Skip to content
Shameless Cloning

Search Shameless Cloning

Search superinvestors, stocks, insiders and members of Congress

XJH · Insider trading · 13F holders · Congress trades

Ishares Tr (XJH)

Who is buying and selling XJH: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.

13F filers holding
20
Insider buys, 90 days
$0
Insider sales, 90 days
$0
Congress trades, 12 months
0

XJH at a glance

  • No open-market insider purchases or sales of XJH were filed in the last 90 days.
  • 20 13F filers hold XJH among their 50 largest positions, worth $42.2M combined. The biggest bets by portfolio weight are Sanchez Levi Garrett (1.2%), Hilltop Wealth Advisors, LLC (1.1%) and Balanced Rock Investment Advisors LLC (1.0%). In their latest 13Fs, 1 manager opened a new position and 3 added to one.
  • No member of Congress has disclosed a trade in XJH.

XJH insider trading

No open-market insider purchases or sales of XJH were filed in the last 90 days.

Who owns XJH? Hedge funds and superinvestors

20 13F filers hold XJH among their 50 largest positions, worth $42.2M combined. The biggest bets by portfolio weight are Sanchez Levi Garrett (1.2%), Hilltop Wealth Advisors, LLC (1.1%) and Balanced Rock Investment Advisors LLC (1.0%). In their latest 13Fs, 1 manager opened a new position and 3 added to one.

13F filers holding XJH
Manager% of portfolioValueSharesLast quarter13F
IMA Advisory Services, Inc.Institutional asset manager0.7%$11.5M221,075—Q2 2026
Koss-Olinger Consulting, LLCWealth manager0.6%$7.3M140,062+3.1% sharesQ2 2026
JNBA Financial AdvisorsWealth manager0.3%$4.3M82,878-3.8% sharesQ2 2026
Francis Financial, Inc.Wealth manager0.5%$2.7M52,629+0.2% sharesQ2 2026
Hilltop Wealth Advisors, LLCWealth manager1.1%$2.2M41,740-4.7% sharesQ2 2026
Sanchez Levi GarrettInvestment manager1.2%$2.1M41,096-2.8% sharesQ2 2026
Gould Asset Management LLC /ca/Asset manager0.3%$1.9M35,965+5.6% sharesQ2 2026
Balanced Rock Investment Advisors LLCWealth manager1.0%$1.5M29,570-17.3% sharesQ2 2026
Eley Financial Management, IncWealth manager0.4%$1.3M24,321—Q2 2026
Values Added Financial LLCWealth manager0.4%$1.1M21,792+7.9% sharesQ3 2026
Wealth Advisory Team LLCWealth manager0.8%$1.0M20,016+17.1% sharesQ2 2026
Shira Ridge Wealth ManagementWealth manager0.4%$1.0M21,095-7.9% sharesQ3 2026
Birchbrook, Inc.Wealth manager0.5%$1.0M20,742+0.1% sharesQ3 2026
Topel & Distasi Wealth Management, LLCWealth manager0.4%$881K16,903-4.8% sharesQ2 2026
Atlantic Private Wealth, LLCWealth manager0.5%$825K15,826+0.0% sharesQ2 2026
Stordahl Capital Management, Inc.Wealth manager0.1%$642K13,152+0.0% sharesQ3 2026
Tribridge Partners Financial LLCInstitutional asset manager0.1%$384K7,449-1.7% sharesQ2 2026
Amara Financial, LLC.Wealth manager0.1%$203K3,900NewQ2 2026
Urban Financial Advisory CorpWealth manager0.0%$145K2,781—Q2 2026
Fort Vancouver Investment Management, LLCWealth manager0.0%$41K780+0.0% sharesQ2 2026

Each manager counts with its latest 13F (Q3 2026: 4, Q2 2026: 16). Screen XJH in the grand portfolio →

XJH stock trades by members of Congress

No member of Congress has disclosed a trade in XJH.

XJH questions and answers

Are insiders buying XJH stock?

No open-market insider purchases or sales of XJH were filed in the last 90 days.

Which hedge funds own XJH?

20 13F filers hold XJH among their 50 largest positions, worth $42.2M combined. The biggest bets by portfolio weight are Sanchez Levi Garrett (1.2%), Hilltop Wealth Advisors, LLC (1.1%) and Balanced Rock Investment Advisors LLC (1.0%). In their latest 13Fs, 1 manager opened a new position and 3 added to one.

Has Congress traded XJH?

No member of Congress has disclosed a trade in XJH.

Who is the largest holder of XJH?

Among 13F filers, IMA Advisory Services, Inc. reports the largest XJH position, $11.5M (221,075 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Sanchez Levi Garrett's: 1.2% of its portfolio.

Cite or share this

Free to use with a link back. The data updates every filing day.

Citation
Link