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Disclosery

XJH ISHARES TR

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ESG SELECT SCRE (fund)

174 managers (174 13F filers) reported a position in XJH shares at 2025-12-31, 5,453,767 shares in all. 19 filers opened a position and 2 filers sold out during the quarter.

Managers
174
13F filers
174
New
19
Added
69
Reduced
45
Sold out
2
Shares held by filers
5,453,767

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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/612,943$27.4M<0.01%+11,39213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC571,213$25.5M0.01%+22,90813F-HRTimelineGroup
LPL Financial LLC397,479$17.7M<0.01%+144,29013F-HRTimeline
Mariner, LLCin group Mariner, LLC337,195$15.1M0.02%+32,02713F-HRTimelineGroup
EASTERN BANK312,066$13.9M0.24%-1,85413F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO252,076$11.3M0.16%-5,59813F-HRTimeline
BAILARD, INC.213,468$9.53M0.21%+2,02213F-HRTimeline
Composition Wealth, LLC155,412$6.94M0.1%-1,63213F-HRTimeline
Litman Gregory Wealth Management LLC135,948$6.07M0.44%+1,66113F-HRTimeline
Koss-Olinger Consulting, LLC135,070$6.03M0.47%-19513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…113,963$5.09M0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.112,507$5.02M0.1%+84,04113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources95,824$4.28M<0.01%013F-HRTimelineGroup
JNBA Financial Advisors91,019$4.06M0.35%+9,23513F-HRTimeline
Advisory Services Network, LLC86,670$3.87M0.05%+5,30513F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…75,170$3.36M0.08%+7313F-HRTimelineGroup
World Investment Advisors60,978$2.72M0.04%-1,57113F-HR/ATimeline
Francis Financial, Inc.51,796$2.31M0.45%+1,62313F-HRTimeline
Cetera Investment Advisers45,560$2.03M<0.01%+4,94113F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC44,302$1.98M0.99%+58013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.41,815$1.87M<0.01%-2,76913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…38,151$1.7M<0.01%+15,97213F-HR/ATimelineGroup
Opes Wealth Management LLC37,747$1.69M0.29%-2513F-HRTimeline
Balanced Rock Investment Advisors LLC34,742$1.55M1.1%+3,47713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC33,178$1.48M<0.01%-7,52813F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/31,810$1.42M0.25%-42013F-HRTimeline
RTD Financial Advisors, Inc.31,764$1.42M0.17%-1,47313F-HRTimeline
Biltmore Family Office, LLC31,248$1.4M0.19%013F-HRTimeline
Affiance Financial, LLC31,038$1.39M0.22%+6613F-HRTimeline
SAGE FINANCIAL GROUP INC30,972$1.38M0.09%+60413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC30,818$1.38M<0.01%013F-HR/ATimelineGroup
HighTower Advisors, LLC28,385$1.27M<0.01%+46913F-HRTimeline
Shira Ridge Wealth Management27,895$1.25M0.5%-109,31513F-HRTimeline
Robertson Stephens Wealth Management, L…27,267$1.22M0.03%+5,92313F-HRTimeline
EP Wealth Advisors, LLC26,808$1.2M0.01%13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP26,734$1.19M<0.01%-64513F-HR/ATimelineGroup
Trilogy Capital Inc.26,401$1.18M0.05%-1,18813F-HRTimeline
Cambridge Investment Research Advisors,…26,361$1.18M<0.01%+1,85513F-HRTimeline
SageView Advisory Group, LLC25,983$1.16M0.04%+1,31413F-HRTimeline
Steward Partners Investment Advisory, L…25,892$1.16M0.01%-4,26613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…25,869$1.16M<0.01%+16,91113F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC24,866$1.11M0.01%-42813F-HRTimeline
D.A. DAVIDSON & CO.24,188$1.08M0.01%+94313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA22,786$1.02M<0.01%+41013F-HRTimelineGroup
Private Advisor Group, LLC22,478$1M<0.01%-52113F-HRTimeline
WHITTIER TRUST CO20,309$946K0.01%013F-HRTimeline
MainStreet Investment Advisors LLC20,675$923K0.13%-17013F-HRTimeline
MassMutual Private Wealth & Trust, FSB20,530$917K0.02%-9013F-HRTimeline
Caliber Wealth Management, LLC / KS20,394$911K0.1%013F-HRTimeline
