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 115 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 $125 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
|
$1.1 Million
0.44% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
26,397
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
23,910
shares
|
$985,809
0.0% of portfolio
|
Q4 2024
Added 4.92%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
22,709
shares
|
$936,292
0.0% of portfolio
|
Q4 2024
Added 9.3%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
21,749
shares
|
$896,711
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
20,483
shares
|
$844,514
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
20,345
shares
|
$838,824
0.0% of portfolio
|
Q4 2024
Added 34.65%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
20,203
shares
|
$832,969
0.01% of portfolio
|
Q4 2024
Added 10.31%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
19,471
shares
|
$802,789
0.08% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
18,648
shares
|
$768,857
0.14% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Apr 09, 2025 Q1 2025 |
18,480
shares
|
$761,930
0.55% of portfolio
|
Q1 2025
Reduced 38.08%
|
|
|
Ferguson Shapiro LLC
|
Jan 23, 2025 Q4 2024 |
15,620
shares
|
$644,012
0.41% of portfolio
|
Q4 2024
Added 10.77%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
15,068
shares
|
$621,253
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
14,453
shares
|
$595,897
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
14,073
shares
|
$580,229
0.05% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Feb 05, 2025 Q4 2024 |
13,458
shares
|
$554,873
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
12,347
shares
|
$509,066
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
12,033
shares
|
$496,120
0.0% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
11,995
shares
|
$494,553
0.0% of portfolio
|
Q4 2024
Added 115.43%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Apr 17, 2025 Q1 2025 |
11,784
shares
|
$485,854
0.32% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
11,764
shares
|
$485,029
0.0% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
11,454
shares
|
$472,248
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
11,273
shares
|
$464,785
0.05% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Buffington Mohr Mc Neal
|
Jan 22, 2025 Q4 2024 |
11,262
shares
|
$464,332
0.09% of portfolio
|
Q4 2024
Added 21.59%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
10,941
shares
|
$451,097
0.41% of portfolio
|
Q4 2024
New holding
|