XJH · iShares ESG Select Screened S&P Mid-Cap ETF · Holdings ETF

$49.46 +0.23 (+0.46%) At close · Oct 21

Volume · Oct 21 12.43K Avg daily vol (3M) 17.71K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.

Quarter:

Holders: 37

Total Value: $2,644,801

Total Shares: 649,545

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 37 13F filers · Δ vs Jun 30, 2026

Top Holder

58.5%

+50.7 pts

Top 5

100.0%

+67.6 pts

Top 10

100.0%

+48.1 pts

HHI

4,078

Highly concentrated+3,708

Who Holds XJH

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 194 filers, like-for-like change +6.9%; actively managed books +6.9%; index-like books +1.3%.

Holder type	Share	Filers	Change	New	Exited
Registered adviser	57.0%	139	+15.2%	21	3
Adviser	1.6%	1	0.0%	0	0
Bank	13.9%	7	+3.4%	0	2
Broker-dealer	7.0%	1	+1.5%	0	0
Benefit plan	0.1%	1	-4.3%	0	0
Non-US	0.0%	1	-40.9%	0	0
Holding company	0.9%	4	+22.7%	0	0
Unknown	19.6%	40	-8.2%	3	1

Style	Share	Filers	Change	New	Exited
Index-like	0.6%	3	+1.3%	0	0
Systematic-like	0.1%	1	new	1	0
Concentrated	21.7%	81	+32.1%	11	3
Diversified active	77.6%	109	+1.5%	12	3
Not measured	0.0%	0	—	0	0
Unknown	0.0%	0	—	0	0

Turnover	Share	Filers	Change	New	Exited
Low turnover	89.4%	154	+4.2%	14	3
Medium turnover	5.8%	22	+6.5%	4	3
High turnover	0.8%	4	+104.4%	3	0
Unknown	4.0%	14	+138.2%	3	0
Not measured	0.0%	0	—	0	0

Holding horizon	Share	Filers	Change	New	Exited
Short horizon	2.7%	11	+126.9%	3	0
Medium horizon	18.5%	44	+3.4%	5	3
Long horizon	74.9%	137	+0.6%	14	3
Unknown	3.9%	2	new	2	0
Not measured	0.0%	0	—	0	0

13F book size	Share	Filers	Change	New	Exited
Under $1B	17.6%	90	+5.6%	14	3
$1B to $10B	28.7%	54	+0.4%	6	1
$10B to $100B	22.8%	33	+25.2%	2	0
$100B or more	30.8%	17	+2.7%	2	2
Not measured	0.0%	0	—	0	0

Client base	Share	Filers	Change	New	Exited
Individuals and high net worth	50.7%	129	+7.3%	18	2
Pooled investment vehicles	0.1%	1	+796.4%	1	1
Registered funds and BDCs	0.3%	2	+125.0%	1	0
Pension and profit sharing plans	1.7%	5	-0.2%	0	0
Banks and thrifts	0.4%	1	-2.8%	0	0
Diversified	3.8%	1	new	1	0
Charitable organizations	0.0%	0	—	0	0
Other	0.0%	0	—	0	0
Unknown	43.0%	55	-2.4%	3	3

Private funds	Share	Filers	Change	New	Exited
Hedge funds	4.2%	6	+5.6%	1	0
Private equity funds	7.5%	4	+9.0%	1	0
Real estate funds	1.2%	4	+3.8%	0	0
Other private funds	4.8%	8	+9.5%	0	2
Mixed private funds	0.1%	1	-1.2%	0	0
No private funds	39.3%	116	+18.8%	19	1
Venture capital funds	0.0%	0	—	0	0
Unknown	43.0%	55	-2.4%	3	3

Location	Share	Filers	Change	New	Exited
United States	99.4%	192	+6.9%	24	5
Outside the US	0.6%	2	+0.4%	0	1

The Sep 30, 2026 filing window is still open, so its bar shows only the filers that have filed so far.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 2 holders with no observed 2026-03-31 13F and 6 holders with no observed 2026-06-30 13F.

