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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 2025-03-31, 4,546,720 shares in all. 10 filers opened a position and 8 filers sold out during the quarter.

Managers
141
13F filers
141
New
10
Added
64
Reduced
38
Sold out
8
Shares held by filers
4,546,720

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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/535,623$20.9M<0.01%+30,30213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC528,962$20.7M0.01%+66,19613F-HRTimelineGroup
EASTERN BANK326,716$12.8M0.25%-50,65413F-HRTimeline
Mariner, LLCin group Mariner, LLC252,586$9.87M0.02%+28,44313F-HRTimelineGroup
BAILARD, INC.215,806$8.43M0.22%+4,76213F-HRTimeline
LPL Financial LLC188,785$7.38M<0.01%+88,07313F-HRTimeline
Koss-Olinger Consulting, LLC149,192$5.83M0.49%+2,03013F-HRTimeline
Shira Ridge Wealth Management135,935$5.31M2.65%+11,33013F-HRTimeline
Litman Gregory Wealth Management LLC123,946$4.84M0.42%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources99,179$3.87M<0.01%013F-HRTimelineGroup
Francis Financial, Inc.94,870$3.71M0.9%-30713F-HRTimeline
Advisory Services Network, LLC86,786$3.39M0.07%+16,76813F-HRTimeline
JNBA Financial Advisors86,388$3.38M0.35%+8,06513F-HRTimeline
World Investment Advisors76,164$2.98M0.08%-54,75013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…74,194$2.9M0.09%+22513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC68,648$2.68M<0.01%-8,10413F-HRTimeline
DOHJ, LLC60,287$2.36M0.54%+17,59213F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC43,047$1.68M0.95%-80613F-HRTimeline
Cambridge Investment Research Advisors,…42,155$1.65M0.01%+13,86413F-HRTimeline
Balanced Rock Investment Advisors LLC37,423$1.46M1.17%-1,23113F-HRTimeline
Private Advisor Group, LLC36,897$1.44M0.01%-10,35613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA36,153$1.41M<0.01%+85013F-HR/ATimelineGroup
Cetera Investment Advisers35,087$1.37M<0.01%-1,53013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.34,956$1.37M<0.01%+9,14513F-HRTimelineGroup
Opes Wealth Management LLC34,028$1.33M0.27%+15,82513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC32,926$1.29M0.03%+2,97413F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/32,505$1.27M0.26%-20513F-HRTimeline
Biltmore Family Office, LLC31,248$1.22M0.21%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC31,231$1.22M<0.01%-1,98613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC30,818$1.2M<0.01%013F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…30,090$1.18M0.01%-24,09213F-HRTimeline
RTD Financial Advisors, Inc.29,589$1.16M0.16%+1,77513F-HRTimeline
Affiance Financial, LLC29,247$1.14M0.27%+7,84113F-HRTimeline
HighTower Advisors, LLC28,269$1.1M<0.01%-18,73413F-HRTimeline
SAGE FINANCIAL GROUP INC27,656$1.08M0.09%+75013F-HRTimeline
CRUX WEALTH ADVISORS27,410$1.07M0.56%-51813F-HRTimeline
Trilogy Capital Inc.27,234$1.06M0.06%new13F-HRTimeline
McKinley Carter Wealth Services, Inc.23,692$926K0.06%+6,18313F-HRTimeline
MainStreet Investment Advisors LLC22,135$865K0.13%-1,01013F-HRTimeline
MassMutual Private Wealth & Trust, FSB21,910$856K0.02%-1,01013F-HRTimeline
D.A. DAVIDSON & CO.21,771$851K0.01%-98013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP21,538$841K<0.01%-1,57313F-HRTimelineGroup
Better Money Decisions, LLC20,893$816K0.54%+2,29613F-HRTimeline
WHITTIER TRUST CO20,309$793K0.01%013F-HRTimeline
SageView Advisory Group, LLC20,199$789K0.03%new13F-HRTimeline
Eley Financial Management, Inc19,747$775K0.31%+2,56713F-HRTimeline
HARBOUR INVESTMENTS, INC.19,395$758K0.02%+3,93813F-HRTimeline
Robertson Stephens Wealth Management, L…18,914$739K0.03%+9,85713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…18,574$726K<0.01%-1,79513F-HRTimeline
Carr Financial Group Corp18,187$711K0.23%+4613F-HRTimeline
RVW Wealth, LLC18,003$703K0.07%-17,85713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…17,972$702K<0.01%+17,66613F-HRTimelineGroup
Topel & Distasi Wealth Management, LLC17,970$702K0.33%+3,14813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV17,068$667K<0.01%+4,92113F-HRTimeline
NorthRock Partners, LLC15,506$606K0.02%-34313F-HRTimeline
Atlantic Private Wealth, LLC15,443$603K0.45%+213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.15,269$597K0.01%-7413F-HRTimelineGroup
BIRCHBROOK, INC.13,906$543K0.31%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.13,843$541K<0.01%-45413F-HRTimelineGroup
Optas, LLC13,756$537K0.09%+47613F-HRTimeline
Portland Global Advisors LLC13,380$523K0.07%-1,60013F-HRTimeline
CW Advisors, LLC12,915$505K0.01%+2,03113F-HRTimeline
Magnus Financial Group LLC12,355$483K0.05%+51713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth12,163$475K<0.01%-1,23813F-HR/ATimelineGroup
Creative Planningin group Creative Planning11,263$440K<0.01%-2,43013F-HRTimelineGroup
