iShares ESG Select ScreenedXVVETF
13F holders, Q1 2025 (March 31)109holders
10new positions
9sold out
$42.77avg. 13F price*
At the end of Q1 2025, 109 institutions reported holding iShares ESG Select Screened (XVV) in their 13F filings, unchanged from Q4 2024. 10 opened new positions and 9 sold out. The largest holders were Sun Life Financial Inc. ($35.2M), Becker Capital Management Inc. ($9.9M) and LPL Financial LLC ($7.4M).
- Company
- iShares ESG Select Screened
- CUSIP
- 46436E569
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $1.6M |
| Exits | 9 | $3.9M |
All 13F filers, Q4 2024 → Q1 2025: 156,704 shares bought and 196,038 shares sold, net −39,334 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 109 holders
| Sun Life Financial Inc. | 2.23% | No change | 823,040 | $35.2M |
| Becker Capital Management Inc. | 0.33% | Add +13.4% | 230,524 | $9.9M |
| LPL Financial LLC | 0.00% | Add +20.8% | 173,473 | $7.4M |
| JNBA Financial Advisors | 0.39% | Reduce -7.4% | 87,589 | $3.7M |
| Better Money Decisions, LLC | 2.48% | Reduce -7.4% | 86,777 | $3.7M |
| BSW Wealth Partners | 0.56% | Reduce -9.4% | 85,987 | $3.7M |
| Alpine Bank Wealth Management | 0.54% | — | 77,966 | $3.3M |
| Franklin Resources Inc. | 0.00% | Reduce -2.4% | 75,998 | $3.3M |
| Wharton Business Group, LLC | 0.15% | Reduce -9.2% | 75,555 | $3.2M |
| Atlantic Private Wealth, LLC | 2.14% | Add +0.0% | 67,670 | $2.9M |
| Raymond James Financial Inc. | 0.00% | Add +2.5% | 58,844 | $2.5M |
| Biltmore Family Office, LLC | 0.41% | No change | 56,201 | $2.4M |
| Two Sigma Investments, LP | 0.01% | Reduce -6.7% | 55,600 | $2.4M |
| Gould Asset Management LLC | 0.34% | Reduce -0.2% | 38,975 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Add +1.1% | 38,746 | $1.7M |
| Royal Bank of Canada | 0.00% | Reduce -14.8% | 36,381 | $1.6M |
| Focus Partners Wealth | 0.00% | Add +137.1% | 34,266 | $1.5M |
| US Financial Advisors, LLC | 0.40% | Add +4.5% | 31,236 | $1.3M |
| Apollon Wealth Management, LLC | 0.03% | Add +7.2% | 30,136 | $1.3M |
| Financial Council, LLC | 0.69% | Add +10.3% | 29,931 | $1.3M |
| Wick Capital Partners, LLC | 0.38% | Add +0.4% | 29,911 | $1.3M |
| Bank of America Corp. | 0.00% | Reduce -7.4% | 26,947 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.5% | 26,759 | $1.1M |
| NorthRock Partners, LLC | 0.04% | Reduce -2.9% | 26,160 | $1.1M |
| Retirement Capital Strategies | 0.43% | Reduce -49.8% | 25,714 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.0% | 24,800 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.3% | 23,132 | $990K |
| MML Investors Services, LLC | 0.00% | Reduce -0.0% | 22,702 | $971K |
| Future You Wealth LLC | 0.61% | Add +10.1% | 22,381 | $958K |
| Mercer Global Advisors Inc. | 0.00% | Add +81.1% | 22,360 | $957K |
| Tarbox Family Office, Inc. | 0.16% | Add +18.8% | 22,157 | $948K |
| MAI Capital Management | 0.01% | Reduce -1.2% | 21,493 | $920K |
| Kestra Advisory Services, LLC | 0.00% | Add +4.1% | 21,023 | $899K |
| Magnus Financial Group LLC | 0.08% | Add +2.6% | 19,471 | $833K |
| Archer Investment Management, LLC | 0.55% | Reduce -38.1% | 18,480 | $791K |
| Ferguson Shapiro LLC | 0.26% | Add +5.1% | 16,421 | $703K |
| Sage Mountain Advisors LLC | 0.05% | Add +10.4% | 15,540 | $665K |
| Susquehanna International Group, LLP | 0.00% | Reduce -31.3% | 13,968 | $598K |
| Cetera Investment Advisers | 0.00% | Add +4.8% | 12,608 | $539K |
| Cresset Asset Management, LLC | 0.00% | No change | 11,995 | $513K |
| Sprinkle Financial Consultants LLC | 0.32% | Add +0.3% | 11,784 | $504K |
| Emergent Wealth Advisors, LLC | 0.36% | Reduce -5.5% | 11,627 | $497K |
| Cambridge Financial Group, LLC | 0.21% | No change | 11,454 | $490K |
| Asset Dedication, LLC | 0.04% | No change | 11,454 | $490K |
