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 90 institutions that hold shares in the stock, with a total of 2.77 Million shares, which have been reported (via 13F filing form) to have a value of $117 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Sun Life Financial Inc
Toronto, A6 |
Aug 12, 2024 Q2 2024 |
823,040
shares
|
$34.7 Million
2.07% of portfolio
|
Q4 2023
Added 2648.32%
|
|
Becker Capital Management Inc
|
Aug 13, 2024 Q2 2024 |
206,639
shares
|
$8.72 Million
0.3% of portfolio
|
Q2 2024
Reduced 11.68%
|
|
Retirement Capital Strategies
|
Aug 13, 2024 Q2 2024 |
147,715
shares
|
$6.24 Million
2.5% of portfolio
|
Q2 2024
Reduced 80.3%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
122,317
shares
|
$5.16 Million
0.0% of portfolio
|
Q2 2024
Added 182.7%
|
|
Better Money Decisions, LLC
|
Jul 24, 2024 Q2 2024 |
99,200
shares
|
$4.19 Million
3.15% of portfolio
|
Q2 2024
Added 2.89%
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 16, 2024 Q2 2024 |
99,096
shares
|
$4.18 Million
0.69% of portfolio
|
Q2 2024
Reduced 9.98%
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 12, 2024 Q2 2024 |
86,400
shares
|
$3.65 Million
0.19% of portfolio
|
Q1 2024
Reduced 3.13%
|
|
Atlantic Private Wealth, LLC
|
Aug 12, 2024 Q2 2024 |
84,942
shares
|
$3.59 Million
2.93% of portfolio
|
Q2 2024
Added 0.18%
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 14, 2024 Q2 2024 |
77,883
shares
|
$3.29 Million
0.0% of portfolio
|
Q2 2024
Added 17.62%
|
|
Biltmore Family Office, LLC
|
Aug 07, 2024 Q2 2024 |
67,046
shares
|
$2.83 Million
0.53% of portfolio
|
Q2 2022
Added 108.3%
|
|
Jnba Financial Advisors
|
Jul 22, 2024 Q2 2024 |
58,618
shares
|
$2.47 Million
0.26% of portfolio
|
Q2 2024
Added 45.95%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
50,293
shares
|
$2.12 Million
0.0% of portfolio
|
Q2 2024
Added 6.28%
|
|
M&T Bank Corp
|
Jul 31, 2024 Q2 2024 |
47,086
shares
|
$1.99 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
42,055
shares
|
$1.78 Million
0.0% of portfolio
|
Q2 2024
Added 3.42%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
39,488
shares
|
$1.67 Million
0.0% of portfolio
|
Q2 2024
Reduced 12.41%
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 05, 2024 Q2 2024 |
37,510
shares
|
$1.58 Million
0.37% of portfolio
|
Q1 2024
Added 26.47%
|
|
Us Financial Advisors, LLC
Braintree, MA |
Aug 01, 2024 Q2 2024 |
36,536
shares
|
$1.54 Million
0.52% of portfolio
|
Q2 2024
Reduced 7.96%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
34,366
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2024
Added 418.89%
|
|
Financial Council Asset Management Inc
|
Aug 12, 2024 Q2 2024 |
32,682
shares
|
$1.38 Million
0.77% of portfolio
|
Q2 2024
Reduced 2.12%
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2024 Q2 2024 |
29,761
shares
|
$1.26 Million
0.45% of portfolio
|
Q2 2024
Added 0.39%
|
|
Monumental Financial Group Inc.
|
Aug 05, 2024 Q2 2024 |
27,077
shares
|
$1.14 Million
0.5% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
26,406
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2024
Added 3.99%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
23,108
shares
|
$975,619
0.0% of portfolio
|
Q2 2024
Added 48.12%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
22,680
shares
|
$957,549
0.0% of portfolio
|
Q2 2024
Added 9.95%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
21,295
shares
|
$899,074
0.0% of portfolio
|
Q2 2024
Added 20.34%
|