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iShares ESG Screened S&P Mid-Cap ETF (XJH) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for iShares ESG Screened S&P Mid-Cap ETF (BATS:XJH)

Number of
Institutional Buyers
(last 12 months)
58
Total
Institutional Inflows
(last 12 months)
$38.00M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$11.37M
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XJH Institutional Buying and Selling by Quarter

iShares ESG Screened S&P Mid-Cap ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/13/2024 Balanced Rock Investment Advisors LLC41,756$1.72M1.5%+86.6%0.938%
5/9/2024 Portland Global Advisors LLC14,740$606K0.1%N/A0.331%
5/7/2024 Topel & Distasi Wealth Management LLC12,489$513K0.2%+8.2%0.281%
5/4/2024 Gould Asset Management LLC CA34,445$1.42M0.3%+7.9%0.774%
4/29/2024Commonwealth Equity Services LLC71,103$2.92M0.0%+29.1%1.598%
4/26/2024 JNBA Financial Advisors61,329$2.52M0.3%+19.5%1.378%
4/26/2024 Carr Financial Group Corp10,000$411K0.1%N/A0.225%
4/23/2024 Regatta Capital Group LLC7,943$326K0.1%-13.6%0.178%
4/23/2024 Raymond James Financial Services Advisors Inc.246,146$10.11M0.0%+319.1%5.531%
4/22/2024 Raymond James & Associates332,681$13.67M0.0%+7.4%7.476%
4/18/2024 Shira Ridge Wealth Management127,704$5.25M3.0%-2.7%2.870%
4/18/2024 Optas LLC12,351$507K0.1%+37.8%0.278%
4/17/2024 Stephens Consulting LLC2,810$115K0.0%N/A0.063%
4/16/2024 Dohj LLC41,258$1.70M0.4%+33.4%0.927%
4/16/2024 Tarbox Family Office Inc.6,562$270K0.0%+4.5%0.147%
4/15/2024 Affiance Financial LLC19,795$813K0.2%-47.2%0.445%
4/10/2024 Pathway Financial Advisors LLC6,038$248K0.1%N/A0.201%
4/8/2024 RVW Wealth LLC48,021$1.97M0.2%-26.0%1.601%
4/5/2024 Hilltop Wealth Advisors LLC11,466$471K0.2%-29.1%0.382%
3/26/2024 Napatree Capital LLC8,374$316K0.3%N/A0.279%
2/23/2024 Chicago Partners Investment Group LLC5,493$204K0.0%N/A0.183%
2/20/2024 Voisard Asset Management Group Inc.2,449$92K0.1%N/A0.082%
2/9/2024 Congress Wealth Management LLC DE 17,936$677K0.0%+10.7%0.598%
2/9/2024 Advisory Services Network LLC40,067$1.51M0.0%+0.9%1.336%
2/9/2024 Franklin Resources Inc.80,334$3.03M0.0%+69.5%2.678%
2/9/2024 D.A. Davidson & CO.15,966$602K0.0%+63.9%0.532%
2/9/2024Coldstream Capital Management Inc.21,887$826K0.0%+28.5%0.730%
2/8/2024 First United Bank & Trust12,665$478K0.2%+57.0%0.422%
2/8/2024 JNBA Financial Advisors51,334$1.94M0.2%+5.4%1.711%
2/7/2024 One Capital Management LLC14,849$560K0.0%+2.6%0.495%
2/7/2024 Cary Street Partners Investment Advisory LLC43,103$1.63M0.1%+25.2%1.437%
2/7/2024 Wrapmanager Inc.52,519$1.98M0.6%N/A1.751%
2/2/2024 Dohj LLC30,923$1.17M0.3%+121.8%1.031%
2/2/2024 Truist Financial Corp7,714$291K0.0%+12.4%0.257%
2/2/2024 Alesco Advisors LLC5,675$214K0.0%N/A0.189%
2/2/2024 Gould Asset Management LLC CA31,910$1.20M0.3%+13.4%1.064%
2/2/2024 Bailard Inc.195,419$7.37M0.2%-1.2%6.514%
2/1/2024 Armbruster Capital Management Inc.8,525$322K0.1%+8.9%0.284%
1/31/2024 Opes Wealth Management LLC18,130$684K0.2%+39.9%0.604%
1/29/2024Baystate Wealth Management LLC28,933$1.09M0.1%N/A0.964%
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1/29/2024 Financial Council Asset Management Inc5,596$211K0.1%N/A0.187%
1/26/2024 Optas LLC8,962$338K0.1%-54.2%0.299%
1/25/2024 Eastern Bank129,945$4.90M0.2%+1.7%4.332%
1/24/2024 Mascoma Wealth Management LLC10,420$393K0.1%-29.3%0.347%
1/23/2024 Better Money Decisions LLC14,698$554K0.5%+65.4%0.490%
1/22/2024 Regatta Capital Group LLC9,188$347K0.1%-9.0%0.306%
