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Disclosery

XJH ISHARES TR

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ESG SELECT SCRE (fund)

179 managers (180 13F filers) reported a position in XJH shares at 2026-03-31, 5,494,659 shares in all. 17 filers opened a position and 8 filers sold out during the quarter.

Managers
179
13F filers
180
New
17
Added
77
Reduced
46
Sold out
8
Shares held by filers
5,494,659

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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/577,021$26.2M<0.01%-35,92213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC471,717$21.4M0.01%-99,49613F-HRTimelineGroup
LPL Financial LLC399,338$18.1M<0.01%+1,85913F-HRTimeline
Mariner, LLCin group Mariner, LLC351,077$15.9M0.02%+13,88213F-HRTimelineGroup
EASTERN BANK292,080$13.3M0.23%-19,98613F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO243,921$11.1M0.16%-8,15513F-HRTimeline
BAILARD, INC.217,416$9.86M0.23%+3,94813F-HRTimeline
Composition Wealth, LLC165,268$7.5M0.1%+9,85613F-HRTimeline
Koss-Olinger Consulting, LLC135,892$6.17M0.52%+82213F-HRTimeline
Beacon Pointe Advisors, LLC132,844$6.03M0.03%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.124,044$5.63M0.09%+11,53713F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…115,370$5.23M0.02%new13F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources95,824$4.35M<0.01%013F-HRTimelineGroup
JNBA Financial Advisors86,178$3.91M0.33%-4,84113F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…73,577$3.34M0.08%-1,59313F-HRTimelineGroup
Advisory Services Network, LLC67,903$3.08M0.04%-18,76713F-HRTimeline
World Investment Advisors62,396$2.83M0.05%+1,41813F-HRTimeline
Francis Financial, Inc.52,525$2.38M0.44%+72913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…49,533$2.25M<0.01%+11,38213F-HRTimelineGroup
Cetera Investment Advisers47,981$2.18M<0.01%+2,42113F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC43,793$1.99M1.19%-50913F-HRTimeline
Sanchez Levi Garrett42,270$1.92M1.2%13F-HRTimeline
Creative Planningin group Creative Planning41,524$1.88M<0.01%+28,85013F-HRTimelineGroup
Opes Wealth Management LLC38,536$1.75M0.3%+78913F-HRTimeline
SEEDS INVESTOR LLC36,044$1.74M0.24%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.37,559$1.7M<0.01%-4,25613F-HRTimelineGroup
Balanced Rock Investment Advisors LLC35,740$1.62M1.14%+99813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC34,889$1.58M<0.01%+1,71113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA34,434$1.56M<0.01%+11,64813F-HRTimelineGroup
GOULD ASSET MANAGEMENT LLC /CA/34,060$1.55M0.27%+2,25013F-HRTimeline
Robertson Stephens Wealth Management, L…33,662$1.53M0.04%+6,39513F-HRTimeline
RTD Financial Advisors, Inc.32,090$1.46M0.18%+32613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp31,687$1.44M<0.01%new13F-HRTimelineGroup
SAGE FINANCIAL GROUP INC31,562$1.43M0.09%+59013F-HRTimeline
Biltmore Family Office, LLC31,248$1.42M0.2%013F-HRTimeline
HighTower Advisors, LLC30,660$1.39M<0.01%+2,27513F-HRTimeline
Trilogy Capital Inc.28,728$1.3M0.06%+2,32713F-HRTimeline
Corient Private Wealth LPgroup of 2 filers holding26,871$1.22M+137Timeline
Cambridge Investment Research Advisors,…26,427$1.2M<0.01%+6613F-HRTimeline
SageView Advisory Group, LLC25,890$1.17M0.04%-9313F-HRTimeline
Steward Partners Investment Advisory, L…25,483$1.16M0.01%-40913F-HRTimeline
Affiance Financial, LLC24,763$1.12M0.18%-6,27513F-HRTimeline
D.A. DAVIDSON & CO.24,703$1.12M0.01%+51513F-HRTimeline
Shira Ridge Wealth Management23,701$1.08M0.43%-4,19413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC23,416$1.06M0.01%-1,45013F-HRTimeline
Private Advisor Group, LLC21,891$993K<0.01%-58713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,410$971K<0.01%new13F-HRTimelineGroup
Eley Financial Management, Inc21,083$957K0.35%+84313F-HR/ATimeline
MassMutual Private Wealth & Trust, FSB21,025$954K0.03%+49513F-HRTimeline
MainStreet Investment Advisors LLC21,025$954K0.14%+35013F-HRTimeline
BIRCHBROOK, INC.20,761$942K0.46%+1,18613F-HRTimeline
WHITTIER TRUST CO20,309$933K0.01%013F-HRTimeline
