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 |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
3,931
shares
|
$203,783
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Prosperity Planning, Inc.
|
Oct 09, 2025 Q3 2025 |
3,886
shares
|
$201,450
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
3,863
shares
|
$200,257
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
3,390
shares
|
$175,737
0.0% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 16, 2025 Q3 2025 |
3,350
shares
|
$173,664
0.01% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
3,266
shares
|
$169,309
0.01% of portfolio
|
Q3 2025
Reduced 12.35%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
2,957
shares
|
$153,290
0.0% of portfolio
|
Q3 2025
Added 4.23%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Oct 17, 2025 Q3 2025 |
2,763
shares
|
$143,233
0.07% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
2,425
shares
|
$125,712
0.08% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
2,218
shares
|
$114,981
0.0% of portfolio
|
Q1 2025
Reduced 33.31%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2,001
shares
|
$103,731
0.0% of portfolio
|
Q3 2025
Reduced 12.2%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
1,936
shares
|
$100,362
0.03% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
1,646
shares
|
$85,328
0.06% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1,456
shares
|
$75,479
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
1,415
shares
|
$73,353
0.0% of portfolio
|
Q3 2025
Reduced 23.8%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
919
shares
|
$47,640
0.01% of portfolio
|
Q3 2025
Reduced 9.55%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
863
shares
|
$44,737
0.0% of portfolio
|
Q2 2025
Added 14.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
759
shares
|
$39,346
0.0% of portfolio
|
Q3 2025
Reduced 93.27%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
524
shares
|
$27,164
0.0% of portfolio
|
Q2 2025
Added 103.1%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
365
shares
|
$18,921
0.0% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
336
shares
|
$17,418
0.0% of portfolio
|
Q3 2025
Added 68.0%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
328
shares
|
$17,003
0.0% of portfolio
|
Q3 2025
Reduced 5.2%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
310
shares
|
$16,070
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
300
shares
|
$15,552
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
290
shares
|
$15,033
0.0% of portfolio
|
Q3 2025
New holding
|
|