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

$58.88 +0.41 (+0.70%)

Closing price 09/25/2026 04:10 PM Eastern

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$58.82 -0.05 (-0.09%)

As of 09/25/2026 07:30 PM Eastern

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Number of Institutional Buyers (last 12 months): 93
Total Institutional Inflows (last 12 months): $479.54M

Number of Institutional Sellers (last 12 months): 36
Total Institutional Outflows (last 12 months): $5.78M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/23/2026	Envestnet Asset Management Inc.	1,412,659	$80.23M	0.0%	+4,934.2%	16.145%
9/15/2026	Cherry Tree Wealth Management LLC	4,963	$282K	0.1%	N/A	0.057%
9/9/2026	Tarbox Family Office Inc.	27,445	$1.56M	0.2%	+80.5%	0.314%
9/9/2026	MCF Advisors LLC	2,616	$149K	0.0%	N/A	0.030%
9/9/2026	NorthRock Partners LLC	47,634	$2.71M	0.0%	+0.8%	0.544%
9/9/2026	Integrated Wealth Concepts LLC	164,335	$9.33M	0.1%	+1,426.4%	1.878%
9/9/2026	NewEdge Advisors LLC	549,517	$31.21M	0.1%	+7,525.8%	6.280%
9/9/2026	IFP Advisors Inc	79,797	$4.53M	0.1%	N/A	0.912%
9/9/2026	Baird Financial Group Inc.	284,901	$16.18M	0.0%	N/A	3.256%
9/9/2026	XY Planning Network Inc.	21,407	$1.22M	0.2%	N/A	0.245%
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9/8/2026	Allworth Financial LP	68,452	$3.89M	0.0%	+54,661.6%	0.782%
9/2/2026	Citadel Advisors LLC	86,097	$4.89M	0.0%	+1,443.2%	0.984%
8/28/2026	Cornerstone Financial Management LLC	21,718	$1.23M	1.0%	+14.2%	0.248%
8/23/2026	Atlantic Private Wealth LLC	98,454	$5.59M	3.3%	+37.7%	1.125%
8/23/2026	Straight Path Wealth Management	11,659	$662K	0.2%	N/A	0.133%
8/23/2026	Highland Financial Advisors LLC	14,285	$811K	0.2%	-15.3%	0.163%
8/22/2026	NBH Bank	3,134	$178K	0.1%	N/A	0.036%
8/22/2026	Gainline Financial Partners LLC	6,904	$392K	0.4%	N/A	0.079%
8/22/2026	Jim Saulnier & Associates LLC	42,531	$2.42M	1.1%	N/A	0.486%
8/22/2026	United Community Bank	8,005	$455K	0.1%	N/A	0.091%
8/21/2026	KFG Wealth Management LLC	13,734	$780K	0.1%	N/A	0.157%
8/21/2026	Waycross Investment Management Co	531,033	$30.16M	17.6%	N/A	6.069%
8/21/2026	Robbins Farley	1,007	$57K	0.0%	N/A	0.012%
8/21/2026	Midwest Professional Planners LTD.	25,562	$1.45M	0.3%	N/A	0.292%
8/21/2026	Keeler Thomas Management LLC	32,663	$1.86M	0.6%	N/A	0.373%
8/20/2026	First PREMIER Bank	849	$48K	0.0%	N/A	0.010%
8/20/2026	Nwam LLC	38,638	$2.19M	0.1%	N/A	0.442%
8/20/2026	Denver PWM LLC	684,939	$38.90M	10.8%	N/A	7.828%
8/20/2026	JNBA Financial Advisors	175,987	$9.54M	0.5%	+105.5%	2.011%
7/10/2026	Abound Wealth Management	1,683	$96K	0.0%	N/A	0.019%
7/10/2026	KWB Wealth	9,877	$561K	0.0%	+78.6%	0.113%
7/10/2026	Prosperity Planning Inc.	3,886	$221K	0.1%	N/A	0.044%
7/10/2026	Highland Financial Advisors LLC	14,285	$811K	0.2%	-15.3%	0.163%
7/8/2026	NerdWallet Wealth Partners LLC	26,929	$1.53M	0.5%	+20.3%	0.308%
7/7/2026	Pacific Excel Wealth Advisors Inc.	15,668	$890K	0.3%	N/A	0.179%
7/1/2026	Eastern Bank	1,290	$73K	0.0%	-73.1%	0.015%
6/18/2026	Western Wealth Management LLC	2,655	$131K	0.0%	N/A	0.030%
