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Disclosery

XJH ISHARES TR

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ESG SELECT SCRE (fund)

157 managers (157 13F filers) reported a position in XJH shares at 2025-06-30, 4,996,442 shares in all. 18 filers opened a position and 5 filers sold out during the quarter.

Managers
157
13F filers
157
New
18
Added
70
Reduced
37
Sold out
5
Shares held by filers
4,996,442

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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/588,393$24.4M<0.01%+52,77013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC534,644$22.2M0.01%+5,68213F-HRTimelineGroup
EASTERN BANK321,842$13.4M0.25%-4,87413F-HRTimeline
Mariner, LLCin group Mariner, LLC286,555$11.9M0.02%+33,96913F-HRTimelineGroup
LPL Financial LLC214,676$8.91M<0.01%+25,89113F-HRTimeline
BAILARD, INC.213,721$8.87M0.21%-2,08513F-HRTimeline
Shira Ridge Wealth Management141,548$5.87M2.68%+5,61313F-HRTimeline
Litman Gregory Wealth Management LLC136,908$5.68M0.45%+12,96213F-HRTimeline
Composition Wealth, LLC136,719$5.67M0.1%new13F-HRTimeline
Koss-Olinger Consulting, LLC135,265$5.61M0.46%-13,92713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…97,066$4.03M0.01%new13F-HR/ATimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources95,824$3.98M<0.01%-3,35513F-HRTimelineGroup
JNBA Financial Advisors81,126$3.37M0.32%-5,26213F-HRTimeline
Advisory Services Network, LLC78,934$3.33M0.05%-7,85213F-HRTimeline
DOHJ, LLC86,289$3.22M0.94%+26,00213F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…75,097$3.12M0.09%+90313F-HRTimelineGroup
World Investment Advisors68,178$2.83M0.06%-7,98613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC63,237$2.62M<0.01%-5,41113F-HRTimeline
Francis Financial, Inc.56,138$2.33M0.54%-38,73213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC46,848$1.94M<0.01%new13F-HRTimelineGroup
HILLTOP WEALTH ADVISORS, LLC44,254$1.84M1.03%+1,20713F-HRTimeline
Cetera Investment Advisers43,066$1.79M<0.01%+7,97913F-HRTimeline
Opes Wealth Management LLC39,062$1.62M0.29%+5,03413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.37,055$1.54M<0.01%+2,09913F-HR/ATimelineGroup
GOULD ASSET MANAGEMENT LLC /CA/32,270$1.34M0.26%-23513F-HRTimeline
Biltmore Family Office, LLC31,248$1.3M0.22%013F-HRTimeline
Affiance Financial, LLC31,214$1.3M0.26%+1,96713F-HRTimeline
Balanced Rock Investment Advisors LLC30,961$1.28M1.01%-6,46213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC30,818$1.28M<0.01%013F-HRTimelineGroup
RTD Financial Advisors, Inc.30,794$1.28M0.16%+1,20513F-HRTimeline
Steward Partners Investment Advisory, L…30,771$1.28M0.01%+68113F-HRTimeline
SAGE FINANCIAL GROUP INC30,014$1.25M0.09%+2,35813F-HRTimeline
Private Advisor Group, LLC29,450$1.22M0.01%-7,44713F-HRTimeline
Cambridge Investment Research Advisors,…29,446$1.22M<0.01%-12,70913F-HRTimeline
HighTower Advisors, LLC29,120$1.21M<0.01%+85113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC28,772$1.19M<0.01%-2,45913F-HRTimelineGroup
Trilogy Capital Inc.27,676$1.15M0.06%+44213F-HRTimeline
HARBOUR INVESTMENTS, INC.26,886$1.12M0.03%+7,49113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC24,806$1.03M0.02%-8,12013F-HRTimeline
SageView Advisory Group, LLC23,095$994K0.04%+2,89613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP23,020$955K<0.01%+1,48213F-HR/ATimelineGroup
McKinley Carter Wealth Services, Inc.22,844$948K0.05%-84813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC21,985$912K<0.01%new13F-HRTimelineGroup
