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Disclosery

XJH ISHARES TR

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ESG SELECT SCRE (fund)

194 managers (194 13F filers) reported a position in XJH shares at 2026-06-30, 5,829,265 shares in all. 24 filers opened a position and 7 filers sold out during the quarter.

Managers
194
13F filers
194
New
24
Added
71
Reduced
62
Sold out
7
Shares held by filers
5,829,265

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/579,546$30.2M<0.01%+2,52513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC477,855$24.9M0.01%+6,13813F-HRTimelineGroup
LPL Financial LLC405,292$21.1M<0.01%+5,95413F-HRTimeline
Mariner, LLCin group Mariner, LLC382,793$20M0.02%+31,71613F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO248,821$13M0.15%+4,90013F-HRTimeline
BAILARD, INC.222,809$11.6M0.24%+5,39313F-HRTimeline
IMA Advisory Services, Inc.221,075$11.5M0.72%new13F-HRTimeline
Composition Wealth, LLC165,083$8.61M0.1%-18513F-HRTimeline
Koss-Olinger Consulting, LLC140,062$7.3M0.56%+4,17013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…138,637$7.23M0.02%+23,26713F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.136,740$7.13M0.1%+12,69613F-HRTimeline
Beacon Pointe Advisors, LLC119,351$6.22M0.03%-13,49313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources95,824$5M<0.01%013F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.95,161$4.96M0.01%+81,80013F-HRTimelineGroup
JNBA Financial Advisors82,878$4.32M0.33%-3,30013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…76,192$3.97M0.09%+2,61513F-HRTimelineGroup
Advisory Services Network, LLC68,684$3.58M0.04%+78113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…63,182$3.29M<0.01%+13,64913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…60,395$3.1M0.01%+48,80913F-HRTimeline
Cetera Investment Advisers56,057$2.92M<0.01%+8,07613F-HRTimeline
EP Wealth Advisors, LLC55,574$2.9M0.01%+35,50613F-HRTimeline
World Investment Advisors62,396$2.83M0.05%013F-HRTimeline
Francis Financial, Inc.52,629$2.74M0.45%+10413F-HRTimeline
SEEDS INVESTOR LLC51,016$2.66M0.27%+14,97213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.47,253$2.46M<0.01%+9,69413F-HRTimelineGroup
HILLTOP WEALTH ADVISORS, LLC41,740$2.18M1.09%-2,05313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC41,331$2.16M<0.01%+6,44213F-HRTimeline
Creative Planningin group Creative Planning41,291$2.15M<0.01%-23313F-HRTimelineGroup
Sanchez Levi Garrett41,096$2.14M1.16%-1,17413F-HRTimeline
Robertson Stephens Wealth Management, L…36,048$1.88M0.05%+2,38613F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/35,965$1.88M0.3%+1,90513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA34,939$1.82M<0.01%+50513F-HRTimelineGroup
SAGE FINANCIAL GROUP INC33,606$1.75M0.1%+2,04413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp32,636$1.7M<0.01%+94913F-HRTimelineGroup
RTD Financial Advisors, Inc.32,103$1.67M0.18%+1313F-HRTimeline
Biltmore Family Office, LLC31,248$1.63M0.21%013F-HRTimeline
Cambridge Investment Research Advisors,…30,317$1.58M<0.01%+3,89013F-HR/ATimeline
Trilogy Capital Inc.30,195$1.57M0.06%+1,46713F-HRTimeline
Balanced Rock Investment Advisors LLC29,570$1.54M0.96%-6,17013F-HRTimeline
HighTower Advisors, LLC28,306$1.48M<0.01%-2,35413F-HRTimeline
Corient Private Wealth LPgroup of 2 filers holding27,772$1.45M+901Timeline
SageView Advisory Group, LLC25,861$1.35M0.04%-2913F-HRTimeline
Eley Financial Management, Inc24,321$1.27M0.41%+3,23813F-HRTimeline
EASTERN BANK24,110$1.26M0.02%-267,97013F-HRTimeline
Steward Partners Investment Advisory, L…24,054$1.25M0.01%-1,42913F-HRTimeline
D.A. DAVIDSON & CO.24,036$1.25M0.01%-66713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,000$1.25M<0.01%new13F-HRTimelineGroup
Affiance Financial, LLC23,840$1.24M0.18%-92313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC23,225$1.21M0.02%-19113F-HRTimeline
Shira Ridge Wealth Management22,896$1.19M0.42%-80513F-HRTimeline
Aptus Capital Advisors, LLC21,876$1.14M0.01%+2,74613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…21,640$1.13M<0.01%+11,88613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC21,328$1.11M<0.01%+1,07113F-HRTimelineGroup
BIRCHBROOK, INC.20,730$1.08M0.51%-3113F-HRTimeline
Integrated Wealth Concepts LLC20,681$1.08M0.01%+5,95313F-HRTimeline
Private Advisor Group, LLC20,672$1.08M<0.01%-1,21913F-HRTimeline
