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 122 institutions that hold shares in the stock, with a total of 3.12 Million shares, which have been reported (via 13F filing form) to have a value of $154 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sun Life Financial Inc
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
823,040
shares
|
$40.5 Million
2.15% of portfolio
|
Q4 2023
Added 2648.32%
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
226,954
shares
|
$11.2 Million
0.35% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
196,706
shares
|
$9.67 Million
0.0% of portfolio
|
Q2 2025
Added 13.39%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
88,618
shares
|
$4.36 Million
2.58% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
82,601
shares
|
$4.06 Million
0.38% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 13, 2025 Q2 2025 |
76,440
shares
|
$3.76 Million
0.15% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
75,998
shares
|
$3.74 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
70,866
shares
|
$3.49 Million
0.51% of portfolio
|
Q2 2025
Reduced 9.11%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
70,207
shares
|
$3.45 Million
0.47% of portfolio
|
Q2 2025
Reduced 18.35%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
67,671
shares
|
$3.33 Million
2.3% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
60,714
shares
|
$2.99 Million
0.0% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
56,201
shares
|
$2.76 Million
0.47% of portfolio
|
Q4 2024
Reduced 16.18%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
45,684
shares
|
$2.25 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.16%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
40,774
shares
|
$2.01 Million
0.0% of portfolio
|
Q2 2025
Added 5.23%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
40,600
shares
|
$2 Million
0.0% of portfolio
|
Q2 2025
Reduced 26.98%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
39,655
shares
|
$1.95 Million
0.37% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
32,831
shares
|
$1.61 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.76%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
32,506
shares
|
$1.6 Million
0.05% of portfolio
|
Q2 2025
Added 24.26%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
31,236
shares
|
$1.54 Million
0.4% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
Financial Council Asset Management Inc
|
Jul 21, 2025 Q2 2025 |
29,812
shares
|
$1.47 Million
0.69% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
29,446
shares
|
$1.45 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
26,929
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
26,574
shares
|
$1.31 Million
0.44% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
26,392
shares
|
$1.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
25,779
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2025
Added 11.44%
|