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 100 institutions that hold shares in the stock, with a total of 2.8 Million shares, which have been reported (via 13F filing form) to have a value of $130 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Monument Capital Management
|
Oct 15, 2024 Q3 2024 |
4,562
shares
|
$212,361
0.06% of portfolio
|
Q3 2024
Reduced 7.09%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
3,863
shares
|
$179,822
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
3,433
shares
|
$159,806
0.0% of portfolio
|
Q2 2024
Added 214.09%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
3,326
shares
|
$154,825
0.0% of portfolio
|
Q1 2024
Reduced 23.36%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Dec 19, 2024 Q3 2024 |
3,291
shares
|
$153,196
0.08% of portfolio
|
Q1 2023
Added 3.85%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 17, 2024 Q3 2024 |
3,225
shares
|
$150,123
0.01% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,690
shares
|
$125,219
0.0% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
2,278
shares
|
$106,040
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,262
shares
|
$105,296
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,508
shares
|
$70,197
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
1,016
shares
|
$47,294
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
757
shares
|
$35,238
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Focused Wealth Management, Inc
|
Oct 30, 2024 Q3 2024 |
481
shares
|
$22,390
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
385
shares
|
$17,921
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
373
shares
|
$17,363
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
365
shares
|
$16,990
0.0% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
300
shares
|
$13,965
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
223
shares
|
$10,380
0.0% of portfolio
|
Q4 2021
Reduced 27.8%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
207
shares
|
$9,635
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
203
shares
|
$9,449
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
200
shares
|
$9,310
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Oct 25, 2024 Q3 2024 |
199
shares
|
$9,263
0.01% of portfolio
|
Q3 2024
Added 89.52%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
169
shares
|
$7,866
0.0% of portfolio
|
Q4 2023
Added 1.2%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
125
shares
|
$5,818
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|