MainStreet Investment Advisors LLC20,435$1.07M0.15%-59013F-HRTimeline
Caliber Wealth Management, LLC / KS20,394$1.06M0.1%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB20,270$1.06M0.03%-75513F-HRTimeline
Values Added Financial LLC20,190$1.05M0.38%+47113F-HRTimeline
WHITTIER TRUST CO20,309$1.05M0.01%013F-HRTimeline
Wealth Advisory Team LLC20,016$1.04M0.85%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP19,490$1.02M<0.01%-38813F-HRTimelineGroup
NorthRock Partners, LLC19,111$997K0.01%+9113F-HRTimeline
MGO ONE SEVEN LLC17,561$916K0.02%-19313F-HRTimeline
Farther Finance Advisors, LLC17,377$906K0.01%+8,56213F-HRTimeline
Topel & Distasi Wealth Management, LLC16,903$881K0.43%-85913F-HRTimeline
Atlantic Private Wealth, LLC15,826$825K0.51%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth15,665$817K<0.01%-39713F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.13,864$723K<0.01%-2,00313F-HRTimelineGroup
Beta Wealth Group, Inc.13,768$718K0.27%+2413F-HRTimeline
RVW Wealth, LLC13,663$713K0.05%-3113F-HRTimeline
Portland Global Advisors LLC13,535$706K0.07%-10013F-HRTimeline
Stordahl Capital Management, Inc.13,152$686K0.13%013F-HRTimeline
BLB&B Advisors, LLC12,382$646K0.02%-7313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.12,301$642K0.01%-1,42513F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC12,021$627K0.01%-52613F-HRTimelineGroup
Tarbox Family Office, Inc.11,593$605K0.09%+3,17913F-HRTimeline
Magnus Financial Group LLC11,290$589K0.04%-99913F-HRTimeline
DAVENPORT & Co LLC11,163$582K<0.01%-42913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC10,837$565K0.01%+1,03513F-HRTimeline
Pathway Financial Advisors LLC10,778$555K0.06%+5813F-HRTimeline
McKinley Carter Wealth Services, Inc.10,526$549K0.03%+22813F-HRTimeline
Weil Company, Inc.9,987$521K0.09%-52813F-HRTimeline
Ellenbecker Investment Group9,775$510K0.06%+4,91613F-HRTimeline
Armbruster Capital Management, Inc.9,425$492K0.07%+20013F-HRTimeline
Nadler Financial Group, Inc.9,390$490K0.04%new13F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…9,200$480K0.06%013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT8,978$468K0.01%013F-HRTimeline
Estate Counselors, LLC8,825$460K0.04%new13F-HRTimeline
McNamara Financial Services, Inc.8,628$450K0.08%+2313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC8,542$445K<0.01%-54713F-HRTimelineGroup
Chicago Partners Investment Group LLC8,648$441K0.01%-25713F-HRTimeline
MML INVESTORS SERVICES, LLC8,219$429K<0.01%+1,93313F-HRTimeline
Weinberger Asset Management, Inc8,357$427K0.14%+70413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,177$426K<0.01%new13F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,068$421K<0.01%new13F-HRTimelineGroup
HighPoint Advisor Group LLC7,797$407K0.01%-613F-HRTimeline
PFG Investments, LLC7,719$403K0.02%+1613F-HRTimeline
Westview Management dba Westview Invest…7,694$401K0.2%-1,14313F-HRTimeline
MAI Capital Management7,600$396K<0.01%+42113F-HRTimeline
Tribridge Partners Financial LLC7,449$384K0.15%-12613F-HRTimeline
Mutual Advisors, LLC7,332$382K0.01%+2,22713F-HRTimeline
Asset Dedication, LLC7,292$380K0.02%+41613F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.6,915$361K0.02%-8213F-HRTimelineGroup
CAPE ANN SAVINGS BANK6,689$349K0.16%+58013F-HRTimeline
Joel Adams & Associates, Inc.6,342$331K0.21%-12113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,228$325K<0.01%-15,18213F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC6,221$324K0.03%+42513F-HRTimeline
Impact Investors, Inc5,929$309K0.23%-94513F-HRTimeline
Capital Advantage, Inc.5,546$289K0.04%+1113F-HRTimeline
Heritage Family Offices, LLP5,532$288K0.11%new13F-HRTimeline
Pacific Excel Wealth Advisors, Inc.5,532$288K0.11%new13F-HRTimeline
Belpointe Asset Management LLC5,498$287K0.01%-3,47413F-HRTimeline
Fortis Capital Advisors, LLC5,498$287K0.03%-3,47413F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC5,498$287K0.1%-3,47413F-HRTimeline
Horizon Wealth Management, LLC5,473$285K0.04%new13F-HRTimeline
Sigma Planning Corp5,461$285K0.01%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.5,449$284K0.17%+6113F-HRTimeline
Optas, LLC5,418$283K0.04%-5,93213F-HRTimeline
Peak Retirement Planning, Inc.5,389$281K0.04%new13F-HRTimeline
Financial Council, LLC5,171$270K0.09%+313F-HRTimeline
Sound Stewardship, LLC5,146$268K0.11%-4413F-HRTimeline
