47% | Add +2.3% | 15,826 | $718K |
| Integrated Wealth Concepts LLC | 0.01% | Add +61.9% | 14,728 | $668K |
| Beta Wealth Group, Inc. | 0.26% | Reduce -2.5% | 13,744 | $624K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +20.8% | 13,726 | $623K |
| RVW Wealth, LLC | 0.05% | No change | 13,694 | $621K |
| Portland Global Advisors LLC | 0.07% | Reduce -4.9% | 13,635 | $619K |
| Stordahl Capital Management, Inc. | 0.12% | Add +8.6% | 13,152 | $597K |
| Capital Analysts, LLC | 0.01% | Add +14.8% | 12,547 | $569K |
| BLB&B Advisors, LLC | 0.02% | Add +4.5% | 12,455 | $565K |
| Magnus Financial Group LLC | 0.05% | Reduce -1.6% | 12,289 | $558K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -33.4% | 11,586 | $530K |
| DAVENPORT & Co LLC | 0.00% | No change | 11,592 | $526K |
| CIBC Bancorp USA Inc. | 0.00% | — | 13,361 | $524K |
| Optas, LLC | 0.08% | Add +69.8% | 11,350 | $515K |
| Pathway Financial Advisors LLC | 0.06% | No change | 10,720 | $491K |
| Weil Company, Inc. | 0.11% | Add +3.5% | 10,515 | $477K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +1050.5% | 9,802 | $476K |
| McKinley Carter Wealth Services, Inc. | 0.03% | Reduce -46.9% | 10,298 | $467K |
| Rockefeller Capital Management L.P. | 0.00% | Add +438.9% | 9,754 | $443K |
| Chicago Partners Investment Group LLC | 0.01% | Add +2.8% | 8,905 | $437K |
| Armbruster Capital Management, Inc. | 0.07% | Add +12.8% | 9,225 | $419K |
| Hunter Associates Investment Management LLC | 0.06% | No change | 9,200 | $417K |
| Cerity Partners LLC | 0.00% | New | 9,089 | $412K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +1.1% | 8,978 | $407K |
| McCarter Private Wealth Services LLC | 0.18% | Add +15.4% | 8,972 | $407K |
| Fortis Capital Advisors, LLC | 0.05% | New | 8,972 | $407K |
| Belpointe Asset Management LLC | 0.01% | New | 8,972 | $407K |
| Farther Finance Advisors, LLC | 0.00% | Add +78.5% | 8,815 | $404K |
| Westview Management dba Westview Investment Advisors | 0.21% | Add +25.9% | 8,837 | $401K |
| McNamara Financial Services, Inc. | 0.07% | Add +81.2% | 8,605 | $390K |
| Tarbox Family Office, Inc. | 0.06% | Add +5.1% | 8,414 | $382K |
| HighPoint Advisor Group LLC | 0.01% | Reduce -0.1% | 7,803 | $354K |
| PFG Investments, LLC | 0.02% | Add +0.2% | 7,703 | $349K |
| Weinberger Asset Management, Inc | 0.13% | New | 7,653 | $347K |
| Tribridge Partners Financial LLC | 0.14% | Add +47.7% | 7,575 | $347K |
| MAI Capital Management | 0.00% | Reduce -3.6% | 7,179 | $326K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.02% | Add +0.4% | 6,997 | $317K |
"% 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.