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

iShares ESG Select Screened S&P 500 ETF logo
$59.04 +0.45 (+0.77%)
As of 09:30 AM 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)
92
Total
Institutional Inflows
(last 12 months)
$481.31M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$6.30M
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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
10/14/2026SFM LLC d b a Sweeney Financial Advisors9,206$537K0.3%N/A0.105%
10/14/2026WestHill Financial Advisors Inc.27,623$1.61M0.3%N/A0.316%
10/9/2026Prosperity Planning Inc.3,886$227K0.1%-80.0%0.044%
10/9/2026Monument Capital Management3,456$201K0.0%-12.4%0.039%
10/8/2026Valeo Financial Advisors LLC6,243$364K0.0%+23.5%0.071%
10/5/2026Eastern Bank1,204$70K0.0%N/A0.014%
10/1/2026 Montecito Bank & Trust6,364$371K0.1%N/A0.073%
9/23/2026Envestnet Asset Management Inc.1,412,659$80.23M0.0%+4,934.2%16.145%
9/15/2026Cherry Tree Wealth Management LLC4,963$282K0.1%N/A0.057%
9/9/2026Tarbox Family Office Inc.27,445$1.56M0.2%+80.5%0.314%
9/9/2026MCF Advisors LLC2,616$149K0.0%N/A0.030%
9/9/2026NorthRock Partners LLC47,634$2.71M0.0%+0.8%0.544%
9/9/2026Integrated Wealth Concepts LLC164,335$9.33M0.1%+1,426.4%1.878%
9/9/2026NewEdge Advisors LLC549,517$31.21M0.1%+7,525.8%6.280%
9/9/2026IFP Advisors Inc79,797$4.53M0.1%N/A0.912%
9/9/2026Baird Financial Group Inc.284,901$16.18M0.0%N/A3.256%
9/9/2026XY Planning Network Inc.21,407$1.22M0.2%N/A0.245%
9/8/2026Allworth Financial LP68,452$3.89M0.0%+54,661.6%0.782%
9/2/2026Citadel Advisors LLC86,097$4.89M0.0%+1,443.2%0.984%
8/28/2026Cornerstone Financial Management LLC21,718$1.23M1.0%+14.2%0.248%
8/23/2026Atlantic Private Wealth LLC98,454$5.59M3.3%+37.7%1.125%
8/23/2026Straight Path Wealth Management11,659$662K0.2%N/A0.133%
8/23/2026Highland Financial Advisors LLC14,285$811K0.2%-15.3%0.163%
8/22/2026NBH Bank3,134$178K0.1%N/A0.036%
8/22/2026Gainline Financial Partners LLC6,904$392K0.4%N/A0.079%
8/22/2026Jim Saulnier & Associates LLC42,531$2.42M1.1%N/A0.486%
8/22/2026United Community Bank8,005$455K0.1%N/A0.091%
8/21/2026KFG Wealth Management LLC13,734$780K0.1%N/A0.157%
8/21/2026Waycross Investment Management Co531,033$30.16M17.6%N/A6.069%
8/21/2026Robbins Farley1,007$57K0.0%N/A0.012%
8/21/2026Midwest Professional Planners LTD.25,562$1.45M0.3%N/A0.292%
8/21/2026Keeler Thomas Management LLC32,663$1.86M0.6%N/A0.373%
8/20/2026First PREMIER Bank849$48K0.0%N/A0.010%
8/20/2026Nwam LLC38,638$2.19M0.1%N/A0.442%
8/20/2026Denver PWM LLC684,939$38.90M10.8%N/A7.828%
8/20/2026JNBA Financial Advisors175,987$9.54M0.5%+105.5%2.011%
7/10/2026Abound Wealth Management1,683$96K0.0%N/A0.019%
7/10/2026KWB Wealth9,877$561K0.0%+78.6%0.113%
7/10/2026Prosperity Planning Inc.3,886$221K0.1%N/A0.044%
7/10/2026Highland Financial Advisors LLC14,285$811K0.2%-15.3%0.163%
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7/8/2026NerdWallet Wealth Partners LLC26,929$1.53M0.5%+20.3%0.308%
7/7/2026Pacific Excel Wealth Advisors Inc.15,668$890K0.3%N/A0.179%
7/1/2026Eastern Bank1,290$73K0.0%-73.1%0.015%
6/18/2026Western Wealth Management LLC2,655$131K0.0%N/A0.030%
6/3/2026NewEdge Advisors LLC7,206$355K0.0%-13.8%0.082%
5/19/2026Western Wealth Management LLC2,655$131K0.0%N/A0.030%
5/19/2026NewEdge Advisors LLC7,206$355K0.0%-13.8%0.082%
5/19/2026Bank of America Corp DE29,060$1.43M0.0%-2.0%0.332%
5/18/2026Royal Bank of Canada30,155$1.48M0.0%+25.3%0.345%
5/14/2026Lido Advisors LLC39,312$1.94M0.0%N/A0.449%
5/13/2026Cetera Investment Advisers15,944$785K0.0%+5.0%0.182%
5/8/2026Atlantic Private Wealth LLC71,500$3.52M2.3%+5.7%0.817%
5/7/2026Human Investing LLC17,756$874K0.1%+4.7%0.203%
5/6/2026Bartlett & CO. Wealth Management LLC35,571$1.75M0.0%N/A0.407%
5/6/2026Townsend Asset Management Corp NC ADV3,996$197K0.1%-11.5%0.046%
5/6/2026Gould Asset Management LLC CA44,743$2.20M0.4%+6.6%0.511%
5/6/2026Prosperity Consulting Group LLC14,069$692K0.0%N/A0.161%
5/5/2026NerdWallet Wealth Partners LLC22,385$1.10M0.5%N/A0.256%
5/5/2026Bank of New York Mellon Corp73,210$3.60M0.0%N/A0.837%
5/4/2026Archer Investment Corp10,580$521K0.1%+5,011.1%0.121%
4/30/2026Kestra Advisory Services LLC17,703$871K0.0%-9.4%0.202%
4/28/2026Whitegate Investment Counselors Inc.5,043$248K0.1%-4.4%0.058%
4/27/2026Private Advisor Group LLC9,631$474K0.0%+7.1%0.110%
4/25/2026Keybank National Association OH159,517$7.85M0.0%N/A1.823%
4/23/2026Apollon Wealth Management LLC20,310$1M0.0%-29.5%0.232%
4/22/2026Patriot Financial Group Insurance Agency LLC4,140$204K0.0%N/A0.047%
4/21/2026Financial Council LLC28,388$1.40M0.5%+0.9%0.324%
4/18/2026Cora Capital Advisors LLC5,225$257K0.1%+8.3%0.060%
4/16/2026Freedom Financial Partners LLC11,997$591K0.2%+11.7%0.137%
2/20/2026Wick Capital Partners LLC1,574$83K0.0%-94.7%0.018%
2/18/2026EP Wealth Advisors LLC71,647$3.78M0.0%N/A0.819%
2/18/2026NewEdge Advisors LLC8,356$440K0.0%-6.7%0.095%
2/17/2026Cetera Investment Advisers15,186$800K0.0%+18.3%0.174%
2/17/2026Osaic Holdings Inc.9,057$477K0.0%+2.3%0.104%
2/17/2026Royal Bank of Canada24,064$1.27M0.0%+4.0%0.275%
2/17/2026Gould Asset Management LLC CA41,983$2.21M0.4%+2.3%0.480%
2/16/2026MML Investors Services LLC22,065$1.16M0.0%+284.1%0.252%
2/16/2026Mariner LLC17,634$929K0.0%-1.3%0.202%
2/16/2026Cornerstone Financial Management LLC19,222$1.01M1.0%N/A0.220%
2/16/2026Destination Wealth Management3,830$202K0.0%N/A0.044%
2/16/2026Brown Advisory Inc.184,015$9.70M0.0%+15.4%2.103%
2/12/2026Timmons Wealth Management LLC4,963$262K0.3%N/A0.057%
2/12/2026Jane Street Group LLC10,471$552K0.0%N/A0.120%
2/12/2026Federation des caisses Desjardins du Quebec650$34K0.0%N/A0.007%
2/12/2026DRW Securities LLC83,540$4.40M0.1%N/A0.955%
2/12/2026Commonwealth Equity Services LLC30,769$1.62M0.0%+38.0%0.352%
2/12/2026Pettinga Financial Advisors LLC6,867$362K0.1%-15.9%0.078%
2/12/2026Bradley Foster & Sargent Inc. CT10,755$567K0.0%+2.8%0.123%
2/12/2026Betterment LLC8,960$472K0.0%N/A0.102%
2/11/2026LPL Financial LLC256,138$13.50M0.0%+17.5%2.927%
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2/11/2026Napier Financial LLC30,318$1.60M0.4%N/A0.346%
2/10/2026Colton Groome Financial Advisors LLC10,505$554K0.2%+6.8%0.120%
2/9/2026Smithfield Trust Co790$42K0.0%+50.8%0.009%
2/9/2026Cary Street Partners Financial LLC6,103$322K0.0%+3.8%0.070%
2/9/2026University of Cambridge Investment Management Ltd3,643,898$192.03M100.0%N/A41.645%
2/6/2026Global Retirement Partners LLC4,125$217K0.0%-27.0%0.047%
2/6/2026HighTower Advisors LLC41,337$2.18M0.0%+2.0%0.472%
2/5/2026Armor Investment Advisors LLC5,803$306K0.1%-16.8%0.066%
2/5/2026Thrivent Financial for Lutherans66,688$3.55M0.0%+5.9%0.762%
2/5/2026Financial Council LLC28,134$1.48M0.6%-4.7%0.322%


