iShares ESG Select ScreenedXVVETF
13F holders, Q1 2024 (March 31)78holders
$40.28avg. 13F price*
At the end of Q1 2024, 78 institutions reported holding iShares ESG Select Screened (XVV) in their 13F filings. The largest holders were Sun Life Financial Inc. ($33.2M), Retirement Capital Strategies ($30.2M) and Becker Capital Management Inc. ($9.4M).
- Company
- iShares ESG Select Screened
- CUSIP
- 46436E569
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $8.8M |
| Exits | 9 | $3.8M |
Ownership 78 holders
| Sun Life Financial Inc. | 2.09% | No change | 823,040 | $33.2M |
| Retirement Capital Strategies | 12.35% | Add +517.4% | 749,801 | $30.2M |
| Becker Capital Management Inc. | 0.32% | Add +4.4% | 233,979 | $9.4M |
| BSW Wealth Partners | 0.75% | Reduce -2.1% | 110,078 | $4.4M |
| Better Money Decisions, LLC | 3.08% | Reduce -0.3% | 96,418 | $3.9M |
| Wharton Business Group, LLC | 0.17% | Reduce -3.1% | 86,400 | $3.5M |
| Atlantic Private Wealth, LLC | 2.84% | Add +0.1% | 84,786 | $3.4M |
| Biltmore Family Office, LLC | 0.53% | No change | 67,046 | $2.7M |
| Franklin Resources Inc. | 0.00% | No change | 66,218 | $2.7M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +210.3% | 47,322 | $1.9M |
| M&T Bank Corp | 0.01% | New | 47,086 | $1.9M |
| Bank of America Corp. | 0.00% | Add +63.1% | 45,082 | $1.8M |
| LPL Financial LLC | 0.00% | Add +33.5% | 43,267 | $1.7M |
| Royal Bank of Canada | 0.00% | Add +136.5% | 40,666 | $1.6M |
| JNBA Financial Advisors | 0.17% | Add +1403.6% | 40,162 | $1.6M |
| US Financial Advisors, LLC | 0.55% | Add +0.6% | 39,694 | $1.6M |
| Jane Street Group, LLC | 0.00% | New | 38,580 | $1.6M |
| Gould Asset Management LLC | 0.37% | Add +26.5% | 37,510 | $1.5M |
| Financial Council, LLC | 0.80% | Reduce -2.4% | 33,389 | $1.3M |
| Wick Capital Partners, LLC | 1.16% | Reduce -11.3% | 29,644 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | New | 29,515 | $1.2M |
| Monumental Financial Group Inc. | 0.58% | New | 27,260 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.1% | 25,393 | $1.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -71.6% | 20,628 | $831K |
| Raymond James Trust N.A. | 0.02% | New | 20,483 | $825K |
| MAI Capital Management | 0.01% | Reduce -5.3% | 19,273 | $776K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.2% | 17,695 | $713K |
| MML Investors Services, LLC | 0.00% | Add +3.4% | 16,178 | $652K |
| Commonwealth Equity Services, LLC | 0.00% | Add +14.2% | 15,601 | $629K |
| Buckingham Strategic Wealth, LLC | 0.01% | No change | 14,453 | $582K |
| Tarbox Family Office, Inc. | 0.10% | Add +7.8% | 14,106 | $568K |
| Cetera Investment Advisers | 0.00% | Add +87.9% | 12,535 | $505K |
| Sunbelt Securities, Inc. | 0.05% | Add +7.3% | 12,170 | $490K |
| Emergent Wealth Advisors, LLC | 0.41% | Add +35.5% | 11,859 | $478K |
| Cambridge Financial Group, LLC | 0.22% | No change | 11,454 | $461K |
| Armor Investment Advisors, LLC | 0.22% | Reduce -0.3% | 11,338 | $457K |
| St Germain D J Co. Inc. | 0.02% | Reduce -3.5% | 11,176 | $450K |
| Heritage Wealth Management, LLC | 0.22% | Reduce -1.8% | 10,937 | $441K |
| Highland Financial Advisors, LLC | 0.17% | Reduce -11.9% | 10,468 | $422K |
| Merriman Wealth Management, LLC | 0.02% | Add +7.0% | 10,194 | $411K |
| Pathstone Holdings, LLC | 0.00% | No change | 10,173 | $410K |
| WCG Wealth Advisors LLC | 0.03% | No change | 10,125 | $408K |
| Human Investing LLC | 0.08% | Add +17.5% | 10,101 | $407K |
| Navalign, LLC | 0.12% | Reduce -0.2% | 9,328 | $376K |
| Kestra Advisory Services, LLC | 0.00% | Add +11.3% | 8,925 | $360K |
| Napatree Capital LLC | 0.34% | Reduce -14.7% | 9,053 | $349K |
| Montecito Bank & Trust | 0.07% | Reduce -3.0% | 8,285 | $334K |
| Magnus Financial Group LLC | 0.04% | New | 7,988 | $322K |
| RHS Financial, LLC | 0.18% | Reduce -12.3% | 7,794 | $314K |
| Mariner, LLC | 0.00% | Add +24.8% | 7,418 | $299K |
| Sigma Planning Corp | 0.01% | New | 7,355 | $296K |
| Topel & Distasi Wealth Management, LLC | 0.13% | Reduce -7.0% | 7,023 | $283K |
| Petix & Botte Co | 0.07% | New | 7,023 | $283K |
| Osaic Holdings, Inc. | 0.00% | Add +94.4% | 6,778 | $273K |
| United Capital Financial Advisors, LLC | 0.00% | New | 6,730 | $271K |
| Leverty Financial Group, LLC | 0.16% | No change | 6,710 | $270K |
| HighTower Advisors, LLC | 0.00% | New | 6,623 | $267K |
| Crane Advisory, LLC | 0.05% | Reduce -1.6% | 6,600 | $260K |
| NorthRock Partners, LLC | 0.01% | New | 6,275 | $253K |
| Ellenbecker Investment Group | 0.05% | Add +2.1% | 5,903 | $238K |
| Monument Capital Management | 0.07% | Reduce -8.9% | 5,645 | $227K |
| Dakota Wealth Management | 0.01% | New | 5,631 | $227K |
| Townsend Asset Management Corp. /NC/ | 0.09% | New | 5,417 | $218K |
| Grove Bank & Trust | 0.03% | No change | 3,863 | $156K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | New | 3,350 | $135K |
| Cwm, LLC | 0.00% | Reduce -23.4% | 3,326 | $134K |
| Arcadia Investment Advisors LLC | 0.08% | No change | 3,291 | $133K |
| Harbour Investments, Inc. | 0.00% | No change | 2,663 | $107K |
| NewEdge Advisors, LLC | 0.00% | No change | 2,278 | $92K |
| Private Trust Co. NA | 0.01% | No change | 1,508 | $61K |
| US Bancorp \de | 0.00% | Reduce -65.2% | 1,093 | $44K |
| Principal Securities, Inc. | 0.00% | No change | 757 | $30K |
| Spire Wealth Management | 0.00% | Add +18.1% | 340 | $14K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 200 | $8K |
| Smithfield Trust Co | 0.00% | No change | 203 | $8K |
| UBS Group AG | 0.00% | Add +86.4% | 82 | $3K |
| FMR LLC | 0.00% | New | 3 | $121 |
| Morgan Stanley | 0.00% | New | 1 | $65 |
"% of holder's portfolio" is XVV's weight in each manager's 13F, not the share of iShares ESG Select Screened the manager owns.