Ishare ESG SS S&P Midcap ETFXJHETF

13F holders, Q2 2026 (June 30)
194holders +14
24new positions
6sold out
1famous investor
$52.06avg. 13F price*

At the end of Q2 2026, 194 institutions reported holding Ishare ESG SS S&P Midcap ETF (XJH) in their 13F filings, up 14 from Q1 2026. 24 opened new positions and 6 sold out. The largest holders were Bank of America Corp. ($30.2M), Raymond James Financial Inc. ($24.9M) and LPL Financial LLC ($21.1M). 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

050100150200 Q1 2024: 106Q1 2024Q2 2024: 113Q2 2024Q3 2024: 125Q3 2024Q4 2024: 140Q4 2024Q1 2025: 140Q1 2025Q2 2025: 156Q2 2025Q3 2025: 150Q3 2025Q4 2025: 174Q4 2025Q1 2026: 180Q1 2026Q2 2026: 194Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions24$18.4M
Exits6$468K

All 13F filers, Q1 2026 → Q2 2026: 740,182 shares bought and 365,333 shares sold, net +374,849 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 194 holders

Bank of America Corp. 0.00% Add +0.4% 579,546 $30.2M
Raymond James Financial Inc. 0.01% Add +1.3% 477,855 $24.9M
LPL Financial LLC 0.00% Add +1.5% 405,292 $21.1M
Mariner, LLC 0.02% Add +9.0% 382,793 $20.0M
Flputnam Investment Management Co. 0.15% Add +2.0% 248,821 $13.0M
Bailard, Inc. 0.24% Add +2.5% 222,809 $11.6M
IMA Advisory Services, Inc. 0.72% New 221,075 $11.5M
Composition Wealth, LLC 0.10% Reduce -0.1% 165,083 $8.6M
Koss-Olinger Consulting, LLC 0.56% Add +3.1% 140,062 $7.3M
Keybank National Association 0.02% Add +20.2% 138,637 $7.2M
Harbour Investments, Inc. 0.10% Add +10.2% 136,740 $7.1M
Beacon Pointe Advisors, LLC 0.03% Reduce -10.2% 119,351 $6.2M
Franklin Resources Inc. 0.00% No change 95,824 $5.0M
CIBC Bancorp USA Inc. 0.01% Add +612.2% 95,161 $5.0M
JNBA Financial Advisors 0.33% Reduce -3.8% 82,878 $4.3M
Cary Street Partners Financial LLC 0.09% Add +3.5% 76,192 $4.0M
Advisory Services Network, LLC 0.04% Add +1.1% 68,684 $3.6M
Northwestern Mutual Wealth Management Co. 0.00% Add +27.6% 63,182 $3.3M
Wealth Enhancement Advisory Services, LLC 0.01% Add +421.3% 60,395 $3.1M
Cetera Investment Advisers 0.00% Add +16.8% 56,057 $2.9M
EP Wealth Advisors, LLC 0.01% Add +176.9% 55,574 $2.9M
World Investment Advisors 0.05% No change 62,396 $2.8M
Francis Financial, Inc. 0.45% Add +0.2% 52,629 $2.7M
Seeds Investor LLC 0.27% Add +41.5% 51,016 $2.7M
Osaic Holdings, Inc. 0.00% Add +25.8% 47,253 $2.5M
Hilltop Wealth Advisors, LLC 1.09% Reduce -4.7% 41,740 $2.2M
Commonwealth Equity Services, LLC 0.00% Add +18.5% 41,331 $2.2M
Creative Planning 0.00% Reduce -0.6% 41,291 $2.2M
Sanchez Levi Garrett 1.16% Reduce -2.8% 41,096 $2.1M
Robertson Stephens Wealth Management, LLC 0.05% Add +7.1% 36,048 $1.9M
Gould Asset Management LLC 0.30% Add +5.6% 35,965 $1.9M
Royal Bank of Canada 0.00% Add +1.5% 34,939 $1.8M
Sage Financial Group Inc. 0.10% Add +6.5% 33,606 $1.8M
Bank of New York Mellon Corp 0.00% Add +3.0% 32,636 $1.7M
RTD Financial Advisors, Inc. 0.18% Add +0.0% 32,103 $1.7M
