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Ishare ESG SS S&P Midcap ETF (XJH)

CUSIP: 46436E551 | NYSE | 288 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Bailard, Inc.220,000
0.2% of portfolio›$10.7M
Keybank National Association146,276
0.0% of portfolio›$7.1M
Thrivent Financial for Lutherans86,583
0.0% of portfolio›$4.2M
Jnba Financial Advisors84,855
0.3% of portfolio›$4.1M
Wealth Enhancement Advisory Services, LLC63,532
0.0% of portfolio›$3.1M
Commonwealth Equity Services, LLC52,336
0.0% of portfolio›$2.6M
Creative Planning40,059
0.0% of portfolio›$2.0M
Bank of New York Mellon Corp37,791
0.0% of portfolio›$1.8M
Robertson Stephens Wealth Management, LLC35,845
0.0% of portfolio›$1.7M
Sage Financial Group Inc34,308
0.1% of portfolio›$1.7M
Trilogy Capital Inc.31,707
0.1% of portfolio›$1.5M
RTD Financial Advisors, Inc.31,501
0.2% of portfolio›$1.5M
Biltmore Family Office, LLC31,248
0.2% of portfolio›$1.5M
Cambridge Investment Research Advisors, Inc.30,460
0.0% of portfolio›$1.5K
Affiance Financial, LLC24,692
0.2% of portfolio›$1.2M
D.A. Davidson & Co.24,322
0.0% of portfolio›$1.2M
Eley Financial Management, Inc23,998
0.4% of portfolio›$1.2M
Values Added Financial LLC21,792
0.4% of portfolio›$1.1M
Shira Ridge Wealth Management21,095
0.4% of portfolio›$1.0M
Birchbrook, Inc.20,742
0.5% of portfolio›$1.0M
Eastern Bank20,685
0.0% of portfolio›$1.0M
Caliber Wealth Management, LLC / KS20,322
0.1% of portfolio›$991.3K
Wealth Advisory Team LLC19,707
0.8% of portfolio›$961.3K
MassMutual Private Wealth & Trust, FSB19,465
0.0% of portfolio›$949.5K
Truist Financial Corp18,788
0.0% of portfolio›$916.5K
Topel & Distasi Wealth Management, LLC17,238
0.4% of portfolio›$840.9K
MGO One Seven LLC17,082
0.0% of portfolio›$833.3K
Farther Finance Advisors, LLC16,345
0.0% of portfolio›$797.3K
RVW Wealth, LLC13,663
0.0% of portfolio›$666.5K
Stordahl Capital Management, Inc.13,152
0.1% of portfolio›$641.6K
BLB&B Advisors, LLC12,562
0.0% of portfolio›$612.8K
Tarbox Family Office, Inc.11,593
0.1% of portfolio›$565.5K
Magnus Financial Group LLC11,317
0.0% of portfolio›$552.0K
Davenport & Co LLC11,099
0.0% of portfolio›$541.4K
Pathway Financial Advisors LLC10,778
0.1% of portfolio›$525.8K
McKinley Carter Wealth Services, Inc.10,425
0.0% of portfolio›$508.5K
Nadler Financial Group, Inc.9,690
0.0% of portfolio›$472.7K
Asset Dedication, LLC9,564
0.0% of portfolio›$466.5K
Armbruster Capital Management, Inc.9,425
0.1% of portfolio›$459.8K
Hunter Associates Investment Management LLC9,200
0.0% of portfolio›$449
Weil Company, Inc.9,081
0.1% of portfolio›$443.0K
Weinberger Asset Management, Inc8,881
0.1% of portfolio›$433.2K
WestHill Financial Advisors, Inc.8,844
0.1% of portfolio›$431.4K
Chicago Partners Investment Group LLC8,718
0.0% of portfolio›$424.9K
Lodestar Private Asset Management LLC8,670
0.0% of portfolio›$422.9K
Cantor Fitzgerald Investment Advisors L.P.6,815
0.0% of portfolio›$332.4K
Fortress Financial Solutions, LLC6,574
0.3% of portfolio›$320.7K
Joel Adams & Associates, Inc.6,506
0.2% of portfolio›$317.4K
Marshall & Sterling Wealth Advisors Inc.5,823
0.2% of portfolio›$284.0K
Capital Advantage, Inc.5,610
0.0% of portfolio›$273.6K
Heritage Family Offices, LLP5,532
0.1% of portfolio›$269.9K
Mccarter Private Wealth Services LLC5,498
0.1% of portfolio›$268.2K
Horizon Wealth Management, LLC5,483
0.0% of portfolio›$267.5K
