Ishares Tr Esg Screened S&P 50 XVV
Institutional shares held
2.9 Million
0
calls
0
puts
Total value of holdings
$135M
$0
calls
$0
puts
# of Institutions
103
We take great care to ensure that the data presented and summarized in this overview for ISHARES TR ESG SCREENED S&P 50 is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding XVV
View all-
Sun Life Financial Inc Toronto, A6823KShares$38.3 Million2.03% of portfolio
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Becker Capital Management Inc203KShares$9.46 Million0.3% of portfolio
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Lpl Financial LLC Fort Mill, SC140KShares$6.51 Million0.0% of portfolio
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Bsw Wealth Partners Boulder, CO95KShares$4.42 Million0.64% of portfolio
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Jnba Financial Advisors94.6KShares$4.41 Million0.44% of portfolio
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Better Money Decisions, LLC93.8KShares$4.37 Million2.95% of portfolio
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Wharton Business Group, LLC Malvern, PA86.4KShares$4.02 Million0.17% of portfolio
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Franklin Resources Inc San Mateo, CA77.9KShares$3.63 Million0.0% of portfolio
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Atlantic Private Wealth, LLC70.1KShares$3.27 Million2.37% of portfolio
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Biltmore Family Office, LLC67KShares$3.12 Million0.52% of portfolio