Institutional Ownership Ishares Tr Esg Screened S&P 50 (XVV)
This table provides information about the institutional ownership of Ishares Tr Esg Screened S&P 50 (XVV). We have compiled data on the 134 institutions that hold shares in the stock, with a total of 3.43 Million shares, which have been reported (via 13F filing form) to have a value of $178 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sun Life Financial Inc
Toronto, A6 |
Nov 10, 2025 Q3 2025 |
823,040
shares
|
$42.7 Million
2.16% of portfolio
|
Q4 2023
Added 2648.32%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
225,869
shares
|
$11.7 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
218,026
shares
|
$11.3 Million
0.0% of portfolio
|
Q3 2025
Added 10.84%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
159,499
shares
|
$8.27 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
97,029
shares
|
$5.03 Million
0.46% of portfolio
|
Q3 2025
Added 17.47%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
89,830
shares
|
$4.66 Million
0.0% of portfolio
|
Q3 2025
Added 47.96%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
88,618
shares
|
$4.59 Million
2.58% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
81,311
shares
|
$4.22 Million
0.59% of portfolio
|
Q3 2025
Added 14.74%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2025 Q3 2025 |
76,440
shares
|
$3.96 Million
0.17% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
75,998
shares
|
$3.94 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
67,671
shares
|
$3.51 Million
2.41% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
63,847
shares
|
$3.31 Million
0.42% of portfolio
|
Q3 2025
Reduced 9.06%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
62,988
shares
|
$3.27 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
56,201
shares
|
$2.91 Million
0.43% of portfolio
|
Q4 2024
Reduced 16.18%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
45,684
shares
|
$2.37 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.16%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
41,043
shares
|
$2.13 Million
0.4% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
40,542
shares
|
$2.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
33,352
shares
|
$1.73 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
31,236
shares
|
$1.62 Million
0.4% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
30,475
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2025
Added 15.47%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2025 Q3 2025 |
29,952
shares
|
$1.55 Million
0.4% of portfolio
|
Q3 2025
Added 347.58%
|
|
|
Financial Council Asset Management Inc
|
Oct 15, 2025 Q3 2025 |
29,526
shares
|
$1.53 Million
0.68% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
29,080
shares
|
$1.51 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
27,266
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2025
Added 201.92%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
27,015
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2025
Added 198.31%
|
|