ISHARES ESG SCREEN S&P MID (XJH) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $245.55M 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 $26.18M in its March 31, 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 $29.21M, representing an estimated gain of +11.57% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% 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
176
Total Reported Value
$245.55M
Largest Holder
Bank Of America Corp
Largest Position
$26.18M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
180
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% | 577,021 | $26,179,442 | $29,208,803 | +$3,029,361 | +11.57% | |
| Raymond James Financial Inc | 0.01% | 471,717 | $21,401,798 | $23,878,315 | +$2,476,517 | +11.57% | |
| Lpl Financial Llc | 0.00% | 399,338 | $18,117,982 | $20,214,490 | +$2,096,508 | +11.57% | |
| Mariner, Llc | 0.02% | 351,077 | $15,928,345 | $17,771,518 | +$1,843,173 | +11.57% | |
| Eastern Bank | 0.23% | 292,080 | $13,251,650 | $14,785,090 | +$1,533,440 | +11.57% | |
| Flputnam Investment Management Co | 0.16% | 243,921 | $11,066,696 | $12,347,281 | +$1,280,585 | +11.57% | |
| Bailard, Inc. | 0.23% | 217,416 | $9,864,164 | $11,005,598 | +$1,141,434 | +11.57% | |
| Composition Wealth, Llc | 0.10% | 165,268 | $7,498,201 | $8,365,866 | +$867,665 | +11.57% | |
| Koss-Olinger Consulting, Llc | 0.52% | 135,892 | $6,165,420 | $6,878,853 | +$713,433 | +11.57% | |
| Beacon Pointe Advisors, Llc | 0.03% | 132,844 | $6,027,133 | $6,724,563 | +$697,430 | +11.57% | |
| Harbour Investments, Inc. | 0.09% | 124,044 | $5,627,882 | $6,279,107 | +$651,225 | +11.57% | |
| Keybank National Association/Oh | 0.02% | 115,370 | $5,234,335 | $5,840,029 | +$605,694 | +11.57% | |
| Franklin Resources Inc | 0.00% | 95,824 | $4,347,535 | $4,850,611 | +$503,076 | +11.57% | |
| Jnba Financial Advisors | 0.33% | 86,178 | $3,909,896 | $4,362,330 | +$452,434 | +11.57% | |
| Cary Street Partners Financial Llc | 0.08% | 73,577 | $3,338,180 | $3,724,468 | +$386,288 | +11.57% | |
| Advisory Services Network, Llc | 0.04% | 67,903 | $3,080,762 | $3,437,250 | +$356,488 | +11.57% | |
| World Investment Advisors | 0.05% | 62,396 | $2,830,908 | $3,158,486 | +$327,578 | +11.57% | |
| Francis Financial, Inc. | 0.44% | 52,525 | $2,383,070 | $2,658,816 | +$275,746 | +11.57% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 49,533 | $2,247,312 | $2,507,360 | +$260,048 | +11.57% | |
| Cetera Investment Advisers | 0.00% | 47,981 | $2,176,905 | $2,428,798 | +$251,893 | +11.57% | |
| Hilltop Wealth Advisors, Llc | 1.19% | 43,793 | $1,986,888 | $2,216,802 | +$229,914 | +11.57% | |
| Sanchez Levi Garrett | 1.20% | 42,270 | $1,917,784 | $2,139,707 | +$221,923 | +11.57% | |
| Creative Planning | 0.00% | 41,524 | $1,883,951 | $2,101,945 | +$217,994 | +11.57% | |
| Opes Wealth Management Llc | 0.30% | 38,536 | $1,748,378 | $1,950,692 | +$202,314 | +11.57% | |
| Seeds Investor Llc | 0.24% | 36,044 | $1,740,561 | $1,824,547 | +$83,986 | +4.83% | |
| Osaic Holdings, Inc. | 0.00% | 37,559 | $1,704,508 | $1,901,237 | +$196,729 | +11.54% | |
| Balanced Rock Investment Advisors Llc | 1.14% | 35,740 | $1,621,524 | $1,809,159 | +$187,635 | +11.57% | |
| Commonwealth Equity Services, Llc | 0.00% | 34,889 | $1,582,891 | $1,766,081 | +$183,190 | +11.57% | |
| Royal Bank Of Canada | 0.00% | 34,434 | $1,562,000 | $1,743,049 | +$181,049 | +11.59% | |
| Gould Asset Management Llc | 0.27% | 34,060 | $1,545,302 | $1,724,117 | +$178,815 | +11.57% | |
| Robertson Stephens Wealth Management, Llc | 0.04% | 33,662 | $1,527,254 | $1,703,970 | +$176,716 | +11.57% | |
| Rtd Financial Advisors, Inc. | 0.18% | 32,090 | $1,455,918 | $1,624,396 | +$168,478 | +11.57% | |
| Bank Of New York Mellon Corp | 0.00% | 31,687 | $1,437,624 | $1,603,996 | +$166,372 | +11.57% | |
| Sage Financial Group Inc | 0.09% | 31,562 | $1,431,980 | $1,597,668 | +$165,688 | +11.57% | |
| Biltmore Family Office, Llc | 0.20% | 31,248 | $1,417,722 | $1,581,774 | +$164,052 | +11.57% | |
| Hightower Advisors, Llc | 0.00% | 30,660 | $1,391,008 | $1,552,009 | +$161,001 | +11.57% | |
| Trilogy Capital Inc. | 0.06% | 28,728 | $1,303,389 | $1,454,211 | +$150,822 | +11.57% | |
| Corient Private Wealth Llc | 0.00% | 25,971 | $1,178,304 | $1,314,652 | +$136,348 | +11.57% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 25,483 | $1,156,169 | $1,289,949 | +$133,780 | +11.57% | |
| Affiance Financial, Llc | 0.18% | 24,763 | $1,123,497 | $1,253,503 | +$130,006 | +11.57% | |
| D.A. Davidson & Co. | 0.01% | 24,703 | $1,120,775 | $1,250,466 | +$129,691 | +11.57% | |
| Shira Ridge Wealth Management | 0.43% | 23,701 | $1,075,314 | $1,199,745 | +$124,431 | +11.57% | |
| Coldstream Capital Management Inc | 0.01% | 23,416 | $1,062,384 | $1,185,318 | +$122,934 | +11.57% | |
| Private Advisor Group, Llc | 0.00% | 21,891 | $993,208 | $1,108,122 | +$114,914 | +11.57% | |
| Jane Street Group, Llc | 0.00% | 21,410 | $971,372 | $1,083,774 | +$112,402 | +11.57% | |
| Mainstreet Investment Advisors Llc | 0.14% | 21,025 | $953,904 | $1,064,286 | +$110,382 | +11.57% | |
| Massmutual Private Wealth & Trust, Fsb | 0.03% | 21,025 | $953,904 | $1,064,286 | +$110,382 | +11.57% | |
| Birchbrook, Inc. | 0.46% | 20,761 | $941,935 | $1,050,922 | +$108,987 | +11.57% | |
| Whittier Trust Co | 0.01% | 20,309 | $933,300 | $1,028,042 | +$94,742 | +10.15% | |
| Caliber Wealth Management, Llc / Ks | 0.10% | 20,394 | $925,276 | $1,032,344 | +$107,068 | +11.57% |
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.