ISHARES ESG SCREEN S&P MID (XJH) Institutional Shareholders
ISHARES ESG SCREEN S&P MID (XJH) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $289.48M in XJH holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of XJH tracked by InsiderSet, reporting ownership valued at approximately $30.22M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $28.57M, representing an estimated loss of -5.47% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% of the total disclosed XJH value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Raymond James Financial Inc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in ISHARES ESG SCREEN S&P MID (XJH).
This page ranks the largest institutional XJH shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
190
Total Reported Value
$289.48M
Largest Holder
Bank Of America Corp
Largest Position
$30.22M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
51
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.00% | 579,546 | $30,223,324 | $28,571,618 | -$1,651,706 | -5.47% | |
| Raymond James Financial Inc | 0.01% | 477,855 | $24,920,138 | $23,558,252 | -$1,361,887 | -5.47% | |
| Lpl Financial Llc | 0.00% | 405,292 | $21,135,998 | $19,980,896 | -$1,155,102 | -5.47% | |
| Mariner, Llc | 0.02% | 382,793 | $19,962,664 | $18,871,695 | -$1,090,969 | -5.47% | |
| Flputnam Investment Management Co | 0.15% | 248,821 | $12,988,948 | $12,266,875 | -$722,073 | -5.56% | |
| Bailard, Inc. | 0.24% | 222,809 | $11,619,489 | $10,984,484 | -$635,005 | -5.47% | |
| Ima Advisory Services, Inc. | 0.72% | 221,075 | $11,510,171 | $10,898,998 | -$611,174 | -5.31% | |
| Composition Wealth, Llc | 0.10% | 165,083 | $8,609,100 | $8,138,592 | -$470,508 | -5.47% | |
| Koss-Olinger Consulting, Llc | 0.56% | 140,062 | $7,304,238 | $6,905,057 | -$399,181 | -5.47% | |
| Keybank National Association/Oh | 0.02% | 138,637 | $7,229,925 | $6,834,804 | -$395,121 | -5.47% | |
| Harbour Investments, Inc. | 0.10% | 136,740 | $7,130,966 | $6,741,282 | -$389,684 | -5.46% | |
| Beacon Pointe Advisors, Llc | 0.03% | 119,351 | $6,224,163 | $5,884,004 | -$340,159 | -5.47% | |
| Cibc Bancorp Usa Inc. | 0.01% | 95,161 | $4,962,646 | $4,691,437 | -$271,209 | -5.47% | |
| Jnba Financial Advisors | 0.33% | 82,878 | $4,322,088 | $4,085,885 | -$236,203 | -5.47% | |
| Cary Street Partners Financial Llc | 0.09% | 76,192 | $3,973,391 | $3,756,266 | -$217,125 | -5.46% | |
| Advisory Services Network, Llc | 0.04% | 68,684 | $3,581,870 | $3,386,121 | -$195,749 | -5.46% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 60,395 | $3,095,848 | $2,977,474 | -$118,375 | -3.82% | |
| Cetera Investment Advisers | 0.00% | 56,057 | $2,923,350 | $2,763,610 | -$159,740 | -5.46% | |
| Ep Wealth Advisors, Llc | 0.01% | 55,574 | $2,898,184 | $2,739,798 | -$158,386 | -5.47% | |
| World Investment Advisors | 0.05% | 62,396 | $2,830,908 | $3,076,123 | +$245,215 | +8.66% | |
| Francis Financial, Inc. | 0.45% | 52,629 | $2,744,614 | $2,594,610 | -$150,004 | -5.47% | |
| Seeds Investor Llc | 0.27% | 51,016 | $2,660,492 | $2,515,089 | -$145,403 | -5.47% | |
