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 114 institutions that hold shares in the stock, with a total of 3.05 Million shares, which have been reported (via 13F filing form) to have a value of $132 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
10,941
shares
|
$473,307
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
10,173
shares
|
$440,083
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Napatree Capital LLC
Westerly, RI |
Feb 11, 2025 Q4 2024 |
10,137
shares
|
$438,526
0.27% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
10,125
shares
|
$438,007
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
10,014
shares
|
$433,205
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
9,997
shares
|
$432,470
0.08% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Navalign, LLC
|
Feb 18, 2025 Q4 2024 |
9,823
shares
|
$424,942
0.13% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Leverty Financial Group, LLC
|
Jan 24, 2025 Q4 2024 |
9,666
shares
|
$418,151
0.22% of portfolio
|
Q4 2024
Added 73.69%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
9,401
shares
|
$406,687
0.02% of portfolio
|
Q3 2024
Reduced 12.33%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
9,371
shares
|
$405,389
0.03% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
9,306
shares
|
$402,577
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
8,768
shares
|
$379,303
0.02% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
8,709
shares
|
$376,751
0.21% of portfolio
|
Q2 2024
Reduced 20.37%
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
8,658
shares
|
$374,545
0.21% of portfolio
|
Q4 2024
Added 20.52%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
8,335
shares
|
$360,572
0.19% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
7,647
shares
|
$330,809
0.01% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
7,175
shares
|
$310,390
0.06% of portfolio
|
Q4 2024
Added 20.02%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Jan 30, 2025 Q4 2024 |
6,736
shares
|
$291,399
0.13% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
6,704
shares
|
$290,015
0.13% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
6,379
shares
|
$275,955
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
6,364
shares
|
$275,306
0.05% of portfolio
|
Q4 2024
Reduced 20.09%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
6,350
shares
|
$274,701
0.11% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
6,256
shares
|
$270,634
0.01% of portfolio
|
Q4 2024
Added 5.71%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Jan 13, 2025 Q4 2024 |
6,184
shares
|
$267,519
0.05% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Feb 03, 2025 Q4 2024 |
6,073
shares
|
$262,717
0.07% of portfolio
|
Q4 2024
Added 5.25%
|