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

iShares ESG Screened S&P Mid-Cap ETF logo
$44.09 +1.79 (+4.22%)
As of 01/21/2025 03:59 PM Eastern
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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)
66
Total
Institutional Inflows
(last 12 months)
$52.22M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$4.45M
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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
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%
1/17/2025 Magnus Financial Group LLC11,838$495K0.0%+9.6%0.266%
1/16/2025 First United Bank & Trust18,135$759K0.3%-5.1%0.408%
1/16/2025 MassMutual Private Wealth & Trust FSB22,920$959K0.0%N/A0.515%
1/14/2025 Armstrong Advisory Group Inc.1,006$42K0.0%-34.5%0.023%
1/14/2025 Shira Ridge Wealth Management124,605$5.21M2.6%+5.2%2.800%
1/13/2025 Eastern Bank377,370$15.79M0.3%-1.0%8.480%
1/8/2025 Hilltop Wealth Advisors LLC43,853$1.84M0.9%-9.1%0.985%
12/26/2024JPMorgan Chase & Co.2,855$121K0.0%+170.1%0.064%
11/25/2024World Investment Advisors LLC139,072$5.88M0.1%N/A3.125%
11/18/2024Coldstream Capital Management Inc.29,038$1.23M0.0%+8.1%0.653%
11/15/2024Urban Financial Advisory Corp2,381$101K0.1%N/A0.054%
11/15/2024Integrated Wealth Concepts LLC4,790$203K0.0%N/A0.108%
11/15/2024HighTower Advisors LLC34,156$1.44M0.0%-8.7%0.768%
11/14/2024Captrust Financial Advisors12,987$549K0.0%-2.7%0.292%
11/13/2024D.A. Davidson & CO.22,584$955K0.0%+11.7%0.508%
11/12/2024Larson Financial Group LLC2,199$93K0.0%+32.0%0.049%
11/8/2024Wrapmanager Inc.8,106$343K0.1%+3.3%0.182%
11/7/2024Amara Financial LLC.8,550$362K0.3%N/A0.192%
11/5/2024Aptus Capital Advisors LLC1,314$56K0.0%N/A0.030%
11/5/2024Harbour Investments Inc.14,959$633K0.0%+580.0%0.336%
11/4/2024Addison Advisors LLC700$30K0.0%N/A0.016%
10/31/2024JNBA Financial Advisors70,859$3.00M0.3%+7.2%1.592%
10/30/2024RTD Financial Advisors Inc.23,604$998K0.1%N/A0.530%
10/29/2024Opes Wealth Management LLC18,993$803K0.2%+2.9%0.427%
10/29/2024Optas LLC12,648$535K0.1%+2.8%0.284%
10/29/2024Sage Financial Group Inc.25,273$1.07M0.1%+2.6%0.568%
10/29/2024Chicago Partners Investment Group LLC6,668$281K0.0%+10.1%0.150%
10/25/2024Voisard Asset Management Group Inc.961$41K0.0%-62.7%0.022%
10/25/2024Better Money Decisions LLC18,205$770K0.5%+12.7%0.409%
10/25/2024Cantor Fitzgerald Investment Advisors L.P.7,978$337K0.0%-3.8%0.179%
10/24/2024 Wealth Enhancement Advisory Services LLC20,029$847K0.0%+7.6%0.450%
10/24/2024PFG Investments LLC5,025$213K0.0%N/A0.113%
10/23/2024 Tarbox Family Office Inc.7,972$337K0.1%+9.5%0.179%
10/22/2024Private Advisor Group LLC45,730$1.93M0.0%+38.9%1.028%
10/22/2024BLB&B Advisors LLC9,659$408K0.0%N/A0.217%
10/22/2024 Eastern Bank381,136$16.12M0.3%+43.6%8.565%
10/21/2024Koss Olinger Consulting LLC145,921$6.17M0.5%+2.9%3.279%
10/18/2024Raymond James & Associates373,507$15.80M0.0%+3.7%8.393%
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10/16/2024McKinley Carter Wealth Services Inc.16,824$711K0.0%+1.8%0.378%
10/16/2024Asset Dedication LLC982$42K0.0%+166.8%0.022%
10/15/2024 First United Bank & Trust19,110$808K0.3%+21.3%0.429%
10/15/2024Regatta Capital Group LLC5,580$236K0.0%-23.8%0.125%
10/15/2024 Magnus Financial Group LLC10,803$457K0.0%+15.1%0.243%
10/11/2024Creative Planning11,954$506K0.0%-14.9%0.269%
10/10/2024 Shira Ridge Wealth Management118,500$5.01M2.6%-7.2%2.663%
10/9/2024 Hilltop Wealth Advisors LLC48,253$2.04M1.0%+324.2%1.084%
10/8/2024First National Corp MA ADV6,118$259K0.1%N/A0.137%
10/8/2024Pathway Financial Advisors LLC8,671$367K0.1%+20.0%0.195%
8/22/2024Cetera Investment Advisers32,796$1.30M0.0%+24.7%0.737%
8/16/2024Creative Planning14,045$556K0.0%+36.0%0.316%
8/13/2024Benjamin F. Edwards & Company Inc.1,279$51K0.0%+395.7%0.029%
8/12/2024Mercer Global Advisors Inc. ADV5,231$207K0.0%-33.8%0.118%
8/7/2024Coldstream Capital Management Inc.26,852$1.06M0.0%+4.0%0.603%
8/6/2024Koss Olinger Consulting LLC141,799$5.61M0.5%N/A3.186%
8/6/2024Opes Wealth Management LLC18,463$731K0.2%+1.4%0.415%
8/5/2024Private Advisor Group LLC32,926$1.30M0.0%N/A0.740%
8/2/2024Sage Financial Group Inc.24,632$975K0.1%+5.8%0.554%
8/2/2024Larson Financial Group LLC1,666$66K0.0%+261.4%0.037%
8/2/2024Mascoma Wealth Management LLC2,923$116K0.0%-53.6%0.066%
8/2/2024Novare Capital Management LLC5,560$220K0.0%N/A0.125%
8/2/2024 Magnus Financial Group LLC9,385$371K0.0%+29.7%0.211%
8/1/2024Affiance Financial LLC21,292$843K0.2%+7.6%0.478%
7/31/2024Balanced Rock Investment Advisors LLC44,093$1.75M1.5%+5.6%0.991%
7/31/2024Commonwealth Equity Services LLC79,390$3.14M0.0%+11.7%1.784%
7/30/2024Stephens Consulting LLC2,436$96K0.0%-13.3%0.055%
7/26/2024Cambridge Investment Research Advisors Inc.29,567$1.17M0.0%+4.1%0.664%
7/26/2024Bailard Inc.200,050$7.92M0.2%+0.3%4.496%
7/24/2024Better Money Decisions LLC16,147$639K0.5%+9.9%0.363%
7/24/2024Pathway Financial Advisors LLC7,223$286K0.1%+19.6%0.162%
7/19/2024Cantor Fitzgerald Investment Advisors L.P.8,294$328K0.0%N/A0.186%
7/19/2024Raymond James & Associates360,135$14.25M0.0%+8.3%8.093%
7/17/2024 Tarbox Family Office Inc.7,281$288K0.1%+11.0%0.164%
7/16/2024 Wealth Enhancement Advisory Services LLC18,607$736K0.0%+115.1%0.418%
7/12/2024Francis Financial Inc.47,378$1.88M0.6%N/A1.065%
7/8/2024RVW Wealth LLC38,636$1.53M0.2%-19.5%0.868%
5/24/2024Cetera Advisors LLC15,910$654K0.0%-16.8%0.358%
5/13/2024Balanced Rock Investment Advisors LLC41,756$1.72M1.5%+86.6%0.938%
5/9/2024Portland Global Advisors LLC14,740$606K0.1%N/A0.331%
5/7/2024Topel & Distasi Wealth Management LLC12,489$513K0.2%+8.2%0.281%
5/4/2024Gould 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%
4/26/2024JNBA Financial Advisors61,329$2.52M0.3%+19.5%1.378%
4/26/2024Carr Financial Group Corp10,000$411K0.1%N/A0.225%
4/23/2024Regatta Capital Group LLC7,943$326K0.1%-13.6%0.178%
4/23/2024Raymond James Financial Services Advisors Inc.246,146$10.11M0.0%+319.1%5.531%
4/22/2024Raymond 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%
4/18/2024Optas LLC12,351$507K0.1%+37.8%0.278%
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Just as I predicted, President Trump announced his #1 move during his first 100 days... His allies are calling it Trump’s Manhattan Project.

