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 117 institutions that hold shares in the stock, with a total of 3.09 Million shares, which have been reported (via 13F filing form) to have a value of $140 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
10,458
shares
|
$475,106
0.25% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
10,173
shares
|
$462,159
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
10,165
shares
|
$461,795
0.0% of portfolio
|
Q4 2024
Reduced 39.01%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
10,125
shares
|
$459,978
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
10,014
shares
|
$454,936
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
9,916
shares
|
$450,483
0.03% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
Human Investing LLC
|
May 15, 2025 Q1 2025 |
9,872
shares
|
$448,484
0.07% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Navalign, LLC
|
Apr 29, 2025 Q1 2025 |
9,823
shares
|
$446,258
0.12% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Highland Financial Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
9,695
shares
|
$440,443
0.15% of portfolio
|
Q1 2025
Reduced 13.48%
|
|
|
Leverty Financial Group, LLC
|
Apr 10, 2025 Q1 2025 |
9,463
shares
|
$429,904
0.21% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
May 13, 2025 Q1 2025 |
9,306
shares
|
$422,771
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
9,244
shares
|
$419,954
0.02% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
9,031
shares
|
$410,278
0.0% of portfolio
|
Q1 2025
Added 97.61%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
8,888
shares
|
$403,781
0.22% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
8,768
shares
|
$398,330
0.02% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
8,709
shares
|
$395,649
0.21% of portfolio
|
Q2 2024
Reduced 20.37%
|
|
|
Colton Groome Financial Advisors, LLC
|
May 15, 2025 Q1 2025 |
8,655
shares
|
$393,196
0.14% of portfolio
|
Q1 2025
Added 36.3%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Apr 10, 2025 Q1 2025 |
8,335
shares
|
$378,659
0.18% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Apr 10, 2025 Q1 2025 |
8,048
shares
|
$365,620
0.16% of portfolio
|
Q1 2025
Added 37.36%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
7,598
shares
|
$345,177
0.01% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Ellenbecker Investment Group
|
Apr 15, 2025 Q1 2025 |
7,219
shares
|
$327,959
0.06% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Topel & Distasi Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
6,758
shares
|
$307,015
0.14% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
6,704
shares
|
$304,562
0.12% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
6,676
shares
|
$303,290
0.0% of portfolio
|
Q1 2025
Added 4.66%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Apr 23, 2025 Q1 2025 |
6,576
shares
|
$298,747
0.17% of portfolio
|
Q1 2025
New holding
|