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 |
|---|---|---|---|---|---|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
6,972
shares
|
$355,014
0.13% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Aug 07, 2025 Q2 2025 |
6,758
shares
|
$344,117
0.17% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2025 Q2 2025 |
6,692
shares
|
$340,756
0.04% of portfolio
|
Q2 2025
Reduced 77.63%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
6,580
shares
|
$335,053
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Oct 27, 2025 Q3 2025 |
6,576
shares
|
$334,849
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
6,457
shares
|
$328,790
0.0% of portfolio
|
Q2 2025
Added 21.3%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
6,364
shares
|
$324,054
0.05% of portfolio
|
Q4 2024
Reduced 20.09%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
6,286
shares
|
$320,083
0.01% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
5,865
shares
|
$298,645
0.0% of portfolio
|
Q2 2025
Reduced 12.15%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
5,651
shares
|
$287,748
0.01% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 27, 2025 Q3 2025 |
5,538
shares
|
$281,994
0.06% of portfolio
|
Q3 2025
Reduced 6.85%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
5,511
shares
|
$280,620
0.01% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Presidio Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
5,500
shares
|
$280,060
0.1% of portfolio
|
Q2 2025
Reduced 15.18%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
5,464
shares
|
$278,226
0.01% of portfolio
|
Q3 2025
Added 4.98%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
5,264
shares
|
$268,042
0.09% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Oct 15, 2025 Q3 2025 |
4,934
shares
|
$251,239
0.04% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
4,911
shares
|
$250,068
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
4,502
shares
|
$229,241
0.08% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
4,073
shares
|
$207,397
0.0% of portfolio
|
Q4 2024
Added 991.96%
|
|
|
Monument Capital Management
|
Oct 14, 2025 Q3 2025 |
4,052
shares
|
$206,327
0.05% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
3,936
shares
|
$200,421
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Prosperity Planning, Inc.
|
Oct 09, 2025 Q3 2025 |
3,886
shares
|
$197,875
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
3,863
shares
|
$196,703
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
3,726
shares
|
$189,727
0.02% of portfolio
|
Q2 2025
Added 10545.71%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
3,390
shares
|
$172,618
0.0% of portfolio
|
Q2 2025
Reduced 1.25%
|