Biltmore Family Office, LLC 0.21% No change 31,248 $1.6M
Cambridge Investment Research Advisors, Inc. 0.00% Add +14.7% 30,317 $1.6M
Trilogy Capital Inc. 0.06% Add +5.1% 30,195 $1.6M
Balanced Rock Investment Advisors LLC 0.96% Reduce -17.3% 29,570 $1.5M
HighTower Advisors, LLC 0.00% Reduce -7.7% 28,306 $1.5M
Corient Private Wealth LP 0.00% Add +6.9% 27,772 $1.4M
SageView Advisory Group, LLC 0.04% Reduce -0.1% 25,861 $1.3M
Eley Financial Management, Inc 0.41% Add +15.4% 24,321 $1.3M
Eastern Bank 0.02% Reduce -91.8% 24,110 $1.3M
Steward Partners Investment Advisory, LLC 0.01% Reduce -5.6% 24,054 $1.3M
D.A. Davidson & Co. 0.01% Reduce -2.7% 24,036 $1.3M
Susquehanna International Group, LLP 0.00% New 24,000 $1.3M
Affiance Financial, LLC 0.18% Reduce -3.7% 23,840 $1.2M
Coldstream Capital Management Inc. 0.02% Reduce -0.8% 23,225 $1.2M
Shira Ridge Wealth Management 0.42% Reduce -3.4% 22,896 $1.2M
Aptus Capital Advisors, LLC 0.01% Add +14.3% 21,876 $1.1M
Rockefeller Capital Management L.P. 0.00% Add +121.9% 21,640 $1.1M
Envestnet Asset Management Inc. 0.00% Add +5.3% 21,328 $1.1M
Birchbrook, Inc. 0.51% Reduce -0.1% 20,730 $1.1M
Private Advisor Group, LLC 0.00% Reduce -5.6% 20,672 $1.1M
MainStreet Investment Advisors LLC 0.15% Reduce -2.8% 20,435 $1.1M
Caliber Wealth Management, LLC / KS 0.10% No change 20,394 $1.1M
MassMutual Private Wealth & Trust, FSB 0.03% Reduce -3.6% 20,270 $1.1M
Values Added Financial LLC 0.38% Add +2.4% 20,190 $1.1M
Whittier Trust Co. 0.01% No change 20,309 $1.1M
Wealth Advisory Team LLC 0.85% — 20,016 $1.0M
Truist Financial Corp. 0.00% Reduce -1.9% 19,490 $1.0M
NorthRock Partners, LLC 0.01% Add +0.5% 19,111 $997K
Mgo One Seven LLC 0.02% Reduce -1.1% 17,561 $916K
Farther Finance Advisors, LLC 0.01% Add +97.1% 17,377 $906K
Topel & Distasi Wealth Management, LLC 0.43% Reduce -4.8% 16,903 $881K
Atlantic Private Wealth, LLC 0.51% No change 15,826 $825K
Focus Partners Wealth 0.00% Reduce -2.5% 15,665 $817K
Integrated Wealth Concepts LLC 0.01% Add +6.2% 15,635 $815K
Baird Financial Group, Inc. 0.00% Reduce -12.6% 13,864 $723K
Beta Wealth Group, Inc. 0.27% Add +0.2% 13,768 $718K
RVW Wealth, LLC 0.05% Reduce -0.2% 13,663 $713K
Portland Global Advisors LLC 0.07% Reduce -0.7% 13,535 $706K
Stordahl Capital Management, Inc. 0.13% No change 13,152 $686K
BLB&B Advisors, LLC 0.02% Reduce -0.6% 12,382 $646K
Stratos Wealth Partners, LTD. 0.01% Reduce -10.4% 12,301 $642K
Capital Analysts, LLC 0.01% Reduce -4.2% 12,021 $627K
Tarbox Family Office, Inc. 0.09% Add +37.8% 11,593 $605K
Magnus Financial Group LLC 0.04% Reduce -8.1% 11,290 $589K
DAVENPORT & Co LLC 0.00% Reduce -3.7% 11,163 $582K
Bartlett & Co. Wealth Management LLC 0.01% Add +10.6% 10,837 $565K
Pathway Financial Advisors LLC 0.06% Add +0.5% 10,778 $555K
McKinley Carter Wealth Services, Inc. 0.03% Add +2.2% 10,526 $549K
Weil Company, Inc. 0.09% Reduce -5.0% 9,987 $521K
Ellenbecker Investment Group 0.06% Add +101.2% 9,775 $510K
Armbruster Capital Management, Inc. 0.07% Add +2.2% 9,425 $492K
