iShares ESG Select Screened S&P 500 ETF (XVV) Institutional Ownership $56.87 0.00 (0.00%) As of 05/22/2026 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for iShares ESG Select Screened S&P 500 ETF (BATS:XVV)Number ofInstitutional Buyers(last 12 months)79TotalInstitutional Inflows(last 12 months)$247.23MNumber ofInstitutional Sellers(last 12 months)42TotalInstitutional Outflows(last 12 months)$7.61M Get XVV Insider Trade Alerts Want to know when executives and insiders are buying or selling iShares ESG Select Screened S&P 500 ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. 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Skip Chart & View Institutional Buying and Selling Data XVV Institutional Buying and Selling by Quarter iShares ESG Select Screened S&P 500 ETF Major Shareholders & Ownership History ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/19/2026 Western Wealth Management LLC2,655$131K0.0%N/A0.030% 5/19/2026 NewEdge Advisors LLC7,206$355K0.0%-13.8%0.082% 5/19/2026 Bank of America Corp DE29,060$1.43M0.0%-2.0%0.332% 5/18/2026 Royal Bank of Canada30,155$1.48M0.0%+25.3%0.345% 5/14/2026 Lido Advisors LLC39,312$1.94M0.0%N/A0.449% 5/13/2026 Cetera Investment Advisers15,944$785K0.0%+5.0%0.182% 5/8/2026 Atlantic Private Wealth LLC71,500$3.52M2.3%+5.7%0.817% 5/7/2026 Human Investing LLC17,756$874K0.1%+4.7%0.203% 5/6/2026 Bartlett & CO. Wealth Management LLC35,571$1.75M0.0%N/A0.407% 5/6/2026 Townsend Asset Management Corp NC ADV3,996$197K0.1%-11.5%0.046% Get the Latest News and Ratings for XVV and Related StocksEnter your email address below to receive the latest news and analysts' ratings for iShares ESG Select Screened S&P 500 ETF and its competitors with MarketBeat's FREE daily newsletter. 5/6/2026 Gould Asset Management LLC CA44,743$2.20M0.4%+6.6%0.511% 5/6/2026 Prosperity Consulting Group LLC14,069$692K0.0%N/A0.161% 5/5/2026 NerdWallet Wealth Partners LLC22,385$1.10M0.5%N/A0.256% 5/5/2026 Bank of New York Mellon Corp73,210$3.60M0.0%N/A0.837% 5/4/2026 Archer Investment Corp10,580$521K0.1%+5,011.1%0.121% 4/30/2026 Kestra Advisory Services LLC17,703$871K0.0%-9.4%0.202% 4/28/2026 Whitegate Investment Counselors Inc.5,043$248K0.1%-4.4%0.058% 4/27/2026 Private Advisor Group LLC9,631$474K0.0%+7.1%0.110% 4/25/2026 Keybank 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% 4/21/2026 Financial Council LLC28,388$1.40M0.5%+0.9%0.324% 4/18/2026 Cora Capital Advisors LLC5,225$257K0.1%+8.3%0.060% 4/16/2026 Freedom Financial Partners LLC11,997$591K0.2%+11.7%0.137% 2/20/2026 Wick Capital Partners LLC1,574$83K0.0%-94.7%0.018% 2/18/2026 EP Wealth Advisors LLC71,647$3.78M0.0%N/A0.819% 2/18/2026 NewEdge Advisors LLC8,356$440K0.0%-6.7%0.095% 2/17/2026 Cetera Investment Advisers15,186$800K0.0%+18.3%0.174% 2/17/2026 Osaic Holdings Inc.9,057$477K0.0%+2.3%0.104% 2/17/2026 Royal Bank of Canada24,064$1.27M0.0%+4.0%0.275% 2/17/2026 Gould Asset Management LLC CA41,983$2.21M0.4%+2.3%0.480% 2/16/2026 MML Investors Services LLC22,065$1.16M0.0%+284.1%0.252% 2/16/2026 Mariner LLC17,634$929K0.0%-1.3%0.202% 2/16/2026 Cornerstone Financial Management LLC19,222$1.01M1.0%N/A0.220% 2/16/2026 Destination Wealth Management3,830$202K0.0%N/A0.044% 2/16/2026 Brown Advisory Inc.184,015$9.70M0.0%+15.4%2.103% 2/12/2026 Timmons Wealth Management LLC4,963$262K0.3%N/A0.057% 2/12/2026 Jane Street Group LLC10,471$552K0.0%N/A0.120% 2/12/2026 Federation des caisses Desjardins du Quebec650$34K0.0%N/A0.007% 2/12/2026 DRW Securities LLC83,540$4.40M0.1%N/A0.955% Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.