XVV

iShares ESG Select Screened S&P 500 ETF
$50.81-0.69 (-1.34%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Shares Held

3.643898823040256e+247B

Total Value

$1.920334337413e+181T

% of Float

Price History

$37.93$41.85$45.77$49.69$53.61Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1University of Cambridge Investment Management Ltd3,643,898$192.0M100.00%Share
2SUN LIFE FINANCIAL INC823,040$43.4M2.28%Share
3LPL Financial LLC256,138$13.0M0.00%Share
4BECKER CAPITAL MANAGEMENT INC230,899$12.2M0.35%Share
5BROWN ADVISORY INC184,015$9.0M0.01%Share
6JNBA Financial Advisors100,962$5.3M0.46%Share
7Alpine Bank Wealth Management79,265$4.2M0.59%Share
8Wharton Business Group, LLC76,440$4.0M0.15%Share
9FRANKLIN RESOURCES INC75,998$4.0M0.00%Share
10DRW Securities, LLC83,540$4.0M0.11%Share
11Atlantic Private Wealth, LLC67,672$3.6M2.28%Share
12BSW Wealth Partners62,780$3.3M0.40%Share
13THRIVENT FINANCIAL FOR LUTHERANS66,688$3.0M0.01%Share
14Biltmore Family Office, LLC56,201$3.0M0.41%Share
15GOULD ASSET MANAGEMENT LLC /CA/41,983$2.2M0.39%Share
16HighTower Advisors, LLC41,337$2.0M0.00%Share
17EP Wealth Advisors, LLC41,657$2.0M0.01%Share
18RAYMOND JAMES FINANCIAL INC42,252$2.0M0.00%Share
19Napier Financial, LLC30,318$1.6M0.40%Share
20Apollon Wealth Management, LLC28,826$1.5M0.03%Share
21Financial Council, LLC28,134$1.5M0.59%Share
22Magnus Financial Group LLC19,527$1.0M0.08%Share
23Cornerstone Financial Management LLC19,222$1.0M0.95%Share
24JPMORGAN CHASE & CO27,486$1.0M0.00%Share
25MAI Capital Management21,888$1.0M0.01%Share
26Focus Partners Wealth23,005$1.0M0.00%Share
27Kestra Advisory Services, LLC19,539$1.0M0.00%Share
28BANK OF AMERICA CORP /DE/22,497$1.0M0.00%Share
29CITADEL ADVISORS LLC34,185$1.0M0.00%Share
30ENVESTNET ASSET MANAGEMENT INC25,396$1.0M0.00%Share
31Cambridge Investment Research Advisors, Inc.30,552$1.0M0.00%Share
32MML INVESTORS SERVICES, LLC22,065$1.0M0.00%Share
33COMMONWEALTH EQUITY SERVICES, LLC30,769$1.0M0.00%Share
34NorthRock Partners, LLC37,353$1.0M0.02%Share
35RAYMOND JAMES FINANCIAL INC20,483$1.0M0.00%Share
36EP Wealth Advisors, LLC29,990$1.0M0.01%Share
37Sage Mountain Advisors LLC16,970$894K0.05%Share
38Archer Investment Management, LLC15,909$838K0.45%Share
39Sound Stewardship, LLC15,422$812K0.39%Share
40RETIREMENT CAPITAL STRATEGIES15,381$810K0.30%Share
41Ferguson Shapiro LLC14,902$785K0.24%Share
42Tarbox Family Office, Inc.14,181$747K0.12%Share
43Highland Financial Advisors, LLC13,259$698K0.19%Share
44Curtis Advisory Group, LLC12,433$655K0.14%Share
45Sprinkle Financial Consultants LLC11,875$625K0.32%Share
46Emergent Wealth Advisors, LLC11,627$612K0.34%Share
47Asset Dedication, LLC11,454$603K0.04%Share
48Freedom Financial Partners LLC10,740$565K0.21%Share
49COLTON GROOME FINANCIAL ADVISORS, LLC10,505$553K0.16%Share
50Veridan Wealth LLC10,448$550K0.18%Share