| Buffington Mohr McNeal | 0.10% | No change | 11,262 | $482K |
| Mariner, LLC | 0.00% | Reduce -5.2% | 11,149 | $477K |
| Veridan Wealth LLC | 0.21% | Reduce -19.3% | 10,861 | $465K |
| Parkworth Wealth Management, Inc. | 0.36% | Reduce -2.8% | 10,633 | $455K |
| Integrated Wealth Concepts LLC | 0.01% | New | 10,607 | $454K |
| Napatree Capital LLC | 0.25% | Add +3.2% | 10,458 | $447K |
| Pathstone Holdings, LLC | 0.00% | No change | 10,173 | $435K |
| Osaic Holdings, Inc. | 0.00% | Add +64.0% | 10,165 | $435K |
| WCG Wealth Advisors LLC | 0.03% | No change | 10,125 | $433K |
| Human Investing LLC | 0.07% | Reduce -1.3% | 9,872 | $422K |
| Navalign, LLC | 0.12% | No change | 9,823 | $420K |
| Highland Financial Advisors, LLC | 0.15% | Reduce -13.5% | 9,695 | $415K |
| Confluence Wealth Services, Inc. | 0.03% | Add +5.8% | 9,916 | $407K |
| Leverty Financial Group, LLC | 0.17% | Reduce -2.1% | 9,463 | $405K |
| Measured Risk Portfolios, Inc. | 0.43% | No change | 9,306 | $398K |
| St Germain D J Co. Inc. | 0.02% | Reduce -1.7% | 9,244 | $395K |
| JPMorgan Chase & Co. | 0.00% | Add +97.6% | 9,031 | $386K |
| RHS Financial, LLC | 0.21% | Add +2.7% | 8,888 | $380K |
| Colton Groome Financial Advisors, LLC | 0.14% | Add +36.3% | 8,655 | $369K |
| Heritage Family Offices, LLP | 0.18% | No change | 8,335 | $357K |
| Freedom Financial Partners LLC | 0.16% | Add +37.4% | 8,048 | $344K |
| Sigma Planning Corp | 0.01% | Reduce -0.6% | 7,598 | $325K |
| Ellenbecker Investment Group | 0.06% | Add +0.6% | 7,219 | $309K |
| Topel & Distasi Wealth Management, LLC | 0.14% | Add +0.3% | 6,758 | $289K |
| Armor Investment Advisors, LLC | 0.12% | No change | 6,704 | $287K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +4.7% | 6,676 | $286K |
| Gray Private Wealth, LLC | 0.17% | New | 6,576 | $281K |
| Presidio Capital Management, LLC | 0.12% | New | 6,484 | $277K |
| Montecito Bank & Trust | 0.05% | No change | 6,364 | $272K |
| Dakota Wealth Management | 0.01% | Add +0.3% | 6,272 | $268K |
| Crane Advisory, LLC | 0.05% | Add +1.1% | 6,254 | $256K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.06% | Reduce -5.0% | 5,771 | $247K |
| Monument Capital Management | 0.07% | Reduce -2.2% | 5,415 | $232K |
| Private Advisor Group, LLC | 0.00% | New | 5,323 | $228K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -2.3% | 5,323 | $228K |
| CRA Financial Services, LLC | 0.04% | No change | 5,278 | $226K |
| Blair William & Co. | 0.00% | No change | 4,073 | $174K |
| Grove Bank & Trust | 0.02% | No change | 3,863 | $165K |
| US Bancorp \de | 0.00% | No change | 3,433 | $147K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | Add +3.9% | 3,350 | $143K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 2,945 | $126K |
| Harbour Investments, Inc. | 0.00% | Add +6.1% | 2,826 | $121K |
| Arcadia Investment Advisors LLC | 0.07% | Reduce -7.3% | 2,763 | $118K |
| Millstone Evans Group, LLC | 0.07% | New | 2,405 | $103K |
| NewEdge Advisors, LLC | 0.00% | No change | 2,278 | $97K |
| Morgan Stanley | 0.00% | Add +0.1% | 2,273 | $97K |
| Cwm, LLC | 0.00% | Reduce -33.3% | 2,218 | $95K |
| VSM Wealth Advisory, LLC | 0.03% | Add +26.3% | 1,696 | $73K |
| Private Trust Co. NA | 0.01% | No change | 1,508 | $65K |
| Assetmark, Inc. | 0.00% | New | 1,456 | $62K |
| Redwood Park Advisors LLC | 0.05% | Add +27.1% | 1,376 | $59K |
| Hanson & Doremus Investment Management | 0.01% | No change | 1,016 | $43K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -92.0% | 907 | $39K |
| Principal Securities, Inc. | 0.00% | No change | 757 | $34K |
| Spire Wealth Management | 0.00% | No change | 365 | $16K |
| Arax Advisory Partners | 0.00% | New | 359 | $15K |
"% of holder's portfolio" is XVV's weight in each manager's 13F, not the share of iShares ESG Select Screened the manager owns.