Better Money Decisions, LLC21,743$902K0.55%+85013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…21,143$877K<0.01%+3,17113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA21,096$876K<0.01%-15,05713F-HR/ATimelineGroup
D.A. DAVIDSON & CO.20,957$870K0.01%-81413F-HRTimeline
Robertson Stephens Wealth Management, L…20,792$863K0.03%+1,87813F-HRTimeline
MainStreet Investment Advisors LLC20,710$859K0.12%-1,42513F-HRTimeline
MassMutual Private Wealth & Trust, FSB20,485$850K0.02%-1,42513F-HRTimeline
Caliber Wealth Management, LLC / KS20,394$846K0.09%new13F-HRTimeline
WHITTIER TRUST CO20,309$843K0.01%013F-HRTimeline
BIRCHBROOK, INC.19,585$813K0.44%+5,67913F-HRTimeline
Eley Financial Management, Inc19,501$809K0.31%-24613F-HRTimeline
Topel & Distasi Wealth Management, LLC19,118$793K0.42%+1,14813F-HRTimeline
Aptus Capital Advisors, LLC18,579$771K0.01%+10,60913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth17,940$745K<0.01%+5,77713F-HRTimelineGroup
Wealth Advisory Team LLC17,010$706K0.66%13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…15,771$673K<0.01%-2,80313F-HRTimeline
NorthRock Partners, LLC16,030$665K0.02%+52413F-HR/ATimeline
Atlantic Private Wealth, LLC15,450$641K0.43%+713F-HRTimeline
CW Advisors, LLC15,091$626K0.01%+2,17613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.14,515$602K0.01%-75413F-HRTimelineGroup
Beta Wealth Group, Inc.14,491$601K0.22%new13F-HRTimeline
Portland Global Advisors LLC14,335$595K0.07%+95513F-HRTimeline
Optas, LLC14,320$594K0.11%+56413F-HRTimeline
Values Added Financial LLC14,217$590K0.29%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,867$575K<0.01%+7,73713F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.13,843$574K<0.01%013F-HRTimelineGroup
RVW Wealth, LLC13,694$568K0.05%-4,30913F-HRTimeline
Creative Planningin group Creative Planning12,589$522K<0.01%+1,32613F-HRTimelineGroup
Magnus Financial Group LLC12,392$514K0.05%+3713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,245$508K<0.01%new13F-HRTimelineGroup
BLB&B Advisors, LLC11,866$492K0.02%+72513F-HRTimeline
Stordahl Capital Management, Inc.11,724$487K0.11%+3,20313F-HRTimeline
Integrated Wealth Concepts LLC11,339$471K<0.01%+2,37313F-HRTimeline
DAVENPORT & Co LLC11,104$461K<0.01%+58113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC10,723$445K0.01%-8213F-HRTimelineGroup
Pathway Financial Advisors LLC10,559$438K0.06%013F-HRTimeline
Good Life Advisors, LLC10,046$417K0.03%+27813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,922$412K<0.01%+35813F-HRTimelineGroup
Weil Company, Inc.9,234$383K0.1%+3,01113F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT8,991$373K0.01%new13F-HRTimeline
Chicago Partners Investment Group LLC8,420$364K0.01%-18413F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC8,712$362K0.03%new13F-HRTimeline
Joel Adams & Associates, Inc.8,456$351K0.31%new13F-HRTimeline
Tarbox Family Office, Inc.8,318$345K0.05%-40213F-HRTimeline
AMARA FINANCIAL, LLC.8,177$339K0.3%-1,54813F-HRTimeline
Armbruster Capital Management, Inc.8,175$339K0.06%+50013F-HRTimeline
Alesco Advisors, LLC, An ESL Co7,742$321K0.01%+9313F-HRTimeline
PFG Investments, LLC7,633$317K0.02%+52013F-HRTimeline
Estate Counselors, LLC7,390$307K0.03%new13F-HRTimeline
MAI Capital Management7,243$301K<0.01%+25013F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.6,872$285K0.02%-7613F-HRTimelineGroup
Impact Investors, Inc6,821$283K0.2%+6613F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV6,475$269K0.05%+32213F-HRTimeline
SAX WEALTH ADVISORS, LLC6,334$263K0.02%013F-HRTimeline
Fortress Financial Solutions, LLC6,223$258K0.32%new13F-HRTimeline
MML INVESTORS SERVICES, LLC6,037$251K<0.01%-2,68913F-HRTimeline
