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

iShares ESG Screened S&P 500 ETF logo
$46.56 +1.64 (+3.66%)
As of 01/21/2025 03:43 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares ESG Screened S&P 500 ETF (BATS:XVV)

Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$19.08M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$30.86M
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XVV Institutional Buying and Selling by Quarter

iShares ESG 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
1/21/2025Montecito Bank & Trust6,364$288K0.0%-20.1%0.100%
1/17/2025 Magnus Financial Group LLC18,974$859K0.1%+26.0%0.299%
1/17/2025 Dakota Wealth Management6,256$283K0.0%+5.7%0.099%
1/17/2025 Tarbox Family Office Inc.18,648$845K0.1%-2.0%0.294%
1/13/2025 Ellenbecker Investment Group7,175$325K0.1%+20.0%0.113%
12/26/2024JPMorgan Chase & Co.6,154$272K0.0%-16.4%0.097%
11/15/2024M&T Bank Corp44,636$1.97M0.0%-5.2%0.703%
11/15/2024MML Investors Services LLC20,776$919K0.0%+11.2%0.327%
11/15/2024Jane Street Group LLC20,581$910K0.0%+212.8%0.324%
11/15/2024HighTower Advisors LLC37,302$1.65M0.0%+8.5%0.587%
11/12/2024Financial Council LLC32,295$1.43M0.7%-1.2%0.509%
11/7/2024MAI Capital Management21,584$955K0.0%+18.2%0.340%
11/4/2024Sigma Planning Corp7,614$337K0.0%-3.1%0.120%
10/31/2024US Financial Advisors LLC30,257$1.34M0.4%-17.2%0.476%
10/31/2024JNBA Financial Advisors81,352$3.60M0.4%+38.8%1.281%
10/30/2024Highland Financial Advisors LLC10,159$449K0.2%-4.7%0.160%
10/29/2024BSW Wealth Partners97,904$4.33M0.6%-1.2%1.542%
10/29/2024Confluence Wealth Services Inc.9,458$418K0.0%+96.4%0.149%
10/25/2024Better Money Decisions LLC92,960$4.11M2.9%-6.3%1.464%
10/23/2024 Tarbox Family Office Inc.19,024$841K0.1%+30.3%0.300%
10/21/2024Townsend Asset Management Corp NC ADV5,035$223K0.1%-7.3%0.079%
10/18/2024Embree Financial Group5,000$221K0.0%N/A0.079%
10/18/2024 ST Germain D J Co. Inc.9,401$416K0.0%-12.3%0.148%
10/16/2024 Heritage Family Offices LLP8,335$369K0.2%-4.3%0.131%
10/15/2024 Magnus Financial Group LLC15,055$666K0.1%+24.5%0.237%
10/9/2024Ferguson Shapiro LLC14,101$624K0.2%N/A0.222%
8/16/2024Sunbelt Securities Inc.11,528$485K0.0%-5.3%0.182%
8/13/2024Merriman Wealth Management LLC8,991$378K0.0%-11.8%0.142%
8/13/2024Thrivent Financial for Lutherans21,295$896K0.0%+20.3%0.335%
8/6/2024Asset Dedication LLC11,454$482K0.0%N/A0.180%
8/2/2024 Magnus Financial Group LLC12,092$509K0.1%+51.4%0.190%
7/31/2024Confluence Wealth Services Inc.4,816$203K0.0%N/A0.076%
7/31/2024Commonwealth Equity Services LLC23,108$972K0.0%+48.1%0.364%
7/30/2024Elwood & Goetz Wealth Advisory Group LLC5,770$243K0.1%N/A0.091%
7/30/2024Navalign LLC9,770$411K0.1%+4.7%0.154%
7/30/2024 Heritage Family Offices LLP8,709$366K0.2%N/A0.137%
7/26/2024Sprinkle Financial Consultants LLC11,681$491K0.4%N/A0.184%
7/26/2024Cambridge Investment Research Advisors Inc.26,406$1.11M0.0%+4.0%0.416%
7/24/2024Colton Groome Financial Advisors LLC4,870$205K0.1%N/A0.077%
7/24/2024Better Money Decisions LLC99,200$4.17M3.1%+2.9%1.562%
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7/22/2024 Dakota Wealth Management5,899$248K0.0%+4.8%0.093%
7/17/2024Montecito Bank & Trust7,964$335K0.1%-3.9%0.125%
7/17/2024 Tarbox Family Office Inc.14,602$614K0.1%+3.5%0.230%
7/16/2024RHS Financial LLC7,378$310K0.2%-5.3%0.116%
7/15/2024Leverty Financial Group LLC5,565$234K0.1%-17.1%0.088%
7/12/2024CRA Financial Services LLC5,278$222K0.0%N/A0.083%
