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 127 institutions that hold shares in the stock, with a total of 3.13 Million shares, which have been reported (via 13F filing form) to have a value of $160 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
24,740
shares
|
$1.26 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
|
$1.19 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
22,291
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.53%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
21,493
shares
|
$1.09 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
20,483
shares
|
$1.04 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
20,158
shares
|
$1.03 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
19,564
shares
|
$996,198
0.09% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Future You Wealth LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
19,319
shares
|
$983,723
0.5% of portfolio
|
Q2 2025
Reduced 13.68%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 14, 2025 Q3 2025 |
19,127
shares
|
$973,946
0.47% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
17,958
shares
|
$914,421
0.57% of portfolio
|
Q3 2025
Added 17.04%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
17,205
shares
|
$876,078
0.0% of portfolio
|
Q2 2025
Added 54.32%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
16,828
shares
|
$856,881
0.05% of portfolio
|
Q2 2025
Added 8.29%
|
|
|
Ferguson Shapiro LLC
|
Aug 01, 2025 Q2 2025 |
16,333
shares
|
$831,676
0.4% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Retirement Capital Strategies
|
Aug 11, 2025 Q2 2025 |
15,381
shares
|
$783,200
0.32% of portfolio
|
Q2 2025
Reduced 40.18%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
14,453
shares
|
$735,946
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2025 Q3 2025 |
14,302
shares
|
$728,257
0.11% of portfolio
|
Q3 2025
Reduced 35.45%
|
|
|
Highland Financial Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
12,534
shares
|
$638,231
0.19% of portfolio
|
Q3 2025
Added 5.12%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
12,483
shares
|
$635,634
0.0% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
12,379
shares
|
$630,338
0.0% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 09, 2025 Q3 2025 |
11,840
shares
|
$602,892
0.34% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
11,454
shares
|
$583,237
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
11,454
shares
|
$583,237
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
11,273
shares
|
$574,021
0.05% of portfolio
|
Q2 2025
Added 1142.89%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
11,262
shares
|
$573,461
0.1% of portfolio
|
Q4 2024
Added 21.59%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
11,262
shares
|
$573,461
0.0% of portfolio
|
Q2 2025
New holding
|