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 90 institutions that hold shares in the stock, with a total of 2.77 Million shares, which have been reported (via 13F filing form) to have a value of $120 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
7,857
shares
|
$340,679
0.01% of portfolio
|
Q2 2024
Added 6.83%
|
|
Rhs Financial, LLC
|
Jul 16, 2024 Q2 2024 |
7,378
shares
|
$319,910
0.19% of portfolio
|
Q2 2024
Reduced 5.34%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
7,363
shares
|
$319,259
0.0% of portfolio
|
Q2 2024
New holding
|
|
Topel & Distasi Wealth Management, LLC
|
Aug 09, 2024 Q2 2024 |
7,023
shares
|
$304,517
0.13% of portfolio
|
Q1 2024
Reduced 6.98%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
6,754
shares
|
$292,853
0.0% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
Armor Investment Advisors, LLC
|
Jul 25, 2024 Q2 2024 |
6,684
shares
|
$289,818
0.13% of portfolio
|
Q2 2024
Reduced 41.05%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
6,580
shares
|
$285,308
0.0% of portfolio
|
Q2 2024
Reduced 82.94%
|
|
Crane Advisory, LLC
Fullerton, CA |
Jul 12, 2024 Q2 2024 |
6,428
shares
|
$278,718
0.05% of portfolio
|
Q2 2024
Reduced 2.61%
|
|
Ellenbecker Investment Group
|
Jul 11, 2024 Q2 2024 |
5,941
shares
|
$257,601
0.05% of portfolio
|
Q2 2024
Added 0.64%
|
|
Dakota Wealth Management
|
Jul 19, 2024 Q2 2024 |
5,899
shares
|
$255,780
0.01% of portfolio
|
Q2 2024
Added 4.76%
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 30, 2024 Q2 2024 |
5,770
shares
|
$250,187
0.07% of portfolio
|
Q2 2024
New holding
|
|
Leverty Financial Group, LLC
|
Jul 15, 2024 Q2 2024 |
5,565
shares
|
$241,298
0.16% of portfolio
|
Q2 2024
Reduced 17.06%
|
|
Townsend Asset Management Corp
|
Jul 25, 2024 Q2 2024 |
5,429
shares
|
$235,401
0.09% of portfolio
|
Q2 2024
Added 0.22%
|
|
Cra Financial Services, LLC
|
Jul 11, 2024 Q2 2024 |
5,278
shares
|
$228,854
0.05% of portfolio
|
Q2 2024
New holding
|
|
Monument Capital Management
|
Jul 19, 2024 Q2 2024 |
4,910
shares
|
$212,897
0.06% of portfolio
|
Q2 2024
Reduced 13.02%
|
|
Colton Groome Financial Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
4,870
shares
|
$211,163
0.08% of portfolio
|
Q2 2024
New holding
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 31, 2024 Q2 2024 |
4,816
shares
|
$208,821
0.02% of portfolio
|
Q2 2024
New holding
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Jul 23, 2024 Q2 2024 |
4,740
shares
|
$205,526
0.2% of portfolio
|
Q2 2024
New holding
|
|
Grove Bank & Trust
|
Jul 24, 2024 Q2 2024 |
3,863
shares
|
$167,499
0.03% of portfolio
|
Q4 2022
New holding
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
3,433
shares
|
$148,854
0.0% of portfolio
|
Q2 2024
Added 214.09%
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 12, 2024 Q2 2024 |
3,350
shares
|
$145,256
0.01% of portfolio
|
Q1 2024
New holding
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
3,326
shares
|
$144,215
0.0% of portfolio
|
Q1 2024
Reduced 23.36%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
2,663
shares
|
$115,467
0.0% of portfolio
|
Q2 2023
Reduced 0.11%
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 14, 2024 Q2 2024 |
2,500
shares
|
$108,400
0.0% of portfolio
|
Q2 2024
New holding
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
2,278
shares
|
$98,774
0.0% of portfolio
|
Q3 2023
New holding
|