iShares ESG Select ScreenedXVVETF
13F holders, Q2 2024 (June 30)90holders +12
12new positions
4sold out
$42.08avg. 13F price*
At the end of Q2 2024, 90 institutions reported holding iShares ESG Select Screened (XVV) in their 13F filings, up 12 from Q1 2024. 12 opened new positions and 4 sold out. The largest holders were Sun Life Financial Inc. ($34.6M), Becker Capital Management Inc. ($8.7M) and Retirement Capital Strategies ($6.2M).
- Company
- iShares ESG Select Screened
- CUSIP
- 46436E569
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $2.7M |
| Exits | 4 | $1.7M |
All 13F filers, Q1 2024 → Q2 2024: 249,143 shares bought and 738,819 shares sold, net −489,676 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 90 holders
| Sun Life Financial Inc. | 2.07% | No change | 823,040 | $34.6M |
| Becker Capital Management Inc. | 0.30% | Reduce -11.7% | 206,639 | $8.7M |
| Retirement Capital Strategies | 2.49% | Reduce -80.3% | 147,715 | $6.2M |
| LPL Financial LLC | 0.00% | Add +182.7% | 122,317 | $5.1M |
| Better Money Decisions, LLC | 3.14% | Add +2.9% | 99,200 | $4.2M |
| BSW Wealth Partners | 0.68% | Reduce -10.0% | 99,096 | $4.2M |
| Wharton Business Group, LLC | 0.19% | No change | 86,400 | $3.6M |
| Atlantic Private Wealth, LLC | 2.91% | Add +0.2% | 84,942 | $3.6M |
| Franklin Resources Inc. | 0.00% | Add +17.6% | 77,883 | $3.3M |
| Biltmore Family Office, LLC | 0.52% | No change | 67,046 | $2.8M |
| JNBA Financial Advisors | 0.26% | Add +46.0% | 58,618 | $2.5M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +6.3% | 50,293 | $2.1M |
| M&T Bank Corp | 0.01% | No change | 47,086 | $2.0M |
| Royal Bank of Canada | 0.00% | Add +3.4% | 42,055 | $1.8M |
| Bank of America Corp. | 0.00% | Reduce -12.4% | 39,488 | $1.7M |
| Gould Asset Management LLC | 0.36% | No change | 37,510 | $1.6M |
| US Financial Advisors, LLC | 0.52% | Reduce -8.0% | 36,536 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Add +418.9% | 34,366 | $1.4M |
| Financial Council, LLC | 0.77% | Reduce -2.1% | 32,682 | $1.4M |
| Wick Capital Partners, LLC | 0.43% | Add +0.4% | 29,761 | $1.3M |
| Monumental Financial Group Inc. | 0.50% | Reduce -0.7% | 27,077 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.0% | 26,406 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +48.1% | 23,108 | $972K |
| Envestnet Asset Management Inc. | 0.00% | Add +9.9% | 22,680 | $954K |
| Thrivent Financial for Lutherans | 0.00% | Add +20.3% | 21,295 | $896K |
| Raymond James Trust N.A. | 0.02% | No change | 20,483 | $861K |
| MML Investors Services, LLC | 0.00% | Add +15.4% | 18,676 | $785K |
| MAI Capital Management | 0.01% | Reduce -5.3% | 18,257 | $768K |
| Tarbox Family Office, Inc. | 0.11% | Add +3.5% | 14,602 | $614K |
| Buckingham Strategic Wealth, LLC | 0.01% | No change | 14,453 | $608K |
| NorthRock Partners, LLC | 0.02% | Add +107.9% | 13,045 | $549K |
| Kestra Advisory Services, LLC | 0.00% | Add +40.6% | 12,549 | $528K |
| Emergent Wealth Advisors, LLC | 0.42% | Add +3.8% | 12,307 | $518K |
| Magnus Financial Group LLC | 0.06% | Add +51.4% | 12,092 | $509K |
| Cetera Investment Advisers | 0.00% | Reduce -3.8% | 12,058 | $507K |
| Veridan Wealth LLC | 0.20% | — | 10,596 | $505K |
| Sprinkle Financial Consultants LLC | 0.39% | New | 11,681 | $491K |
| Sunbelt Securities, Inc. | 0.05% | Reduce -5.3% | 11,528 | $485K |
| Cambridge Financial Group, LLC | 0.22% | No change | 11,454 | $482K |
