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 |
|---|---|---|---|---|---|
|
Buffington Mohr Mc Neal
|
Oct 16, 2024 Q3 2024 |
9,262
shares
|
$434,850
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
8,991
shares
|
$422,127
0.02% of portfolio
|
Q2 2024
Reduced 11.8%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
8,709
shares
|
$408,887
0.21% of portfolio
|
Q2 2024
Reduced 20.37%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
8,335
shares
|
$391,328
0.19% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
7,964
shares
|
$373,909
0.06% of portfolio
|
Q2 2024
Reduced 3.87%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
7,614
shares
|
$357,477
0.01% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
7,184
shares
|
$337,288
0.16% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,949
shares
|
$326,255
0.13% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
6,704
shares
|
$314,752
0.12% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
6,515
shares
|
$305,879
0.11% of portfolio
|
Q3 2024
Added 33.78%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Oct 15, 2024 Q3 2024 |
6,375
shares
|
$299,306
0.05% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
6,154
shares
|
$288,930
0.0% of portfolio
|
Q3 2024
Reduced 16.42%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
6,075
shares
|
$285,221
0.0% of portfolio
|
Q3 2024
Reduced 10.05%
|
|
|
Ellenbecker Investment Group
|
Oct 17, 2024 Q3 2024 |
5,978
shares
|
$280,667
0.05% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
5,918
shares
|
$277,850
0.01% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 23, 2024 Q3 2024 |
5,770
shares
|
$270,901
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,568
shares
|
$261,417
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Leverty Financial Group, LLC
|
Oct 16, 2024 Q3 2024 |
5,565
shares
|
$261,276
0.14% of portfolio
|
Q2 2024
Reduced 17.06%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
5,278
shares
|
$247,802
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
5,152
shares
|
$241,886
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
5,136
shares
|
$241,135
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
5,035
shares
|
$236,393
0.08% of portfolio
|
Q3 2024
Reduced 7.26%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
5,000
shares
|
$234,750
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
4,635
shares
|
$217,613
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
4,635
shares
|
$217,613
0.04% of portfolio
|
Q3 2024
New holding
|