Freedom Financial Partners LLC5,478
0.1% of portfolio›$267.2K
Financial Council, LLC5,174
0.1% of portfolio›$252.4K
Sound Stewardship, LLC5,155
0.1% of portfolio›$251.5K
Rede Wealth, LLC4,864
0.1% of portfolio›$237.3K
Rossby Financial, LCC4,813
0.0% of portfolio›$234.8K
Concurrent Investment Advisors, LLC4,759
0.0% of portfolio›$232.1K
Burns J W & Co Inc4,350
0.0% of portfolio›$212.2K
Whitegate Investment Counselors, Inc.4,212
0.1% of portfolio›$205.5K
ETF Portfolio Partners, Inc.4,199
0.1% of portfolio›$204.8K
SAX Wealth Advisors, LLC4,189
0.0% of portfolio›$204.3K
Laurel Wealth Planning LLC4,174
0.1% of portfolio›$203.6K
Elevatus Welath Management4,111
0.0% of portfolio›$200.5K
Impact Investors, Inc4,103
0.3% of portfolio›$200.1K
Larson Financial Group LLC3,262
0.0% of portfolio›$159.1K
Mascoma Wealth Management LLC3,208
0.0% of portfolio›$156.5K
Mogy Joel R Investment Counsel Inc3,000
0.0% of portfolio›$146.3K
Arcadia Investment Advisors LLC2,848
0.1% of portfolio›$138.9K
Balance Wealth Partners LLC2,596
0.0% of portfolio›$126.6K
Birchwood Financial Partners, Inc.2,247
0.1% of portfolio›$109.6K
Blueline Advisors LLC2,126
0.1% of portfolio›$103.7K
Hanson & Doremus Investment Management1,874
0.0% of portfolio›$91
Armstrong Advisory Group, Inc1,854
0.0% of portfolio›$90.4K
Armor Investment Advisors, LLC1,481
0.0% of portfolio›$72.2K
Nemes Rush Group LLC1,190
0.0% of portfolio›$58.0K
GGM Financial LLC983
0.0% of portfolio›$48.0K
Valley National Advisers Inc971
0.0% of portfolio›$47.4K
First United Bank & Trust935
0.0% of portfolio›$45.6K
StrongBox Wealth, LLC868
0.0% of portfolio›$42.3K
US Bancorp \de\867
0.0% of portfolio›$42.3K
Harbor Asset Planning, Inc.835
0.0% of portfolio›$40.7K
Sherman Asset Management, Inc.680
0.0% of portfolio›$33.2K
Provenance Wealth Advisors, LLC523
0.0% of portfolio›$25.5K
Key FInancial Inc330
0.0% of portfolio›$16.1K
Redwood Park Advisors LLC213
0.0% of portfolio›$10.4K
IFP Advisors, Inc209
0.0% of portfolio›$10.2K
Wealth Enhancement Trust Services, Inc.202
0.0% of portfolio›$9.9K
Triumph Capital Management120
0.0% of portfolio›$5.9K
Milestone Investment Advisors LLC120
0.0% of portfolio›$5.9K
Spire Wealth Management84
0.0% of portfolio›$4.1K
Avion Wealth36
0.0% of portfolio›$1
Assetmark, Inc30
0.0% of portfolio›$1.5K
StyleTurnoverLocationFiled
Bailard, Inc.
220,000$10.7M0.2%GrowthMediumFoster City, CA2026-10-13
Keybank National Association
146,276$7.1M0.0%CoreLowBrooklyn, OH2026-11-04
Thrivent Financial for Lutherans
86,583$4.2M0.0%GARPMediumMinneapolis, MN2026-11-05
Jnba Financial Advisors
84,855$4.1M0.3%ETFMediumBloomington, MN2026-11-03
Wealth Enhancement Advisory Services, LLC
63,532$3.1M0.0%CoreLowPlymouth, MN2026-10-13
Commonwealth Equity Services, LLC
52,336$2.6M0.0%ETFLowWaltham, MA2026-11-02
Creative Planning
40,059$2.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Bank of New York Mellon Corp
37,791$1.8M0.0%CoreLowNew York, NY2026-11-05
Robertson Stephens Wealth Management, LLC
35,845$1.7M0.0%ETFMediumSan Francisco, CA2026-10-16
Sage Financial Group Inc
34,308$1.7M0.1%ETFVery LowW. Conshohocken, PA2026-10-27
Trilogy Capital Inc.
31,707$1.5M0.1%ETFMediumIrvine, CA2026-10-20
RTD Financial Advisors, Inc.
31,501$1.5M0.2%ETFLowPhiladelphia, PA2026-10-09
Biltmore Family Office, LLC
31,248$1.5M0.2%GrowthLowCharlotte, NC2026-11-03
Cambridge Investment Research Advisors, Inc.
