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 102 institutions that hold shares in the stock, with a total of 2.86 Million shares, which have been reported (via 13F filing form) to have a value of $134 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
22,789
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
21,584
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2024
Added 18.22%
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
20,776
shares
|
$976,887
0.0% of portfolio
|
Q3 2024
Added 11.24%
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
20,581
shares
|
$967,718
0.0% of portfolio
|
Q3 2024
Added 212.78%
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
20,483
shares
|
$963,110
0.02% of portfolio
|
Q1 2024
New holding
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
18,974
shares
|
$892,157
0.09% of portfolio
|
Q4 2024
Added 26.03%
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
18,648
shares
|
$876,828
0.14% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
18,314
shares
|
$861,124
0.0% of portfolio
|
Q3 2024
Added 45.94%
|
|
Ferguson Shapiro LLC
|
Jan 23, 2025 Q4 2024 |
15,620
shares
|
$734,452
0.41% of portfolio
|
Q4 2024
Added 10.77%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
15,110
shares
|
$710,472
0.0% of portfolio
|
Q3 2024
New holding
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
15,068
shares
|
$708,497
0.05% of portfolio
|
Q4 2024
New holding
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
14,453
shares
|
$679,580
0.01% of portfolio
|
Q3 2023
New holding
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
13,390
shares
|
$629,597
0.05% of portfolio
|
Q3 2024
New holding
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
12,108
shares
|
$569,318
0.0% of portfolio
|
Q3 2024
Added 0.41%
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 22, 2024 Q3 2024 |
11,718
shares
|
$550,980
0.37% of portfolio
|
Q3 2024
Added 0.32%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
11,496
shares
|
$540,541
0.05% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
11,454
shares
|
$538,567
0.04% of portfolio
|
Q2 2024
New holding
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
11,275
shares
|
$530,150
0.0% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
Buffington Mohr Mc Neal
|
Jan 22, 2025 Q4 2024 |
11,262
shares
|
$529,539
0.09% of portfolio
|
Q4 2024
Added 21.59%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
10,173
shares
|
$478,334
0.0% of portfolio
|
Q4 2023
New holding
|
|
Highland Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
10,159
shares
|
$477,676
0.16% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
10,125
shares
|
$476,077
0.03% of portfolio
|
Q1 2023
New holding
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
10,119
shares
|
$475,795
0.31% of portfolio
|
Q3 2024
Added 11.78%
|
|
Human Investing LLC
|
Oct 28, 2024 Q3 2024 |
10,087
shares
|
$474,290
0.08% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
10,014
shares
|
$470,858
0.0% of portfolio
|
Q3 2023
New holding
|