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iShares ESG Select Screened S&P 500 ETF (XVV) Institutional Ownership

iShares ESG Select Screened S&P 500 ETF logo
$49.18 +8.15 (+19.85%)
Closing price 07/25/2025 03:55 PM Eastern
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$49.18 0.00 (0.00%)
As of 07/25/2025 04:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares ESG Select Screened S&P 500 ETF (BATS:XVV)

Number of
Institutional Buyers
(last 12 months)
65
Total
Institutional Inflows
(last 12 months)
$32.87M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$8.77M
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XVV Institutional Buying and Selling by Quarter

iShares ESG Select Screened S&P 500 ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/25/2025NorthRock Partners LLC32,506$1.55M0.0%+24.3%0.371%
7/25/2025Apollon Wealth Management LLC29,446$1.40M0.0%-2.3%0.337%
7/24/2025 JNBA Financial Advisors82,601$3.94M0.4%-5.7%0.944%
7/24/2025 Eastern Bank5,205$248K0.0%N/A0.059%
7/22/2025 Measured Risk Portfolios Inc.9,056$432K0.4%-2.7%0.103%
7/18/2025 BSW Wealth Partners70,207$3.35M0.5%-18.4%0.802%
7/17/2025 Alpine Bank Wealth Management70,866$3.38M0.5%-9.1%0.810%
7/17/2025 Crane Advisory LLC5,125$246K0.0%-18.1%0.059%
7/16/2025 Townsend Asset Management Corp NC ADV4,596$219K0.1%N/A0.053%
7/16/2025 ST Germain D J Co. Inc.7,649$365K0.0%-17.3%0.087%
7/14/2025 Sound Stewardship LLC18,698$892K0.5%N/A0.214%
7/10/2025 Wealth Enhancement Advisory Services LLC5,865$283K0.0%-12.1%0.067%
7/9/2025 Archer Investment Management LLC15,343$732K0.5%-17.0%0.175%
7/9/2025 Presidio Capital Management LLC5,500$262K0.1%-15.2%0.063%
5/20/2025Focus Partners Wealth34,266$1.47M0.0%+137.1%0.401%
5/19/2025Jane Street Group LLC20,533$878K0.0%+325.4%0.240%
5/16/2025Integrated Wealth Concepts LLC10,607$454K0.0%N/A0.124%
5/15/2025Royal Bank of Canada36,381$1.56M0.0%-14.8%0.426%
5/15/2025MAI Capital Management21,493$920K0.0%-1.2%0.251%
5/14/2025Northwestern Mutual Wealth Management Co.2,945$126K0.0%N/A0.034%
5/14/2025Kestra Advisory Services LLC21,023$899K0.0%+4.1%0.246%
5/13/2025HighTower Advisors LLC38,746$1.66M0.0%+1.1%0.453%
5/9/2025Wharton Business Group LLC75,555$3.23M0.1%-9.2%1.072%
5/8/2025US Financial Advisors LLC31,236$1.34M0.4%+4.5%0.443%
5/8/2025Tarbox Family Office Inc.22,157$948K0.2%+18.8%0.314%
5/8/2025NorthRock Partners LLC26,160$1.12M0.0%-2.9%0.371%
5/7/2025LPL Financial LLC173,473$7.42M0.0%+20.7%2.461%
5/6/2025Assetmark Inc.1,456$62K0.0%N/A0.021%
5/6/2025Cetera Investment Advisers12,608$539K0.0%+4.8%0.179%
5/6/2025Redwood Park Advisors LLC1,376$59K0.0%+27.1%0.020%
5/6/2025VSM Wealth Advisory LLC1,696$73K0.0%+26.3%0.024%
5/5/2025Millstone Evans Group LLC2,405$103K0.1%N/A0.034%
5/5/2025Parkworth Wealth Management Inc.10,633$455K0.4%-2.8%0.151%
5/5/2025Private Advisor Group LLC5,323$228K0.0%N/A0.076%
5/2/2025Napatree Capital LLC10,458$447K0.3%+3.2%0.148%
5/2/2025Sage Mountain Advisors LLC15,540$665K0.0%+10.4%0.220%
5/2/2025Future You Wealth LLC22,381$958K0.6%+10.1%0.317%
5/2/2025Apollon Wealth Management LLC30,136$1.29M0.0%+7.2%0.427%
5/1/2025CWM LLC2,218$95K0.0%-33.3%0.031%
4/29/2025Envestnet Asset Management Inc.26,759$1.15M0.0%-1.5%0.380%
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4/25/2025 JNBA Financial Advisors87,589$3.75M0.4%-7.4%1.242%
4/24/2025 Confluence Wealth Services Inc.9,916$407K0.0%+5.8%0.141%
4/24/2025 BSW Wealth Partners85,987$3.68M0.6%-9.4%1.220%
4/23/2025 Alpine Bank Wealth Management77,966$3.34M0.5%N/A1.106%
4/23/2025Ferguson Shapiro LLC16,421$703K0.3%+5.1%0.233%
