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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,273
shares
|
$111,786
0.0% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
2,218
shares
|
$109,081
0.0% of portfolio
|
Q1 2025
Reduced 33.31%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
1,931
shares
|
$94,966
0.03% of portfolio
|
Q2 2025
Added 13.86%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,857
shares
|
$91,327
0.0% of portfolio
|
Q2 2025
Reduced 36.94%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
1,642
shares
|
$80,753
0.05% of portfolio
|
Q2 2025
Added 19.33%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,456
shares
|
$71,606
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
1,016
shares
|
$49,966
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
863
shares
|
$42,442
0.0% of portfolio
|
Q2 2025
Added 14.0%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
524
shares
|
$25,770
0.0% of portfolio
|
Q2 2025
Added 103.1%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
365
shares
|
$17,950
0.0% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
359
shares
|
$17,655
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
346
shares
|
$17,016
0.0% of portfolio
|
Q2 2025
Added 8.46%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
310
shares
|
$15,245
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
300
shares
|
$14,754
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Jul 31, 2025 Q2 2025 |
241
shares
|
$11,852
0.01% of portfolio
|
Q4 2024
Added 21.11%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
223
shares
|
$10,967
0.0% of portfolio
|
Q4 2021
Reduced 27.8%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
207
shares
|
$10,180
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
200
shares
|
$9,836
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
169
shares
|
$8,311
0.0% of portfolio
|
Q4 2023
Added 1.2%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
125
shares
|
$6,147
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|