XJH

Ishares Esg Screen S&p Mid

Latest period2024 - Q4Total superinvestors13

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 13 superinvestors own shares of Ishares Esg Screen S&p Mid (XJH), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ishares Esg Screen S&p Mid (XJH), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ishares Esg Screen S&p Mid (XJH) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ishares Esg Screen S&p Mid (XJH) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Jeffrey Smith@Eastern Bank
Recent Activity
Decreased -0.98%
0.3%
$15.788M
377,370 shares@ 41.84 avg price
Aryn Sands@Shira Ridge Wealth Management
Recent Activity
Increased 5.16%
2.56%
$5.213M
124,605 shares@ 41.84 avg price
Wesley Pitman@Hilltop Wealth Advisors, Llc
Recent Activity
Decreased -9.11%
0.93%
$1.835M
43,853 shares@ 41.84 avg price
Daken Vanderburg@Massmutual Private Wealth & Trust, Fsb
Recent Activity
New Position
0.03%
$958,881
22,920 shares@ 41.84 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.01%
$847,002
20,029 shares@ 42.29 avg price
Keith Sanders@First United Bank & Trust
Recent Activity
Decreased -5.1%
0.28%
$758,696
18,135 shares@ 41.84 avg price
David Harrison@Magnus Financial Group Llc
Recent Activity
Increased 9.59%
0.05%
$495,235
11,838 shares@ 41.84 avg price
Mary Sigler@Tarbox Family Office, Inc.
Recent Activity
Decreased -1.35%
0.06%
$328,989
7,864 shares@ 41.84 avg price
Trevor Hodges@Sax Wealth Advisors, Llc
Recent Activity
0.02%
$218,384
5,220 shares@ 41.84 avg price
Joel R. Mogy@Mogy Joel R Investment Counsel Inc
Recent Activity
0.01%
$106,682
2,550 shares@ 41.84 avg price