4/23/2025 Elwood & Goetz Wealth Advisory Group LLC5,771$247K0.1%-5.0%0.082%
4/22/2025Veridan Wealth LLC10,861$465K0.2%-19.3%0.154%
4/16/2025 Wealth Enhancement Advisory Services LLC6,676$286K0.0%+4.7%0.095%
4/15/2025 Financial Council LLC29,931$1.28M0.7%+10.3%0.425%
4/11/2025 Magnus Financial Group LLC19,471$833K0.1%+2.6%0.276%
4/10/2025Better Money Decisions LLC86,777$3.71M2.5%-7.4%1.231%
4/10/2025Freedom Financial Partners LLC8,048$344K0.2%+37.4%0.114%
4/9/2025 Archer Investment Management LLC18,480$791K0.5%-38.1%0.262%
4/8/2025 Presidio Capital Management LLC6,484$277K0.1%N/A0.092%
4/8/2025 Highland Financial Advisors LLC9,695$415K0.1%-13.5%0.138%
3/17/2025 Wealth Enhancement Advisory Services LLC6,379$289K0.0%N/A0.090%
2/18/2025Sunbelt Securities Inc.11,273$514K0.0%-1.9%0.178%
2/17/2025US Financial Advisors LLC29,877$1.35M0.4%-1.3%0.471%
2/17/2025Two Sigma Investments LP59,600$2.70M0.0%N/A0.939%
2/17/2025NorthRock Partners LLC26,941$1.22M0.0%N/A0.424%
2/17/2025 Measured Risk Portfolios Inc.9,306$422K0.4%N/A0.147%
2/17/2025Cresset Asset Management LLC11,995$543K0.0%+115.4%0.189%
2/17/2025Cary Street Partners Financial LLC5,446$247K0.0%N/A0.086%
2/17/2025Bank of America Corp DE29,090$1.32M0.0%-25.8%0.458%
2/14/2025Mercer Global Advisors Inc. ADV12,347$559K0.0%N/A0.194%
2/14/2025Jane Street Group LLC4,827$219K0.0%-76.5%0.076%
2/14/2025Wick Capital Partners LLC6,692$303K0.1%-77.5%0.105%
2/13/2025Mariner LLC11,764$533K0.0%+4.3%0.185%
2/13/2025Redwood Park Advisors LLC1,083$49K0.0%N/A0.017%
2/13/2025Raymond James Financial Inc.57,439$2.60M0.0%N/A0.905%
2/13/2025Envestnet Asset Management Inc.27,156$1.23M0.0%+9.9%0.428%
2/12/2025Biltmore Family Office LLC56,201$2.55M0.4%-16.2%0.885%
2/12/2025 Blair William & Co. IL4,073$185K0.0%+992.0%0.064%
2/12/2025JPMorgan Chase & Co.4,570$207K0.0%-25.7%0.072%
2/11/2025LPL Financial LLC143,666$6.51M0.0%+2.7%2.262%
2/11/2025Atlantic Private Wealth LLC67,669$3.07M2.3%-3.5%1.066%
2/11/2025VSM Wealth Advisory LLC1,343$61K0.0%N/A0.021%
2/10/2025Commonwealth Equity Services LLC23,910$1.08M0.0%+4.9%0.377%
2/10/2025Parkworth Wealth Management Inc.10,941$496K0.4%N/A0.172%
2/7/2025HighTower Advisors LLC38,340$1.74M0.0%+2.8%0.604%
2/7/2025Sage Mountain Advisors LLC14,073$637K0.0%+5.1%0.222%
2/7/2025Retirement Capital Strategies51,187$2.32M0.9%-4.4%0.806%
2/6/2025 Townsend Asset Management Corp NC ADV4,668$211K0.1%-7.3%0.074%
2/6/2025Raymond James Financial Inc.57,439$2.60M0.0%N/A0.905%
2/6/2025 Financial Council LLC27,141$1.23M0.6%-16.0%0.427%
2/5/2025Veridan Wealth LLC13,458$621K0.3%N/A0.212%
2/4/2025Wharton Business Group LLC83,200$3.77M0.2%-3.7%1.310%
2/4/2025 Elwood & Goetz Wealth Advisory Group LLC6,073$275K0.1%+5.3%0.096%
1/31/2025 Monument Capital Management5,535$251K0.1%+21.3%0.087%
1/30/2025 JNBA Financial Advisors94,618$4.29M0.4%+16.3%1.490%
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1/30/2025 Highland Financial Advisors LLC11,205$508K0.2%+10.3%0.176%
1/29/2025McClarren Financial Advisors Inc.1,625$73K0.2%N/A0.026%
1/28/2025Apollon Wealth Management LLC28,101$1.27M0.0%N/A0.443%
1/24/2025 Archer Investment Management LLC29,845$1.35M0.8%N/A0.470%
1/24/2025Better Money Decisions LLC93,750$4.25M2.9%+0.8%1.476%
1/24/2025 Leverty Financial Group LLC9,666$438K0.2%+73.7%0.152%
1/24/2025RHS Financial LLC8,658$392K0.2%+20.5%0.136%
1/23/2025Ferguson Shapiro LLC15,620$708K0.3%+10.8%0.246%
1/22/2025 BSW Wealth Partners94,956$4.30M0.6%-3.0%1.495%
1/22/2025Buffington Mohr McNeal11,262$510K0.1%+21.6%0.177%
(Data available from 1/1/2016 forward)

