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 |
|---|---|---|---|---|---|
|
Presidio Capital Management, LLC
|
Apr 08, 2025 Q1 2025 |
6,484
shares
|
$294,568
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
6,364
shares
|
$289,116
0.05% of portfolio
|
Q4 2024
Reduced 20.09%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
6,272
shares
|
$284,936
0.01% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Apr 17, 2025 Q1 2025 |
6,254
shares
|
$284,119
0.05% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Apr 22, 2025 Q1 2025 |
5,771
shares
|
$262,176
0.06% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Monument Capital Management
|
Apr 25, 2025 Q1 2025 |
5,415
shares
|
$246,003
0.07% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
5,323
shares
|
$241,823
0.01% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
5,323
shares
|
$241,823
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
5,278
shares
|
$239,779
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
5,168
shares
|
$234,782
0.01% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
4,073
shares
|
$185,036
0.0% of portfolio
|
Q4 2024
Added 991.96%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
3,863
shares
|
$175,496
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
3,433
shares
|
$155,961
0.0% of portfolio
|
Q2 2024
Added 214.09%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Apr 15, 2025 Q1 2025 |
3,350
shares
|
$152,190
0.01% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
2,945
shares
|
$133,791
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,826
shares
|
$128,385
0.0% of portfolio
|
Q1 2025
Added 6.12%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
May 01, 2025 Q1 2025 |
2,763
shares
|
$125,523
0.07% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
2,405
shares
|
$109,259
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
2,278
shares
|
$103,489
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,273
shares
|
$103,262
0.0% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,218
shares
|
$100,763
0.0% of portfolio
|
Q1 2025
Reduced 33.31%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
1,696
shares
|
$77,049
0.03% of portfolio
|
Q1 2025
Added 26.28%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,508
shares
|
$68,508
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,456
shares
|
$66,146
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
1,376
shares
|
$62,511
0.05% of portfolio
|
Q1 2025
Added 27.05%
|