Nadler Financial Group, Inc. 0.04% New 9,390 $490K
Hunter Associates Investment Management LLC 0.06% No change 9,200 $480K
Bradley Foster & Sargent Inc. 0.01% No change 8,978 $468K
Estate Counselors, LLC 0.04% New 8,825 $460K
McNamara Financial Services, Inc. 0.08% Add +0.3% 8,628 $450K
Cerity Partners LLC 0.00% Reduce -6.0% 8,542 $445K
Chicago Partners Investment Group LLC 0.01% Reduce -2.9% 8,648 $441K
MML Investors Services, LLC 0.00% Add +30.8% 8,219 $429K
Weinberger Asset Management, Inc 0.14% Add +9.2% 8,357 $427K
Mercer Global Advisors Inc. 0.00% New 8,177 $426K
Citadel Advisors 0.00% New 8,068 $421K
HighPoint Advisor Group LLC 0.01% Reduce -0.1% 7,797 $407K
PFG Investments, LLC 0.02% Add +0.2% 7,719 $403K
Westview Management dba Westview Investment Advisors 0.20% Reduce -12.9% 7,694 $401K
MAI Capital Management 0.00% Add +5.9% 7,600 $396K
Tribridge Partners Financial LLC 0.15% Reduce -1.7% 7,449 $384K
Mutual Advisors, LLC 0.01% Add +43.6% 7,332 $382K
Asset Dedication, LLC 0.02% Add +6.0% 7,292 $380K
Cantor Fitzgerald Investment Advisors L.P. 0.02% Reduce -1.2% 6,915 $361K
Cape Ann Savings Bank 0.16% Add +9.5% 6,689 $349K
Joel Adams & Associates, Inc. 0.21% Reduce -1.9% 6,342 $331K
Jane Street Group, LLC 0.00% Reduce -70.9% 6,228 $325K
Lodestar Private Asset Management LLC 0.03% Add +7.3% 6,221 $324K
Impact Investors, Inc 0.23% Reduce -13.8% 5,929 $309K
Capital Advantage, Inc. 0.04% Add +0.2% 5,546 $289K
Pacific Excel Wealth Advisors, Inc. 0.11% New 5,532 $288K
Heritage Family Offices, LLP 0.11% New 5,532 $288K
McCarter Private Wealth Services LLC 0.10% Reduce -38.7% 5,498 $287K
Fortis Capital Advisors, LLC 0.03% Reduce -38.7% 5,498 $287K
Belpointe Asset Management LLC 0.01% Reduce -38.7% 5,498 $287K
Horizon Wealth Management, LLC 0.04% New 5,473 $285K
Sigma Planning Corp 0.01% New 5,461 $285K
Marshall & Sterling Wealth Advisors Inc. 0.17% Add +1.1% 5,449 $284K
Optas, LLC 0.04% Reduce -52.3% 5,418 $283K
Peak Retirement Planning, Inc. 0.04% New 5,389 $281K
Financial Council, LLC 0.09% Add +0.1% 5,171 $270K
Sound Stewardship, LLC 0.11% Reduce -0.8% 5,146 $268K
TPG Financial Advisors, LLC 0.08% Reduce -5.0% 5,088 $265K
Freedom Financial Partners LLC 0.08% Reduce -15.1% 4,934 $257K
Coastal Bridge Advisors, LLC 0.02% New 4,925 $257K
Rede Wealth, LLC 0.08% Add +5.5% 4,864 $254K
Rogco, LP 0.08% No change 4,706 $245K
Kestra Advisory Services, LLC 0.00% New 4,664 $243K
Prosperity Consulting Group, LLC 0.01% New 4,421 $231K
DeDora Capital, Inc. 0.05% New 4,406 $230K
Burns J W & Co. Inc. 0.02% New 4,350 $227K
Whitegate Investment Counselors, Inc. 0.06% New 4,200 $219K
ETF Portfolio Partners, Inc. 0.05% New 4,197 $219K
Laurel Wealth Planning LLC 0.10% New 4,174 $218K
DORVAL Corp 0.06% New 4,098 $214K
Rossby Financial, LCC 0.04% Add +1247.3% 3,934 $205K
Novare Capital Management LLC 0.01% Reduce -13.2% 3,931 $205K
Amara Financial, Llc. 0.12% New 3,900 $203K
