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 120 institutions that hold shares in the stock, with a total of 3.08 Million shares, which have been reported (via 13F filing form) to have a value of $151 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
25,523
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2025
Added 12.43%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
24,740
shares
|
$1.22 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
23,450
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
22,157
shares
|
$1.09 Million
0.16% of portfolio
|
Q1 2025
Added 18.82%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
21,493
shares
|
$1.06 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
20,483
shares
|
$1.01 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
20,158
shares
|
$991,370
0.01% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
19,516
shares
|
$959,796
0.09% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Future You Wealth LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
19,319
shares
|
$950,108
0.5% of portfolio
|
Q2 2025
Reduced 13.68%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jul 14, 2025 Q2 2025 |
18,698
shares
|
$919,567
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
17,205
shares
|
$846,141
0.0% of portfolio
|
Q2 2025
Added 54.32%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
16,828
shares
|
$827,601
0.05% of portfolio
|
Q2 2025
Added 8.29%
|
|
|
Ferguson Shapiro LLC
|
Aug 01, 2025 Q2 2025 |
16,333
shares
|
$803,256
0.4% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Retirement Capital Strategies
|
Aug 11, 2025 Q2 2025 |
15,381
shares
|
$756,437
0.32% of portfolio
|
Q2 2025
Reduced 40.18%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jul 09, 2025 Q2 2025 |
15,343
shares
|
$754,568
0.53% of portfolio
|
Q2 2025
Reduced 16.98%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
14,453
shares
|
$710,798
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
12,483
shares
|
$613,913
0.0% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
12,379
shares
|
$608,799
0.0% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Highland Financial Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
11,924
shares
|
$586,422
0.18% of portfolio
|
Q2 2025
Added 22.99%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
11,812
shares
|
$580,914
0.34% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
11,454
shares
|
$563,307
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
11,273
shares
|
$554,406
0.05% of portfolio
|
Q2 2025
Added 1142.89%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
11,262
shares
|
$553,865
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
11,262
shares
|
$553,865
0.1% of portfolio
|
Q4 2024
Added 21.59%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
11,106
shares
|
$546,193
0.0% of portfolio
|
Q2 2025
Added 9.26%
|