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

iShares ESG Select Screened S&P 500 ETF logo
$56.73 0.00 (0.00%)
As of 07/2/2026 04:10 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)
79
Total
Institutional Inflows
(last 12 months)
$247.36M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$7.86M
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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
7/1/2026 Eastern 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%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

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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%
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%
2/5/2026Navalign LLC8,902$469K0.1%-9.5%0.102%
2/4/2026Gray Private Wealth LLC6,283$331K0.2%-4.5%0.072%
1/30/2026Sigma Planning Corp7,255$382K0.0%-4.8%0.083%
1/30/2026Ellenbecker Investment Group7,071$373K0.1%-4.2%0.081%
1/30/2026Sound Stewardship LLC15,422$813K0.4%-19.4%0.176%
1/28/2026Cora Capital Advisors LLC4,825$254K0.1%N/A0.055%
1/28/2026Wingate Wealth Advisors Inc.4,603$243K0.1%N/A0.053%
1/28/2026Confluence Wealth Services Inc.8,652$456K0.0%+4.1%0.099%
1/27/2026Human Investing LLC16,964$894K0.1%+48.6%0.194%
1/26/2026JNBA Financial Advisors100,962$5.32M0.5%+4.1%1.154%
1/26/2026Tribridge Partners Financial LLC9,634$508K0.2%+4.2%0.110%
1/26/2026Monument Capital Management4,386$231K0.1%+8.2%0.050%
1/23/2026BSW Wealth Partners62,780$3.31M0.4%-1.7%0.717%
1/23/2026Highland Financial Advisors LLC13,259$699K0.2%+5.8%0.152%
1/23/2026Curtis Advisory Group LLC12,433$655K0.1%+96.5%0.142%
1/22/2026Apollon Wealth Management LLC28,826$1.52M0.0%-0.9%0.329%
1/20/2026Voisard Asset Management Group Inc.7,212$380K0.1%N/A0.082%
1/15/2026Alpine Bank Wealth Management79,265$4.18M0.6%-2.5%0.906%
1/15/2026Crane Advisory LLC4,666$250K0.0%-5.4%0.053%
1/14/2026 Eastern Bank5,155$272K0.0%-5.7%0.059%
1/12/2026Archer Investment Management LLC15,909$838K0.5%-11.4%0.182%
1/12/2026KWB Wealth5,530$291K0.0%N/A0.063%
1/1/2026JPMorgan Chase & Co.27,266$1.41M0.0%+9.0%0.312%
11/19/2025Sunbelt Securities Inc.759$39K0.0%-93.3%0.009%
11/17/2025Northwestern Mutual Wealth Management Co.1,415$73K0.0%-23.8%0.016%
11/17/2025Mariner LLC17,871$921K0.0%+3.9%0.204%
11/17/2025Focus Partners Wealth19,074$983K0.0%-44.3%0.218%
11/17/2025Citadel Advisors LLC27,015$1.39M0.0%+198.3%0.309%
11/17/2025Bank of America Corp DE30,475$1.57M0.0%+15.5%0.348%
11/14/2025Raymond James Financial Inc.89,830$4.63M0.0%+48.0%1.027%
11/14/2025NorthRock Partners LLC33,352$1.72M0.0%+2.6%0.381%
11/13/2025Private Advisor Group LLC8,362$431K0.0%+29.5%0.096%
Trump's gold order: the announcement they won't put on the front page (Ad)

On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no debate, no vote, one executive order. Gold tripled within three years and climbed 20x over the following decade. Trump holds that same executive authority today, and his advisors are openly saying a reversal is on the table. There are two ways this plays out - both move gold in the same direction. A free briefing breaks down exactly what Nixon did, why Trump is positioned to act, and how to move your 401k into gold before any announcement - tax free.tc pixel

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11/12/2025Becker Capital Management Inc.225,869$11.64M0.3%-0.5%2.581%
11/10/2025MAI Capital Management21,116$1.09M0.0%-4.6%0.241%
11/10/2025Cary Street Partners Financial LLC5,878$303K0.0%+6.7%0.067%
11/10/2025Topel & Distasi Wealth Management LLC6,187$319K0.2%-8.4%0.071%
11/10/2025Curtis Advisory Group LLC6,326$326K0.1%N/A0.072%
11/10/2025Ferguson Shapiro LLC14,902$768K0.2%-8.8%0.170%
11/7/2025JPMorgan Chase & Co.27,266$1.41M0.0%+9.0%0.312%
11/7/2025HighTower Advisors LLC40,542$2.09M0.0%-0.6%0.463%
11/5/2025Smartleaf Asset Management LLC3,266$168K0.0%-12.3%0.037%
11/5/2025Black Diamond Financial LLC9,265$477K0.1%N/A0.106%


XVV Institutional Ownership - Frequently Asked Questions

During the previous two years, 131 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), LPL Financial LLC ($13.50M), Becker Capital Management Inc. ($11.64M), Brown Advisory Inc. ($9.70M), Keybank National Association OH ($7.85M), JNBA Financial Advisors ($5.32M), and Raymond James Financial Inc. ($4.63M).Learn more on iShares ESG Select Screened S&P 500 ETF's institutional investors.

Of the 116 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), Keybank National Association OH ($159.52K), Raymond James Financial Inc. ($145.86K), Alpine Bank Wealth Management ($88.41K), DRW Securities LLC ($83.54K), EP Wealth Advisors LLC ($82.91K), and Bank of New York Mellon Corp ($73.21K).

Institutional investors have bought a total of 4,727,585 shares in the last 24 months. This purchase volume represents approximately $247.36M in transactions.

Of the 42 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), BSW Wealth Partners ($23.21K), Focus Partners Wealth ($15.19K), Sunbelt Securities Inc. ($10.51K), Apollon Wealth Management LLC ($9.83K), Alpine Bank Wealth Management ($9.15K), and Tarbox Family Office Inc. ($7.86K).

Institutional investors have sold a total of 155,474 shares in the last 24 months. This volume of shares sold represents approximately $7.86M in transactions.


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This page (BATS:XVV) was last updated on 7/5/2026 by MarketBeat.com Staff.
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