Larson Financial Group LLC 0.00% Reduce -15.0% 3,245 $169K
Mascoma Wealth Management LLC 0.03% Add +0.1% 3,206 $167K
Hills Bank & Trust Co 0.01% Reduce -4.3% 3,126 $163K
Mogy Joel R Investment Counsel Inc. 0.01% No change 3,000 $156K
First United Bank & Trust 0.04% Reduce -1.2% 2,965 $155K
Arcadia Investment Advisors LLC 0.06% Add +0.3% 2,848 $149K
Arax Advisory Partners 0.00% Add +6.1% 2,801 $146K
Urban Financial Advisory Corp 0.04% Add +278000.0% 2,781 $145K
Global Retirement Partners, LLC 0.00% — 2,463 $128K
JPMorgan Chase & Co. 0.00% Add +7.4% 2,179 $113K
Blueline Advisors LLC 0.08% Reduce -0.3% 2,126 $111K
Armor Investment Advisors, LLC 0.04% No change 2,103 $110K
Hanson & Doremus Investment Management 0.01% Reduce -3.0% 1,854 $97K
Armstrong Advisory Group, Inc. 0.01% Add +61.2% 1,810 $94K
Morgan Stanley 0.00% Reduce -23.2% 1,619 $84K
Medallion Wealth Advisors, LLC 0.02% Reduce -26.4% 1,328 $69K
GW&K Investment Management, LLC 0.00% Reduce -0.5% 1,318 $69K
Ritter Daniher Financial Advisory LLC / DE 0.01% No change 1,316 $69K
Smithfield Trust Co 0.00% Reduce -20.3% 1,216 $63K
Nemes Rush Group LLC 0.01% Reduce -38.9% 1,189 $62K
FMR LLC 0.00% Add +9.9% 999 $52K
Caldwell Sutter Capital, Inc. 0.02% No change 991 $52K
GGM Financial LLC 0.02% Reduce -79.2% 981 $51K
Valley National Advisers Inc. 0.01% No change 971 $51K
Fiduciary Financial Advisors 0.01% New 964 $50K
FAS Wealth Partners, Inc. 0.00% Add +2.2% 915 $48K
StrongBox Wealth, LLC 0.01% New 889 $46K
US Bancorp \de 0.00% No change 867 $45K
Harbor Asset Planning, Inc. 0.03% Add +0.2% 833 $43K
Fort Vancouver Investment Management, LLC 0.02% No change 780 $41K
Addison Advisors LLC 0.02% No change 700 $37K
Whittier Trust Co. of Nevada Inc. 0.00% No change 710 $36K
GHP Investment Advisors, Inc. 0.00% Add +0.3% 686 $36K
Sherman Asset Management, Inc. 0.03% No change 680 $35K
Oakmont Advisory Group, LLC 0.03% New 595 $31K
Birchwood Financial Partners, Inc. 0.02% Add +0.3% 584 $30K
Meramec Financial Planners, LLC 0.01% No change 548 $28K
BlackRock, Inc. 0.00% No change 427 $22K
Key Financial Inc 0.00% No change 330 $17K
Deutsche Bank AG 0.00% Reduce -40.9% 325 $17K
Three Bearings Fiduciary Advisors, Inc. 0.01% No change 288 $15K
1 North Wealth Services LLC 0.00% No change 245 $13K
Godfrey Financial Associates, Inc. 0.01% No change 216 $11K
Redwood Park Advisors LLC 0.01% No change 212 $11K
IFP Advisors, Inc 0.00% Reduce -16.4% 209 $11K
Millstone Evans Group, LLC 0.00% Add +110.3% 143 $7K
Allworth Financial LP 0.00% No change 124 $6K
Milestone Investment Advisors LLC 0.00% No change 120 $6K
Triumph Capital Management 0.00% No change 120 $6K
Front Row Advisors LLC 0.00% No change 100 $5K
Spire Wealth Management 0.00% No change 84 $4K
Community Bank, N.A. 0.00% No change 58 $3K
Assetmark, Inc. 0.00% Add +3.5% 30 $2K
CBIZ Investment Advisory Services, LLC 0.00% No change 25 $1K
Avion Wealth 0.00% No change 36 $1K

"% 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.