Free Trial
→ Your $29.97 book is free today (From Profits Run) (Ad)tc pixel Free XJH Stock Alerts

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

iShares ESG Select Screened S&P Mid-Cap ETF logo
$49.29 +0.13 (+0.26%)
As of 01:30 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$4.54M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$886.77K
Get XJH Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares ESG Select Screened S&P Mid-Cap ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

XJH Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2026 Atlantic Private Wealth LLC15,826$718K0.5%+2.3%0.233%
5/7/2026 Koss Olinger Consulting LLC135,892$6.17M0.5%+0.6%1.998%
5/6/2026 Bartlett & CO. Wealth Management LLC9,802$476K0.0%+1,050.5%0.144%
5/6/2026 Gould Asset Management LLC CA34,060$1.55M0.3%+7.1%0.501%
5/5/2026 Bank of New York Mellon Corp31,687$1.44M0.0%N/A0.466%
2/19/2026 Birchwood Financial Partners Inc.581$26K0.0%N/A0.009%
2/17/2026Advisory Services Network LLC86,670$3.87M0.1%+6.5%1.275%
2/17/2026 Gould Asset Management LLC CA31,810$1.42M0.3%-1.3%0.468%
2/13/2026Integrated Wealth Concepts LLC9,099$406K0.0%-32.6%0.134%
2/5/2026 Sherman Asset Management Inc.742$33K0.0%N/A0.011%
1/28/2026 Cape ANN Savings Bank5,924$265K0.1%+7.2%0.087%
1/23/2026 Farther Finance Advisors LLC4,937$220K0.0%N/A0.073%
1/21/2026 Hunter Associates Investment Management LLC9,200$411K0.1%N/A0.135%
1/21/2026 First United Bank & Trust3,030$135K0.0%-54.6%0.045%
11/17/2025Integrated Wealth Concepts LLC13,506$592K0.0%+19.1%0.199%
11/10/2025 Marshall & Sterling Wealth Advisors Inc.5,417$237K0.2%-5.5%0.080%
10/28/2025 Mascoma Wealth Management LLC3,355$147K0.0%+68.3%0.049%
10/27/2025 First United Bank & Trust6,680$293K0.1%+12.7%0.098%
10/15/2025 Cape ANN Savings Bank5,524$242K0.1%-8.5%0.081%
10/15/2025 Hanson & Doremus Investment Management1,912$84K0.0%+71.0%0.028%
8/15/2025 WFA of San Diego LLC791$33K0.0%N/A0.012%
8/14/2025 Cary Street Partners Financial LLC75,097$3.12M0.1%+1.2%1.104%
8/13/2025 Portland Global Advisors LLC14,335$595K0.1%+7.1%0.211%
8/12/2025JPMorgan Chase & Co.594$25K0.0%+266.7%0.009%
8/11/2025 MainStreet Investment Advisors LLC20,710$859K0.1%-6.4%0.305%
8/1/2025 Bessemer Group Inc.21,985$912K0.0%N/A0.323%
7/18/2025 First United Bank & Trust5,925$246K0.1%-39.1%0.087%
7/15/2025 RVW Wealth LLC13,694$568K0.0%-23.9%0.201%
7/9/2025 MassMutual Private Wealth & Trust FSB20,485$850K0.0%-6.5%0.301%
5/16/2025Integrated Wealth Concepts LLC8,966$350K0.0%+43.7%0.134%
5/15/2025Baird Financial Group Inc.13,843$541K0.0%-3.2%0.207%
5/15/2025Cape ANN Savings Bank5,939$232K0.1%N/A0.089%
5/8/2025RVW Wealth LLC18,003$703K0.1%-49.8%0.273%
5/7/2025Portland Global Advisors LLC13,380$523K0.1%-10.7%0.203%
4/30/2025MainStreet Investment Advisors LLC22,135$865K0.1%-4.4%0.335%
4/30/2025Rogco LP4,911$192K0.1%+25.5%0.074%
4/24/2025Mascoma Wealth Management LLC2,141$84K0.0%-11.3%0.032%
4/15/2025First United Bank & Trust9,730$380K0.1%-46.3%0.150%
4/1/2025MassMutual Private Wealth & Trust FSB21,910$856K0.0%-4.4%0.337%
2/17/2025MainStreet Investment Advisors LLC23,145$968K0.1%N/A0.520%
Millionaire warns: Move your money now (Ad)

Larry Benedict, the hedge fund trader who generated $274 million in profits for clients and beat the S&P 500 by 18 times in 2025, says Trump's installation of a new Federal Reserve chair is triggering the most significant shift in U.S. markets in nearly 20 years. Benedict's track record around Fed moves is hard to ignore - 62% from a single position after 2020 rate cuts, 117% in under a month when rate hikes were signaled in 2022, and an 89% gain in 17 days following a Jackson Hole speech. He has already identified the one ticker he believes will be at the center of the coming money flows, and he's sharing it free.tc pixel

