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 |
|---|---|---|---|---|---|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
26,574
shares
|
$1.38 Million
0.44% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
26,443
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
25,457
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
23,142
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.76%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
22,291
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.53%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
21,116
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
20,483
shares
|
$1.06 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
19,669
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
19,564
shares
|
$1.01 Million
0.09% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Future You Wealth LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
19,319
shares
|
$1 Million
0.5% of portfolio
|
Q2 2025
Reduced 13.68%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 14, 2025 Q3 2025 |
19,127
shares
|
$991,543
0.47% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
17,958
shares
|
$930,942
0.57% of portfolio
|
Q3 2025
Added 17.04%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
17,871
shares
|
$926,432
0.0% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
16,970
shares
|
$879,724
0.05% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Retirement Capital Strategies
|
Nov 12, 2025 Q3 2025 |
15,381
shares
|
$797,351
0.33% of portfolio
|
Q2 2025
Reduced 40.18%
|
|
|
Ferguson Shapiro LLC
|
Nov 10, 2025 Q3 2025 |
14,902
shares
|
$772,519
0.39% of portfolio
|
Q3 2025
Reduced 8.76%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
14,453
shares
|
$749,243
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2025 Q3 2025 |
14,302
shares
|
$741,415
0.11% of portfolio
|
Q3 2025
Reduced 35.45%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
12,832
shares
|
$665,210
0.0% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
12,547
shares
|
$650,436
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Highland Financial Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
12,534
shares
|
$649,762
0.19% of portfolio
|
Q3 2025
Added 5.12%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
12,479
shares
|
$646,911
0.0% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 09, 2025 Q3 2025 |
11,840
shares
|
$613,785
0.34% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
Oct 30, 2025 Q3 2025 |
11,627
shares
|
$602,743
0.35% of portfolio
|
Q1 2024
Added 2.0%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
11,454
shares
|
$593,775
0.04% of portfolio
|
Q2 2024
New holding
|
|