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 |
|---|---|---|---|---|---|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
6,704
shares
|
$329,702
0.12% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2025 Q2 2025 |
6,692
shares
|
$329,112
0.04% of portfolio
|
Q2 2025
Reduced 77.63%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Jul 21, 2025 Q2 2025 |
6,576
shares
|
$323,407
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
6,457
shares
|
$317,555
0.0% of portfolio
|
Q2 2025
Added 21.3%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
6,364
shares
|
$312,981
0.05% of portfolio
|
Q4 2024
Reduced 20.09%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
6,286
shares
|
$309,145
0.01% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
5,945
shares
|
$292,375
0.06% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
5,865
shares
|
$288,440
0.0% of portfolio
|
Q2 2025
Reduced 12.15%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
5,637
shares
|
$277,227
0.01% of portfolio
|
Q2 2025
Added 9.08%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
5,511
shares
|
$271,030
0.01% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Presidio Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
5,500
shares
|
$270,490
0.1% of portfolio
|
Q2 2025
Reduced 15.18%
|
|
|
Monument Capital Management
|
Jul 24, 2025 Q2 2025 |
5,403
shares
|
$265,719
0.07% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Aug 08, 2025 Q2 2025 |
5,326
shares
|
$261,932
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
5,205
shares
|
$255,981
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Jul 16, 2025 Q2 2025 |
5,125
shares
|
$252,047
0.04% of portfolio
|
Q2 2025
Reduced 18.05%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
4,911
shares
|
$241,522
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
4,596
shares
|
$226,031
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
4,073
shares
|
$200,310
0.0% of portfolio
|
Q4 2024
Added 991.96%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
3,863
shares
|
$189,982
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
3,726
shares
|
$183,244
0.02% of portfolio
|
Q2 2025
Added 10545.71%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
3,390
shares
|
$166,720
0.0% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
3,350
shares
|
$164,753
0.01% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
2,837
shares
|
$139,523
0.0% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jul 22, 2025 Q2 2025 |
2,763
shares
|
$135,884
0.07% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
2,405
shares
|
$118,277
0.08% of portfolio
|
Q1 2025
New holding
|