iShares ESG Select ScreenedXVVETF
13F holders, Q4 2024 (December 31)109holders +11
7new positions
3sold out
$45.31avg. 13F price*
At the end of Q4 2024, 109 institutions reported holding iShares ESG Select Screened (XVV) in their 13F filings, up 11 from Q3 2024. 7 opened new positions and 3 sold out. The largest holders were Sun Life Financial Inc. ($37.3M), Becker Capital Management Inc. ($9.2M) and LPL Financial LLC ($6.5M).
- Company
- iShares ESG Select Screened
- CUSIP
- 46436E569
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $5.6M |
| Exits | 3 | $2.5M |
All 13F filers, Q3 2024 → Q4 2024: 199,866 shares bought and 103,781 shares sold, net +96,085 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 109 holders
| Sun Life Financial Inc. | 2.08% | No change | 823,040 | $37.3M |
| Becker Capital Management Inc. | 0.30% | Add +0.1% | 203,284 | $9.2M |
| LPL Financial LLC | 0.00% | Add +2.7% | 143,666 | $6.5M |
| BSW Wealth Partners | 0.63% | Reduce -3.0% | 94,956 | $4.3M |
| JNBA Financial Advisors | 0.44% | Add +16.3% | 94,618 | $4.3M |
| Better Money Decisions, LLC | 2.94% | Add +0.8% | 93,750 | $4.2M |
| Wharton Business Group, LLC | 0.17% | Reduce -3.7% | 83,200 | $3.8M |
| Franklin Resources Inc. | 0.00% | No change | 77,883 | $3.5M |
| Atlantic Private Wealth, LLC | 2.31% | Reduce -3.5% | 67,669 | $3.1M |
| Two Sigma Investments, LP | 0.01% | New | 59,600 | $2.7M |
| Raymond James Financial Inc. | 0.00% | — | 57,439 | $2.6M |
| Biltmore Family Office, LLC | 0.43% | Reduce -16.2% | 56,201 | $2.5M |
| Retirement Capital Strategies | 0.88% | Reduce -4.4% | 51,187 | $2.3M |
| M&T Bank Corp | 0.01% | No change | 44,636 | $2.0M |
| Royal Bank of Canada | 0.00% | Add +20.6% | 42,685 | $1.9M |
| Gould Asset Management LLC | 0.37% | Add +4.1% | 39,045 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Add +2.8% | 38,340 | $1.7M |
| US Financial Advisors, LLC | 0.42% | Reduce -1.3% | 29,877 | $1.4M |
| Archer Investment Management, LLC | 0.83% | — | 29,845 | $1.4M |
| Wick Capital Partners, LLC | 0.40% | Add +0.1% | 29,793 | $1.3M |
| Bank of America Corp. | 0.00% | Reduce -25.8% | 29,090 | $1.3M |
| Apollon Wealth Management, LLC | 0.03% | New | 28,101 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.9% | 27,156 | $1.2M |
| Financial Council, LLC | 0.63% | Reduce -16.0% | 27,141 | $1.2M |
| NorthRock Partners, LLC | 0.04% | Add +36.3% | 26,941 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.1% | 26,397 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.9% | 23,910 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +9.3% | 22,709 | $1.0M |
| MAI Capital Management | 0.01% | Add +0.8% | 21,749 | $985K |
| Susquehanna International Group, LLP | 0.00% | Add +34.6% | 20,345 | $922K |
| Future You Wealth LLC | 0.65% | — | 20,320 | $920K |
| Kestra Advisory Services, LLC | 0.01% | Add +10.3% | 20,203 | $915K |
| Magnus Financial Group LLC | 0.08% | Add +26.0% | 18,974 | $859K |
| Tarbox Family Office, Inc. | 0.14% | Reduce -2.0% | 18,648 | $845K |
| Ferguson Shapiro LLC | 0.26% | Add +10.8% | 15,620 | $708K |
| Kingswood Wealth Advisors, LLC | 0.05% | New | 15,068 | $683K |
| Focus Partners Wealth | 0.00% | No change | 14,453 | $655K |
| Sage Mountain Advisors LLC | 0.05% | Add +5.1% | 14,073 | $637K |
| Veridan Wealth LLC | 0.29% | — | 13,458 | $621K |
| Mercer Global Advisors Inc. | 0.00% | New | 12,347 | $559K |
| Emergent Wealth Advisors, LLC | 0.40% | No change | 12,307 | $557K |
| Cetera Investment Advisers | 0.00% | Reduce -0.6% | 12,033 | $545K |
| Cresset Asset Management, LLC | 0.00% | Add +115.4% | 11,995 | $543K |
| Mariner, LLC | 0.00% | Add +4.3% | 11,764 | $533K |
| Sprinkle Financial Consultants LLC | 0.36% | Add +0.3% | 11,754 | $532K |
| Cambridge Financial Group, LLC | 0.22% | No change | 11,454 | $519K |
| Asset Dedication, LLC | 0.04% | No change | 11,454 | $519K |
| Sunbelt Securities, Inc. | 0.05% | Reduce -1.9% | 11,273 | $514K |
| Buffington Mohr McNeal | 0.08% | Add +21.6% | 11,262 | $510K |
