Ishares Tr Esg Screened S&P 50 XVV
Institutional shares held
3.3 Million
0
calls
0
puts
Total value of holdings
$138M
$0
calls
$0
puts
# of Institutions
84
We take great care to ensure that the data presented and summarized in this overview for ISHARES TR ESG SCREENED S&P 50 is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding XVV
View all-
Sun Life Financial Inc Toronto, A6823KShares$34.5 Million2.09% of portfolio
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Retirement Capital Strategies750KShares$31.4 Million12.35% of portfolio
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Becker Capital Management Inc234KShares$9.8 Million0.33% of portfolio
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Better Money Decisions, LLC99.2KShares$4.15 Million3.15% of portfolio
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Bsw Wealth Partners Boulder, CO99.1KShares$4.15 Million0.69% of portfolio
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Wharton Business Group, LLC Malvern, PA86.4KShares$3.62 Million0.17% of portfolio
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Atlantic Private Wealth, LLC84.8KShares$3.55 Million2.86% of portfolio
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Biltmore Family Office, LLC67KShares$2.81 Million0.54% of portfolio
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Franklin Resources Inc San Mateo, CA66.2KShares$2.77 Million0.0% of portfolio
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Jnba Financial Advisors58.6KShares$2.45 Million0.26% of portfolio