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 117 institutions that hold shares in the stock, with a total of 3.09 Million shares, which have been reported (via 13F filing form) to have a value of $140 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Capital Strategies
|
May 14, 2025 Q1 2025 |
25,714
shares
|
$1.17 Million
0.44% of portfolio
|
Q1 2025
Reduced 49.76%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
24,800
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.05%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
23,132
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
22,702
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Future You Wealth LLC
New York, NY |
May 02, 2025 Q1 2025 |
22,381
shares
|
$1.02 Million
0.61% of portfolio
|
Q1 2025
Added 10.14%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
22,360
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Added 81.1%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
22,157
shares
|
$1.01 Million
0.16% of portfolio
|
Q1 2025
Added 18.82%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
21,493
shares
|
$976,426
0.01% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
21,023
shares
|
$955,074
0.0% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
20,483
shares
|
$930,542
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
19,471
shares
|
$884,567
0.08% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Apr 09, 2025 Q1 2025 |
18,480
shares
|
$839,546
0.55% of portfolio
|
Q1 2025
Reduced 38.08%
|
|
|
Ferguson Shapiro LLC
|
Apr 23, 2025 Q1 2025 |
16,421
shares
|
$746,006
0.45% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
15,540
shares
|
$705,982
0.05% of portfolio
|
Q1 2025
Added 10.42%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
14,453
shares
|
$656,599
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
13,968
shares
|
$634,566
0.0% of portfolio
|
Q1 2025
Reduced 31.34%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
12,608
shares
|
$572,781
0.0% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
11,995
shares
|
$544,932
0.0% of portfolio
|
Q4 2024
Added 115.43%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Apr 17, 2025 Q1 2025 |
11,784
shares
|
$535,347
0.32% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
11,454
shares
|
$520,355
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
11,262
shares
|
$511,632
0.1% of portfolio
|
Q4 2024
Added 21.59%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
11,149
shares
|
$506,499
0.0% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
10,861
shares
|
$493,415
0.21% of portfolio
|
Q1 2025
Reduced 19.3%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
10,633
shares
|
$483,057
0.36% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
10,607
shares
|
$481,876
0.01% of portfolio
|
Q1 2025
New holding
|