Who owns iShares ESG Select Screened S&P Mid-Cap ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of XJH from SEC Form 13F filings across 194 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 194 institutions disclosed 5.8M shares of iShares ESG Select Screened S&P Mid-Cap ETF worth $303.2M — about 71.6% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
194
13F holders
$303.2M
value, 2026 filers
71.6%
of shares outstanding (5.8M sh)
29
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of XJH's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 579,546 | $30.2M | 0.0% | 7.1% | +0.4% |
| 2 | RAYMOND JAMES FINANCIAL INC | 477,855 | $24.9M | 0.0% | 5.9% | +1.3% |
| 3 | LPL Financial LLC | 405,292 | $21.1M | 0.0% | 5% | +1.5% |
| 4 | Mariner, LLC | 382,793 | $20.0M | 0.0% | 4.7% | +9.0% |
| 5 | FLPUTNAM INVESTMENT MANAGEMENT CO | 248,821 | $13.0M | 0.2% | 3.1% | +2.0% |
| 6 | BAILARD, INC. | 222,809 | $11.6M | 0.2% | 2.7% | +2.5% |
| 7 | IMA Advisory Services, Inc.NEW | 221,075 | $11.5M | 0.7% | 2.7% | new |
| 8 | Composition Wealth, LLC | 165,083 | $8.6M | 0.1% | 2% | -0.1% |
| 9 | Koss-Olinger Consulting, LLC | 140,062 | $7.3M | 0.6% | 1.7% | +3.1% |
| 10 | KEYBANK NATIONAL ASSOCIATION/OH | 138,637 | $7.2M | 0.0% | 1.7% | +20.2% |
| 11 | HARBOUR INVESTMENTS, INC. | 136,740 | $7.1M | 0.1% | 1.7% | +10.2% |
| 12 | Beacon Pointe Advisors, LLC | 119,351 | $6.2M | 0.0% | 1.5% | -10.2% |
| 13 | FRANKLIN RESOURCES INC | 95,824 | $5.0M | 0.0% | 1.2% | 0.0% |
| 14 | CIBC Bancorp USA Inc. | 95,161 | $5.0M | 0.0% | 1.2% | +612.2% |
| 15 | JNBA Financial Advisors | 82,878 | $4.3M | 0.3% | 1% | -3.8% |
| 16 | CARY STREET PARTNERS FINANCIAL LLC | 76,192 | $4.0M | 0.1% | 0.9% | +3.6% |
| 17 | Advisory Services Network, LLC | 68,684 | $3.6M | 0.0% | 0.8% | +1.2% |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 63,182 | $3.3M | 0.0% | 0.8% | +27.6% |
| 19 | World Investment Advisors | 62,396 | $2.8M | 0.0% | 0.8% | 0.0% |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 60,395 | $3.1M | 0.0% | 0.7% | +421.3% |
| 21 | Cetera Investment Advisers | 56,057 | $2.9M | 0.0% | 0.7% | +16.8% |
| 22 | EP Wealth Advisors, LLC | 55,574 | $2.9M | 0.0% | 0.7% | +176.9% |
| 23 | Francis Financial, Inc. | 52,629 | $2.7M | 0.4% | 0.6% | +0.2% |
| 24 | SEEDS INVESTOR LLC | 51,016 | $2.7M | 0.3% | 0.6% | +41.5% |
| 25 | OSAIC HOLDINGS, INC. | 47,253 | $2.5M | 0.0% | 0.6% | +25.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.