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Disclosery

XJH ISHARES TR

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ESG SELECT SCRE (fund)

141 managers (141 13F filers) reported a position in XJH shares at 2024-12-31, 4,222,596 shares in all. 12 filers opened a position and 4 filers sold out during the quarter.

Managers
141
13F filers
141
New
12
Added
57
Reduced
35
Sold out
4
Shares held by filers
4,222,596

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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/505,321$21.1M<0.01%+32,29113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC462,766$19.4M0.01%13F-HR/ATimelineGroup
EASTERN BANK377,370$15.8M0.29%-3,76613F-HRTimeline
Mariner, LLCin group Mariner, LLC224,143$9.38M0.02%+31,62913F-HRTimelineGroup
BAILARD, INC.211,044$8.83M0.23%+5,18313F-HRTimeline
Koss-Olinger Consulting, LLC147,162$6.16M0.54%+1,24113F-HRTimeline
World Investment Advisors130,914$5.48M0.15%-8,15813F-HRTimeline
Shira Ridge Wealth Management124,605$5.21M2.55%+6,10513F-HRTimeline
LPL Financial LLC100,712$4.21M<0.01%+11,66813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources99,179$4.15M<0.01%+6,92513F-HRTimelineGroup
Francis Financial, Inc.95,177$3.98M1.01%+10,63913F-HRTimeline
JNBA Financial Advisors78,323$3.28M0.33%+7,46413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC76,752$3.21M<0.01%+2,00713F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding73,969$3.09M+4,697Timeline
Advisory Services Network, LLC70,018$2.93M0.05%+12,91813F-HRTimeline
Steward Partners Investment Advisory, L…54,182$2.27M0.02%-3,86413F-HRTimeline
Private Advisor Group, LLC47,253$1.98M0.01%+1,52313F-HRTimeline
HighTower Advisors, LLC47,003$1.97M<0.01%+12,84713F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC43,853$1.83M0.93%-4,40013F-HRTimeline
DOHJ, LLC42,695$1.79M0.41%-3,23713F-HRTimeline
Balanced Rock Investment Advisors LLC38,654$1.62M1.28%-5,94713F-HRTimeline
Cetera Investment Advisers36,617$1.53M<0.01%+3,55513F-HRTimeline
RVW Wealth, LLC35,860$1.5M0.14%-78013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA35,303$1.48M<0.01%-1,65013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC33,217$1.39M<0.01%+1,32013F-HRTimelineGroup
GOULD ASSET MANAGEMENT LLC /CA/32,710$1.37M0.29%-91013F-HRTimeline
Biltmore Family Office, LLC31,248$1.31M0.22%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC30,818$1.29M<0.01%013F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC29,952$1.25M0.03%+91413F-HRTimeline
Cambridge Investment Research Advisors,…28,291$1.18M<0.01%+32913F-HRTimeline
CRUX WEALTH ADVISORS27,928$1.17M0.65%13F-HRTimeline
RTD Financial Advisors, Inc.27,814$1.16M0.15%+4,21013F-HRTimeline
SAGE FINANCIAL GROUP INC26,906$1.13M0.09%+1,63313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.25,811$1.08M<0.01%-21013F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,999$1M<0.01%new13F-HRTimelineGroup
MainStreet Investment Advisors LLC23,145$968K0.14%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP23,111$967K<0.01%+4,39713F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB22,920$959K0.03%new13F-HRTimeline
D.A. DAVIDSON & CO.22,751$952K0.01%+16713F-HRTimeline
Affiance Financial, LLC21,406$896K0.21%-7513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…20,369$852K<0.01%+34013F-HR/ATimeline
WHITTIER TRUST CO20,309$850K0.01%+14213F-HRTimeline
Better Money Decisions, LLC18,597$778K0.54%+39213F-HRTimeline
Opes Wealth Management LLC18,203$762K0.16%-79013F-HRTimeline
Carr Financial Group Corp18,141$759K0.24%+8,08313F-HRTimeline
FIRST UNITED BANK & TRUST18,135$759K0.28%-97513F-HRTimeline
McKinley Carter Wealth Services, Inc.17,509$733K0.04%+68513F-HRTimeline
Eley Financial Management, Inc17,180$719K0.28%+93713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC16,444$688K<0.01%new13F-HRTimelineGroup
NorthRock Partners, LLC15,849$663K0.02%+1,44113F-HR/ATimeline
HARBOUR INVESTMENTS, INC.15,457$647K0.02%+49813F-HRTimeline
Atlantic Private Wealth, LLC15,441$646K0.49%-72513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.15,343$642K0.01%+3,56713F-HRTimelineGroup
Portland Global Advisors LLC14,980$627K0.08%-6013F-HRTimeline
Topel & Distasi Wealth Management, LLC14,822$620K0.27%-6713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.14,297$598K<0.01%+20813F-HRTimelineGroup
Creative Planningin group Creative Planning13,693$573K<0.01%+1,73913F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth13,401$561K<0.01%+4,50113F-HR/ATimelineGroup
Optas, LLC13,280$556K0.12%+63213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV12,147$508K<0.01%+6,91513F-HRTimeline
Magnus Financial Group LLC11,838$495K0.05%+1,03513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS11,487$481K<0.01%-1,50013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC11,403$477K0.02%-213F-HRTimelineGroup