| Osaic Holdings, Inc. | 0.00% | 47,253 | $2,464,833 | $2,329,573 | -$135,260 | -5.49% | |
| Hilltop Wealth Advisors, Llc | 1.09% | 41,740 | $2,176,741 | $2,057,782 | -$118,959 | -5.47% | |
| Commonwealth Equity Services, Llc | 0.00% | 41,331 | $2,155,398 | $2,037,618 | -$117,780 | -5.46% | |
| Sanchez Levi Garrett | 1.16% | 41,096 | $2,143,148 | $2,026,033 | -$117,115 | -5.46% | |
| Robertson Stephens Wealth Management, Llc | 0.05% | 36,048 | $1,879,917 | $1,777,166 | -$102,751 | -5.47% | |
| Gould Asset Management Llc | 0.30% | 35,965 | $1,875,575 | $1,773,075 | -$102,501 | -5.47% | |
| Royal Bank Of Canada | 0.00% | 34,939 | $1,822,000 | $1,722,493 | -$99,507 | -5.46% | |
| Sage Financial Group Inc | 0.10% | 33,606 | $1,752,536 | $1,656,776 | -$95,760 | -5.46% | |
| Opes Wealth Management Llc | 0.30% | 38,536 | $1,748,378 | $1,899,825 | +$151,447 | +8.66% | |
| Bank Of New York Mellon Corp | 0.00% | 32,636 | $1,701,979 | $1,608,955 | -$93,024 | -5.47% | |
| Rtd Financial Advisors, Inc. | 0.18% | 32,103 | $1,674,197 | $1,582,678 | -$91,519 | -5.47% | |
| Biltmore Family Office, Llc | 0.21% | 31,248 | $1,629,583 | $1,540,526 | -$89,057 | -5.46% | |
| Trilogy Capital Inc. | 0.06% | 30,195 | $1,574,669 | $1,488,614 | -$86,056 | -5.46% | |
| Balanced Rock Investment Advisors Llc | 0.96% | 29,570 | $1,542,076 | $1,457,801 | -$84,275 | -5.47% | |
| Corient Private Wealth Llc | 0.00% | 27,772 | $1,448,310 | $1,369,160 | -$79,150 | -5.47% | |
| Eley Financial Management, Inc | 0.41% | 24,321 | $1,268,340 | $1,199,025 | -$69,315 | -5.46% | |
| Eastern Bank | 0.02% | 24,110 | $1,257,314 | $1,188,623 | -$68,691 | -5.46% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 24,054 | $1,254,442 | $1,185,862 | -$68,580 | -5.47% | |
| D.A. Davidson & Co. | 0.01% | 24,036 | $1,253,477 | $1,184,975 | -$68,502 | -5.46% | |
| Susquehanna International Group, Llp | 0.00% | 24,000 | $1,251,600 | $1,183,200 | -$68,400 | -5.47% | |
| Affiance Financial, Llc | 0.18% | 23,840 | $1,243,256 | $1,175,312 | -$67,944 | -5.47% | |
| Coldstream Capital Management Inc | 0.02% | 23,225 | $1,211,184 | $1,144,993 | -$66,192 | -5.47% | |
| Shira Ridge Wealth Management | 0.42% | 22,896 | $1,194,026 | $1,128,773 | -$65,253 | -5.46% | |
| Aptus Capital Advisors, Llc | 0.01% | 21,876 | $1,140,833 | $1,078,487 | -$62,346 | -5.46% | |
| Rockefeller Capital Management L.P. | 0.00% | 21,640 | $1,128,526 | $1,066,852 | -$61,674 | -5.47% | |
| Envestnet Asset Management Inc | 0.00% | 21,328 | $1,112,253 | $1,051,470 | -$60,783 | -5.46% | |
| Birchbrook, Inc. | 0.51% | 20,730 | $1,081,086 | $1,021,989 | -$59,097 | -5.47% | |
| Private Advisor Group, Llc | 0.00% | 20,672 | $1,078,056 | $1,019,130 | -$58,926 | -5.47% |
Frequently asked questions about XJH
Who owns the most XJH stock?
The largest holders of XJH are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES ESG SCREEN S&P MID (XJH).
Is XJH widely held by superinvestors?
Many widely followed stocks like XJH appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XJH is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.