XJH — ISHARES ESG SELECT SCREENED S&
As of Q2 2026, 9 SEC-registered investment managers reported holding XJH (ISHARES ESG SELECT SCREENED S&) in their latest 13F filings, with a combined reported value of $37.63M across 721.62K shares. That is +1.8% by share count (+12.96K shares) versus the previous quarter, while reported value moved +17.0%. Ownership is concentrated: the five largest holders account for 99.5% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 2 added to existing stakes, 2 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 579.55K | $30.22M | 0.00% | Hold |
| Franklin Resources history | 95.82K | $5.00M | 0.00% | Hold |
| BNY Mellon history | 32.64K | $1.70M | 0.00% | Add |
| Citadel Advisors history | 8.07K | $420.75K | 0.00% | New |
| JPMorgan Chase & Co history | 2.18K | $112.76K | 0.00% | New |
| Morgan Stanley history | 1.62K | $84.43K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 999 | $52.10K | 0.00% | Add |
| BlackRock Inc history | 427 | $22.26K | 0.00% | Hold |
| Deutsche Bank AG history | 325 | $16.95K | 0.00% | Reduce |
Q1 2026 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 577.02K | $26.18M | 0.00% | Reduce |
| Franklin Resources history | 95.82K | $4.35M | 0.00% | Hold |
| BNY Mellon history | 31.69K | $1.44M | 0.00% | New |
| Morgan Stanley history | 2.11K | $95.69K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 909 | $41.24K | 0.00% | Add |
| Deutsche Bank AG history | 550 | $24.95K | 0.00% | Add |
| BlackRock Inc history | 427 | $19.36K | 0.00% | New |
| Wells Fargo & Co history | 137 | $6.22K | 0.00% | Reduce |
Q4 2025 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 612.94K | $27.37M | 0.00% | Add |
| Franklin Resources history | 95.82K | $4.28M | 0.00% | Hold |
| Goldman Sachs Group history | 30.82K | $1.38M | 0.00% | Hold |
| Morgan Stanley history | 1.97K | $88.07K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 848 | $37.85K | 0.00% | Reduce |
| Wells Fargo & Co history | 579 | $25.85K | 0.00% | New |
| JPMorgan Chase & Co history | 508 | $22.70K | 0.00% | Add |
| Deutsche Bank AG history | 250 | $11.16K | 0.00% | Reduce |
| UBS Group AG history | 27 | $1.21K | 0.00% | New |
Q3 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 601.55K | $26.38M | 0.00% | Add |
| Franklin Resources history | 95.82K | $4.20M | 0.00% | Hold |
| Goldman Sachs Group history | 30.82K | $1.35M | 0.00% | Hold |
| Morgan Stanley history | 1.97K | $86.20K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 973 | $42.68K | 0.00% | Add |
| Deutsche Bank AG history | 775 | $33.98K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 303 | $13.30K | 0.00% | Reduce |
Q2 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 588.39K | $24.42M | 0.00% | Add |
| Franklin Resources history | 95.82K | $3.98M | 0.00% | Reduce |
| Citadel Advisors history | 46.85K | $1.94M | 0.00% | New |
| Goldman Sachs Group history | 30.82K | $1.28M | 0.00% | Hold |
| Morgan Stanley history | 1.96K | $81.39K | 0.00% | Add |
| Deutsche Bank AG history | 1.18K | $48.76K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 862 | $35.78K | 0.00% | Hold |
| JPMorgan Chase & Co history | 594 | $24.68K | 0.00% | Add |
Q1 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 535.62K | $20.93M | 0.00% | Add |
| Franklin Resources history | 99.18K | $3.87M | 0.00% | Hold |
| Goldman Sachs Group history | 30.82K | $1.20M | 0.00% | Hold |
| Morgan Stanley history | 1.52K | $59.38K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 862 | $33.69K | 0.00% | Hold |
| Deutsche Bank AG history | 175 | $6.84K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 162 | $6.34K | 0.00% | Reduce |
New Positions (Q2 2026)
- Citadel Advisors 8.07K sh · $420.75K
- JPMorgan Chase & Co 2.18K sh · $112.76K
Fully Exited (vs previous quarter)
- Wells Fargo & Co sold 137 sh · $6.22K
Fund Position History — shares by quarter (top 13 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of America Corp | 579.55K | 577.02K | 612.94K | 601.55K | 588.39K | 535.62K | 505.32K | 473.03K | 446.43K | 364.32K | 43.84K | 38.01K | 9.97K | 9.71K | 6.91K | 11.46K | 8.26K | 5.88K | 2.49K | — |
| Franklin Resources | 95.82K | 95.82K | 95.82K | 95.82K | 95.82K | 99.18K | 99.18K | 92.25K | 92.25K | 80.68K | 80.33K | 47.40K | 33.64K | 33.64K | 66.49K | 66.49K | 66.49K | 66.49K | 64.04K | 59.90K |
| BNY Mellon | 32.64K | 31.69K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Citadel Advisors | 8.07K | — | — | — | 46.85K | — | — | 38.07K | — | 39.87K | 40.53K | 44.72K | 18.58K | 14.62K | — | 25.73K | 31.26K | — | 11.36K | 19.28K |
| JPMorgan Chase & Co | 2.18K | — | 508 | 303 | 594 | 162 | 254 | 2.85K | 1.06K | — | 2.63K | 421 | — | 65 | — | — | — | — | — | — |
| Morgan Stanley | 1.62K | 2.11K | 1.97K | 1.97K | 1.96K | 1.52K | 1.51K | 1.51K | — | 1 | — | 44 | — | — | — | — | — | — | 57 | 57 |
| Fidelity Management & Research (FMR) | 999 | 909 | 848 | 973 | 862 | 862 | 862 | 256 | 78 | 78 | 1 | — | — | — | 1 | — | — | 2 | — | — |
| BlackRock Inc | 427 | 427 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Deutsche Bank AG | 325 | 550 | 250 | 775 | 1.18K | 175 | 1.00K | 400 | 600 | 1.85K | 1.73K | 350 | 845 | 1.25K | 1.00K | 180 | 1.20K | 1.35K | 700 | — |
| Goldman Sachs Group | — | — | 30.82K | 30.82K | 30.82K | 30.82K | 30.82K | 30.82K | 30.82K | 30.82K | 30.82K | 30.82K | 30.82K | 30.82K | 30.82K | 31.45K | 30.82K | 30.82K | 30.82K | 30.82K |
| UBS Group AG | — | — | 27 | — | — | — | — | — | — | — | — | 1.75K | 2.96K | 2.56K | — | 145 | — | 1.82K | — | — |
| Wells Fargo & Co | — | 137 | 579 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Citigroup Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 50.00K | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details