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 |
|---|---|---|---|---|---|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Nov 14, 2025 Q3 2025 |
241
shares
|
$12,493
0.01% of portfolio
|
Q4 2024
Added 21.11%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
236
shares
|
$12,234
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
223
shares
|
$11,560
0.0% of portfolio
|
Q4 2021
Reduced 27.8%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
207
shares
|
$10,730
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
169
shares
|
$8,760
0.0% of portfolio
|
Q4 2023
Added 1.2%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
125
shares
|
$6,480
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
85
shares
|
$4,406
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
2
shares
|
$103
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|