XJH Institutional Ownership
iShares ESG Select Screened S&P Mid-Cap ETF
1W: +0.7%
1M: -1.6%
3M: -4.0%
YTD: +9.9%
1Y: +13.8%
3Y: +52.8%
5Y: +42.6%
$49.74
+0.49 (+1.01%)
Weekly Expected Move ±1.5%
$48
$49
$50
$51
$51
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — XJH
201
Institutional Holders
+12 vs prior quarter
0.0%
Ownership
+0.00pp
303M
Total Invested
26
New Positions
71
Increased
69
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (212 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 579,546 | $29M | +2,525 | +0.4% | 15Q | SEC ↗ |
| 2 | RAYMOND JAMES FINANCIAL INC | 477,855 | $24M | +6,138 | +1.3% | 7Q | SEC ↗ |
| 3 | LPL Financial LLC | 405,292 | $20M | +5,954 | +1.5% | 15Q | SEC ↗ |
| 4 | Mariner, LLC | 382,793 | $19M | +31,716 | +9.0% | 15Q | SEC ↗ |
| 5 | FLPUTNAM INVESTMENT MANAGEMENT CO | 248,821 | $12M | +4,900 | +2.0% | 4Q | SEC ↗ |
| 6 | BAILARD, INC. | 222,809 | $11M | +5,393 | +2.5% | 15Q | SEC ↗ |
| 7 | IMA Advisory Services, Inc. NEW | 221,075 | $11M | — | +0.0% | 1Q | SEC ↗ |
| 8 | Composition Wealth, LLC | 165,083 | $8M | -185 | -0.1% | 5Q | SEC ↗ |
| 9 | Koss-Olinger Consulting, LLC | 140,062 | $7M | +4,170 | +3.1% | 9Q | SEC ↗ |
| 10 | KEYBANK NATIONAL ASSOCIATION/OH | 138,637 | $7M | +23,267 | +20.2% | 2Q | SEC ↗ |
| 11 | HARBOUR INVESTMENTS, INC. | 136,740 | $7M | +12,696 | +10.2% | 15Q | SEC ↗ |
| 12 | Beacon Pointe Advisors, LLC | 119,351 | $6M | -13,493 | -10.2% | 2Q | SEC ↗ |
| 13 | FRANKLIN RESOURCES INC | 95,824 | $5M | — | +0.0% | 21Q | SEC ↗ |
| 14 | CIBC Bancorp USA Inc. | 95,161 | $5M | +81,800 | +612.2% | 2Q | SEC ↗ |
| 15 | JNBA Financial Advisors | 82,878 | $4M | -3,300 | -3.8% | 23Q | SEC ↗ |
| 16 | CARY STREET PARTNERS FINANCIAL LLC | 76,192 | $4M | +2,615 | +3.6% | 7Q | SEC ↗ |
| 17 | Advisory Services Network, LLC | 68,684 | $3M | +781 | +1.2% | 13Q | SEC ↗ |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 63,182 | $3M | +13,649 | +27.6% | 8Q | SEC ↗ |
| 19 | World Investment Advisors | 62,396 | $3M | — | +0.0% | 8Q | SEC ↗ |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 60,395 | $3M | +48,809 | +421.3% | 12Q | SEC ↗ |
| 21 | Cetera Investment Advisers | 56,057 | $3M | +8,076 | +16.8% | 15Q | SEC ↗ |
| 22 | EP Wealth Advisors, LLC | 55,574 | $3M | +35,506 | +176.9% | 3Q | SEC ↗ |
| 23 | Francis Financial, Inc. | 52,629 | $3M | +104 | +0.2% | 9Q | SEC ↗ |
| 24 | SEEDS INVESTOR LLC | 51,016 | $3M | +14,972 | +41.5% | 2Q | SEC ↗ |
| 25 | OSAIC HOLDINGS, INC. | 47,253 | $2M | +9,694 | +25.8% | 23Q | SEC ↗ |
| 26 | HILLTOP WEALTH ADVISORS, LLC | 41,740 | $2M | -2,053 | -4.7% | 13Q | SEC ↗ |
| 27 | COMMONWEALTH EQUITY SERVICES, LLC | 41,331 | $2M | +6,442 | +18.5% | 15Q | SEC ↗ |
| 28 | Creative Planning | 41,291 | $2M | -233 | -0.6% | 13Q | SEC ↗ |
| 29 | Sanchez Levi Garrett | 41,096 | $2M | -1,174 | -2.8% | 2Q | SEC ↗ |
| 30 | Opes Wealth Management LLC | 38,536 | $2M | +789 | +2.1% | 11Q | SEC ↗ |
| 31 | Robertson Stephens Wealth Management, | 36,048 | $2M | +2,386 | +7.1% | 7Q | SEC ↗ |
| 32 | GOULD ASSET MANAGEMENT LLC /CA | 35,965 | $2M | +1,905 | +5.6% | 16Q | SEC ↗ |
| 33 | ROYAL BANK OF CANADA | 34,939 | $2M | +505 | +1.5% | 18Q | SEC ↗ |
| 34 | SAGE FINANCIAL GROUP INC | 33,606 | $2M | +2,044 | +6.5% | 15Q | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 32,636 | $2M | +949 | +3.0% | 2Q | SEC ↗ |
| 36 | RTD Financial Advisors, Inc. | 32,103 | $2M | +13 | +0.0% | 8Q | SEC ↗ |
| 37 | Biltmore Family Office, LLC | 31,248 | $2M | — | +0.0% | 20Q | SEC ↗ |
| 38 | Cambridge Investment Research Advisors | 30,317 | $2M | +3,890 | +14.7% | 17Q | SEC ↗ |
| 39 | Trilogy Capital Inc. | 30,195 | $2M | +1,467 | +5.1% | 6Q | SEC ↗ |