Conviction and Crowding

194 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders

26.8% of filers hold it in their top 10

Mar 31, 2026: 0

Holders above 5%

median weight 0.088%

Mar 31, 2026: 0

Crowding

—

shares outstanding is an issuer-wide count, not one listing's

Private-fund advisers

—

of shares outstanding

Institutional ownership

—

shares outstanding is an issuer-wide count, not one listing's

Top 10 holders

51.2%

of 13F shares, Herfindahl 0.036

Active holders

+6.9%

like-for-like share change of active filers

5% stakes on record

0 13D, 0 13G

How long holders have held it value-weighted 7.7 quarters

Under 1 year 30.5% 1 to 3 years 45.7% 3 years or more 23.8% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Quarterly Activity

vs Jun 30, 2026

New

Increased

Decreased

Sold Out

Unchanged

New and Sold Out count only filers that reported a 13F for both quarters: a first-time filer's book is not a buy, and a fund that has not filed, or withheld its positions under confidential treatment, has not sold.

Holder count: -157

Institutional value: -92.5%

Shares held: -88.8%

Top Buyers

vs Jun 30, 2026

Institution	Added	Now Holds
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	+3,137	63,532
Mid Trilogy Capital Inc.	+1,512	31,707
Small Affiance Financial, LLC	+852	24,692
Small Freedom Financial Partners LLC	+544	5,478
Small Capital Advantage, Inc.	+64	5,610

Top Sellers

vs Jun 30, 2026

Institution	Sold	Now Holds
Mid EASTERN BANK	−3,425	20,685
Mid BAILARD, INC.	−2,809	220,000
Small Shira Ridge Wealth Management	−1,801	21,095
Large Farther Finance Advisors, LLC	−1,032	16,345
Small Weil Company, Inc.	−906	9,081

Top New Positions

vs Jun 30, 2026

Institution	Acquired	Value (USD)
Small WestHill Financial Advisors, Inc.	8,844	$0
Large Concurrent Investment Advisors, LLC	4,759	$0
Small Wealth Enhancement Trust Services, Inc.	202	$0
Small ELEVATUS WELATH MANAGEMENT	4,111	$0
Mid SAX WEALTH ADVISORS, LLC	4,189	$0

Top Sold-Out Positions

vs Jun 30, 2026

Institution	Previously Held	Last Value (USD)	Open
Mid GHP Investment Advisors, Inc.	686	$0

