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 |
|---|---|---|---|---|---|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
7,649
shares
|
$396,524
0.02% of portfolio
|
Q2 2025
Reduced 17.25%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
7,621
shares
|
$395,072
0.01% of portfolio
|
Q3 2025
Reduced 7.25%
|
|
|
Ellenbecker Investment Group
|
Oct 14, 2025 Q3 2025 |
7,378
shares
|
$382,475
0.06% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
6,972
shares
|
$361,428
0.13% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
6,587
shares
|
$341,470
0.0% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Oct 27, 2025 Q3 2025 |
6,576
shares
|
$340,899
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
6,364
shares
|
$329,909
0.05% of portfolio
|
Q4 2024
Reduced 20.09%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 10, 2025 Q3 2025 |
6,326
shares
|
$327,939
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
6,302
shares
|
$326,695
0.01% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
6,301
shares
|
$326,643
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
6,187
shares
|
$320,734
0.16% of portfolio
|
Q3 2025
Reduced 8.45%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
5,878
shares
|
$304,715
0.01% of portfolio
|
Q3 2025
Added 6.66%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
5,744
shares
|
$297,768
0.0% of portfolio
|
Q3 2025
Reduced 77.49%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
5,651
shares
|
$292,947
0.01% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 27, 2025 Q3 2025 |
5,538
shares
|
$287,089
0.06% of portfolio
|
Q3 2025
Reduced 6.85%
|
|
|
Presidio Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
5,505
shares
|
$285,379
0.1% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
5,464
shares
|
$283,253
0.01% of portfolio
|
Q3 2025
Added 4.98%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
5,264
shares
|
$272,885
0.09% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Oct 15, 2025 Q3 2025 |
4,934
shares
|
$255,778
0.04% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
4,672
shares
|
$242,196
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
4,502
shares
|
$233,383
0.08% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
4,301
shares
|
$222,963
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
4,073
shares
|
$211,144
0.0% of portfolio
|
Q4 2024
Added 991.96%
|
|
|
Monument Capital Management
|
Oct 14, 2025 Q3 2025 |
4,052
shares
|
$210,055
0.05% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
3,936
shares
|
$204,042
0.04% of portfolio
|
Q3 2025
New holding
|
|