| Asset Dedication, LLC | 0.03% | New | 11,454 | $482K |
| Mariner, LLC | 0.00% | Add +52.9% | 11,342 | $477K |
| St Germain D J Co. Inc. | 0.02% | Reduce -4.0% | 10,723 | $451K |
| Highland Financial Advisors, LLC | 0.17% | Add +1.9% | 10,665 | $448K |
| Pathstone Holdings, LLC | 0.00% | No change | 10,173 | $428K |
| WCG Wealth Advisors LLC | 0.03% | No change | 10,125 | $426K |
| Human Investing LLC | 0.08% | Reduce -0.1% | 10,087 | $424K |
| Navalign, LLC | 0.13% | Add +4.7% | 9,770 | $411K |
| Buffington Mohr McNeal | 0.07% | New | 9,262 | $389K |
| Napatree Capital LLC | 0.31% | No change | 9,053 | $381K |
| Merriman Wealth Management, LLC | 0.02% | Reduce -11.8% | 8,991 | $378K |
| Heritage Wealth Management, LLC | 0.20% | Reduce -20.4% | 8,709 | $366K |
| Heritage Family Offices, LLP | 0.20% | — | 8,709 | $366K |
| Montecito Bank & Trust | 0.07% | Reduce -3.9% | 7,964 | $335K |
| Sigma Planning Corp | 0.01% | Add +6.8% | 7,857 | $330K |
| RHS Financial, LLC | 0.19% | Reduce -5.3% | 7,378 | $310K |
| JPMorgan Chase & Co. | 0.00% | New | 7,363 | $310K |
| Topel & Distasi Wealth Management, LLC | 0.13% | No change | 7,023 | $295K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.3% | 6,754 | $284K |
| Armor Investment Advisors, LLC | 0.13% | Reduce -41.0% | 6,684 | $281K |
| Jane Street Group, LLC | 0.00% | Reduce -82.9% | 6,580 | $277K |
| Crane Advisory, LLC | 0.05% | Reduce -2.6% | 6,428 | $276K |
| Ellenbecker Investment Group | 0.05% | Add +0.6% | 5,941 | $250K |
| Dakota Wealth Management | 0.01% | Add +4.8% | 5,899 | $248K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.07% | New | 5,770 | $243K |
| Leverty Financial Group, LLC | 0.14% | Reduce -17.1% | 5,565 | $234K |
| Townsend Asset Management Corp. /NC/ | 0.09% | Add +0.2% | 5,429 | $228K |
| CRA Financial Services, LLC | 0.04% | New | 5,278 | $222K |
| Monument Capital Management | 0.06% | Reduce -13.0% | 4,910 | $206K |
| Colton Groome Financial Advisors, LLC | 0.08% | New | 4,870 | $205K |
| Sagace Wealth Management LLC | 0.20% | — | 4,740 | $203K |
| Confluence Wealth Services, Inc. | 0.02% | New | 4,816 | $203K |
| Grove Bank & Trust | 0.03% | No change | 3,863 | $162K |
| US Bancorp \de | 0.00% | Add +214.1% | 3,433 | $144K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | No change | 3,350 | $141K |
| Cwm, LLC | 0.00% | No change | 3,326 | $140K |
| Arcadia Investment Advisors LLC | 0.08% | No change | 3,291 | $138K |
| Harbour Investments, Inc. | 0.00% | No change | 2,663 | $112K |
| Flputnam Investment Management Co. | 0.00% | New | 2,500 | $105K |
| NewEdge Advisors, LLC | 0.00% | No change | 2,278 | $96K |
| Private Trust Co. NA | 0.01% | No change | 1,508 | $63K |
| Hanson & Doremus Investment Management | 0.01% | New | 1,016 | $43K |
| Principal Securities, Inc. | 0.00% | No change | 757 | $32K |
| UBS Group AG | 0.00% | Add +440.2% | 443 | $19K |
| Blair William & Co. | 0.00% | New | 373 | $16K |
| Spire Wealth Management | 0.00% | No change | 340 | $14K |
| Smithfield Trust Co | 0.00% | No change | 203 | $9K |
| Archer Investment Corp | 0.00% | New | 207 | $9K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 200 | $8K |
| Fort Vancouver Investment Management, LLC | 0.00% | — | 105 | $4K |
| FMR LLC | 0.00% | Add +933.3% | 31 | $1K |
"% of holder's portfolio" is XVV's weight in each manager's 13F, not the share of iShares ESG Select Screened the manager owns.