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Disclosery

XJH ISHARES TR

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ESG SELECT SCRE (fund)

150 managers (150 13F filers) reported a position in XJH shares at 2025-09-30, 5,008,499 shares in all. 12 filers opened a position and 13 filers sold out during the quarter.

Managers
150
13F filers
150
New
12
Added
57
Reduced
46
Sold out
13
Shares held by filers
5,008,499

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/601,551$26.4M<0.01%+13,15813F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC548,305$24M0.01%+13,66113F-HRTimelineGroup
EASTERN BANK313,920$13.8M0.24%-7,92213F-HRTimeline
Mariner, LLCin group Mariner, LLC305,168$13.4M0.02%+18,61313F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO257,674$11.3M0.17%new13F-HRTimeline
LPL Financial LLC253,189$11.1M<0.01%+38,51313F-HRTimeline
BAILARD, INC.211,446$9.27M0.2%-2,27513F-HRTimeline
Composition Wealth, LLC157,044$6.89M0.1%+20,32513F-HRTimeline
Shira Ridge Wealth Management137,210$6.02M2.55%-4,33813F-HRTimeline
Litman Gregory Wealth Management LLC134,287$5.89M0.44%-2,62113F-HRTimeline
Koss-Olinger Consulting, LLC135,265$5.61M0.46%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources95,824$4.2M<0.01%013F-HRTimelineGroup
JNBA Financial Advisors81,784$3.59M0.33%+65813F-HRTimeline
Advisory Services Network, LLC81,365$3.57M0.05%+2,43113F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…75,097$3.29M0.09%013F-HRTimelineGroup
World Investment Advisors62,549$2.74M0.06%-5,62913F-HRTimeline
Francis Financial, Inc.50,173$2.2M0.39%-5,96513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.44,584$1.95M<0.01%+7,52913F-HRTimelineGroup
HILLTOP WEALTH ADVISORS, LLC43,722$1.92M1%-53213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC40,706$1.78M<0.01%-22,53113F-HRTimeline
Cetera Investment Advisers40,619$1.78M<0.01%-2,44713F-HRTimeline
Opes Wealth Management LLC37,772$1.66M0.29%-1,29013F-HRTimeline
RTD Financial Advisors, Inc.33,237$1.46M0.18%+2,44313F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/32,230$1.41M0.26%-4013F-HRTimeline
Balanced Rock Investment Advisors LLC31,265$1.37M1%+30413F-HRTimeline
Biltmore Family Office, LLC31,248$1.37M0.19%013F-HRTimeline
Affiance Financial, LLC30,972$1.36M0.25%-24213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC30,818$1.35M<0.01%013F-HRTimelineGroup
SAGE FINANCIAL GROUP INC30,368$1.33M0.09%+35413F-HRTimeline
Steward Partners Investment Advisory, L…30,158$1.32M0.01%-61313F-HRTimeline
HARBOUR INVESTMENTS, INC.28,466$1.25M0.03%+1,58013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC28,258$1.24M<0.01%-51413F-HRTimelineGroup
HighTower Advisors, LLC27,916$1.22M<0.01%-1,20413F-HRTimeline
Trilogy Capital Inc.27,589$1.21M0.06%-8713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP27,379$1.2M<0.01%+4,35913F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC25,294$1.11M0.01%+48813F-HRTimeline
SageView Advisory Group, LLC24,669$1.08M0.04%+1,57413F-HRTimeline
Cambridge Investment Research Advisors,…24,506$1.07M<0.01%-4,94013F-HRTimeline
Values Added Financial LLC23,816$1.04M0.46%+9,59913F-HRTimeline
D.A. DAVIDSON & CO.23,245$1.02M0.01%+2,28813F-HRTimeline
Private Advisor Group, LLC22,999$1.01M<0.01%-6,45113F-HRTimeline
McKinley Carter Wealth Services, Inc.22,645$993K0.05%-19913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA22,376$981K<0.01%+1,28013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…22,179$973K<0.01%+1,03613F-HRTimelineGroup
Robertson Stephens Wealth Management, L…21,344$936K0.03%+55213F-HRTimeline
MainStreet Investment Advisors LLC20,845$914K0.12%+13513F-HRTimeline
MassMutual Private Wealth & Trust, FSB20,620$904K0.02%+13513F-HRTimeline
WHITTIER TRUST CO20,309$896K0.01%013F-HRTimeline
Caliber Wealth Management, LLC / KS20,394$894K0.1%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP20,380$894K<0.01%+10,45813F-HRTimelineGroup
Eley Financial Management, Inc19,541$857K0.31%+4013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth19,599$853K<0.01%+1,65913F-HRTimelineGroup
Topel & Distasi Wealth Management, LLC19,044$835K0.41%-7413F-HRTimeline
Aptus Capital Advisors, LLC18,656$818K0.01%+7713F-HRTimeline
BIRCHBROOK, INC.18,634$817K0.42%-95113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…16,229$708K<0.01%+45813F-HRTimeline
Atlantic Private Wealth, LLC15,460$678K0.44%+1013F-HRTimeline
NorthRock Partners, LLC15,177$666K0.01%-85313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.14,673$643K0.01%+15813F-HRTimelineGroup
Portland Global Advisors LLC14,335$629K0.07%013F-HRTimeline
Beta Wealth Group, Inc.14,131$620K0.24%-36013F-HRTimeline
RVW Wealth, LLC13,694$600K0.05%013F-HRTimeline
Integrated Wealth Concepts LLC13,506$592K0.01%+2,16713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.13,445$590K<0.01%-39813F-HRTimelineGroup
Creative Planningin group Creative Planning12,596$552K<0.01%+713F-HRTimelineGroup
Magnus Financial Group LLC12,427$545K0.04%+3513F-HRTimeline
Stordahl Capital Management, Inc.11,848$520K0.11%+12413F-HRTimeline
BLB&B Advisors, LLC11,626$510K0.02%-24013F-HRTimeline
