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 |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
10,173
shares
|
$419,432
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Napatree Capital LLC
Westerly, RI |
Feb 11, 2025 Q4 2024 |
10,137
shares
|
$417,948
0.27% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
10,125
shares
|
$417,453
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
10,014
shares
|
$412,877
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
9,997
shares
|
$412,176
0.08% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Navalign, LLC
|
Feb 18, 2025 Q4 2024 |
9,823
shares
|
$405,002
0.13% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Highland Financial Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
9,695
shares
|
$399,724
0.15% of portfolio
|
Q1 2025
Reduced 13.48%
|
|
|
Leverty Financial Group, LLC
|
Apr 10, 2025 Q1 2025 |
9,463
shares
|
$390,159
0.21% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
9,371
shares
|
$386,366
0.03% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
9,306
shares
|
$383,686
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
9,244
shares
|
$381,130
0.02% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
8,888
shares
|
$366,452
0.22% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
8,768
shares
|
$361,504
0.02% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
8,709
shares
|
$359,072
0.21% of portfolio
|
Q2 2024
Reduced 20.37%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Apr 10, 2025 Q1 2025 |
8,335
shares
|
$343,652
0.18% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Apr 10, 2025 Q1 2025 |
8,048
shares
|
$331,819
0.16% of portfolio
|
Q1 2025
Added 37.36%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
7,647
shares
|
$315,285
0.01% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Ellenbecker Investment Group
|
Apr 15, 2025 Q1 2025 |
7,219
shares
|
$297,639
0.06% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Jan 30, 2025 Q4 2024 |
6,736
shares
|
$277,725
0.13% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
6,704
shares
|
$276,405
0.13% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
6,676
shares
|
$275,251
0.0% of portfolio
|
Q1 2025
Added 4.66%
|
|
|
Presidio Capital Management, LLC
|
Apr 08, 2025 Q1 2025 |
6,484
shares
|
$267,335
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
6,364
shares
|
$262,387
0.05% of portfolio
|
Q4 2024
Reduced 20.09%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
6,350
shares
|
$261,810
0.11% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
6,256
shares
|
$257,934
0.01% of portfolio
|
Q4 2024
Added 5.71%
|