XJH

iShares ESG Select Screened S&P Mid-Cap ETF
$45.19-0.85 (-1.85%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Shares Held

5.154165298683975e+252B

Total Value

$2.3000230001700013e+191T

% of Float

Price History

$34.28$37.91$41.53$45.16$48.78Aug 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1RAYMOND JAMES FINANCIAL INC515,416$23.0M0.01%Share
2BANK OF AMERICA CORP /DE/529,868$23.0M0.00%Share
3LPL Financial LLC397,479$17.0M0.00%Share
4EASTERN BANK311,719$13.9M0.24%Share
5Mariner, LLC287,253$12.0M0.01%Share
6FLPUTNAM INVESTMENT MANAGEMENT CO252,076$11.0M0.16%Share
7BAILARD, INC.213,468$9.5M0.21%Share
8Composition Wealth, LLC155,412$6.9M0.10%Share
9Koss-Olinger Consulting, LLC135,070$6.0M0.47%Share
10Litman Gregory Wealth Management LLC135,948$6.0M0.44%Share
11HARBOUR INVESTMENTS, INC.112,507$5.0M0.10%Share
12THRIVENT FINANCIAL FOR LUTHERANS113,963$5.0M0.01%Share
13JNBA Financial Advisors91,019$4.1M0.35%Share
14FRANKLIN RESOURCES INC95,824$4.0M0.00%Share
15CARY STREET PARTNERS FINANCIAL LLC75,170$3.4M0.08%Share
16Advisory Services Network, LLC86,485$3.0M0.04%Share
17World Investment Advisors60,978$2.7M0.05%Share
18Francis Financial, Inc.51,796$2.3M0.45%Share
19BANK OF AMERICA CORP /DE/63,568$2.0M0.00%Share
20Mariner, LLC49,942$2.0M0.00%Share
21RAYMOND JAMES FINANCIAL INC55,797$2.0M0.00%Share
22Cetera Investment Advisers45,560$2.0M0.00%Share
23HILLTOP WEALTH ADVISORS, LLC44,302$2.0M0.99%Share
24Opes Wealth Management LLC37,747$1.7M0.27%Share
25Balanced Rock Investment Advisors LLC34,742$1.6M1.10%Share
26GOULD ASSET MANAGEMENT LLC /CA/31,810$1.4M0.25%Share
27RTD Financial Advisors, Inc.31,764$1.4M0.17%Share
28Biltmore Family Office, LLC31,248$1.4M0.19%Share
29Affiance Financial, LLC31,038$1.4M0.22%Share
30SAGE FINANCIAL GROUP INC30,972$1.4M0.09%Share
31Shira Ridge Wealth Management27,895$1.2M0.50%Share
32Robertson Stephens Wealth Management, LLC27,267$1.2M0.03%Share
33Corient Private Wealth LLC26,734$1.2M0.00%Share
34Trilogy Capital Inc.26,401$1.2M0.05%Share
35D.A. DAVIDSON & CO.24,188$1.1M0.01%Share
36SageView Advisory Group, LLC25,983$1.0M0.03%Share
37Steward Partners Investment Advisory, LLC25,892$1.0M0.01%Share
38OSAIC HOLDINGS, INC.24,039$1.0M0.00%Share
39Cambridge Investment Research Advisors, Inc.26,361$1.0M0.00%Share
40Private Advisor Group, LLC22,478$1.0M0.00%Share
41COMMONWEALTH EQUITY SERVICES, LLC33,178$1.0M0.00%Share
42HighTower Advisors, LLC28,385$1.0M0.00%Share
43GOLDMAN SACHS GROUP INC30,818$1.0M0.00%Share
44COLDSTREAM CAPITAL MANAGEMENT INC24,866$1.0M0.01%Share
45SUSQUEHANNA INTERNATIONAL GROUP, LLP25,869$1.0M0.00%Share
46WHITTIER TRUST CO20,309$945K0.01%Share
47MainStreet Investment Advisors LLC20,675$923K0.13%Share
48MassMutual Private Wealth & Trust, FSB20,530$916K0.02%Share
49CALIBER WEALTH MANAGEMENT, LLC / KS20,394$910K0.10%Share
50Eley Financial Management, Inc20,240$903K0.32%Share