6/3/2026	NewEdge Advisors LLC	7,206	$355K	0.0%	-13.8%	0.082%
5/19/2026	Western Wealth Management LLC	2,655	$131K	0.0%	N/A	0.030%
5/19/2026	NewEdge Advisors LLC	7,206	$355K	0.0%	-13.8%	0.082%
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5/19/2026	Bank of America Corp DE	29,060	$1.43M	0.0%	-2.0%	0.332%
5/18/2026	Royal Bank of Canada	30,155	$1.48M	0.0%	+25.3%	0.345%
5/14/2026	Lido Advisors LLC	39,312	$1.94M	0.0%	N/A	0.449%
5/13/2026	Cetera Investment Advisers	15,944	$785K	0.0%	+5.0%	0.182%
5/8/2026	Atlantic Private Wealth LLC	71,500	$3.52M	2.3%	+5.7%	0.817%
5/7/2026	Human Investing LLC	17,756	$874K	0.1%	+4.7%	0.203%
5/6/2026	Bartlett & CO. Wealth Management LLC	35,571	$1.75M	0.0%	N/A	0.407%
5/6/2026	Townsend Asset Management Corp NC ADV	3,996	$197K	0.1%	-11.5%	0.046%
5/6/2026	Gould Asset Management LLC CA	44,743	$2.20M	0.4%	+6.6%	0.511%
5/6/2026	Prosperity Consulting Group LLC	14,069	$692K	0.0%	N/A	0.161%
5/5/2026	NerdWallet Wealth Partners LLC	22,385	$1.10M	0.5%	N/A	0.256%
5/5/2026	Bank of New York Mellon Corp	73,210	$3.60M	0.0%	N/A	0.837%
5/4/2026	Archer Investment Corp	10,580	$521K	0.1%	+5,011.1%	0.121%
4/30/2026	Kestra Advisory Services LLC	17,703	$871K	0.0%	-9.4%	0.202%
4/28/2026	Whitegate Investment Counselors Inc.	5,043	$248K	0.1%	-4.4%	0.058%
4/27/2026	Private Advisor Group LLC	9,631	$474K	0.0%	+7.1%	0.110%
4/25/2026	Keybank National Association OH	159,517	$7.85M	0.0%	N/A	1.823%
4/23/2026	Apollon Wealth Management LLC	20,310	$1M	0.0%	-29.5%	0.232%
4/22/2026	Patriot Financial Group Insurance Agency LLC	4,140	$204K	0.0%	N/A	0.047%
4/21/2026	Financial Council LLC	28,388	$1.40M	0.5%	+0.9%	0.324%
4/18/2026	Cora Capital Advisors LLC	5,225	$257K	0.1%	+8.3%	0.060%
4/16/2026	Freedom Financial Partners LLC	11,997	$591K	0.2%	+11.7%	0.137%
2/20/2026	Wick Capital Partners LLC	1,574	$83K	0.0%	-94.7%	0.018%
2/18/2026	EP Wealth Advisors LLC	71,647	$3.78M	0.0%	N/A	0.819%
2/18/2026	NewEdge Advisors LLC	8,356	$440K	0.0%	-6.7%	0.095%
2/17/2026	Cetera Investment Advisers	15,186	$800K	0.0%	+18.3%	0.174%
2/17/2026	Osaic Holdings Inc.	9,057	$477K	0.0%	+2.3%	0.104%
2/17/2026	Royal Bank of Canada	24,064	$1.27M	0.0%	+4.0%	0.275%
2/17/2026	Gould Asset Management LLC CA	41,983	$2.21M	0.4%	+2.3%	0.480%
2/16/2026	MML Investors Services LLC	22,065	$1.16M	0.0%	+284.1%	0.252%
2/16/2026	Mariner LLC	17,634	$929K	0.0%	-1.3%	0.202%
2/16/2026	Cornerstone Financial Management LLC	19,222	$1.01M	1.0%	N/A	0.220%
2/16/2026	Destination Wealth Management	3,830	$202K	0.0%	N/A	0.044%
2/16/2026	Brown Advisory Inc.	184,015	$9.70M	0.0%	+15.4%	2.103%
2/12/2026	Timmons Wealth Management LLC	4,963	$262K	0.3%	N/A	0.057%
2/12/2026	Jane Street Group LLC	10,471	$552K	0.0%	N/A	0.120%
2/12/2026	Federation des caisses Desjardins du Quebec	650	$34K	0.0%	N/A	0.007%
2/12/2026	DRW Securities LLC	83,540	$4.40M	0.1%	N/A	0.955%
2/12/2026	Commonwealth Equity Services LLC	30,769	$1.62M	0.0%	+38.0%	0.352%
2/12/2026	Pettinga Financial Advisors LLC	6,867	$362K	0.1%	-15.9%	0.078%
2/12/2026	Bradley Foster & Sargent Inc. CT	10,755	$567K	0.0%	+2.8%	0.123%
