iShares ESG Select ScreenedXVVETF
13F holders, Q3 2024 (September 30)98holders +8
14new positions
4sold out
1famous investor
$44.42avg. 13F price*
At the end of Q3 2024, 98 institutions reported holding iShares ESG Select Screened (XVV) in their 13F filings, up 8 from Q2 2024. 14 opened new positions and 4 sold out. The largest holders were Sun Life Financial Inc. ($36.4M), Becker Capital Management Inc. ($9.0M) and LPL Financial LLC ($6.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares ESG Select Screened
- CUSIP
- 46436E569
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $6.2M |
| Exits | 4 | $1.2M |
All 13F filers, Q2 2024 → Q3 2024: 222,225 shares bought and 176,331 shares sold, net +45,894 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 98 holders
| Sun Life Financial Inc. | 2.03% | No change | 823,040 | $36.4M |
| Becker Capital Management Inc. | 0.29% | Reduce -1.7% | 203,089 | $9.0M |
| LPL Financial LLC | 0.00% | Add +14.4% | 139,888 | $6.2M |
| BSW Wealth Partners | 0.65% | Reduce -1.2% | 97,904 | $4.3M |
| Better Money Decisions, LLC | 2.92% | Reduce -6.3% | 92,960 | $4.1M |
| Wharton Business Group, LLC | 0.17% | No change | 86,400 | $3.8M |
| JNBA Financial Advisors | 0.36% | Add +38.8% | 81,352 | $3.6M |
| Franklin Resources Inc. | 0.00% | No change | 77,883 | $3.5M |
| Atlantic Private Wealth, LLC | 2.35% | Reduce -17.4% | 70,138 | $3.1M |
| Biltmore Family Office, LLC | 0.51% | No change | 67,046 | $3.0M |
| Retirement Capital Strategies | 0.93% | Reduce -63.7% | 53,557 | $2.4M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -9.2% | 45,684 | $2.0M |
| M&T Bank Corp | 0.01% | Reduce -5.2% | 44,636 | $2.0M |
| Citadel Advisors | 0.00% | New | 39,680 | $1.8M |
| Bank of America Corp. | 0.00% | Reduce -0.7% | 39,207 | $1.7M |
| Gould Asset Management LLC | 0.36% | No change | 37,510 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Add +8.5% | 37,302 | $1.7M |
| Royal Bank of Canada | 0.00% | Reduce -15.8% | 35,405 | $1.6M |
| Financial Council, LLC | 0.74% | Reduce -1.2% | 32,295 | $1.4M |
| US Financial Advisors, LLC | 0.42% | Reduce -17.2% | 30,257 | $1.3M |
| Wick Capital Partners, LLC | 0.43% | No change | 29,761 | $1.3M |
| Monumental Financial Group Inc. | 0.44% | Reduce -1.9% | 26,574 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.1% | 26,423 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.9% | 24,699 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.4% | 22,789 | $1.0M |
| MAI Capital Management | 0.01% | Add +18.2% | 21,584 | $955K |
| MML Investors Services, LLC | 0.00% | Add +11.2% | 20,776 | $919K |
| Jane Street Group, LLC | 0.00% | Add +212.8% | 20,581 | $910K |
| Raymond James Trust N.A. | 0.02% | No change | 20,483 | $906K |
| NorthRock Partners, LLC | 0.03% | Add +51.5% | 19,765 | $874K |
| Tarbox Family Office, Inc. | 0.14% | Add +30.3% | 19,024 | $841K |
| Kestra Advisory Services, LLC | 0.00% | Add +45.9% | 18,314 | $810K |
| Susquehanna International Group, LLP | 0.00% | New | 15,110 | $668K |
| Magnus Financial Group LLC | 0.07% | Add +24.5% | 15,055 | $666K |
| Focus Partners Wealth | 0.00% | New | 14,453 | $639K |
| Ferguson Shapiro LLC | 0.23% | New | 14,101 | $624K |
| Sage Mountain Advisors LLC | 0.05% | New | 13,390 | $592K |
| Emergent Wealth Advisors, LLC | 0.40% | No change | 12,307 | $544K |
| Cetera Investment Advisers | 0.00% | Add +0.4% | 12,108 | $535K |
| Sprinkle Financial Consultants LLC | 0.37% | Add +0.3% | 11,718 | $518K |
| Sunbelt Securities, Inc. | 0.05% | Reduce -0.3% | 11,496 | $508K |
| Cambridge Financial Group, LLC | 0.21% | No change | 11,454 | $507K |
