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 |
|---|---|---|---|---|---|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
10,861
shares
|
$553,042
0.21% of portfolio
|
Q2 2024
Reduced 2.44%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
10,765
shares
|
$548,153
0.01% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Oct 20, 2025 Q3 2025 |
10,710
shares
|
$545,353
0.21% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
10,658
shares
|
$542,705
0.37% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
10,458
shares
|
$532,521
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
10,458
shares
|
$532,521
0.25% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
10,173
shares
|
$518,009
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
10,125
shares
|
$515,565
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
10,014
shares
|
$509,912
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Human Investing LLC
|
Aug 01, 2025 Q2 2025 |
9,903
shares
|
$504,260
0.07% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Navalign, LLC
|
Aug 04, 2025 Q2 2025 |
9,837
shares
|
$500,900
0.13% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
9,772
shares
|
$497,590
0.0% of portfolio
|
Q2 2025
Reduced 12.01%
|
|
|
Tribridge Partners Financial LLC
Columbia, MD |
Oct 22, 2025 Q3 2025 |
9,250
shares
|
$471,010
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Oct 21, 2025 Q3 2025 |
9,056
shares
|
$461,131
0.43% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
9,056
shares
|
$461,131
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
9,031
shares
|
$459,858
0.0% of portfolio
|
Q1 2025
Added 97.61%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
8,979
shares
|
$457,210
0.0% of portfolio
|
Q2 2025
Added 294.16%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
8,768
shares
|
$446,466
0.02% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
8,709
shares
|
$443,462
0.21% of portfolio
|
Q2 2024
Reduced 20.37%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
8,630
shares
|
$439,439
0.14% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
8,308
shares
|
$423,043
0.02% of portfolio
|
Q3 2025
Reduced 16.57%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
8,217
shares
|
$418,409
0.01% of portfolio
|
Q2 2025
Added 8.15%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
8,163
shares
|
$415,659
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
7,649
shares
|
$389,487
0.02% of portfolio
|
Q2 2025
Reduced 17.25%
|
|
|
Ellenbecker Investment Group
|
Oct 14, 2025 Q3 2025 |
7,378
shares
|
$375,687
0.06% of portfolio
|
Q3 2025
Added 1.19%
|