BLB&B Advisors, LLC11,141$435K0.02%+1,48213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC10,805$422K0.02%-59813F-HRTimelineGroup
Pathway Financial Advisors LLC10,559$413K0.07%+45613F-HRTimeline
DAVENPORT & Co LLC10,523$411K<0.01%+18513F-HRTimeline
Good Life Advisors, LLC9,768$382K0.03%new13F-HRTimeline
FIRST UNITED BANK & TRUST9,730$380K0.14%-8,40513F-HRTimeline
AMARA FINANCIAL, LLC.9,725$380K0.35%+1,26213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,564$374K<0.01%+27213F-HRTimelineGroup
NAPATREE CAPITAL LLC8,991$351K0.2%+15813F-HRTimeline
Integrated Wealth Concepts LLC8,966$350K<0.01%+2,72513F-HRTimeline
MML INVESTORS SERVICES, LLC8,726$341K<0.01%-82313F-HRTimeline
Tarbox Family Office, Inc.8,720$341K0.06%+85613F-HRTimeline
Chicago Partners Investment Group LLC8,604$336K0.01%+79913F-HRTimeline
Stordahl Capital Management, Inc.8,521$333K0.08%+2,60513F-HRTimeline
Aptus Capital Advisors, LLC7,970$311K<0.01%+6,55313F-HRTimeline
Armbruster Capital Management, Inc.7,675$300K0.06%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co7,649$299K0.01%013F-HRTimeline
PFG Investments, LLC7,113$278K0.02%+1,93713F-HRTimeline
MAI Capital Management6,993$273K<0.01%+1,06913F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.6,948$271K0.02%-99313F-HRTimelineGroup
Impact Investors, Inc6,755$264K0.21%+23013F-HRTimeline
Capital Advantage, Inc.6,273$262K0.05%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.6,509$254K0.17%-2,02813F-HRTimeline
SAX WEALTH ADVISORS, LLC6,334$247K0.02%+1,11413F-HRTimeline
Weil Company, Inc.6,223$243K0.07%new13F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV6,153$240K0.05%+14513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,130$239K<0.01%-17,86913F-HRTimelineGroup
Davis Wealth Advisors, LLC6,006$235K0.26%-25013F-HRTimeline
CAPE ANN SAVINGS BANK5,939$232K0.15%new13F-HRTimeline
Financial Council, LLC5,309$207K0.11%-15913F-HRTimeline
Arax Advisory Partners5,009$196K0.01%+2,36913F-HRTimeline
ROGCO, LP4,911$192K0.08%+99813F-HRTimeline
Stephens Consulting, LLC3,174$124K0.03%+37113F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC3,000$117K0.01%+45013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC2,784$109K0.06%013F-HRTimeline
Parkworth Wealth Management, Inc.2,586$101K0.08%+713F-HRTimeline
Larson Financial Group LLC2,515$98.2K<0.01%+24513F-HRTimeline
Wood Tarver Financial Group, LLC2,430$94.9K0.03%+1013F-HRTimeline
Urban Financial Advisory Corp2,398$93.7K0.05%+613F-HRTimeline
Armor Investment Advisors, LLC2,226$87K0.04%013F-HRTimeline
Mascoma Wealth Management LLC2,141$83.7K0.02%-27213F-HRTimeline
CWM, LLCin group CWM, LLC1,762$69K<0.01%013F-HRTimelineGroup
Medallion Wealth Advisors, LLC1,746$68.5K0.03%+4313F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,600$62.5K0.02%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,519$59.4K<0.01%+413F-HRTimelineGroup
Asset Dedication, LLC1,425$55.7K<0.01%-58913F-HRTimeline
Nemes Rush Group LLC1,301$50.8K0.01%+313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,186$46.3K<0.01%013F-HRTimelineGroup
Hanson & Doremus Investment Management1,118$44K0.01%+3413F-HRTimeline
McIlrath & Eck, LLC1,083$42.3K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,006$42.1K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.991$38.7K0.02%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC965$37.7K<0.01%+11513F-HRTimeline
FMR LLCin group FMR LLC862$33.7K<0.01%013F-HRTimelineGroup
Smithfield Trust Co857$33K<0.01%013F-HRTimeline
Wells Financial Advisors INC800$31.3K0.04%013F-HRTimeline
Fort Vancouver Investment Management, L…724$28.3K0.02%+10313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC710$27.7K<0.01%013F-HRTimeline
Addison Advisors LLC700$27.3K0.01%013F-HRTimeline
GHP Investment Advisors, Inc.676$26.4K<0.01%+213F-HRTimeline
Key Financial Inc330$12.9K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC245$9.57K<0.01%new13F-HRTimeline
IFP Advisors, Inc231$9.03K<0.01%+7513F-HRTimeline
Redwood Park Advisors LLC209$8.17K0.01%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\175$6.84K<0.01%-82513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO162$6.34K<0.01%-9213F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/160$6.16K<0.01%new13F-HRTimelineGroup
Milestone Investment Advisors LLC120$4.69K<0.01%013F-HRTimeline
Allworth Financial LP122$4.66K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC94$4K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management84$3.28K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC53$2.22K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC37$1.45K<0.01%-33913F-HRTimelineGroup
Avion Wealth36$1K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC23$899<0.01%013F-HR/ATimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.