30,460$1.5K0.0%ETFLowFairfield, IA2026-11-02
Affiance Financial, LLC
24,692$1.2M0.2%ETFVery LowSt. Louis Park, MN2026-10-15
D.A. Davidson & Co.
24,322$1.2M0.0%CoreLowGreat Falls, MT2026-10-28
Eley Financial Management, Inc
23,998$1.2M0.4%ETFVery LowSouth Burlington, VT2026-11-03
Values Added Financial LLC
21,792$1.1M0.4%ETFLowWashington, DC2026-10-28
Shira Ridge Wealth Management
21,095$1.0M0.4%ETFLowLarkspur, CA2026-10-09
Birchbrook, Inc.
20,742$1.0M0.5%ETFLowBangor, ME2026-10-14
Eastern Bank
20,685$1.0M0.0%GrowthMediumBoston, MA2026-10-05
Caliber Wealth Management, LLC / KS
20,322$991.3K0.1%ETFLowOverland Park, KS2026-11-04
Wealth Advisory Team LLC
19,707$961.3K0.8%ETFN/ABellevue, KY2026-11-05
MassMutual Private Wealth & Trust, FSB
19,465$949.5K0.0%CoreLowSpringfield, MA2026-10-05
Truist Financial Corp
18,788$916.5K0.0%CoreLowCharlotte, NC2026-10-30
Topel & Distasi Wealth Management, LLC
17,238$840.9K0.4%ETFVery LowBerkeley, CA2026-11-05
MGO One Seven LLC
17,082$833.3K0.0%GrowthLowBeachwood, OH2026-10-28
Farther Finance Advisors, LLC
16,345$797.3K0.0%IndexLowSan Francisco, CA2026-10-08
RVW Wealth, LLC
13,663$666.5K0.0%ETFVery LowLos Angeles, CA2026-10-06
Stordahl Capital Management, Inc.
13,152$641.6K0.1%ETFVery LowGreenwood Village, CO2026-10-22
BLB&B Advisors, LLC
12,562$612.8K0.0%ETFLowMontgomeryville, PA2026-10-27
Tarbox Family Office, Inc.
11,593$565.5K0.1%ETFVery LowNewport Beach, CA2026-10-23
Magnus Financial Group LLC
11,317$552.0K0.0%ETFLowNew York, NY2026-10-21
Davenport & Co LLC
11,099$541.4K0.0%CoreMediumRichmond, VA2026-10-14
Pathway Financial Advisors LLC
10,778$525.8K0.1%ETFLowSouth Burlington, VT2026-10-07
McKinley Carter Wealth Services, Inc.
10,425$508.5K0.0%ETFMediumWheeling, WV2026-10-16
Nadler Financial Group, Inc.
9,690$472.7K0.0%ETFVery LowDeerfield, IL2026-10-23
Asset Dedication, LLC
9,564$466.5K0.0%ETFLowSan Francisco, CA2026-11-03
Armbruster Capital Management, Inc.
9,425$459.8K0.1%ETFVery LowPittsford, NY2026-10-19
Hunter Associates Investment Management LLC
9,200$4490.0%CoreLowPittsburgh, PA2026-10-26
Weil Company, Inc.
9,081$443.0K0.1%ETFLowSan Diego, CA2026-10-14
Weinberger Asset Management, Inc
8,881$433.2K0.1%ETFVery LowLos Angeles, CA2026-10-28
WestHill Financial Advisors, Inc.
8,844$431.4K0.1%ETFVery LowSan Rafael, CA2026-10-14
Chicago Partners Investment Group LLC
8,718$424.9K0.0%GARPLowChicago, IL2026-10-27
Lodestar Private Asset Management LLC
8,670$422.9K0.0%ETFLowAlamo, CA2026-10-26
Cantor Fitzgerald Investment Advisors L.P.
6,815$332.4K0.0%YieldLowNew York, NY2026-10-21
Fortress Financial Solutions, LLC
6,574$320.7K0.3%ETFLowTucson, AZ2026-10-14
Joel Adams & Associates, Inc.
6,506$317.4K0.2%ETFLowAsheville, NC2026-11-02
Marshall & Sterling Wealth Advisors Inc.
5,823$284.0K0.2%ETFMediumPoughkeepsie, NY2026-10-28
Capital Advantage, Inc.