| 40 | Balanced Rock Investment Advisors LLC | 29,570 | $1M | -6,170 | -17.3% | 11Q | SEC ↗ |
| 41 | HighTower Advisors, LLC | 28,306 | $1M | -2,354 | -7.7% | 19Q | SEC ↗ |
| 42 | Corient Private Wealth LP | 27,772 | $1M | +1,801 | +6.9% | 10Q | SEC ↗ |
| 43 | SageView Advisory Group, LLC | 25,861 | $1M | -29 | -0.1% | 6Q | SEC ↗ |
| 44 | Eley Financial Management, Inc | 24,321 | $1M | +3,238 | +15.4% | 10Q | SEC ↗ |
| 45 | EASTERN BANK | 24,110 | $1M | -267,970 | -91.7% | 14Q | SEC ↗ |
| 46 | Steward Partners Investment Advisory, | 24,054 | $1M | -1,429 | -5.6% | 11Q | SEC ↗ |
| 47 | D.A. DAVIDSON & CO. | 24,036 | $1M | -667 | -2.7% | 17Q | SEC ↗ |
| 48 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 24,000 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 49 | Affiance Financial, LLC | 23,840 | $1M | -923 | -3.7% | 15Q | SEC ↗ |
| 50 | COLDSTREAM CAPITAL MANAGEMENT INC | 23,225 | $1M | -191 | -0.8% | 14Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| IMA Advisory Services, Inc. | 221,075 | $11M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 24,000 | $1M |
| Wealth Advisory Team LLC | 20,016 | $996K |
| Nadler Financial Group, Inc. | 9,390 | $467K |
| Estate Counselors, LLC | 8,825 | $439K |
| MERCER GLOBAL ADVISORS INC /ADV | 8,177 | $407K |
| CITADEL ADVISORS LLC | 8,068 | $401K |
| Pacific Excel Wealth Advisors, Inc. | 5,532 | $275K |
| Heritage Family Offices, LLP | 5,532 | $275K |
| Horizon Wealth Management, LLC | 5,473 | $272K |
| Sigma Planning Corp | 5,461 | $272K |
| Peak Retirement Planning, Inc. | 5,389 | $268K |
| Coastal Bridge Advisors, LLC | 4,925 | $245K |
| Kestra Advisory Services, LLC | 4,664 | $232K |
| Prosperity Consulting Group, LLC | 4,421 | $220K |
| DeDora Capital, Inc. | 4,406 | $219K |
| BURNS J W & CO INC/NY | 4,350 | $216K |
| Whitegate Investment Counselors, In | 4,200 | $209K |
| ETF Portfolio Partners, Inc. | 4,197 | $209K |
| Laurel Wealth Planning LLC | 4,174 | $208K |
Sold Out (12)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Thrivent Financial for Lutherans | 113,963 | $6M |
| GOLDMAN SACHS GROUP INC | 30,818 | $2M |
| Alesco Advisors LLC | 7,742 | $385K |
| SAX WEALTH ADVISORS, LLC | 5,489 | $273K |
| Clarity Asset Management, Inc. | 2,952 | $147K |
| Corient IA LLC | 900 | $45K |
| Wells Financial Advisors INC | 800 | $40K |
| WFA of San Diego, LLC | 791 | $39K |
| Western Wealth Management, LLC | 625 | $31K |
| NATIONAL BANK OF CANADA /FI | 140 | $7K |
| WELLS FARGO & COMPANY/MN | 137 | $7K |
| UBS Group AG | 27 | $1K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| EASTERN BANK | -267,970 | -91.7% | 24,110 |
| JANE STREET GROUP, LLC | -15,182 | -70.9% | 6,228 |
| Beacon Pointe Advisors, LLC | -13,493 | -10.2% | 119,351 |
| Balanced Rock Investment Advisors L | -6,170 | -17.3% | 29,570 |
| Optas, LLC | -5,932 | -52.3% | 5,418 |
| GGM Financial LLC | -3,734 | -79.2% | 981 |
| Belpointe Asset Management LLC | -3,474 | -38.7% | 5,498 |
| Fortis Capital Advisors, LLC | -3,474 | -38.7% | 5,498 |
| MCCARTER PRIVATE WEALTH SERVICES LL | -3,474 | -38.7% | 5,498 |
| JNBA Financial Advisors | -3,300 | -3.8% | 82,878 |
| HighTower Advisors, LLC | -2,354 | -7.7% | 28,306 |
| HILLTOP WEALTH ADVISORS, LLC | -2,053 | -4.7% | 41,740 |
| Baird Financial Group, Inc. | -2,003 | -12.6% | 13,864 |
| Steward Partners Investment Advisor | -1,429 | -5.6% | 24,054 |
| Stratos Wealth Partners, LTD. | -1,425 | -10.4% | 12,301 |
| Private Advisor Group, LLC | -1,219 | -5.6% | 20,672 |
| Sanchez Levi Garrett | -1,174 | -2.8% | 41,096 |
| Westview Management dba Westview In | -1,143 | -12.9% | 7,694 |
| Magnus Financial Group LLC | -999 | -8.1% | 11,290 |
| Impact Investors, Inc | -945 | -13.7% | 5,929 |