1/18/2024 Sage Financial Group Inc.20,832$786K0.1%+19.1%0.694%
1/17/2024 Hilltop Wealth Advisors LLC16,173$610K0.3%+15.9%0.539%
1/16/2024 Raymond James Financial Services Advisors Inc.58,738$2.22M0.0%+55.8%1.958%
1/16/2024 Raymond James & Associates309,693$11.68M0.0%+18.1%10.323%
1/11/2024 Whittier Trust Co.20,167$761K0.0%+13.9%0.672%
1/11/2024 GenWealth Group Inc.18,545$700K0.2%N/A0.618%
1/11/2024 Shira Ridge Wealth Management131,293$4.95M3.0%-1.1%4.376%
1/8/2024 RVW Wealth LLC64,912$2.45M0.3%-33.0%2.164%
11/13/2023 Cary Street Partners Investment Advisory LLC34,423$1.17M0.1%+79.9%1.147%
11/13/2023Mariner LLC51,255$1.74M0.0%+27.3%1.709%
11/8/2023 D.A. Davidson & CO.9,743$330K0.0%+6.4%0.325%
11/8/2023 Better Money Decisions LLC8,884$301K0.3%+4.0%0.296%
11/7/2023 Topel & Distasi Wealth Management LLC11,610$393K0.2%+8.9%0.387%
11/6/2023 MONECO Advisors LLC6,358$215K0.1%N/A0.212%
11/4/2023 Fortis Capital Management LLC20,609$698K0.2%+26.4%0.687%
11/3/2023 Opes Wealth Management LLC12,955$439K0.1%N/A0.432%
11/2/2023 JNBA Financial Advisors48,710$1.65M0.2%+4.0%1.624%
11/2/2023Coldstream Capital Management Inc.17,032$577K0.0%+17.0%0.568%
10/31/2023 Optas LLC19,562$663K0.2%+151.1%0.652%
10/30/2023 Congress Wealth Management LLC DE16,208$549K0.0%+26.8%0.540%
10/30/2023 Regatta Capital Group LLC10,100$342K0.1%-17.1%0.337%
10/27/2023 Whittier Trust Co.17,707$600K0.0%N/A0.590%
10/24/2023 Bailard Inc.197,816$6.70M0.2%+2.3%6.594%
10/24/2023 Stratos Wealth Partners LTD.9,007$305K0.0%N/A0.300%
10/24/2023 Raymond James Financial Services Advisors Inc.37,694$1.28M0.0%-1.4%1.256%
10/24/2023 Raymond James & Associates262,139$8.88M0.0%+9.6%8.738%
10/24/2023 Gould Asset Management LLC CA28,130$953K0.3%+5.6%0.938%
10/24/2023 Cambridge Investment Research Advisors Inc.15,721$532K0.0%+6.8%0.524%
10/23/2023Commonwealth Equity Services LLC28,300$959K0.0%+14.8%0.943%
10/17/2023 Eastern Bank127,814$4.33M0.2%-2.4%4.260%
10/16/2023 Hilltop Wealth Advisors LLC13,955$473K0.4%+10.8%0.465%
10/13/2023 Mascoma Wealth Management LLC14,738$499K0.2%-22.9%0.491%
10/13/2023 Tarbox Family Office Inc.6,529$221K0.0%N/A0.218%
10/12/2023 RVW Wealth LLC96,902$3.28M0.4%-26.5%3.230%
10/12/2023 Sage Financial Group Inc.17,496$593K0.1%+6.2%0.583%
10/11/2023 Affiance Financial LLC37,088$1.26M0.5%+3.9%1.236%
10/11/2023 Koss Olinger Consulting LLC101,014$3.42M0.5%N/A3.367%
10/11/2023 Shira Ridge Wealth Management132,816$4.50M3.0%+0.9%4.427%
8/11/2023 D.A. Davidson & CO.9,159$326K0.0%+8.7%0.305%
8/10/2023WFA of San Diego LLC791$28K0.0%N/A0.026%
8/10/2023 Cary Street Partners Investment Advisory LLC19,133$682K0.0%N/A0.638%
8/10/2023Cetera Advisors LLC18,900$673K0.0%+16.2%0.630%
8/10/2023Cetera Advisor Networks LLC7,763$277K0.0%-41.3%0.259%
8/9/2023 Better Money Decisions LLC8,545$304K0.2%+6.7%0.285%
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You won't believe what I saw in Phoenix.
8/9/2023Flow Traders U.S. LLC11,929$425K0.0%+61.2%0.398%
8/9/2023 Alesco Advisors LLC5,675$202K0.0%N/A0.189%
8/8/2023 Weil Company Inc.5,822$207K0.1%-10.5%0.194%
8/7/2023 Gould Asset Management LLC CA26,630$949K0.3%+7.0%0.888%
8/7/2023Wells Financial Advisors INC965$34K0.0%N/A0.032%
8/7/2023Biltmore Family Office LLC31,248$1.11M0.2%+26.8%1.042%
8/4/2023 Fortis Capital Management LLC16,299$581K0.2%-12.6%0.543%
8/3/2023 JNBA Financial Advisors46,841$1.67M0.2%+8.1%1.561%
8/3/2023 CWM LLC1,066$38K0.0%-77.0%0.036%
8/3/2023Coldstream Capital Management Inc.14,556$518K0.0%+86.1%0.485%
(Data available from 1/1/2016 forward)