Click here to see the ticker Larry Benedict is recommending right now
2/17/2025NorthRock Partners LLC15,849$663K0.0%N/A0.356%
2/17/2025Focus Partners Wealth13,401$561K0.0%+50.6%0.301%
2/17/2025Francis Financial Inc.95,177$3.98M0.9%+12.6%2.139%
2/17/2025Deutsche Bank AG1,000$42K0.0%+150.0%0.022%
2/17/2025Capital Advantage Inc.6,273$262K0.0%N/A0.141%
2/17/2025Cetera Investment Advisers36,617$1.53M0.0%+10.8%0.823%
2/17/2025Captrust Financial Advisors11,487$481K0.0%-11.6%0.258%
2/17/2025Cary Street Partners Financial LLC73,969$3.10M0.1%N/A1.662%
2/17/2025Bank of America Corp DE505,321$21.14M0.0%+6.8%11.356%
2/14/2025Mercer Global Advisors Inc. ADV12,147$508K0.0%+132.2%0.273%
2/14/2025Jane Street Group LLC16,444$688K0.0%N/A0.370%
2/14/2025Marshall & Sterling Wealth Advisors Inc.8,537$357K0.2%N/A0.192%
2/14/2025Coldstream Capital Management Inc.29,952$1.25M0.0%+3.1%0.673%
2/14/2025Integrated Wealth Concepts LLC6,241$261K0.0%+30.3%0.140%
2/14/2025Balanced Rock Investment Advisors LLC38,654$1.62M1.3%-13.3%0.869%
2/13/2025Mariner LLC224,143$9.38M0.0%+16.4%5.037%
2/13/2025Crux Wealth Advisors27,928$1.17M0.7%N/A0.628%
2/13/2025Raymond James Financial Inc.462,766$19.36M0.0%N/A10.399%
2/13/2025Advisory Services Network LLC70,018$2.93M0.1%+22.6%1.573%
2/13/2025Envestnet Asset Management Inc.33,217$1.39M0.0%+4.1%0.746%
2/12/2025World Investment Advisors130,914$5.48M0.1%-5.9%2.942%
2/12/2025Nemes Rush Group LLC1,298$54K0.0%N/A0.029%
2/12/2025Franklin Resources Inc.99,179$4.15M0.0%+7.5%2.229%
2/11/2025Congress Wealth Management LLC DE10,884$455K0.0%-20.5%0.245%
2/11/2025LPL Financial LLC100,712$4.21M0.0%+13.1%2.263%
2/11/2025Atlantic Private Wealth LLC15,441$646K0.5%-4.5%0.347%
2/11/2025Koss Olinger Consulting LLC147,162$6.16M0.5%+0.9%3.307%
2/10/2025Harbour Investments Inc.15,457$647K0.0%+3.3%0.347%
2/10/2025Corient Private Wealth LLC23,111$967K0.0%+23.5%0.519%
2/10/2025Commonwealth Equity Services LLC76,752$3.21M0.0%+2.7%1.725%
2/10/2025Mascoma Wealth Management LLC2,413$101K0.0%-15.1%0.054%
2/10/2025Parkworth Wealth Management Inc.2,579$108K0.1%N/A0.058%
2/7/2025HighTower Advisors LLC47,003$1.97M0.0%+37.6%1.056%
2/6/2025Raymond James Financial Inc.462,766$19.36M0.0%N/A10.399%
2/6/2025Smithfield Trust Co857$36K0.0%-22.9%0.019%
2/6/2025Steward Partners Investment Advisory LLC54,182$2.27M0.0%-6.7%1.218%
2/5/2025SRS Capital Advisors Inc.2,640$110K0.0%+462.9%0.059%
2/5/2025Bailard Inc.211,044$8.83M0.2%+2.5%4.743%
2/5/2025Impact Investors Inc6,525$273K0.2%N/A0.147%
2/4/2025Wrapmanager Inc.7,251$303K0.1%-10.5%0.163%
2/3/2025Private Advisor Group LLC47,253$1.98M0.0%+3.3%1.062%
1/31/2025Rogco LP3,913$164K0.1%N/A0.088%
1/31/2025Pathway Financial Advisors LLC10,103$423K0.1%+16.5%0.227%
1/30/2025Opes Wealth Management LLC18,203$762K0.2%-4.2%0.409%
1/30/2025JNBA Financial Advisors78,323$3.28M0.3%+10.5%1.760%
1/27/2025Robertson Stephens Wealth Management LLC9,057$379K0.0%N/A0.204%
1/27/2025Stratos Wealth Partners LTD.15,343$642K0.0%+30.3%0.345%
1/27/2025Stephens Consulting LLC2,803$117K0.0%+23.6%0.063%
1/24/2025Optas LLC13,280$556K0.1%+5.0%0.298%
1/24/2025Better Money Decisions LLC18,597$778K0.5%+2.2%0.418%
Trump's gold order: the announcement they won't put on the front page (Ad)

