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

iShares ESG Select Screened S&P Mid-Cap ETF logo
$51.46 -0.39 (-0.75%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares ESG Select Screened S&P Mid-Cap ETF (BATS:XJH)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$3.17M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$454.29K
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XJH Institutional Buying and Selling by Quarter

iShares ESG Select 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
7/2/2026 MassMutual Private Wealth & Trust FSB20,270$1.06M0.0%-3.6%0.298%
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%
2/17/2026 Advisory 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%
2/13/2026 Integrated 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%
11/17/2025 Integrated 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%
8/12/2025 JPMorgan 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%
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2/17/2025MainStreet Investment Advisors LLC23,145$968K0.1%N/A0.520%
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%
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1/24/2025Better Money Decisions LLC18,597$778K0.5%+2.2%0.418%
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%


XJH Institutional Ownership - Frequently Asked Questions

During the previous two years, 98 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 84 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), World Investment Advisors LLC ($139.07K), Eastern Bank ($115.75K), Cary Street Partners Financial LLC ($74.87K), Hilltop Wealth Advisors LLC ($36.88K), Bank of America Corp DE ($32.29K), and Bank of New York Mellon Corp ($31.69K).

Institutional investors have bought a total of 70,307 shares in the last 24 months. This purchase volume represents approximately $3.17M in transactions.

The following institutional investors have sold iShares ESG Select Screened S&P Mid-Cap ETF stock in the last 24 months: Integrated Wealth Concepts LLC ($4.41K), First United Bank & Trust ($3.65K), MassMutual Private Wealth & Trust FSB ($755.00), Cape ANN Savings Bank ($515.00), Gould Asset Management LLC CA ($420.00), and Marshall & Sterling Wealth Advisors Inc. ($316.00).

Institutional investors have sold a total of 10,063 shares in the last 24 months. This volume of shares sold represents approximately $454.29K in transactions.


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Institutional ownership data for BATS:XJH is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/2/2026. New 13F filings are added each quarter as they're published.
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