Eley Financial Management, Inc20,240$904K0.32%+69913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP19,917$889K<0.01%-46313F-HRTimelineGroup
BIRCHBROOK, INC.19,575$874K0.44%+94113F-HRTimeline
McKinley Carter Wealth Services, Inc.19,395$866K0.05%-3,25013F-HRTimeline
Topel & Distasi Wealth Management, LLC19,330$863K0.42%+28613F-HRTimeline
Aptus Capital Advisors, LLC18,938$846K0.01%+28213F-HRTimeline
Values Added Financial LLC18,528$827K0.35%-5,28813F-HRTimeline
MGO ONE SEVEN LLC18,184$812K0.02%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…17,404$810K<0.01%+1,17513F-HRTimeline
Wealth Advisory Team LLC17,087$763K0.67%13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.16,248$725K<0.01%+2,80313F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth15,638$698K<0.01%-3,96113F-HRTimelineGroup
NorthRock Partners, LLC15,545$694K0.01%+36813F-HRTimeline
Atlantic Private Wealth, LLC15,470$691K0.44%+1013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC14,934$667K<0.01%-13,32413F-HRTimelineGroup
Portland Global Advisors LLC14,335$640K0.07%013F-HRTimeline
Beta Wealth Group, Inc.14,097$629K0.25%-3413F-HRTimeline
RVW Wealth, LLC13,694$611K0.05%013F-HRTimeline
Creative Planningin group Creative Planning12,674$566K<0.01%+7813F-HRTimelineGroup
Magnus Financial Group LLC12,485$557K0.04%+5813F-HRTimeline
Stordahl Capital Management, Inc.12,108$541K0.11%+26013F-HRTimeline
BLB&B Advisors, LLC11,922$532K0.02%+29613F-HRTimeline
DAVENPORT & Co LLC11,592$518K<0.01%+51013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.11,365$507K0.01%-3,30813F-HRTimelineGroup
Pathway Financial Advisors LLC10,720$499K0.06%+16113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC10,926$488K0.01%+32313F-HR/ATimelineGroup
Weil Company, Inc.10,159$454K0.1%-20113F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…9,200$411K0.05%new13F-HRTimeline
Integrated Wealth Concepts LLC9,099$406K<0.01%-4,40713F-HRTimeline
Chicago Partners Investment Group LLC8,664$406K0.01%+3113F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT8,880$396K0.01%-11113F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC8,296$370K0.03%-23613F-HRTimeline
Joel Adams & Associates, Inc.8,240$368K0.28%-24013F-HRTimeline
Armbruster Capital Management, Inc.8,175$365K0.06%013F-HRTimeline
AMARA FINANCIAL, LLC.8,161$364K0.25%+30713F-HRTimeline
Tarbox Family Office, Inc.8,008$358K0.06%-31313F-HRTimeline
HighPoint Advisor Group LLC7,813$349K0.01%new13F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC7,772$347K0.16%new13F-HRTimeline
Alesco Advisors, LLC, An ESL Co7,742$346K0.01%013F-HRTimeline
PFG Investments, LLC7,687$343K0.02%+3313F-HRTimeline
MAI Capital Management7,449$333K<0.01%+413F-HRTimeline
Westview Management dba Westview Invest…7,016$313K0.15%13F-HRTimeline
Asset Dedication, LLC6,971$311K0.02%+96613F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.6,968$311K0.02%+6713F-HRTimelineGroup
Impact Investors, Inc6,736$301K0.21%+6013F-HRTimeline
Optas, LLC6,686$299K0.05%-10213F-HRTimeline
CWM, LLCin group CWM, LLC6,637$296K<0.01%+4,87513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC6,483$289K<0.01%+13013F-HRTimeline
Charter Oak Capital Management, LLC6,041$270K0.02%+79713F-HRTimeline
CAPE ANN SAVINGS BANK5,924$265K0.14%+40013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC5,819$260K0.03%+1113F-HRTimeline
Fortress Financial Solutions, LLC5,552$248K0.25%-15813F-HRTimeline
Capital Advantage, Inc.5,535$247K0.03%new13F-HRTimeline
Pathfinder Wealth Consulting, Inc.5,504$246K0.16%13F-HRTimeline
SAX WEALTH ADVISORS, LLC5,489$245K0.01%013F-HRTimeline
Sound Stewardship, LLC5,455$244K0.12%-4713F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.5,314$237K0.16%-10313F-HRTimeline
Financial Council, LLC5,166$231K0.09%-15013F-HRTimeline
Rede Wealth, LLC5,143$230K0.08%new13F-HRTimeline
Tribridge Partners Financial LLC5,129$229K0.1%new13F-HRTimeline
TPG Financial Advisors, LLC5,097$228K0.08%+50113F-HRTimeline
Farther Finance Advisors, LLC4,937$220K<0.01%new13F-HRTimeline