Caliber Wealth Management, LLC / KS20,394$925K0.1%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC20,257$919K<0.01%+5,32313F-HRTimelineGroup
EP Wealth Advisors, LLC20,068$910K<0.01%-6,74013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP19,878$902K<0.01%-3913F-HRTimelineGroup
Values Added Financial LLC19,719$895K0.38%+1,19113F-HRTimeline
Aptus Capital Advisors, LLC19,130$868K0.01%+19213F-HRTimeline
NorthRock Partners, LLC19,020$863K0.01%+3,47513F-HRTimeline
Topel & Distasi Wealth Management, LLC17,762$806K0.42%-1,56813F-HRTimeline
MGO ONE SEVEN LLC17,754$805K0.02%-43013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth16,062$729K<0.01%+42413F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.15,867$720K<0.01%-38113F-HRTimelineGroup
Atlantic Private Wealth, LLC15,826$718K0.47%+35613F-HRTimeline
Integrated Wealth Concepts LLC14,728$668K0.01%+5,62913F-HRTimeline
Beta Wealth Group, Inc.13,744$624K0.26%-35313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.13,726$623K0.01%+2,36113F-HRTimelineGroup
RVW Wealth, LLC13,694$621K0.05%013F-HRTimeline
Portland Global Advisors LLC13,635$619K0.07%-70013F-HRTimeline
Stordahl Capital Management, Inc.13,152$597K0.12%+1,04413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC12,547$569K0.01%+1,62113F-HRTimelineGroup
BLB&B Advisors, LLC12,455$565K0.02%+53313F-HRTimeline
Magnus Financial Group LLC12,289$558K0.05%-19613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,586$530K<0.01%-5,81813F-HRTimeline
DAVENPORT & Co LLC11,592$526K<0.01%013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.13,361$524K<0.01%13F-HRTimelineGroup
Optas, LLC11,350$515K0.08%+4,66413F-HRTimeline
Pathway Financial Advisors LLC10,720$491K0.06%013F-HRTimeline
Weil Company, Inc.10,515$477K0.11%+35613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC9,802$476K0.01%+8,95013F-HRTimeline
McKinley Carter Wealth Services, Inc.10,298$467K0.03%-9,09713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…9,754$443K<0.01%+7,94413F-HRTimelineGroup
Chicago Partners Investment Group LLC8,905$437K0.01%+24113F-HRTimeline
Armbruster Capital Management, Inc.9,225$419K0.07%+1,05013F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…9,200$417K0.06%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC9,089$412K<0.01%new13F-HRTimelineGroup
BRADLEY FOSTER & SARGENT INC/CT8,978$407K0.01%+9813F-HR/ATimeline
Belpointe Asset Management LLC8,972$407K0.01%new13F-HRTimeline
Fortis Capital Advisors, LLC8,972$407K0.05%new13F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC8,972$407K0.18%+1,20013F-HRTimeline
Farther Finance Advisors, LLC8,815$404K<0.01%+3,87813F-HRTimeline
Westview Management dba Westview Invest…8,837$401K0.21%+1,82113F-HRTimeline
McNamara Financial Services, Inc.8,605$390K0.07%+3,85613F-HRTimeline
Tarbox Family Office, Inc.8,414$382K0.06%+40613F-HRTimeline
HighPoint Advisor Group LLC7,803$354K0.01%-1013F-HRTimeline
PFG Investments, LLC7,703$349K0.02%+1613F-HRTimeline
Weinberger Asset Management, Inc7,653$347K0.13%new13F-HRTimeline
Tribridge Partners Financial LLC7,575$347K0.14%+2,44613F-HRTimeline
MAI Capital Management7,179$326K<0.01%-27013F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.6,997$317K0.02%+2913F-HRTimelineGroup
Asset Dedication, LLC6,876$312K0.02%-9513F-HRTimeline
Impact Investors, Inc6,874$312K0.22%+13813F-HRTimeline
CWM, LLCin group CWM, LLC6,637$301K<0.01%013F-HRTimelineGroup
Fortress Financial Solutions, LLC6,520$296K0.31%+96813F-HRTimeline
Joel Adams & Associates, Inc.6,463$293K0.22%-1,77713F-HRTimeline
MML INVESTORS SERVICES, LLC6,286$285K<0.01%-19713F-HRTimeline
Charter Oak Capital Management, LLC6,179$280K0.02%+13813F-HRTimeline
CAPE ANN SAVINGS BANK6,109$277K0.14%+18513F-HRTimeline
Freedom Financial Partners LLC5,810$264K0.09%+1,11713F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC5,796$263K0.03%-2313F-HRTimeline
Capital Advantage, Inc.5,535$251K0.03%013F-HRTimeline
Pathfinder Wealth Consulting, Inc.5,504$250K0.16%013F-HRTimeline
SAX WEALTH ADVISORS, LLC5,489$245K0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.5,388$244K0.16%+7413F-HRTimeline
