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 $139 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sun Life Financial Inc
Toronto, A6 |
May 08, 2025 Q1 2025 |
823,040
shares
|
$36.9 Million
2.23% of portfolio
|
Q4 2023
Added 2648.32%
|
|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
230,524
shares
|
$10.3 Million
0.33% of portfolio
|
Q1 2025
Added 13.4%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
173,473
shares
|
$7.79 Million
0.0% of portfolio
|
Q1 2025
Added 20.75%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
87,589
shares
|
$3.93 Million
0.39% of portfolio
|
Q1 2025
Reduced 7.43%
|
|
|
Better Money Decisions, LLC
|
Apr 10, 2025 Q1 2025 |
86,777
shares
|
$3.89 Million
2.47% of portfolio
|
Q1 2025
Reduced 7.44%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Apr 24, 2025 Q1 2025 |
85,987
shares
|
$3.86 Million
0.56% of portfolio
|
Q1 2025
Reduced 9.45%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
77,966
shares
|
$3.5 Million
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
75,998
shares
|
$3.41 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
75,555
shares
|
$3.39 Million
0.15% of portfolio
|
Q1 2025
Reduced 9.19%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
67,670
shares
|
$3.04 Million
2.29% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
58,844
shares
|
$2.64 Million
0.0% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
56,201
shares
|
$2.52 Million
0.43% of portfolio
|
Q4 2024
Reduced 16.18%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
55,600
shares
|
$2.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.71%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
45,684
shares
|
$2.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.16%
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
38,975
shares
|
$1.75 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
38,746
shares
|
$1.74 Million
0.0% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
36,381
shares
|
$1.63 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.77%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
31,236
shares
|
$1.4 Million
0.4% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
30,136
shares
|
$1.35 Million
0.03% of portfolio
|
Q1 2025
Added 7.24%
|
|
|
Financial Council Asset Management Inc
|
Apr 15, 2025 Q1 2025 |
29,931
shares
|
$1.34 Million
0.69% of portfolio
|
Q1 2025
Added 10.28%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
29,911
shares
|
$1.34 Million
0.41% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
26,947
shares
|
$1.21 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.37%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
26,759
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
26,574
shares
|
$1.19 Million
0.44% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
26,160
shares
|
$1.17 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.9%
|