ROGCO, LP4,921$220K0.07%013F-HRTimeline
McNamara Financial Services, Inc.4,749$212K0.04%new13F-HRTimeline
Freedom Financial Partners LLC4,693$210K0.08%+1613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,529$202K<0.01%new13F-HRTimelineGroup
McIlrath & Eck, LLC4,414$197K0.02%+1,30813F-HRTimeline
Larson Financial Group LLC3,806$170K0.01%+1,26413F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co3,496$156K0.01%+24413F-HRTimelineGroup
Mascoma Wealth Management LLC3,358$150K0.03%+313F-HRTimeline
FIRST UNITED BANK & TRUST3,030$135K0.04%-3,65013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC3,000$134K0.01%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC2,839$127K0.06%013F-HRTimeline
Stephens Consulting, LLC2,763$123K0.04%-5713F-HRTimeline
Arax Advisory Partners2,640$118K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC2,572$115K<0.01%-56913F-HRTimeline
BLUELINE ADVISORS LLC2,229$99.5K0.08%13F-HRTimeline
Armor Investment Advisors, LLC2,103$93.9K0.03%+73313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,972$88.1K<0.01%+713F-HR/ATimelineGroup
Hanson & Doremus Investment Management1,912$85K0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,810$80.8K<0.01%013F-HR/ATimelineGroup
Medallion Wealth Advisors, LLC1,758$78.5K0.03%-8313F-HRTimeline
Nemes Rush Group LLC1,295$57.8K0.01%-513F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,196$53.4K0.01%013F-HRTimeline
Meramec Financial Planners, LLC1,087$52.9K0.02%13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,178$52.6K<0.01%+2513F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.991$44.2K0.02%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC971$43K0.01%013F-HRTimeline
Smithfield Trust Co971$43K<0.01%+11413F-HRTimeline
FAS Wealth Partners, Inc.894$39.9K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\867$38.7K<0.01%013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC852$38K<0.01%-11313F-HRTimeline
FMR LLCin group FMR LLC848$37.8K<0.01%-12513F-HRTimelineGroup
Harbor Asset Planning, Inc.829$37K0.03%+413F-HRTimeline
Wells Financial Advisors INC800$35.7K0.07%013F-HRTimeline
WFA of San Diego, LLC791$35.3K0.03%013F-HRTimeline
Fort Vancouver Investment Management, L…780$34.8K0.02%+713F-HRTimeline
Sherman Asset Management, Inc.742$33.1K0.03%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC710$33.1K<0.01%013F-HRTimeline
Addison Advisors LLC700$31.3K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.688$30.7K<0.01%new13F-HRTimelineGroup
GHP Investment Advisors, Inc.683$30.5K<0.01%+313F-HRTimeline
Birchwood Financial Partners, Inc.581$25.9K0.03%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN579$25.9K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO508$22.7K<0.01%+20513F-HRTimelineGroup
Key Financial Inc330$14.7K<0.01%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.288$13.3K0.01%13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\250$11.2K<0.01%-52513F-HRTimelineGroup
IFP Advisors, Inc250$11.2K<0.01%+5313F-HRTimeline
1 NORTH WEALTH SERVICES LLC245$10.9K<0.01%013F-HRTimeline
Redwood Park Advisors LLC211$9.43K0.01%+113F-HRTimeline
Godfrey Financial Associates, Inc.191$8.52K0.01%13F-HRTimeline
Allworth Financial LP124$5.52K<0.01%+113F-HRTimeline
Triumph Capital Management120$5.36K<0.01%new13F-HRTimeline
Milestone Investment Advisors LLC120$5.36K<0.01%013F-HRTimeline
Front Row Advisors LLC100$4.46K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management84$3.75K<0.01%013F-HRTimelineGroup
Millstone Evans Group, LLC68$3.04K<0.01%013F-HRTimeline
Community Bank, N.A.58$2.59K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC30$1.34K<0.01%-1013F-HRTimelineGroup
UBS Group AGin group UBS Group AG27$1.21K<0.01%new13F-HRTimelineGroup
CBIZ Investment Advisory Services, LLC25$1.12K<0.01%+113F-HRTimeline
Avion Wealth36$1K<0.01%013F-HRTimeline
Rossby Financial, LCC13$580<0.01%013F-HRTimeline
Urban Financial Advisory Corp1$38<0.01%013F-HRTimeline