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 99 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 $131 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
21,584
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2024
Added 18.22%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
20,776
shares
|
$975,433
0.0% of portfolio
|
Q3 2024
Added 11.24%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
20,581
shares
|
$966,277
0.0% of portfolio
|
Q3 2024
Added 212.78%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
20,483
shares
|
$961,676
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2024 Q3 2024 |
19,024
shares
|
$893,176
0.14% of portfolio
|
Q3 2024
Added 30.28%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
18,314
shares
|
$859,842
0.0% of portfolio
|
Q3 2024
Added 45.94%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
15,110
shares
|
$709,414
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
15,055
shares
|
$706,832
0.07% of portfolio
|
Q3 2024
Added 24.5%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
14,453
shares
|
$678,568
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Ferguson Shapiro LLC
|
Oct 09, 2024 Q3 2024 |
14,101
shares
|
$662,041
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
13,390
shares
|
$628,660
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
12,108
shares
|
$568,470
0.0% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 22, 2024 Q3 2024 |
11,718
shares
|
$550,160
0.37% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
11,496
shares
|
$539,737
0.05% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
11,454
shares
|
$537,765
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
11,275
shares
|
$529,361
0.0% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
10,173
shares
|
$477,622
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Highland Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
10,159
shares
|
$476,965
0.16% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
10,125
shares
|
$475,368
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
10,119
shares
|
$475,087
0.31% of portfolio
|
Q3 2024
Added 11.78%
|
|
|
Human Investing LLC
|
Oct 28, 2024 Q3 2024 |
10,087
shares
|
$473,584
0.08% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
10,014
shares
|
$470,157
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
9,770
shares
|
$458,701
0.13% of portfolio
|
Q2 2024
Added 4.74%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
9,458
shares
|
$444,053
0.03% of portfolio
|
Q3 2024
Added 96.39%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
9,401
shares
|
$441,376
0.02% of portfolio
|
Q3 2024
Reduced 12.33%
|