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 |
|---|---|---|---|---|---|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
4,635
shares
|
$217,937
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
4,635
shares
|
$217,937
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Monument Capital Management
|
Oct 15, 2024 Q3 2024 |
4,562
shares
|
$214,505
0.06% of portfolio
|
Q3 2024
Reduced 7.09%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
3,863
shares
|
$181,638
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
3,433
shares
|
$161,419
0.0% of portfolio
|
Q2 2024
Added 214.09%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
3,326
shares
|
$156,388
0.0% of portfolio
|
Q1 2024
Reduced 23.36%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jan 16, 2025 Q4 2024 |
3,225
shares
|
$151,639
0.01% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
2,980
shares
|
$140,119
0.07% of portfolio
|
Q3 2024
Reduced 9.45%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,690
shares
|
$126,483
0.0% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
2,278
shares
|
$107,111
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,262
shares
|
$106,359
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,508
shares
|
$70,906
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
1,016
shares
|
$47,772
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
757
shares
|
$35,594
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Focused Wealth Management, Inc
|
Oct 30, 2024 Q3 2024 |
481
shares
|
$22,616
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
385
shares
|
$18,102
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
373
shares
|
$17,538
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
365
shares
|
$17,162
0.0% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
300
shares
|
$14,106
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
223
shares
|
$10,485
0.0% of portfolio
|
Q4 2021
Reduced 27.8%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
207
shares
|
$9,733
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
203
shares
|
$9,545
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
200
shares
|
$9,404
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Oct 25, 2024 Q3 2024 |
199
shares
|
$9,356
0.01% of portfolio
|
Q3 2024
Added 89.52%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
169
shares
|
$7,946
0.0% of portfolio
|
Q4 2023
Added 1.2%
|