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 96 institutions that hold shares in the stock, with a total of 2.8 Million shares, which have been reported (via 13F filing form) to have a value of $127 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sun Life Financial Inc
Toronto, A6 |
Oct 24, 2024 Q3 2024 |
823,040
shares
|
$37.4 Million
2.03% of portfolio
|
Q4 2023
Added 2648.32%
|
|
|
Becker Capital Management Inc
|
Aug 13, 2024 Q2 2024 |
206,639
shares
|
$9.39 Million
0.3% of portfolio
|
Q2 2024
Reduced 11.68%
|
|
|
Retirement Capital Strategies
|
Aug 13, 2024 Q2 2024 |
147,715
shares
|
$6.71 Million
2.5% of portfolio
|
Q2 2024
Reduced 80.3%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
122,317
shares
|
$5.56 Million
0.0% of portfolio
|
Q2 2024
Added 182.7%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
97,904
shares
|
$4.45 Million
0.66% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Better Money Decisions, LLC
|
Oct 25, 2024 Q3 2024 |
92,960
shares
|
$4.22 Million
2.93% of portfolio
|
Q3 2024
Reduced 6.29%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2024 Q3 2024 |
86,400
shares
|
$3.92 Million
0.17% of portfolio
|
Q1 2024
Reduced 3.13%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
81,352
shares
|
$3.7 Million
0.37% of portfolio
|
Q3 2024
Added 38.78%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 14, 2024 Q2 2024 |
77,883
shares
|
$3.54 Million
0.0% of portfolio
|
Q2 2024
Added 17.62%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
70,138
shares
|
$3.19 Million
2.37% of portfolio
|
Q3 2024
Reduced 17.43%
|
|
|
Biltmore Family Office, LLC
|
Aug 07, 2024 Q2 2024 |
67,046
shares
|
$3.05 Million
0.53% of portfolio
|
Q2 2022
Added 108.3%
|
|
|
M&T Bank Corp
|
Jul 31, 2024 Q2 2024 |
47,086
shares
|
$2.14 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
45,684
shares
|
$2.07 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.16%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 06, 2024 Q2 2024 |
42,055
shares
|
$1.91 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.3%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
39,488
shares
|
$1.79 Million
0.0% of portfolio
|
Q2 2024
Reduced 12.41%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 05, 2024 Q2 2024 |
37,510
shares
|
$1.7 Million
0.37% of portfolio
|
Q1 2024
Added 26.47%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
34,366
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2024
Added 418.89%
|
|
|
Financial Council Asset Management Inc
|
Aug 12, 2024 Q2 2024 |
32,682
shares
|
$1.48 Million
0.77% of portfolio
|
Q2 2024
Reduced 2.12%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
30,257
shares
|
$1.37 Million
0.42% of portfolio
|
Q3 2024
Reduced 17.19%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2024 Q2 2024 |
29,761
shares
|
$1.35 Million
0.45% of portfolio
|
Q2 2024
Added 0.39%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
26,574
shares
|
$1.21 Million
0.44% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
26,423
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
24,699
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Added 8.9%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
22,789
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
21,584
shares
|
$980,345
0.01% of portfolio
|
Q3 2024
Added 18.22%
|