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Public ownership evidence

iShares ESG Select Screened S&P Mid-Cap ETF (XJH) Ownership Disclosures

Read XJH insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T02:54:47.600Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-2827,772$1,448,310None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-208,177$426,431None
Beacon Pointe Advisors, LLC2026-06-302026-08-19119,351$6,224,163None
Sanchez Levi Garrett2026-06-302026-08-1841,096$2,143,148None
Coastal Bridge Advisors, LLC2026-06-302026-08-184,925$256,839None
Balanced Rock Investment Advisors LLC2026-06-302026-08-1829,570$1,542,076None
Corient Private Wealth LP2026-06-302026-08-1827,772$1,448,310None
HILLTOP WEALTH ADVISORS, LLC2026-06-302026-08-1541,740$2,176,741None
Mutual Advisors, LLC2026-06-302026-08-157,332$382,364None
Nemes Rush Group LLC2026-06-302026-08-151,189$61,993None
Milestone Investment Advisors LLC2026-06-302026-08-15120$6,258None
OSAIC HOLDINGS, INC.2026-06-302026-08-1519,826$1,033,928None
OSAIC HOLDINGS, INC.2026-06-302026-08-153,070$160,101None
OSAIC HOLDINGS, INC.2026-06-302026-08-1524,357$1,270,804None
JANE STREET GROUP, LLC2026-06-302026-08-156,228$324,790None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1524,000$1,251,600None
Medallion Wealth Advisors, LLC2026-06-302026-08-151,328$69,381None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15170$8,859None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15200$10,430None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-150$3None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1535$1,825None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1535$1,825None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1534$1,773None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1530$1,565None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-150$1None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15460$24,013None
MAI Capital Management2026-06-302026-08-157,600$396,330None
Cerity Partners LLC2026-06-302026-08-158,542$445,465None
ROYAL BANK OF CANADA2026-06-302026-08-151,250$65,000None
ROYAL BANK OF CANADA2026-06-302026-08-1533,689$1,757,000None
CITADEL ADVISORS LLC2026-06-302026-08-158,068$420,746None
Larson Financial Group LLC2026-06-302026-08-153,245$169,247None
COLDSTREAM CAPITAL MANAGEMENT INC2026-06-302026-08-1523,225$1,211,184None
World Investment Advisors2026-06-302026-08-1562,396$2,830,908None
BRADLEY FOSTER & SARGENT INC/CT2026-06-302026-08-158,978$468,203None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1583,243$4,341,114None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15394,612$20,579,024None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1565,653$3,423,804None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1519,759$1,030,432None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15494,134$25,769,088None
CBIZ Investment Advisory Services, LLC2026-06-302026-08-1425$1,134None
Rockefeller Capital Management L.P.2026-06-302026-08-1413,696$714,246None
Rockefeller Capital Management L.P.2026-06-302026-08-147,944$414,280None
Front Row Advisors LLC2026-06-302026-08-14100$5,263None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1424,054$1,254,442None
Mariner, LLC2026-06-302026-08-14332,978$17,364,827None
Mariner, LLC2026-06-302026-08-1449,815$2,597,837None
Creative Planning2026-06-302026-08-1441,291$2,153,341None
Portland Global Advisors LLC2026-06-302026-08-1413,535$705,850None
Prosperity Consulting Group, LLC2026-06-302026-08-144,421$230,555None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Sanchez Levi Garrett ↗Coastal Bridge Advisors, LLC ↗Balanced Rock Investment Advisors LLC ↗Corient Private Wealth LP ↗HILLTOP WEALTH ADVISORS, LLC ↗Mutual Advisors, LLC ↗Nemes Rush Group LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.