CW Advisors, LLC10,884$455K0.01%-2,80213F-HRTimeline
DAVENPORT & Co LLC10,338$433K<0.01%+1,84313F-HRTimeline
Pathway Financial Advisors LLC10,103$423K0.1%+1,43213F-HRTimeline
BLB&B Advisors, LLC9,659$404K0.02%013F-HRTimeline
MML INVESTORS SERVICES, LLC9,549$399K<0.01%-13113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,292$389K<0.01%+14113F-HRTimelineGroup
Robertson Stephens Wealth Management, L…9,057$379K0.01%new13F-HRTimeline
NAPATREE CAPITAL LLC8,833$370K0.22%-4613F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.8,537$357K0.25%13F-HRTimeline
AMARA FINANCIAL, LLC.8,463$354K0.33%-8713F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.7,941$332K0.02%-3713F-HRTimelineGroup
Tarbox Family Office, Inc.7,864$329K0.05%-10813F-HRTimeline
Chicago Partners Investment Group LLC7,805$328K0.01%+1,13713F-HRTimeline
Armbruster Capital Management, Inc.7,675$321K0.07%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co7,649$320K0.01%-6613F-HRTimeline
WRAPMANAGER INC7,251$303K0.08%-85513F-HRTimeline
Impact Investors, Inc6,525$273K0.21%13F-HRTimeline
Capital Advantage, Inc.6,273$262K0.05%new13F-HRTimeline
Davis Wealth Advisors, LLC6,256$262K0.29%13F-HRTimeline
Integrated Wealth Concepts LLC6,241$261K<0.01%+1,45113F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV6,008$251K0.06%-11013F-HRTimeline
MAI Capital Management5,924$248K<0.01%+913F-HRTimeline
Stordahl Capital Management, Inc.5,916$248K0.06%new13F-HRTimeline
REGATTA CAPITAL GROUP, LLC5,580$233K0.05%013F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC5,560$233K0.02%013F-HRTimeline
Financial Council, LLC5,468$229K0.12%-14013F-HRTimeline
SAX WEALTH ADVISORS, LLC5,220$218K0.02%013F-HRTimeline
PFG Investments, LLC5,176$217K0.01%+15113F-HRTimeline
JSF Financial, LLC5,089$213K0.06%-1513F-HRTimeline
ROGCO, LP3,913$164K0.07%new13F-HRTimeline
Global Retirement Partners, LLC3,124$131K<0.01%+12413F-HRTimeline
Stephens Consulting, LLC2,803$117K0.03%+53613F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC2,784$116K0.06%013F-HRTimeline
Arax Advisory Partners2,640$110K0.01%+2,17113F-HRTimeline
Parkworth Wealth Management, Inc.2,579$108K0.09%13F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC2,550$107K0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC2,420$101K0.03%13F-HRTimeline
Mascoma Wealth Management LLC2,413$101K0.03%-42813F-HRTimeline
Urban Financial Advisory Corp2,392$100K0.05%+1113F-HRTimeline
Larson Financial Group LLC2,270$95K<0.01%+7113F-HRTimeline
Armor Investment Advisors, LLC2,226$93.1K0.04%+10013F-HRTimeline
Asset Dedication, LLC2,014$84.3K0.01%+1,03213F-HRTimeline
CWM, LLCin group CWM, LLC1,762$74K<0.01%new13F-HRTimelineGroup
Medallion Wealth Advisors, LLC1,703$71.2K0.04%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,515$63.4K<0.01%+513F-HR/ATimelineGroup
Aptus Capital Advisors, LLC1,417$59.3K<0.01%+10313F-HRTimeline
Nemes Rush Group LLC1,298$54.3K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,186$49.6K<0.01%013F-HRTimelineGroup
McIlrath & Eck, LLC1,083$45.3K0.01%013F-HRTimeline
Hanson & Doremus Investment Management1,084$45K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,006$42.1K<0.01%-52913F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,000$41.8K<0.01%+60013F-HR/ATimelineGroup
CALDWELL SUTTER CAPITAL, INC.991$41.5K0.02%013F-HRTimeline
FMR LLCin group FMR LLC862$36.1K<0.01%+60613F-HRTimelineGroup
Smithfield Trust Co857$36K<0.01%-25513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC850$35.6K<0.01%013F-HRTimeline
Wells Financial Advisors INC800$33.5K0.05%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC710$29.7K<0.01%013F-HRTimeline
Addison Advisors LLC700$29.3K0.01%013F-HRTimeline
GHP Investment Advisors, Inc.674$28.2K<0.01%+313F-HRTimeline
Fort Vancouver Investment Management, L…621$26K0.02%013F-HRTimeline
OARSMAN CAPITAL, INC.517$21.6K<0.01%+4513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC376$15.7K<0.01%-313F-HRTimelineGroup
Key Financial Inc330$13.8K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…306$12.8K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO254$10.6K<0.01%-2,60113F-HRTimelineGroup
WR Wealth Planners, LLC211$8.83K<0.01%-18713F-HRTimeline
Redwood Park Advisors LLC209$8.74K0.01%13F-HRTimeline
IFP Advisors, Inc156$6.53K<0.01%013F-HRTimeline
Allworth Financial LP122$5.36K<0.01%+113F-HRTimeline
Milestone Investment Advisors LLC120$5.02K<0.01%new13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC94$4K<0.01%013F-HRTimeline
Avior Wealth Management, LLC95$3.97K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management84$3.51K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC53$2.22K<0.01%013F-HRTimelineGroup
Avion Wealth36$1K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC23$962<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.