7/11/2024Buffington Mohr McNeal9,262$389K0.1%N/A0.146%
7/8/2024 ST Germain D J Co. Inc.10,723$451K0.0%-4.1%0.169%
5/24/2024Cetera Advisors LLC12,535$505K0.0%+79.4%0.197%
5/15/2024Wick Capital Partners LLC29,644$1.19M1.2%-11.3%0.467%
5/7/2024Topel & Distasi Wealth Management LLC7,023$283K0.1%-7.0%0.111%
5/6/2024Financial Council LLC33,389$1.35M0.8%-2.4%0.526%
5/4/2024Gould Asset Management LLC CA37,510$1.51M0.4%+26.5%0.591%
5/2/2024Better Money Decisions LLC96,418$3.89M3.1%-0.3%1.518%
4/30/2024Townsend Asset Management Corp NC ADV5,417$218K0.1%N/A0.086%
4/30/2024Commonwealth Equity Services LLC15,601$629K0.0%+14.2%0.248%
4/26/2024JNBA Financial Advisors40,162$1.62M0.2%+1,403.6%0.637%
4/25/2024Human Investing LLC10,101$407K0.1%+17.5%0.160%
4/23/2024BSW Wealth Partners110,078$4.44M0.8%-2.1%1.747%
4/23/2024Raymond James Financial Services Advisors Inc.47,322$1.91M0.0%+210.3%0.751%
4/19/2024Monument Capital Management5,645$227K0.1%-8.9%0.090%
4/18/2024RHS Financial LLC7,794$314K0.2%-12.3%0.124%
4/16/2024Monumental Financial Group Inc.27,260$1.10M0.6%N/A0.433%
4/16/2024 Tarbox Family Office Inc.14,106$568K0.1%+7.8%0.224%
4/15/2024Sunbelt Securities Inc.12,170$490K0.1%+7.3%0.193%
4/9/2024Montecito Bank & Trust8,285$334K0.1%-3.1%0.158%
4/2/2024 ST Germain D J Co. Inc.11,176$450K0.0%-3.5%0.213%
3/26/2024Napatree Capital LLC10,612$386K0.4%N/A0.202%
2/14/2024Retirement Capital Strategies121,448$4.42M1.9%-5.7%2.313%
2/12/2024Sprinkle Financial Consultants LLC7,293$265K0.3%N/A0.139%
2/9/2024Franklin Resources Inc.66,218$2.41M0.0%N/A1.261%
2/8/2024 Tarbox Family Office Inc.13,085$476K0.1%-6.5%0.249%
2/8/2024US Financial Advisors LLC39,444$1.44M0.5%+8.3%0.751%
2/8/2024JNBA Financial Advisors2,671$97K0.0%+91.1%0.051%
2/7/2024Principal Securities Inc.757$28K0.0%N/A0.014%
2/7/2024Sun Life Financial Inc.29,947$1.09B0.2%-96.4%0.570%
2/6/2024Heritage Wealth Management LLC11,136$405K0.2%N/A0.212%
2/6/2024New York Life Investment Management LLC22,696$826K0.0%+48.8%0.432%
2/2/2024Truist Financial Corp50,090$1.82M0.0%-4.0%0.954%
2/2/2024Gould Asset Management LLC CA29,660$1.08M0.3%+35.0%0.565%
2/1/2024 Ellenbecker Investment Group5,783$210K0.0%N/A0.110%
2/1/2024Monument Capital Management6,199$226K0.1%-14.3%0.118%
2/1/2024CWM LLC4,340$158K0.0%N/A0.083%
1/29/2024Financial Council Asset Management Inc34,217$1.25M0.8%N/A0.652%
1/25/2024BSW Wealth Partners112,434$4.09M0.8%+0.8%2.142%
1/24/2024Private Trust Co. NA1,508$55K0.0%N/A0.029%
1/23/2024Better Money Decisions LLC96,695$3.52M2.9%+39.0%1.842%
1/22/2024 Crane Advisory LLC6,706$241K0.1%N/A0.128%
1/18/2024Highland Financial Advisors LLC11,883$432K0.2%+4.7%0.226%
1/17/2024Acorn Financial Advisory Services Inc. ADV16,464$599K0.1%N/A0.314%
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1/16/2024Raymond James Financial Services Advisors Inc.15,251$555K0.0%+1.8%0.290%
1/16/2024Topel & Distasi Wealth Management LLC7,550$275K0.1%-4.3%0.144%
1/5/2024Montecito Bank & Trust8,546$311K0.1%N/A0.163%
12/11/2023Sunbelt Securities Inc.12,360$401K0.1%N/A0.235%
11/15/2023Becker Capital Management Inc.187,724$6.12M0.2%+55.6%3.576%
11/13/2023Retirement Capital Strategies128,852$4.18M2.0%-82.9%2.454%
11/13/2023US Financial Advisors LLC36,432$1.18M0.5%+7.3%0.694%
11/8/2023Montrusco Bolton Investments Inc.104,439$3.39M0.0%+15.5%1.989%
11/8/2023Pathstone Family Office LLC10,014$325K0.0%N/A0.191%
11/8/2023Better Money Decisions LLC69,588$2.26M2.0%+3.2%1.325%
(Data available from 1/1/2016 forward)