On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no debate, no vote, one executive order. Gold tripled within three years and climbed 20x over the following decade. Trump holds that same executive authority today, and his advisors are openly saying a reversal is on the table. There are two ways this plays out - both move gold in the same direction. A free briefing breaks down exactly what Nixon did, why Trump is positioned to act, and how to move your 401k into gold before any announcement - tax free.tc pixel

Request the free guide in 30 seconds and get positioned now
1/24/2025DAVENPORT & Co LLC10,338$433K0.0%+21.7%0.232%
1/24/2025Dohj LLC42,695$1.79M0.4%-7.0%0.959%
1/24/2025Chicago Partners Investment Group LLC7,805$328K0.0%+17.1%0.175%
1/23/2025RVW Wealth LLC35,860$1.50M0.1%-2.1%0.806%
1/23/2025Sage Financial Group Inc.26,906$1.13M0.1%+6.5%0.605%
1/23/2025Stordahl Capital Management Inc.5,916$248K0.1%N/A0.133%
1/23/2025McKinley Carter Wealth Services Inc.17,509$733K0.0%+4.1%0.393%
1/23/2025Asset Dedication LLC2,014$84K0.0%+105.1%0.045%
1/21/2025RTD Financial Advisors Inc.27,814$1.16M0.1%+17.8%0.625%
1/21/2025Carr Financial Group Corp18,141$759K0.2%+80.4%0.408%


XJH Institutional Ownership - Frequently Asked Questions

During the previous two years, 103 institutional investors and hedge funds held shares of iShares ESG Select Screened S&P Mid-Cap ETF. The most heavily invested institutionals were Bank of America Corp DE ($21.14M), Raymond James Financial Inc. ($19.36M), Raymond James & Associates ($15.80M), Eastern Bank ($15.79M), Mariner LLC ($9.38M), Bailard Inc. ($8.83M), and Koss Olinger Consulting LLC ($6.17M).Learn more on iShares ESG Select Screened S&P Mid-Cap ETF's institutional investors.

Of the 91 institutional investors that purchased iShares ESG Select Screened S&P Mid-Cap ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($925.53K), Koss Olinger Consulting LLC ($147.98K), World Investment Advisors LLC ($139.07K), Eastern Bank ($115.75K), Cary Street Partners Financial LLC ($74.87K), Francis Financial Inc. ($58.02K), and Private Advisor Group LLC ($47.25K).

Institutional investors have bought a total of 104,037 shares in the last 24 months. This purchase volume represents approximately $4.54M in transactions.

Of the 9 institutional investors that sold iShares ESG Select Screened S&P Mid-Cap ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: First United Bank & Trust ($7.46K), Integrated Wealth Concepts LLC ($4.41K), RVW Wealth LLC ($4.31K), MassMutual Private Wealth & Trust FSB ($1.43K), MainStreet Investment Advisors LLC ($1.43K), Cape ANN Savings Bank ($515.00), and Baird Financial Group Inc. ($454.00).

Institutional investors have sold a total of 20,726 shares in the last 24 months. This volume of shares sold represents approximately $886.77K in transactions.


Related Companies

This page (BATS:XJH) was last updated on 5/14/2026 by MarketBeat.com Staff.
From Our Partners
Before you buy SpaceX shares, consider this alternative approach
SpaceX has confidentially filed for an IPO with the SEC, targeting a June 2026 listing at a valuation exceedin...
Weiss Ratings | Sponsoredtc pixel
NNVC FDA = New Momentum Wave!
NanoViricides (NYSE: NNVC) just received FDA Orphan Drug Designation for its antiviral NV-387, targeting measl...
Equiscreen | Sponsoredtc pixel
This is the worst news for stocks in 50 years
Goldman Sachs and Morgan Stanley are issuing a rare warning: what's ahead for U.S. stocks could be the worst e...
TradeSmith | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel
SpaceX just filed. The clock is ticking.
Reuters reports Elon Musk filed secretly. Barron's says it's being finalized behind closed doors. CNBC just re...
The Oxford Club | Sponsoredtc pixel
The system holding the dollar together is gone…
Saudi Arabia has terminated its 1974 petrodollar agreement with the United States - the deal that forced every...
Golden Portfolio | Sponsoredtc pixel
Millionaire warns: Move your money before May 15
Larry Benedict - the trader who generated $274 million in client profits and beat the S&P 500 by 18 times in 2...
Brownstone Research | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel