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

iShares ESG Select Screened S&P 500 ETF logo
$43.09 +2.05 (+4.99%)
Closing price 05/1/2025 03:50 PM Eastern
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$42.94 -0.15 (-0.35%)
As of 05/1/2025 04:05 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
55
Total
Institutional Inflows
(last 12 months)
$29.01M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$6.70M
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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
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%
4/29/2025 Envestnet Asset Management Inc.26,759$1.15M0.0%-1.5%0.380%
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%
4/23/2025 Ferguson 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%
4/22/2025 Veridan 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%
4/10/2025 Better Money Decisions LLC86,777$3.71M2.5%-7.4%1.231%
4/10/2025 Freedom 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%
2/18/2025 Sunbelt 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%
2/17/2025Measured 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%
2/13/2025 Envestnet 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%
2/12/2025Blair 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%
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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%
2/5/2025 Veridan 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%
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%
1/24/2025 Better 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%
1/24/2025 RHS Financial LLC8,658$392K0.2%+20.5%0.136%
1/23/2025 Ferguson Shapiro LLC15,620$708K0.3%+10.8%0.246%
1/22/2025 BSW Wealth Partners94,956$4.30M0.6%-3.0%1.495%
1/22/2025 Buffington Mohr McNeal11,262$510K0.1%+21.6%0.177%
1/22/2025 Kingswood Wealth Advisors LLC15,068$683K0.1%N/A0.237%
1/21/2025 Montecito Bank & Trust6,364$288K0.0%-20.1%0.100%
1/17/2025 Magnus Financial Group LLC18,974$859K0.1%+26.0%0.299%
1/17/2025Dakota Wealth Management6,256$283K0.0%+5.7%0.099%
1/17/2025Tarbox Family Office Inc.18,648$845K0.1%-2.0%0.294%
1/13/2025 Ellenbecker Investment Group7,175$325K0.1%+20.0%0.113%
12/26/2024JPMorgan Chase & Co.6,154$272K0.0%-16.4%0.097%
11/15/2024 M&T Bank Corp44,636$1.97M0.0%-5.2%0.703%
11/15/2024MML Investors Services LLC20,776$919K0.0%+11.2%0.327%
11/15/2024Jane Street Group LLC20,581$910K0.0%+212.8%0.324%
11/15/2024HighTower Advisors LLC37,302$1.65M0.0%+8.5%0.587%
11/12/2024 Financial Council LLC32,295$1.43M0.7%-1.2%0.509%
11/7/2024MAI Capital Management21,584$955K0.0%+18.2%0.340%
11/4/2024Sigma Planning Corp7,614$337K0.0%-3.1%0.120%
10/31/2024US Financial Advisors LLC30,257$1.34M0.4%-17.2%0.476%
10/31/2024 JNBA Financial Advisors81,352$3.60M0.4%+38.8%1.281%
10/30/2024 Highland Financial Advisors LLC10,159$449K0.2%-4.7%0.160%
10/29/2024 BSW Wealth Partners97,904$4.33M0.6%-1.2%1.542%
10/29/2024 Confluence Wealth Services Inc.9,458$418K0.0%+96.4%0.149%
10/25/2024 Better Money Decisions LLC92,960$4.11M2.9%-6.3%1.464%
10/23/2024Tarbox Family Office Inc.19,024$841K0.1%+30.3%0.300%
10/21/2024 Townsend Asset Management Corp NC ADV5,035$223K0.1%-7.3%0.079%
10/18/2024 Embree Financial Group5,000$221K0.0%N/A0.079%
10/18/2024 ST Germain D J Co. Inc.9,401$416K0.0%-12.3%0.148%
10/16/2024 Heritage Family Offices LLP8,335$369K0.2%-4.3%0.131%
10/15/2024 Magnus Financial Group LLC15,055$666K0.1%+24.5%0.237%
10/9/2024 Ferguson Shapiro LLC14,101$624K0.2%N/A0.222%
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8/16/2024 Sunbelt Securities Inc.11,528$485K0.0%-5.3%0.182%
8/13/2024Merriman Wealth Management LLC8,991$378K0.0%-11.8%0.142%
8/13/2024Thrivent Financial for Lutherans21,295$896K0.0%+20.3%0.335%
8/6/2024Asset Dedication LLC11,454$482K0.0%N/A0.180%
8/2/2024 Magnus Financial Group LLC12,092$509K0.1%+51.4%0.190%
7/31/2024 Confluence Wealth Services Inc.4,816$203K0.0%N/A0.076%
7/31/2024Commonwealth Equity Services LLC23,108$972K0.0%+48.1%0.364%
7/30/2024 Elwood & Goetz Wealth Advisory Group LLC5,770$243K0.1%N/A0.091%
7/30/2024 Navalign LLC9,770$411K0.1%+4.7%0.154%
7/30/2024 Heritage Family Offices LLP8,709$366K0.2%N/A0.137%
(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, 95 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 ($6.51M), Becker Capital Management Inc. ($6.12M), Wharton Business Group LLC ($3.77M), JNBA Financial Advisors ($3.75M), Better Money Decisions LLC ($3.71M), and BSW Wealth Partners ($3.68M).Learn more on XVV's institutional investors.

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

Of the 80 institutional investors that purchased iShares ESG Select Screened S&P 500 ETF 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), Montrusco Bolton Investments Inc. ($67.96K), Franklin Resources Inc. ($66.22K), and Two Sigma Investments LP ($59.60K).

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

Institutional investors have bought a total of 1,341,751 shares in the last 24 months. This purchase volume represents approximately $53.16M in transactions.

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

Of the 41 institutional investors that sold iShares ESG Select Screened S&P 500 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sun Life Financial Inc. ($793.09K), Retirement Capital Strategies ($633.49K), New York Life Investment Management LLC ($52.80K), Wick Capital Partners LLC ($26.86K), BSW Wealth Partners ($16.07K), Jane Street Group LLC ($15.75K), and Better Money Decisions LLC ($14.81K).

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

Institutional investors have sold a total of 1,678,306 shares in the last 24 months. This volume of shares sold represents approximately $59.35M in transactions.


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This page (BATS:XVV) was last updated on 5/2/2025 by MarketBeat.com Staff
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