TPG Financial Advisors, LLC5,353$243K0.08%+25613F-HRTimeline
Sound Stewardship, LLC5,190$235K0.11%-26513F-HRTimeline
Financial Council, LLC5,168$234K0.09%+213F-HRTimeline
Mutual Advisors, LLC5,105$232K<0.01%new13F-HRTimeline
Ellenbecker Investment Group4,859$220K0.03%new13F-HRTimeline
GGM Financial LLC4,715$214K0.1%new13F-HRTimeline
ROGCO, LP4,706$214K0.07%-21513F-HRTimeline
Rede Wealth, LLC4,609$209K0.08%-53413F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC4,531$206K0.02%-3,76513F-HRTimeline
McIlrath & Eck, LLC4,392$199K0.01%-2213F-HRTimeline
Larson Financial Group LLC3,818$173K0.01%+1213F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co3,266$148K0.01%-23013F-HRTimelineGroup
Mascoma Wealth Management LLC3,204$145K0.03%-15413F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC3,000$136K0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST3,000$136K0.04%-3013F-HRTimeline
Clarity Asset Management, Inc.2,952$134K0.07%new13F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC2,839$129K0.06%013F-HRTimeline
Arax Advisory Partners2,640$120K<0.01%013F-HRTimeline
BLUELINE ADVISORS LLC2,133$96.8K0.08%-9613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,109$95.7K<0.01%+13713F-HRTimelineGroup
Armor Investment Advisors, LLC2,103$95.4K0.03%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,029$89.3K<0.01%+1,52113F-HR/ATimelineGroup
Nemes Rush Group LLC1,947$88.4K0.01%+65213F-HRTimeline
Hanson & Doremus Investment Management1,912$87K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC1,805$81.9K0.03%+4713F-HRTimeline
Smithfield Trust Co1,526$68K<0.01%+55513F-HRTimeline
GW&K Investment Management, LLC1,324$60K<0.01%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,316$59.7K0.01%+12013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,123$51K<0.01%-5513F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.991$45K0.02%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC971$44K0.01%013F-HRTimeline
FMR LLCin group FMR LLC909$41.2K<0.01%+6113F-HRTimelineGroup
FAS Wealth Partners, Inc.895$40.6K<0.01%+113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\867$39.3K<0.01%013F-HRTimelineGroup
Harbor Asset Planning, Inc.831$37.7K0.03%+213F-HRTimeline
WFA of San Diego, LLC791$35.9K0.03%013F-HRTimeline
Fort Vancouver Investment Management, L…780$35.4K0.02%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC710$32.6K<0.01%013F-HRTimeline
Addison Advisors LLC700$31.8K0.01%013F-HRTimeline
GHP Investment Advisors, Inc.684$31K<0.01%+113F-HRTimeline
Sherman Asset Management, Inc.680$30.9K0.03%-6213F-HRTimeline
Meramec Financial Planners, LLC548$27.2K0.01%-53913F-HRTimeline
Birchwood Financial Partners, Inc.582$26.4K0.03%+113F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\550$25K<0.01%+30013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.427$19.4K<0.01%new13F-HRTimelineGroup
Key Financial Inc330$15K<0.01%013F-HRTimeline
Rossby Financial, LCC292$13.4K<0.01%+27913F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.288$13.1K0.01%013F-HRTimeline
IFP Advisors, Inc250$11.3K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC245$11.1K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.216$9.8K0.01%+2513F-HRTimeline
Redwood Park Advisors LLC212$9.6K0.01%+113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/140$6.29K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN137$6.22K<0.01%-44213F-HR/ATimelineGroup
Allworth Financial LP124$5.62K<0.01%013F-HRTimeline
Milestone Investment Advisors LLC120$5.45K<0.01%013F-HRTimeline
Triumph Capital Management120$5.44K<0.01%013F-HRTimeline
Front Row Advisors LLC100$4.54K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management84$3.81K<0.01%013F-HRTimelineGroup
Millstone Evans Group, LLC68$3.08K<0.01%013F-HRTimeline
Community Bank, N.A.58$2.63K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC29$1.32K<0.01%-113F-HRTimelineGroup
CBIZ Investment Advisory Services, LLC25$1.13K<0.01%013F-HRTimeline
Avion Wealth36$1K<0.01%013F-HRTimeline
Urban Financial Advisory Corp1$38<0.01%013F-HRTimeline