| Asset Dedication, LLC | 0.03% | No change | 11,454 | $507K |
| Focused Wealth Management, Inc | 0.07% | New | 481 | $504K |
| Mariner, LLC | 0.00% | Reduce -0.6% | 11,275 | $499K |
| Pathstone Holdings, LLC | 0.00% | No change | 10,173 | $450K |
| Highland Financial Advisors, LLC | 0.16% | Reduce -4.7% | 10,159 | $449K |
| WCG Wealth Advisors LLC | 0.03% | No change | 10,125 | $448K |
| Napatree Capital LLC | 0.31% | Add +11.8% | 10,119 | $448K |
| Human Investing LLC | 0.08% | No change | 10,087 | $446K |
| Navalign, LLC | 0.13% | No change | 9,770 | $432K |
| Confluence Wealth Services, Inc. | 0.03% | Add +96.4% | 9,458 | $418K |
| St Germain D J Co. Inc. | 0.02% | Reduce -12.3% | 9,401 | $416K |
| Buffington Mohr McNeal | 0.07% | No change | 9,262 | $410K |
| Merriman Wealth Management, LLC | 0.02% | No change | 8,991 | $398K |
| Heritage Family Offices, LLP | 0.19% | Reduce -4.3% | 8,335 | $369K |
| Montecito Bank & Trust | 0.06% | No change | 7,964 | $352K |
| Sigma Planning Corp | 0.01% | Reduce -3.1% | 7,614 | $337K |
| RHS Financial, LLC | 0.16% | Reduce -2.6% | 7,184 | $318K |
| Topel & Distasi Wealth Management, LLC | 0.13% | Reduce -1.1% | 6,949 | $307K |
| Armor Investment Advisors, LLC | 0.12% | Add +0.3% | 6,704 | $296K |
| Colton Groome Financial Advisors, LLC | 0.11% | Add +33.8% | 6,515 | $288K |
| Crane Advisory, LLC | 0.05% | Reduce -0.8% | 6,375 | $282K |
| JPMorgan Chase & Co. | 0.00% | Reduce -16.4% | 6,154 | $272K |
| Osaic Holdings, Inc. | 0.00% | Reduce -10.1% | 6,075 | $269K |
| Ellenbecker Investment Group | 0.05% | Add +0.6% | 5,978 | $264K |
| Dakota Wealth Management | 0.01% | Add +0.3% | 5,918 | $262K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.06% | No change | 5,770 | $255K |
| Cresset Asset Management, LLC | 0.00% | New | 5,568 | $246K |
| Leverty Financial Group, LLC | 0.13% | No change | 5,565 | $246K |
| CRA Financial Services, LLC | 0.04% | No change | 5,278 | $233K |
| Global Retirement Partners, LLC | 0.01% | New | 5,152 | $228K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 5,136 | $227K |
| Townsend Asset Management Corp. /NC/ | 0.08% | Reduce -7.3% | 5,035 | $223K |
| Embree Financial Group | 0.04% | New | 5,000 | $221K |
| MJP Associates Inc. | 0.04% | New | 4,635 | $205K |
| Advisor OS, LLC | 0.02% | New | 4,635 | $205K |
| Monument Capital Management | 0.06% | Reduce -7.1% | 4,562 | $202K |
| Grove Bank & Trust | 0.03% | No change | 3,863 | $171K |
| US Bancorp \de | 0.00% | No change | 3,433 | $152K |
| Cwm, LLC | 0.00% | No change | 3,326 | $147K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | Reduce -3.7% | 3,225 | $143K |
| Arcadia Investment Advisors LLC | 0.07% | Reduce -9.4% | 2,980 | $132K |
| Harbour Investments, Inc. | 0.00% | Add +1.0% | 2,690 | $119K |
| NewEdge Advisors, LLC | 0.00% | No change | 2,278 | $101K |
| Morgan Stanley | 0.00% | New | 2,262 | $100K |
| Private Trust Co. NA | 0.01% | No change | 1,508 | $67K |
| Hanson & Doremus Investment Management | 0.01% | No change | 1,016 | $45K |
| Principal Securities, Inc. | 0.00% | No change | 757 | $33K |
| Eastern Bank | 0.00% | New | 385 | $17K |
| Blair William & Co. | 0.00% | No change | 373 | $16K |
| Spire Wealth Management | 0.00% | Add +7.3% | 365 | $16K |
| Archer Investment Corp | 0.00% | No change | 207 | $9K |
| Smithfield Trust Co | 0.00% | No change | 203 | $9K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 200 | $9K |
| Fort Vancouver Investment Management, LLC | 0.01% | Add +89.5% | 199 | $9K |
| FSA Wealth Management LLC | 0.00% | — | 125 | $6K |
| FMR LLC | 0.00% | No change | 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.