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 |
|---|---|---|---|---|---|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
10,861
shares
|
$534,143
0.21% of portfolio
|
Q2 2024
Reduced 2.44%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
10,765
shares
|
$529,422
0.01% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Aug 14, 2025 Q2 2025 |
10,718
shares
|
$527,111
0.22% of portfolio
|
Q2 2025
Added 33.18%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
10,658
shares
|
$524,160
0.37% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
10,458
shares
|
$514,324
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
10,458
shares
|
$514,324
0.25% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
10,173
shares
|
$500,308
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
10,125
shares
|
$497,947
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
10,014
shares
|
$492,488
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
9,958
shares
|
$489,734
0.03% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Human Investing LLC
|
Aug 01, 2025 Q2 2025 |
9,903
shares
|
$487,029
0.07% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Navalign, LLC
|
Aug 04, 2025 Q2 2025 |
9,837
shares
|
$483,783
0.13% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Leverty Financial Group, LLC
|
Jul 17, 2025 Q2 2025 |
9,463
shares
|
$465,390
0.17% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
9,056
shares
|
$445,374
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Jul 22, 2025 Q2 2025 |
9,056
shares
|
$445,374
0.42% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
9,031
shares
|
$444,144
0.0% of portfolio
|
Q1 2025
Added 97.61%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
8,979
shares
|
$441,587
0.0% of portfolio
|
Q2 2025
Added 294.16%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
8,768
shares
|
$431,210
0.02% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
8,709
shares
|
$428,308
0.21% of portfolio
|
Q2 2024
Reduced 20.37%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
8,630
shares
|
$424,423
0.14% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
8,335
shares
|
$409,915
0.18% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
8,217
shares
|
$404,112
0.01% of portfolio
|
Q2 2025
Added 8.15%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
7,649
shares
|
$376,177
0.02% of portfolio
|
Q2 2025
Reduced 17.25%
|
|
|
Ellenbecker Investment Group
|
Jul 22, 2025 Q2 2025 |
7,291
shares
|
$358,571
0.06% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Aug 07, 2025 Q2 2025 |
6,758
shares
|
$332,358
0.17% of portfolio
|
Q1 2025
Added 0.33%
|