Filter: New 5 Increased 10 Reduced 11 Sold out 1 Unchanged 10

Holder type: Registered adviser 30 Unknown 7

Showing 37 of 37

All Common Calls Puts

Compact Export CSV

Holder	Value (USD)	% of 13F	Shares	Own %	Change	Type	Filed
Mid Trilogy Capital Inc. Registered adviser XJH	$1,546,667	58.48%	31,707	—	+1,512 +5.0%	Shares	2026-10-20
Mid Magnus Financial Group LLC XJH	$552,043	20.87%	11,317	—	+27 +0.2%	Shares	2026-10-21
Mid CANTOR FITZGERALD INVESTMENT ADVISORS L.P. Registered adviser XJH	$332,435	12.57%	6,815	—	-100 -1.4%	Shares	2026-10-21
Small BURNS J W & CO INC/NY Registered adviser XJH	$212,193	8.02%	4,350	—	0 0.0%	Shares	2026-10-20
Large ASSETMARK, INC Registered adviser XJH	$1,463	0.06%	30	—	0 0.0%	Shares	2026-10-21
Mid EASTERN BANK XJH	—	—	20,685	—	-3,425 -14.2%	Shares	2026-10-05
Small Wealth Enhancement Trust Services, Inc. XJH	—	—	202	—	New	Shares	2026-10-07
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC XJH	—	—	63,532	—	+3,137 +5.2%	Shares	2026-10-13
Small Capital Advantage, Inc. Registered adviser XJH	—	—	5,610	—	+64 +1.2%	Shares	2026-10-14
Small Pathway Financial Advisors LLC Registered adviser XJH	—	—	10,778	—	0 0.0%	Shares	2026-10-07
Mid Robertson Stephens Wealth Management, LLC Registered adviser XJH	—	—	35,845	—	-203 -0.6%	Shares	2026-10-16
Large Farther Finance Advisors, LLC Registered adviser XJH	—	—	16,345	—	-1,032 -5.9%	Shares	2026-10-08
Small Weil Company, Inc. Registered adviser XJH	—	—	9,081	—	-906 -9.1%	Shares	2026-10-14
Mid IFP Advisors, Inc Registered adviser XJH	—	—	209	—	0 0.0%	Shares	2026-10-16
Mid McKinley Carter Wealth Services, Inc. Registered adviser XJH	—	—	10,425	—	-101 -1.0%	Shares	2026-10-16
Small Sound Stewardship, LLC Registered adviser XJH	—	—	5,155	—	+9 +0.2%	Shares	2026-10-14
Small Affiance Financial, LLC Registered adviser XJH	—	—	24,692	—	+852 +3.6%	Shares	2026-10-15
Large Concurrent Investment Advisors, LLC Registered adviser XJH	—	—	4,759	—	New	Shares	2026-10-16
Mid SAX WEALTH ADVISORS, LLC Registered adviser XJH	—	—	4,189	—	New	Shares	2026-10-13
Small RTD Financial Advisors, Inc. Registered adviser XJH	—	—	31,501	—	-602 -1.9%	Shares	2026-10-09
Mid BAILARD, INC. Registered adviser XJH	—	—	220,000	—	-2,809 -1.3%	Shares	2026-10-13
Mid MassMutual Private Wealth & Trust, FSB XJH	—	—	19,465	—	-805 -4.0%	Shares	2026-10-05
Small BIRCHBROOK, INC. Registered adviser XJH	—	—	20,742	—	+12 +0.1%	Shares	2026-10-14
Mid ARMSTRONG ADVISORY GROUP, INC Registered adviser XJH	—	—	1,854	—	+44 +2.4%	Shares	2026-10-09
Small ARCADIA INVESTMENT ADVISORS LLC Registered adviser XJH	—	—	2,848	—	0 0.0%	Shares	2026-10-13
Micro Fortress Financial Solutions, LLC Registered adviser XJH	—	—	6,574	—	—	Shares	2026-10-14
Small Freedom Financial Partners LLC Registered adviser XJH	—	—	5,478	—	+544 +11.0%	Shares	2026-10-19
Mid RVW Wealth, LLC XJH	—	—	13,663	—	0 0.0%	Shares	2026-10-06
Small ELEVATUS WELATH MANAGEMENT Registered adviser XJH	—	—	4,111	—	New	Shares	2026-10-19
Small WestHill Financial Advisors, Inc. Registered adviser XJH	—	—	8,844	—	New	Shares	2026-10-14
Large DAVENPORT & Co LLC Registered adviser XJH	—	—	11,099	—	-64 -0.6%	Shares	2026-10-14
Small Hanson & Doremus Investment Management Registered adviser XJH	—	—	1,874	—	+20 +1.1%	Shares	2026-10-16
Small BLUELINE ADVISORS LLC Registered adviser XJH	—	—	2,126	—	0 0.0%	Shares	2026-10-15
Small Triumph Capital Management Registered adviser XJH	—	—	120	—	0 0.0%	Shares	2026-10-14
Small Shira Ridge Wealth Management XJH	—	—	21,095	—	-1,801 -7.9%	Shares	2026-10-09
Small Armbruster Capital Management, Inc. Registered adviser XJH	—	—	9,425	—	0 0.0%	Shares	2026-10-19
Mid MOGY JOEL R INVESTMENT COUNSEL INC Registered adviser XJH	—	—	3,000	—	0 0.0%	Shares	2026-10-13
Mid GHP Investment Advisors, Inc. Registered adviser XJH	—	—	686	—	Sold Out	Shares	2026-07-20
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