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 113 institutions that hold shares in the stock, with a total of 3.04 Million shares, which have been reported (via 13F filing form) to have a value of $141 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sun Life Financial Inc
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
823,040
shares
|
$37.7 Million
2.08% of portfolio
|
Q4 2023
Added 2648.32%
|
|
|
Becker Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
203,284
shares
|
$9.3 Million
0.31% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
143,666
shares
|
$6.57 Million
0.0% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
94,956
shares
|
$4.34 Million
0.64% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
94,618
shares
|
$4.33 Million
0.44% of portfolio
|
Q4 2024
Added 16.31%
|
|
|
Better Money Decisions, LLC
|
Jan 24, 2025 Q4 2024 |
93,750
shares
|
$4.29 Million
2.95% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Feb 04, 2025 Q4 2024 |
83,200
shares
|
$3.81 Million
0.17% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
77,883
shares
|
$3.56 Million
0.0% of portfolio
|
Q2 2024
Added 17.62%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
67,669
shares
|
$3.1 Million
2.34% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
59,600
shares
|
$2.73 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
57,439
shares
|
$2.63 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
56,201
shares
|
$2.57 Million
0.44% of portfolio
|
Q4 2024
Reduced 16.18%
|
|
|
Retirement Capital Strategies
|
Feb 07, 2025 Q4 2024 |
51,187
shares
|
$2.34 Million
0.9% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
45,684
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.16%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
44,636
shares
|
$2.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
42,685
shares
|
$1.95 Million
0.0% of portfolio
|
Q4 2024
Added 20.56%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
39,045
shares
|
$1.79 Million
0.37% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
38,340
shares
|
$1.75 Million
0.0% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Feb 13, 2025 Q4 2024 |
29,877
shares
|
$1.37 Million
0.42% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
29,845
shares
|
$1.37 Million
0.83% of portfolio
|
Q4 2024
New holding
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Feb 18, 2025 Q4 2024 |
29,793
shares
|
$1.36 Million
0.43% of portfolio
|
Q4 2024
Added 345.2%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
29,090
shares
|
$1.33 Million
0.0% of portfolio
|
Q4 2024
Reduced 25.8%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
28,101
shares
|
$1.29 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
27,156
shares
|
$1.24 Million
0.0% of portfolio
|
Q4 2024
Added 9.95%
|
|
|
Financial Council Asset Management Inc
|
Feb 06, 2025 Q4 2024 |
27,141
shares
|
$1.24 Million
0.63% of portfolio
|
Q4 2024
Reduced 15.96%
|