You simply have to see this..
4/17/2024Stephens Consulting LLC2,810$115K0.0%N/A0.063%
4/16/2024Dohj LLC41,258$1.70M0.4%+33.4%0.927%
4/16/2024 Tarbox Family Office Inc.6,562$270K0.0%+4.5%0.147%
4/15/2024Affiance Financial LLC19,795$813K0.2%-47.2%0.445%
4/10/2024Pathway Financial Advisors LLC6,038$248K0.1%N/A0.201%
4/8/2024RVW Wealth LLC48,021$1.97M0.2%-26.0%1.601%
4/5/2024 Hilltop Wealth Advisors LLC11,466$471K0.2%-29.1%0.382%
3/26/2024Napatree Capital LLC8,374$316K0.3%N/A0.279%
2/23/2024Chicago Partners Investment Group LLC5,493$204K0.0%N/A0.183%
2/20/2024Voisard Asset Management Group Inc.2,449$92K0.1%N/A0.082%
(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, 107 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 ($15.80M), Eastern Bank ($15.79M), Raymond James Financial Services Advisors Inc. ($10.11M), Bailard Inc. ($7.92M), Koss Olinger Consulting LLC ($6.17M), World Investment Advisors LLC ($5.88M), and Shira Ridge Wealth Management ($5.21M).Learn more on XJH's institutional investors.

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

Of the 97 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: Eastern Bank ($250.30K), Koss Olinger Consulting LLC ($246.94K), Raymond James & Associates ($239.42K), Raymond James Financial Services Advisors Inc. ($234.78K), World Investment Advisors LLC ($139.07K), Bailard Inc. ($57.29K), and Hilltop Wealth Advisors LLC ($53.05K).

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

Institutional investors have bought a total of 2,323,728 shares in the last 24 months. This purchase volume represents approximately $87.75M in transactions.

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

Of the 33 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 ($460.18K), Fulcrum Capital LLC ($161.46K), Cambridge Investment Research Advisors Inc. ($18.21K), Affiance Financial LLC ($17.69K), Regatta Capital Group LLC ($14.29K), Shira Ridge Wealth Management ($14.26K), and Mascoma Wealth Management LLC ($13.79K).

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

Institutional investors have sold a total of 778,686 shares in the last 24 months. This volume of shares sold represents approximately $27.35M in transactions.


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This page (BATS:XJH) was last updated on 1/22/2025 by MarketBeat.com Staff
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