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

iShares ESG Select Screened S&P 500 ETF logo
$56.24 +0.06 (+0.11%)
As of 07/24/2026 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)
80
Total
Institutional Inflows
(last 12 months)
$247.41M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$6.28M
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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
7/10/2026 Abound Wealth Management1,683$96K0.0%N/A0.019%
7/10/2026 KWB Wealth9,877$561K0.0%+78.6%0.113%
7/10/2026 Prosperity Planning Inc.3,886$221K0.1%N/A0.044%
7/10/2026 Highland Financial Advisors LLC14,285$811K0.2%-15.3%0.163%
7/8/2026 NerdWallet Wealth Partners LLC26,929$1.53M0.5%+20.3%0.308%
7/7/2026 Pacific Excel Wealth Advisors Inc.15,668$890K0.3%N/A0.179%
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%
5/7/2026 Human 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%
5/5/2026 NerdWallet 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%
4/23/2026 Apollon Wealth Management LLC20,310$1M0.0%-29.5%0.232%
4/22/2026 Patriot 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%
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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%
2/12/2026 Pettinga 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%
2/10/2026 Colton Groome Financial Advisors LLC10,505$554K0.2%+6.8%0.120%
2/9/2026Smithfield Trust Co790$42K0.0%+50.8%0.009%
2/9/2026 Cary Street Partners Financial LLC6,103$322K0.0%+3.8%0.070%
2/9/2026 University 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%
1/30/2026 Sound 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%
1/28/2026 Confluence Wealth Services Inc.8,652$456K0.0%+4.1%0.099%
1/27/2026 Human Investing LLC16,964$894K0.1%+48.6%0.194%
1/26/2026 JNBA Financial Advisors100,962$5.32M0.5%+4.1%1.154%
1/26/2026Tribridge Partners Financial LLC9,634$508K0.2%+4.2%0.110%
1/26/2026 Monument Capital Management4,386$231K0.1%+8.2%0.050%
1/23/2026 BSW Wealth Partners62,780$3.31M0.4%-1.7%0.717%
1/23/2026 Highland Financial Advisors LLC13,259$699K0.2%+5.8%0.152%
1/23/2026Curtis Advisory Group LLC12,433$655K0.1%+96.5%0.142%
1/22/2026 Apollon Wealth Management LLC28,826$1.52M0.0%-0.9%0.329%
1/20/2026 Voisard 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%
1/15/2026 Crane Advisory LLC4,666$250K0.0%-5.4%0.053%
1/14/2026 Eastern Bank5,155$272K0.0%-5.7%0.059%
1/12/2026 Archer Investment Management LLC15,909$838K0.5%-11.4%0.182%
1/12/2026 KWB 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%
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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%
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%
11/10/2025 Cary 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%


XVV Institutional Ownership - Frequently Asked Questions

During the previous two years, 132 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 117 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 4,722,868 shares in the last 24 months. This purchase volume represents approximately $247.41M in transactions.

Of the 38 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), Tarbox Family Office Inc. ($7.86K), BSW Wealth Partners ($7.43K), and Becker Capital Management Inc. ($4.66K).

Institutional investors have sold a total of 121,592 shares in the last 24 months. This volume of shares sold represents approximately $6.28M in transactions.


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This page (BATS:XVV) was last updated on 7/26/2026 by MarketBeat.com Staff.
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