XVV Institutional Ownership - Frequently Asked Questions

During the previous two years, 149 institutional investors and hedge funds held shares of iShares ESG Select Screened S&P 500 ETF. The most heavily invested institutionals were University of Cambridge Investment Management Ltd ($192.03M), Envestnet Asset Management Inc. ($80.23M), Denver PWM LLC ($38.90M), NewEdge Advisors LLC ($31.21M), Waycross Investment Management Co ($30.16M), Baird Financial Group Inc. ($16.18M), and LPL Financial LLC ($13.50M).Learn more on iShares ESG Select Screened S&P 500 ETF's institutional investors.

Of the 133 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: University of Cambridge Investment Management Ltd ($3.64M), Envestnet Asset Management Inc. ($1.39M), Denver PWM LLC ($684.94K), NewEdge Advisors LLC ($549.01K), Waycross Investment Management Co ($531.03K), Baird Financial Group Inc. ($284.90K), and Integrated Wealth Concepts LLC ($164.18K).

Institutional investors have bought a total of 8,825,306 shares in the last 24 months. This purchase volume represents approximately $481.31M in transactions.

Of the 37 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: Wick Capital Partners LLC ($28.38K), Prosperity Planning Inc. ($15.52K), Focus Partners Wealth ($15.19K), Sunbelt Securities Inc. ($10.51K), Apollon Wealth Management LLC ($9.14K), Highland Financial Advisors LLC ($5.16K), and Eastern Bank ($3.82K).

Institutional investors have sold a total of 118,719 shares in the last 24 months. This volume of shares sold represents approximately $6.30M in transactions.


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Institutional ownership data for BATS:XVV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
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