CAPE ANN SAVINGS BANK6,039$251K0.15%+10013F-HRTimeline
FIRST UNITED BANK & TRUST5,925$246K0.09%-3,80513F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.5,733$237K0.16%-77613F-HRTimeline
Financial Council, LLC5,313$220K0.11%+413F-HRTimeline
Sound Stewardship, LLC5,301$220K0.11%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,147$214K<0.01%new13F-HRTimelineGroup
ROGCO, LP4,921$204K0.08%+1013F-HRTimeline
CRUX WEALTH ADVISORS4,865$202K0.09%-22,54513F-HRTimeline
Global Retirement Partners, LLC4,517$187K<0.01%13F-HRTimeline
Asset Dedication, LLC3,690$153K0.01%+2,26513F-HRTimeline
Stephens Consulting, LLC3,099$129K0.03%-7513F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC3,000$124K0.01%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC2,816$117K0.06%+3213F-HRTimeline
Arax Advisory Partners2,640$110K0.01%-2,36913F-HRTimeline
Parkworth Wealth Management, Inc.2,594$108K0.08%+813F-HRTimeline
Larson Financial Group LLC2,540$105K<0.01%+2513F-HRTimeline
Wood Tarver Financial Group, LLC2,442$101K0.03%+1213F-HRTimeline
Armor Investment Advisors, LLC2,226$92.4K0.03%013F-HRTimeline
Mascoma Wealth Management LLC1,994$82.7K0.02%-14713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,961$81.4K<0.01%+44213F-HRTimelineGroup
Medallion Wealth Advisors, LLC1,833$77.2K0.03%+8713F-HRTimeline
CWM, LLCin group CWM, LLC1,762$73K<0.01%013F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…1,600$66.4K0.02%013F-HRTimeline
Nemes Rush Group LLC1,305$54.2K0.01%+413F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,175$48.8K<0.01%+1,00013F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC1,159$48.1K<0.01%+15313F-HRTimeline
Hanson & Doremus Investment Management1,118$46K0.01%013F-HRTimeline
McIlrath & Eck, LLC1,083$44.9K0.01%013F-HRTimeline
Berkshire Money Management, Inc.1,000$41.5K<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.991$41.1K0.02%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC965$40K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC971$40K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\867$36K<0.01%-31913F-HRTimelineGroup
FMR LLCin group FMR LLC862$35.8K<0.01%013F-HRTimelineGroup
Smithfield Trust Co857$35K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.823$34.1K0.03%13F-HRTimeline
Wells Financial Advisors INC800$33.2K0.05%013F-HRTimeline
WFA of San Diego, LLC791$32.8K0.02%13F-HRTimeline
Fort Vancouver Investment Management, L…773$32.1K0.02%+4913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC710$29.5K<0.01%013F-HRTimeline
Addison Advisors LLC700$29.1K0.01%013F-HRTimeline
GHP Investment Advisors, Inc.678$28.1K<0.01%+213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO594$24.7K<0.01%+43213F-HRTimelineGroup
Key Financial Inc330$13.7K<0.01%013F-HRTimeline
IFP Advisors, Inc272$11.3K<0.01%+4113F-HRTimeline
1 NORTH WEALTH SERVICES LLC245$10.2K<0.01%013F-HRTimeline
Redwood Park Advisors LLC210$8.7K0.01%+113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/160$6.53K<0.01%013F-HR/ATimelineGroup
Allworth Financial LP123$5.09K<0.01%+113F-HRTimeline
Milestone Investment Advisors LLC120$4.98K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management84$3.49K<0.01%013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…80$3.32K<0.01%new13F-HRTimelineGroup
PIN OAK INVESTMENT ADVISORS INC94$3K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC64$2.66K<0.01%+1113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC37$1.54K<0.01%013F-HRTimelineGroup
Avion Wealth36$1K<0.01%013F-HR/ATimeline
CBIZ Investment Advisory Services, LLC24$996<0.01%+113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.