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 |
|---|---|---|---|---|---|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
11,454
shares
|
$593,775
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Human Investing LLC
|
Oct 31, 2025 Q3 2025 |
11,419
shares
|
$591,960
0.09% of portfolio
|
Q3 2025
Added 15.31%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
11,262
shares
|
$583,822
0.1% of portfolio
|
Q4 2024
Added 21.59%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
11,262
shares
|
$583,822
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
10,765
shares
|
$558,057
0.01% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Oct 20, 2025 Q3 2025 |
10,710
shares
|
$555,206
0.21% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
10,658
shares
|
$552,510
0.37% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Nov 12, 2025 Q3 2025 |
10,600
shares
|
$549,504
0.19% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
10,458
shares
|
$542,142
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
10,458
shares
|
$542,142
0.25% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
10,173
shares
|
$527,368
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
10,024
shares
|
$519,644
0.03% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
10,014
shares
|
$519,125
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
9,840
shares
|
$510,105
0.16% of portfolio
|
Q3 2025
Added 14.02%
|
|
|
Navalign, LLC
|
Nov 12, 2025 Q3 2025 |
9,837
shares
|
$509,950
0.14% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
9,265
shares
|
$480,297
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Tribridge Partners Financial LLC
Columbia, MD |
Oct 22, 2025 Q3 2025 |
9,250
shares
|
$479,520
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Oct 21, 2025 Q3 2025 |
9,056
shares
|
$469,463
0.43% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
8,959
shares
|
$464,434
0.0% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
8,854
shares
|
$458,991
0.0% of portfolio
|
Q3 2025
Reduced 9.39%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
8,768
shares
|
$454,533
0.02% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
8,709
shares
|
$451,474
0.21% of portfolio
|
Q2 2024
Reduced 20.37%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
8,362
shares
|
$433,486
0.0% of portfolio
|
Q3 2025
Added 29.5%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
8,308
shares
|
$430,686
0.02% of portfolio
|
Q3 2025
Reduced 16.57%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
8,163
shares
|
$423,169
0.09% of portfolio
|
Q3 2025
New holding
|
|