XJH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XJH shares?

During the previous two years, 82 institutional investors and hedge funds held shares of iShares ESG Screened S&P Mid-Cap ETF. The most heavily invested institutionals were Raymond James & Associates ($13.67M), Raymond James Financial Services Advisors Inc. ($10.11M), Bailard Inc. ($7.37M), Shira Ridge Wealth Management ($5.25M), Eastern Bank ($4.90M), Koss Olinger Consulting LLC ($3.42M), and Franklin Resources Inc. ($3.03M).Learn more on XJH's institutional investors.

Which institutional investors have been buying iShares ESG Screened S&P Mid-Cap ETF stock?

Of the 75 institutional investors that purchased iShares ESG Screened S&P Mid-Cap ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Services Advisors Inc. ($234.78K), Raymond James & Associates ($198.59K), Eastern Bank ($134.55K), Shira Ridge Wealth Management ($132.97K), Koss Olinger Consulting LLC ($101.01K), Bailard Inc. ($56.71K), and GenWealth Group Inc. ($53.86K).

How much institutional buying is happening at iShares ESG Screened S&P Mid-Cap ETF?

Institutional investors have bought a total of 1,719,982 shares in the last 24 months. This purchase volume represents approximately $61.46M in transactions.

Which iShares ESG Screened S&P Mid-Cap ETF major shareholders have been selling company stock?

Of the 23 institutional investors that sold iShares ESG Screened S&P Mid-Cap ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: RVW Wealth LLC ($504.98K), Fulcrum Capital LLC ($161.46K), Cambridge Investment Research Advisors Inc. ($18.21K), Affiance Financial LLC ($17.69K), Optas LLC ($12.60K), Regatta Capital Group LLC ($12.54K), and Mascoma Wealth Management LLC ($10.41K).

How much institutional selling is happening at iShares ESG Screened S&P Mid-Cap ETF?

Institutional investors have sold a total of 785,629 shares in the last 24 months. This volume of shares sold represents approximately $27.18M in transactions.


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This page (BATS:XJH) was last updated on 5/14/2024 by MarketBeat.com Staff

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