DAVENPORT & Co LLC11,082$486K<0.01%-2213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC10,603$465K0.01%-12013F-HRTimelineGroup
Pathway Financial Advisors LLC10,559$463K0.06%013F-HRTimeline
Weil Company, Inc.10,360$454K0.11%+1,12613F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT8,991$394K0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,958$393K<0.01%-4,90913F-HRTimelineGroup
Chicago Partners Investment Group LLC8,633$381K0.01%+21313F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC8,532$374K0.03%-18013F-HRTimeline
Joel Adams & Associates, Inc.8,480$372K0.3%+2413F-HRTimeline
Tarbox Family Office, Inc.8,321$365K0.05%+313F-HRTimeline
Armbruster Capital Management, Inc.8,175$358K0.06%013F-HRTimeline
AMARA FINANCIAL, LLC.7,854$344K0.25%-32313F-HRTimeline
Alesco Advisors, LLC, An ESL Co7,742$339K0.01%013F-HRTimeline
PFG Investments, LLC7,654$336K0.02%+2113F-HRTimeline
MAI Capital Management7,445$326K<0.01%+20213F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.6,901$303K0.02%+2913F-HRTimelineGroup
Optas, LLC6,788$298K0.05%-7,53213F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV6,693$294K0.06%+21813F-HRTimeline
FIRST UNITED BANK & TRUST6,680$293K0.1%+75513F-HRTimeline
Impact Investors, Inc6,676$293K0.19%-14513F-HRTimeline
MML INVESTORS SERVICES, LLC6,353$279K<0.01%+31613F-HRTimeline
Asset Dedication, LLC6,005$263K0.02%+2,31513F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC5,808$255K0.03%new13F-HRTimeline
Fortress Financial Solutions, LLC5,710$250K0.27%-51313F-HRTimeline
CAPE ANN SAVINGS BANK5,524$242K0.13%-51513F-HRTimeline
Sound Stewardship, LLC5,502$241K0.12%+20113F-HRTimeline
SAX WEALTH ADVISORS, LLC5,489$241K0.01%-84513F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.5,417$237K0.15%-31613F-HRTimeline
Financial Council, LLC5,316$233K0.1%+313F-HRTimeline
Charter Oak Capital Management, LLC5,244$230K0.02%new13F-HRTimeline
ROGCO, LP4,921$216K0.08%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,815$211K<0.01%-33213F-HRTimelineGroup
Freedom Financial Partners LLC4,677$205K0.08%new13F-HRTimeline
SYNOVUS FINANCIAL CORP4,595$202K<0.01%new13F-HRTimeline
TPG Financial Advisors, LLC4,596$202K0.08%new13F-HRTimeline
Mascoma Wealth Management LLC3,355$147K0.03%+1,36113F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co3,252$143K0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC3,141$138K<0.01%-1,37613F-HRTimeline
McIlrath & Eck, LLC3,106$136K0.01%+2,02313F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC3,000$132K0.01%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC2,839$124K0.06%+2313F-HRTimeline
Stephens Consulting, LLC2,820$124K0.04%-27913F-HRTimeline
Larson Financial Group LLC2,542$111K<0.01%+213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,965$86.2K<0.01%+413F-HR/ATimelineGroup
Hanson & Doremus Investment Management1,912$84K0.01%+79413F-HRTimeline
Medallion Wealth Advisors, LLC1,841$80.7K0.03%+813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,810$79.4K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,762$77K<0.01%013F-HRTimelineGroup
Armor Investment Advisors, LLC1,370$60.1K0.02%-85613F-HRTimeline
Nemes Rush Group LLC1,300$57K0.01%-513F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,196$52.4K0.01%-40413F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,153$50.6K<0.01%-613F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.991$43.5K0.02%013F-HRTimeline
FMR LLCin group FMR LLC973$42.7K<0.01%+11113F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC965$42.3K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC971$42K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\867$38K<0.01%013F-HRTimelineGroup
Smithfield Trust Co857$37K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.825$36.2K0.03%+213F-HRTimeline
Wells Financial Advisors INC800$35.1K0.05%013F-HRTimeline
WFA of San Diego, LLC791$34.7K0.02%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\775$34K<0.01%-40013F-HRTimelineGroup
Fort Vancouver Investment Management, L…773$33.9K0.02%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC710$31.3K<0.01%013F-HRTimeline
Addison Advisors LLC700$30.7K0.01%013F-HRTimeline
GHP Investment Advisors, Inc.680$29.8K<0.01%+213F-HRTimeline
Key Financial Inc330$14.5K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO303$13.3K<0.01%-29113F-HR/ATimelineGroup
1 NORTH WEALTH SERVICES LLC245$10.7K<0.01%013F-HRTimeline
Redwood Park Advisors LLC210$9.22K0.01%013F-HRTimeline
IFP Advisors, Inc197$8.64K<0.01%-7513F-HR/ATimeline
Allworth Financial LP123$5.4K<0.01%013F-HRTimeline
Milestone Investment Advisors LLC120$5.26K<0.01%013F-HRTimeline
Front Row Advisors LLC100$4.38K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management84$3.68K<0.01%013F-HRTimelineGroup
Millstone Evans Group, LLC68$2.98K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC64$2.81K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC40$1.75K<0.01%+313F-HRTimelineGroup
CBIZ Investment Advisory Services, LLC24$1.05K<0.01%013F-HRTimeline
Avion Wealth36$1K<0.01%013F-HRTimeline
Rossby Financial, LCC13$571<0.01%new13F-HRTimeline
Urban Financial Advisory Corp1$37<0.01%new13F-HRTimeline