| Highland Financial Advisors, LLC | 0.18% | Add +10.3% | 11,205 | $508K |
| Parkworth Wealth Management, Inc. | 0.41% | — | 10,941 | $496K |
| Pathstone Holdings, LLC | 0.00% | No change | 10,173 | $461K |
| Napatree Capital LLC | 0.27% | Add +0.2% | 10,137 | $459K |
| WCG Wealth Advisors LLC | 0.03% | No change | 10,125 | $459K |
| Human Investing LLC | 0.08% | Reduce -0.9% | 9,997 | $453K |
| Navalign, LLC | 0.13% | Add +0.5% | 9,823 | $445K |
| Confluence Wealth Services, Inc. | 0.03% | Reduce -0.9% | 9,371 | $442K |
| Leverty Financial Group, LLC | 0.22% | Add +73.7% | 9,666 | $438K |
| St Germain D J Co. Inc. | 0.02% | No change | 9,401 | $426K |
| Measured Risk Portfolios, Inc. | 0.47% | — | 9,306 | $422K |
| Merriman Wealth Management, LLC | 0.02% | Reduce -2.5% | 8,768 | $397K |
| RHS Financial, LLC | 0.20% | Add +20.5% | 8,658 | $392K |
| Heritage Family Offices, LLP | 0.19% | No change | 8,335 | $378K |
| Sigma Planning Corp | 0.01% | Add +0.4% | 7,647 | $346K |
| Ellenbecker Investment Group | 0.06% | Add +20.0% | 7,175 | $325K |
| Topel & Distasi Wealth Management, LLC | 0.13% | Reduce -3.1% | 6,736 | $305K |
| Armor Investment Advisors, LLC | 0.12% | No change | 6,704 | $304K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 6,379 | $289K |
| Montecito Bank & Trust | 0.05% | Reduce -20.1% | 6,364 | $288K |
| Colton Groome Financial Advisors, LLC | 0.11% | Reduce -2.5% | 6,350 | $288K |
| Dakota Wealth Management | 0.01% | Add +5.7% | 6,256 | $283K |
| Crane Advisory, LLC | 0.05% | Reduce -3.0% | 6,184 | $283K |
| Osaic Holdings, Inc. | 0.00% | Add +2.1% | 6,200 | $281K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.07% | Add +5.3% | 6,073 | $275K |
| Freedom Financial Partners LLC | 0.13% | — | 5,859 | $265K |
| Monument Capital Management | 0.07% | Add +21.3% | 5,535 | $251K |
| Cary Street Partners Financial LLC | 0.01% | — | 5,446 | $247K |
| CRA Financial Services, LLC | 0.04% | No change | 5,278 | $239K |
| Global Retirement Partners, LLC | 0.01% | Add +0.3% | 5,168 | $234K |
| Embree Financial Group | 0.04% | No change | 5,000 | $226K |
| Jane Street Group, LLC | 0.00% | Reduce -76.5% | 4,827 | $219K |
| Townsend Asset Management Corp. /NC/ | 0.08% | Reduce -7.3% | 4,668 | $211K |
| MJP Associates Inc. | 0.04% | Add +0.3% | 4,650 | $211K |
| Advisor OS, LLC | 0.02% | Add +0.3% | 4,650 | $211K |
| JPMorgan Chase & Co. | 0.00% | Reduce -25.7% | 4,570 | $207K |
| Blair William & Co. | 0.00% | Add +992.0% | 4,073 | $185K |
| Grove Bank & Trust | 0.02% | No change | 3,863 | $175K |
| US Bancorp \de | 0.00% | No change | 3,433 | $156K |
| Cwm, LLC | 0.00% | No change | 3,326 | $151K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | No change | 3,225 | $146K |
| Arcadia Investment Advisors LLC | 0.07% | No change | 2,980 | $135K |
| Harbour Investments, Inc. | 0.00% | Reduce -1.0% | 2,663 | $121K |
| NewEdge Advisors, LLC | 0.00% | No change | 2,278 | $103K |
| Morgan Stanley | 0.00% | Add +0.3% | 2,270 | $103K |
| McClarren Financial Advisors, Inc. | 0.20% | New | 1,625 | $73K |
| Private Trust Co. NA | 0.01% | No change | 1,508 | $68K |
| VSM Wealth Advisory, LLC | 0.02% | — | 1,343 | $61K |
| Redwood Park Advisors LLC | 0.04% | — | 1,083 | $49K |
| Hanson & Doremus Investment Management | 0.01% | No change | 1,016 | $46K |
| Principal Securities, Inc. | 0.00% | No change | 757 | $34K |
| Eastern Bank | 0.00% | No change | 385 | $17K |
| Spire Wealth Management | 0.00% | No change | 365 | $17K |
| WealthShield Partners, LLC | 0.00% | New | 319 | $14K |
| Fort Vancouver Investment Management, LLC | 0.01% | Add +21.1% | 241 | $11K |
| Archer Investment Corp | 0.00% | No change | 207 | $9K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 200 | $9K |
| Smithfield Trust Co | 0.00% | No change | 203 | $9K |
| FSA Wealth Management LLC | 0.00% | No change | 125 | $6K |
| FMR LLC | 0.00% | Add +22.6% | 38 | $2K |
"% of holder's portfolio" is XVV's weight in each manager's 13F, not the share of iShares ESG Select Screened the manager owns.