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 114 institutions that hold shares in the stock, with a total of 3.05 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 |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Freedom Financial Partners LLC
Oakdale, MN |
Feb 12, 2025 Q4 2024 |
5,859
shares
|
$249,300
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Monument Capital Management
|
Jan 30, 2025 Q4 2024 |
5,535
shares
|
$235,514
0.07% of portfolio
|
Q4 2024
Added 21.33%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
5,446
shares
|
$231,727
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
5,278
shares
|
$224,578
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
5,184
shares
|
$220,579
0.0% of portfolio
|
Q4 2024
Reduced 14.67%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
5,168
shares
|
$219,898
0.01% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
5,000
shares
|
$212,750
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,827
shares
|
$205,388
0.0% of portfolio
|
Q4 2024
Reduced 76.55%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
4,668
shares
|
$198,623
0.08% of portfolio
|
Q4 2024
Reduced 7.29%
|
|
|
Mjp Associates Inc
|
Feb 14, 2025 Q4 2024 |
4,650
shares
|
$197,857
0.04% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
4,650
shares
|
$197,857
0.02% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
4,570
shares
|
$194,453
0.0% of portfolio
|
Q4 2024
Reduced 25.74%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
4,073
shares
|
$173,306
0.0% of portfolio
|
Q4 2024
Added 991.96%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
3,863
shares
|
$164,370
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
3,433
shares
|
$146,074
0.0% of portfolio
|
Q2 2024
Added 214.09%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
3,326
shares
|
$141,521
0.0% of portfolio
|
Q1 2024
Reduced 23.36%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jan 16, 2025 Q4 2024 |
3,225
shares
|
$137,223
0.01% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
2,980
shares
|
$126,798
0.07% of portfolio
|
Q3 2024
Reduced 9.45%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,663
shares
|
$113,310
0.0% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
2,278
shares
|
$96,928
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,270
shares
|
$96,588
0.0% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
1,625
shares
|
$69,143
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
1,508
shares
|
$64,165
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
1,343
shares
|
$57,144
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
1,083
shares
|
$46,081
0.03% of portfolio
|
Q4 2024
New holding
|