👉 Unlock the ticker now and get it completely free.2/12/2026 Commonwealth 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% 2/12/2026 Bradley Foster & Sargent Inc. CT10,755$567K0.0%+2.8%0.123% 2/12/2026 Betterment LLC8,960$472K0.0%N/A0.102% 2/11/2026 LPL Financial LLC256,138$13.50M0.0%+17.5%2.927% 2/11/2026 Napier Financial LLC30,318$1.60M0.4%N/A0.346% 2/10/2026 Colton Groome Financial Advisors LLC10,505$554K0.2%+6.8%0.120% 2/9/2026 Smithfield 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% 2/6/2026 HighTower Advisors LLC41,337$2.18M0.0%+2.0%0.472% 2/5/2026 Armor Investment Advisors LLC5,803$306K0.1%-16.8%0.066% 2/5/2026 Thrivent Financial for Lutherans66,688$3.55M0.0%+5.9%0.762% 2/5/2026 Financial Council LLC28,134$1.48M0.6%-4.7%0.322% 2/5/2026 Navalign LLC8,902$469K0.1%-9.5%0.102% 2/4/2026 Gray Private Wealth LLC6,283$331K0.2%-4.5%0.072% 1/30/2026 Sigma Planning Corp7,255$382K0.0%-4.8%0.083% 1/30/2026 Ellenbecker Investment Group7,071$373K0.1%-4.2%0.081% 1/30/2026 Sound Stewardship LLC15,422$813K0.4%-19.4%0.176% 1/28/2026 Cora Capital Advisors LLC4,825$254K0.1%N/A0.055% 1/28/2026 Wingate 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% 1/26/2026 Tribridge 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% 1/23/2026 Curtis 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% 1/15/2026 Alpine 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% 1/1/2026 JPMorgan Chase & Co.27,266$1.41M0.0%+9.0%0.312% 11/19/2025 Sunbelt Securities Inc.759$39K0.0%-93.3%0.009% 11/17/2025 Northwestern Mutual Wealth Management Co.1,415$73K0.0%-23.8%0.016% 11/17/2025 Mariner LLC17,871$921K0.0%+3.9%0.204% 11/17/2025 Focus Partners Wealth19,074$983K0.0%-44.3%0.218% 11/17/2025 Citadel Advisors LLC27,015$1.39M0.0%+198.3%0.309% 11/17/2025 Bank of America Corp DE30,475$1.57M0.0%+15.5%0.348% 11/14/2025 Raymond James Financial Inc.89,830$4.63M0.0%+48.0%1.027% 11/14/2025 NorthRock Partners LLC33,352$1.72M0.0%+2.6%0.381% 11/13/2025 Private Advisor Group LLC8,362$431K0.0%+29.5%0.096% 11/12/2025 Becker Capital Management Inc.225,869$11.64M0.3%-0.5%2.581% 11/10/2025 MAI 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% $30 stock to buy before Starlink goes public (WATCH NOW!) 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No credit card is required to get the ticker.Watch the free video to get the ticker today.11/10/2025 Topel & Distasi Wealth Management LLC6,187$319K0.2%-8.4%0.071% 11/10/2025 Curtis Advisory Group LLC6,326$326K0.1%N/A0.072% 11/10/2025 Ferguson Shapiro LLC14,902$768K0.2%-8.8%0.170% 11/7/2025 JPMorgan Chase & Co.27,266$1.41M0.0%+9.0%0.312% 11/7/2025 HighTower Advisors LLC40,542$2.09M0.0%-0.6%0.463% 11/5/2025 Smartleaf Asset Management LLC3,266$168K0.0%-12.3%0.037% 11/5/2025 Black Diamond Financial LLC9,265$477K0.1%N/A0.106% 11/5/2025 RMR Wealth Builders4,301$222K0.0%N/A0.049% 11/5/2025 Savant Capital LLC12,547$646K0.0%N/A0.143% 11/5/2025 Envestnet Asset Management Inc.26,443$1.36M0.0%-1.8%0.302% XVV Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of XVV shares? 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. Which institutional investors have been buying iShares ESG Select Screened S&P 500 ETF's stock? 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). How much institutional buying is happening at iShares ESG Select Screened S&P 500 ETF? Institutional investors have bought a total of 4,724,930 shares in the last 24 months. This purchase volume represents approximately $247.23M in transactions. Which of iShares ESG Select Screened S&P 500 ETF's major shareholders have been selling company stock? 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). How much institutional selling is happening at iShares ESG Select Screened S&P 500 ETF? Institutional investors have sold a total of 150,815 shares in the last 24 months. This volume of shares sold represents approximately $7.61M in transactions. 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