XVV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XVV shares?

During the previous two years, 72 institutional investors and hedge funds held shares of iShares ESG Screened S&P 500 ETF. The most heavily invested institutionals were Sun Life Financial Inc. ($1.09B), Becker Capital Management Inc. ($6.12M), Retirement Capital Strategies ($4.42M), BSW Wealth Partners ($4.33M), Better Money Decisions LLC ($4.11M), JNBA Financial Advisors ($3.60M), and Montrusco Bolton Investments Inc. ($3.39M).Learn more on XVV's institutional investors.

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

Of the 59 institutional investors that purchased iShares ESG Screened S&P 500 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Becker Capital Management Inc. ($187.72K), Montrusco Bolton Investments Inc. ($92.75K), Franklin Resources Inc. ($66.22K), JNBA Financial Advisors ($61.90K), Better Money Decisions LLC ($45.20K), US Financial Advisors LLC ($42.76K), and New York Life Investment Management LLC ($39.76K).

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

Institutional investors have bought a total of 1,045,464 shares in the last 24 months. This purchase volume represents approximately $36.84M in transactions.

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

Of the 31 institutional investors that sold iShares ESG Screened S&P 500 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sun Life Financial Inc. ($793.09K), Retirement Capital Strategies ($631.12K), Cambridge Investment Research Advisors Inc. ($70.43K), New York Life Investment Management LLC ($52.80K), MAI Capital Management ($13.31K), Truist Financial Corp ($13.03K), and US Financial Advisors LLC ($9.59K).

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

Institutional investors have sold a total of 1,642,290 shares in the last 24 months. This volume of shares sold represents approximately $56.41M in transactions.


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This page (BATS:XVV) was last updated on 1/22/2025 by MarketBeat.com Staff
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