5,610$273.6K0.0%ETFMediumWalnut Creek, CA2026-10-14
Heritage Family Offices, LLP
5,532$269.9K0.1%GrowthHighScottsdale, AZ2026-11-02
Mccarter Private Wealth Services LLC
5,498$268.2K0.1%CoreLowBoston, MA2026-10-22
Horizon Wealth Management, LLC
5,483$267.5K0.0%ETFVery HighLa Grange, IL2026-11-02
Freedom Financial Partners LLC
5,478$267.2K0.1%ETFLowOakdale, MN2026-10-19
Financial Council, LLC
5,174$252.4K0.1%ETFVery LowTowson, MD2026-11-02
Sound Stewardship, LLC
5,155$251.5K0.1%ETFVery LowOverland Park, KS2026-10-14
Rede Wealth, LLC
4,864$237.3K0.1%ValueMediumCharlottesville, VA2026-10-22
Rossby Financial, LCC
4,813$234.8K0.0%ETFMediumMelbourne, FL2026-11-05
Concurrent Investment Advisors, LLC
4,759$232.1K0.0%GrowthMediumTampa, FL2026-10-16
Burns J W & Co Inc
4,350$212.2K0.0%GrowthVery LowDewitt, NY2026-10-20
Whitegate Investment Counselors, Inc.
4,212$205.5K0.1%ETFVery LowConcord, NH2026-11-02
ETF Portfolio Partners, Inc.
4,199$204.8K0.1%ETFVery LowLeawood, KS2026-10-22
SAX Wealth Advisors, LLC
4,189$204.3K0.0%ETFVery LowParsippany, NJ2026-10-13
Laurel Wealth Planning LLC
4,174$203.6K0.1%ETFLowEdina, MN2026-11-02
Elevatus Welath Management
4,111$200.5K0.0%GrowthHighVictor, NY2026-10-19
Impact Investors, Inc
4,103$200.1K0.3%ETFLowSan Francisco, CA2026-11-02
Larson Financial Group LLC
3,262$159.1K0.0%GrowthLowSt Louis, MO2026-11-05
Mascoma Wealth Management LLC
3,208$156.5K0.0%ETFVery LowHanover, NH2026-10-23
Mogy Joel R Investment Counsel Inc
3,000$146.3K0.0%GrowthVery LowBeverly Hills, CA2026-10-13
Arcadia Investment Advisors LLC
2,848$138.9K0.1%ETFLowEagle, ID2026-10-13
Balance Wealth Partners LLC
2,596$126.6K0.0%ETFMediumWorthington, OH2026-10-27
Birchwood Financial Partners, Inc.
2,247$109.6K0.1%ETFVery LowBloomington, MN2026-11-02
Blueline Advisors LLC
2,126$103.7K0.1%ETFLowExeter, NH2026-10-15
Hanson & Doremus Investment Management
1,874$910.0%CoreVery LowBurlington, VT2026-10-16
Armstrong Advisory Group, Inc
1,854$90.4K0.0%ETFHighNeedham, MA2026-10-09
Armor Investment Advisors, LLC
1,481$72.2K0.0%ETFLowRaleigh, NC2026-10-27
Nemes Rush Group LLC
1,190$58.0K0.0%CoreVery LowNovi, MI2026-11-04
GGM Financial LLC
983$48.0K0.0%ETFMediumColumbus, OH2026-11-05
Valley National Advisers Inc
971$47.4K0.0%ETFLowBethlehem, PA2026-10-23
First United Bank & Trust
935$45.6K0.0%CoreLowOakland, MD2026-10-22
StrongBox Wealth, LLC
868$42.3K0.0%GrowthLowLee'S Summit, MO2026-11-02
US Bancorp \de\
867$42.3K0.0%IndexLowMinneapolis, MN2026-11-05
Harbor Asset Planning, Inc.
835$40.7K0.0%ETFVery LowBelmont, MA2026-10-23
Sherman Asset Management, Inc.
680$33.2K0.0%ETFLowVentura, CA2026-11-05
Provenance Wealth Advisors, LLC
523$25.5K0.0%ETFLowFort Lauderdale, FL2026-10-30
Key FInancial Inc
330$16.1K0.0%ETFLowWest Chester, PA2026-11-02
Redwood Park Advisors LLC
213$10.4K0.0%ETFVery LowRedwood City, CA2026-11-02
IFP Advisors, Inc
209$10.2K0.0%GrowthLowTampa, FL2026-10-16
Wealth Enhancement Trust Services, Inc.
202$9.9K0.0%GrowthMediumSioux Falls, SD2026-10-07
Triumph Capital Management
120$5.9K0.0%ETFMediumDenver, CO2026-10-14
Milestone Investment Advisors LLC
120$5.9K0.0%ETFVery LowMiddleton, WI2026-11-05
Spire Wealth Management
84$4.1K0.0%GrowthMediumMclean, VA2026-10-30
Avion Wealth
36$10.0%ETFLowThe Woodlands, TX2026-11-04
Assetmark, Inc
30$1.5K0.0%ETFLowConcord, CA2026-10-21