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

iShares ESG Select Screened S&P 500 ETF logo
$44.90 +3.87 (+9.42%)
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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)
$32.94M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$7.13M
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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
5/20/2025 Focus Partners Wealth34,266$1.47M0.0%+137.1%0.401%
5/19/2025 Jane Street Group LLC20,533$878K0.0%+325.4%0.240%
5/16/2025 Integrated Wealth Concepts LLC10,607$454K0.0%N/A0.124%
5/15/2025 Royal Bank of Canada36,381$1.56M0.0%-14.8%0.426%
5/15/2025 MAI Capital Management21,493$920K0.0%-1.2%0.251%
5/14/2025 Northwestern Mutual Wealth Management Co.2,945$126K0.0%N/A0.034%
5/14/2025 Kestra Advisory Services LLC21,023$899K0.0%+4.1%0.246%
5/13/2025 HighTower Advisors LLC38,746$1.66M0.0%+1.1%0.453%
5/9/2025 Wharton Business Group LLC75,555$3.23M0.1%-9.2%1.072%
5/8/2025 US Financial Advisors LLC31,236$1.34M0.4%+4.5%0.443%
5/8/2025 Tarbox Family Office Inc.22,157$948K0.2%+18.8%0.314%
5/8/2025 NorthRock Partners LLC26,160$1.12M0.0%-2.9%0.371%
5/7/2025 LPL Financial LLC173,473$7.42M0.0%+20.7%2.461%
5/6/2025 Assetmark Inc.1,456$62K0.0%N/A0.021%
5/6/2025 Cetera Investment Advisers12,608$539K0.0%+4.8%0.179%
5/6/2025 Redwood Park Advisors LLC1,376$59K0.0%+27.1%0.020%
5/6/2025 VSM Wealth Advisory LLC1,696$73K0.0%+26.3%0.024%
5/5/2025 Millstone Evans Group LLC2,405$103K0.1%N/A0.034%
5/5/2025 Parkworth Wealth Management Inc.10,633$455K0.4%-2.8%0.151%
5/5/2025 Private Advisor Group LLC5,323$228K0.0%N/A0.076%
5/2/2025 Napatree Capital LLC10,458$447K0.3%+3.2%0.148%
5/2/2025 Sage Mountain Advisors LLC15,540$665K0.0%+10.4%0.220%
5/2/2025 Future You Wealth LLC22,381$958K0.6%+10.1%0.317%
5/2/2025 Apollon Wealth Management LLC30,136$1.29M0.0%+7.2%0.427%
5/1/2025 CWM 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%
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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%
2/17/2025 US Financial Advisors LLC29,877$1.35M0.4%-1.3%0.471%
2/17/2025 Two Sigma Investments LP59,600$2.70M0.0%N/A0.939%
2/17/2025 NorthRock Partners LLC26,941$1.22M0.0%N/A0.424%
2/17/2025 Measured Risk Portfolios Inc.9,306$422K0.4%N/A0.147%
2/17/2025 Cresset Asset Management LLC11,995$543K0.0%+115.4%0.189%
2/17/2025 Cary Street Partners Financial LLC5,446$247K0.0%N/A0.086%
2/17/2025 Bank of America Corp DE29,090$1.32M0.0%-25.8%0.458%
2/14/2025 Mercer Global Advisors Inc. ADV12,347$559K0.0%N/A0.194%
2/14/2025 Jane Street Group LLC4,827$219K0.0%-76.5%0.076%
2/14/2025 Wick Capital Partners LLC6,692$303K0.1%-77.5%0.105%
2/13/2025 Mariner LLC11,764$533K0.0%+4.3%0.185%
2/13/2025 Redwood Park Advisors LLC1,083$49K0.0%N/A0.017%
2/13/2025 Raymond 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%
2/12/2025 Biltmore 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%
2/12/2025 JPMorgan Chase & Co.4,570$207K0.0%-25.7%0.072%
2/11/2025 LPL Financial LLC143,666$6.51M0.0%+2.7%2.262%
2/11/2025 Atlantic Private Wealth LLC67,669$3.07M2.3%-3.5%1.066%
2/11/2025 VSM Wealth Advisory LLC1,343$61K0.0%N/A0.021%
2/10/2025 Commonwealth Equity Services LLC23,910$1.08M0.0%+4.9%0.377%
2/10/2025 Parkworth Wealth Management Inc.10,941$496K0.4%N/A0.172%
2/7/2025 HighTower Advisors LLC38,340$1.74M0.0%+2.8%0.604%
2/7/2025 Sage Mountain Advisors LLC14,073$637K0.0%+5.1%0.222%
2/7/2025 Retirement 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%
2/6/2025 Raymond 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%
2/4/2025 Wharton 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%
1/29/2025 McClarren Financial Advisors Inc.1,625$73K0.2%N/A0.026%
1/28/2025 Apollon 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%
1/17/2025 Dakota Wealth Management6,256$283K0.0%+5.7%0.099%
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1/17/2025 Tarbox Family Office Inc.18,648$845K0.1%-2.0%0.294%
1/13/2025 Ellenbecker Investment Group7,175$325K0.1%+20.0%0.113%
12/26/2024 JPMorgan 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%
11/15/2024 MML Investors Services LLC20,776$919K0.0%+11.2%0.327%
11/15/2024 Jane Street Group LLC20,581$910K0.0%+212.8%0.324%
11/15/2024 HighTower Advisors LLC37,302$1.65M0.0%+8.5%0.587%
11/12/2024 Financial Council LLC32,295$1.43M0.7%-1.2%0.509%
11/7/2024 MAI Capital Management21,584$955K0.0%+18.2%0.340%
11/4/2024 Sigma Planning Corp7,614$337K0.0%-3.1%0.120%
(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, 104 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 ($3.75M), Better Money Decisions LLC ($3.71M), BSW Wealth Partners ($3.68M), and Montrusco Bolton Investments Inc. ($3.39M).Learn more on XVV's institutional investors.

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

Of the 89 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), 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 1,365,592 shares in the last 24 months. This purchase volume represents approximately $55.07M in transactions.

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

Of the 43 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), Wick Capital Partners LLC ($26.86K), BSW Wealth Partners ($16.07K), Jane Street Group LLC ($15.75K), Better Money Decisions LLC ($14.81K), and Archer Investment Management LLC ($11.37K).

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

Institutional investors have sold a total of 1,623,791 shares in the last 24 months. This volume of shares sold represents approximately $57.85M in transactions.


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This page (BATS:XVV) was last updated on 5/22/2025 by MarketBeat.com Staff
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