TPG Financial Advisors, LLC5,088$265K0.08%-26513F-HRTimeline
Freedom Financial Partners LLC4,934$257K0.08%-87613F-HRTimeline
Coastal Bridge Advisors, LLC4,925$257K0.02%new13F-HRTimeline
Rede Wealth, LLC4,864$254K0.08%+25513F-HRTimeline
ROGCO, LP4,706$245K0.08%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,664$243K<0.01%new13F-HRTimelineGroup
Prosperity Consulting Group, LLC4,421$231K0.01%new13F-HRTimeline
DeDora Capital, Inc.4,406$230K0.05%new13F-HRTimeline
BURNS J W & CO INC/NY4,350$227K0.02%new13F-HRTimeline
Whitegate Investment Counselors, Inc.4,200$219K0.06%new13F-HRTimeline
ETF Portfolio Partners, Inc.4,197$219K0.05%new13F-HRTimeline
Laurel Wealth Planning LLC4,174$218K0.1%new13F-HRTimeline
DORVAL Corp4,098$214K0.06%new13F-HRTimeline
Rossby Financial, LCC3,934$205K0.04%+3,64213F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC3,931$205K0.01%-60013F-HRTimeline
AMARA FINANCIAL, LLC.3,900$203K0.12%new13F-HRTimeline
Larson Financial Group LLC3,245$169K<0.01%-57313F-HRTimeline
Mascoma Wealth Management LLC3,206$167K0.03%+213F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co3,126$163K0.01%-14013F-HRTimelineGroup
MOGY JOEL R INVESTMENT COUNSEL INC3,000$156K0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST2,965$155K0.04%-3513F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC2,848$149K0.06%+913F-HRTimeline
Arax Advisory Partners2,801$146K<0.01%+16113F-HRTimeline
Urban Financial Advisory Corp2,781$145K0.04%+2,78013F-HRTimeline
Global Retirement Partners, LLC2,463$128K<0.01%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,179$113K<0.01%+15013F-HRTimelineGroup
BLUELINE ADVISORS LLC2,126$111K0.08%-713F-HRTimeline
Armor Investment Advisors, LLC2,103$110K0.04%013F-HRTimeline
Hanson & Doremus Investment Management1,854$97K0.01%-5813F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,810$94.4K0.01%+68713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,619$84.4K<0.01%-49013F-HRTimelineGroup
Medallion Wealth Advisors, LLC1,328$69.4K0.02%-47713F-HRTimeline
GW&K Investment Management, LLC1,318$69K<0.01%-613F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,316$68.6K0.01%013F-HRTimeline
Smithfield Trust Co1,216$63K<0.01%-31013F-HRTimeline
Nemes Rush Group LLC1,189$62K0.01%-75813F-HRTimeline
FMR LLCin group FMR LLC999$52.1K<0.01%+9013F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.991$51.7K0.02%013F-HRTimeline
GGM Financial LLC981$51.2K0.02%-3,73413F-HRTimeline
VALLEY NATIONAL ADVISERS INC971$50.6K0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS964$50.3K0.01%new13F-HRTimeline
FAS Wealth Partners, Inc.915$47.7K<0.01%+2013F-HRTimeline
StrongBox Wealth, LLC889$46.4K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\867$45.2K<0.01%013F-HRTimelineGroup
Harbor Asset Planning, Inc.833$43.4K0.03%+213F-HRTimeline
Fort Vancouver Investment Management, L…780$40.7K0.02%013F-HRTimeline
Addison Advisors LLC700$36.5K0.02%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC710$36.3K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.686$35.8K<0.01%+213F-HRTimeline
Sherman Asset Management, Inc.680$35.5K0.03%013F-HRTimeline
Oakmont Advisory Group, LLC595$31K0.03%new13F-HRTimeline
Birchwood Financial Partners, Inc.584$30.4K0.02%+213F-HRTimeline
Meramec Financial Planners, LLC548$28.3K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.427$22.3K<0.01%013F-HRTimelineGroup
Key Financial Inc330$17.2K<0.01%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\325$16.9K<0.01%-22513F-HRTimelineGroup
Three Bearings Fiduciary Advisors, Inc.288$15K0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC245$12.8K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.216$11.3K0.01%013F-HRTimeline
Redwood Park Advisors LLC212$11.1K0.01%013F-HRTimeline
IFP Advisors, Inc209$10.9K<0.01%-4113F-HRTimeline
Millstone Evans Group, LLC143$7.46K<0.01%+7513F-HRTimeline
Allworth Financial LP124$6.48K<0.01%013F-HRTimeline
Triumph Capital Management120$6.26K<0.01%013F-HRTimeline
Milestone Investment Advisors LLC120$6.26K<0.01%013F-HRTimeline
Front Row Advisors LLC100$5.26K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management84$4.38K<0.01%013F-HRTimelineGroup
Community Bank, N.A.58$3.02K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC30$1.56K<0.01%+113F-HRTimelineGroup
CBIZ Investment Advisory Services, LLC25$1.13K<0.01%013F-HRTimeline
Avion Wealth36$1K<0.01%013F-HRTimeline