XVV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XVV shares?

During the previous two years, 105 institutional investors and hedge funds held shares of iShares ESG Select Screened S&P 500 ETF. The most heavily invested institutionals were Sun Life Financial Inc. ($1.09B), LPL Financial LLC ($7.42M), Becker Capital Management Inc. ($6.12M), JNBA Financial Advisors ($3.94M), Better Money Decisions LLC ($3.71M), Montrusco Bolton Investments Inc. ($3.39M), and Alpine Bank Wealth Management ($3.38M).Learn more on iShares ESG Select Screened S&P 500 ETF's institutional investors.

Which institutional investors have been buying iShares ESG Select Screened S&P 500 ETF's stock?

Of the 91 institutional investors that purchased iShares ESG Select Screened S&P 500 ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Becker Capital Management Inc. ($187.72K), Raymond James Financial Inc. ($114.88K), Alpine Bank Wealth Management ($77.97K), JNBA Financial Advisors ($75.17K), Franklin Resources Inc. ($66.22K), Two Sigma Investments LP ($59.60K), and LPL Financial LLC ($34.63K).

How much institutional buying is happening at iShares ESG Select Screened S&P 500 ETF?

Institutional investors have bought a total of 737,283 shares in the last 24 months. This purchase volume represents approximately $32.87M in transactions.

Which of iShares ESG Select Screened S&P 500 ETF's major shareholders have been selling company stock?

Of the 38 institutional investors that sold iShares ESG Select Screened S&P 500 ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: BSW Wealth Partners ($28.89K), Wick Capital Partners LLC ($23.07K), Jane Street Group LLC ($15.75K), Archer Investment Management LLC ($14.50K), Better Money Decisions LLC ($13.21K), JNBA Financial Advisors ($12.02K), and Biltmore Family Office LLC ($10.85K).

How much institutional selling is happening at iShares ESG Select Screened S&P 500 ETF?

Institutional investors have sold a total of 194,905 shares in the last 24 months. This volume of shares sold represents approximately $8.77M in transactions.


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This page (BATS:XVV) was last updated on 7/26/2025 by MarketBeat.com Staff
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