2/12/2026	Betterment LLC	8,960	$472K	0.0%	N/A	0.102%
2/11/2026	LPL Financial LLC	256,138	$13.50M	0.0%	+17.5%	2.927%
2/11/2026	Napier Financial LLC	30,318	$1.60M	0.4%	N/A	0.346%
2/10/2026	Colton Groome Financial Advisors LLC	10,505	$554K	0.2%	+6.8%	0.120%
2/9/2026	Smithfield Trust Co	790	$42K	0.0%	+50.8%	0.009%
2/9/2026	Cary Street Partners Financial LLC	6,103	$322K	0.0%	+3.8%	0.070%
2/9/2026	University of Cambridge Investment Management Ltd	3,643,898	$192.03M	100.0%	N/A	41.645%
2/6/2026	Global Retirement Partners LLC	4,125	$217K	0.0%	-27.0%	0.047%
2/6/2026	HighTower Advisors LLC	41,337	$2.18M	0.0%	+2.0%	0.472%
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2/5/2026	Armor Investment Advisors LLC	5,803	$306K	0.1%	-16.8%	0.066%
2/5/2026	Thrivent Financial for Lutherans	66,688	$3.55M	0.0%	+5.9%	0.762%
2/5/2026	Financial Council LLC	28,134	$1.48M	0.6%	-4.7%	0.322%
2/5/2026	Navalign LLC	8,902	$469K	0.1%	-9.5%	0.102%
2/4/2026	Gray Private Wealth LLC	6,283	$331K	0.2%	-4.5%	0.072%
1/30/2026	Sigma Planning Corp	7,255	$382K	0.0%	-4.8%	0.083%
1/30/2026	Ellenbecker Investment Group	7,071	$373K	0.1%	-4.2%	0.081%
1/30/2026	Sound Stewardship LLC	15,422	$813K	0.4%	-19.4%	0.176%
1/28/2026	Cora Capital Advisors LLC	4,825	$254K	0.1%	N/A	0.055%
1/28/2026	Wingate Wealth Advisors Inc.	4,603	$243K	0.1%	N/A	0.053%

XVV Institutional Ownership - Frequently Asked Questions

During the previous two years, 147 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 131 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 8,796,952 shares in the last 24 months. This purchase volume represents approximately $479.54M in transactions.

Of the 36 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), Focus Partners Wealth ($15.19K), Sunbelt Securities Inc. ($10.51K), Apollon Wealth Management LLC ($9.14K), BSW Wealth Partners ($7.43K), Highland Financial Advisors LLC ($5.16K), and Eastern Bank ($3.82K).

Institutional investors have sold a total of 110,709 shares in the last 24 months. This volume of shares sold represents approximately $5.78M in transactions.

Related Companies

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 9/23/2026. New 13F filings are added each quarter as they're published.

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

XVV Institutional Buying and Selling by Quarter

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

XVV Institutional Ownership - Frequently Asked Questions

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

Institutional Ownership Changes (13F Filings) for iShares ESG Select Screened S&P 500 ETF (BATS:XVV)

XVV Institutional Buying and Selling by Quarter

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

XVV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XVV shares?

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

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

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

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

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