iShares ESG Select ScreenedXVVETF
13F holders, Q2 2025 (June 30)111holders +2
10new positions
5sold out
1famous investor
$48.04avg. 13F price*
At the end of Q2 2025, 111 institutions reported holding iShares ESG Select Screened (XVV) in their 13F filings, up 2 from Q1 2025. 10 opened new positions and 5 sold out. The largest holders were Sun Life Financial Inc. ($39.3M), Becker Capital Management Inc. ($10.8M) and LPL Financial LLC ($9.4M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $4.7M |
| Exits | 5 | $2.2M |
All 13F filers, Q1 2025 → Q2 2025: 195,539 shares bought and 158,432 shares sold, net +37,107 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 111 holders
| Sun Life Financial Inc. | 2.15% | No change | 823,040 | $39.3M |
| Becker Capital Management Inc. | 0.34% | Reduce -1.6% | 226,954 | $10.8M |
| LPL Financial LLC | 0.00% | Add +13.4% | 196,706 | $9.4M |
| Better Money Decisions, LLC | 2.57% | Add +2.1% | 88,618 | $4.2M |
| JNBA Financial Advisors | 0.38% | Reduce -5.7% | 82,601 | $3.9M |
| Wharton Business Group, LLC | 0.15% | Add +1.2% | 76,440 | $3.6M |
| Franklin Resources Inc. | 0.00% | No change | 75,998 | $3.6M |
| Alpine Bank Wealth Management | 0.51% | Reduce -9.1% | 70,866 | $3.4M |
| BSW Wealth Partners | 0.46% | Reduce -18.4% | 70,207 | $3.3M |
| Atlantic Private Wealth, LLC | 2.17% | Add +0.0% | 67,671 | $3.2M |
| Raymond James Financial Inc. | 0.00% | Add +3.2% | 60,714 | $2.9M |
| Biltmore Family Office, LLC | 0.45% | No change | 56,201 | $2.7M |
| HighTower Advisors, LLC | 0.00% | Add +5.2% | 40,774 | $1.9M |
| Two Sigma Investments, LP | 0.00% | Reduce -27.0% | 40,600 | $1.9M |
| Gould Asset Management LLC | 0.37% | Add +1.7% | 39,655 | $1.9M |
| Focus Partners Wealth | 0.00% | No change | 34,266 | $1.6M |
| Royal Bank of Canada | 0.00% | Reduce -9.8% | 32,831 | $1.6M |
| NorthRock Partners, LLC | 0.04% | Add +24.3% | 32,506 | $1.6M |
| Wick Capital Partners, LLC | 0.37% | Reduce -77.6% | 6,692 | $1.4M |
| Financial Council, LLC | 0.69% | Reduce -0.4% | 29,812 | $1.4M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -2.3% | 29,446 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.6% | 26,929 | $1.3M |
| Bank of America Corp. | 0.00% | Reduce -2.1% | 26,392 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +11.4% | 25,779 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +12.4% | 25,523 | $1.2M |
| JPMorgan Chase & Co. | 0.00% | Add +177.0% | 25,014 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.2% | 24,740 | $1.2M |
| Jane Street Group, LLC | 0.00% | New | 23,450 | $1.1M |
| MAI Capital Management | 0.01% | Add +3.0% | 22,132 | $1.1M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -4.1% | 20,158 | $961K |
| Magnus Financial Group LLC | 0.08% | Add +0.2% | 19,516 | $931K |
| Future You Wealth LLC | 0.50% | Reduce -13.7% | 19,319 | $921K |
| Sound Stewardship, LLC | 0.46% | New | 18,698 | $892K |
| Mariner, LLC | 0.00% | Add +54.3% | 17,205 | $820K |
| Sage Mountain Advisors LLC | 0.05% | Add +8.3% | 16,828 | $803K |
| Ferguson Shapiro LLC | 0.26% | Reduce -0.5% | 16,333 | $779K |
| Retirement Capital Strategies | 0.29% | Reduce -40.2% | 15,381 | $734K |
| Archer Investment Management, LLC | 0.53% | Reduce -17.0% | 15,343 | $732K |
| Tarbox Family Office, Inc. | 0.10% | Reduce -35.5% | 14,298 | $682K |
| Cetera Investment Advisers | 0.00% | Reduce -1.0% | 12,483 | $595K |
| Cresset Asset Management, LLC | 0.00% | Add +3.2% | 12,379 | $590K |
| Highland Financial Advisors, LLC | 0.18% | Add +23.0% | 11,924 | $569K |
| Sprinkle Financial Consultants LLC | 0.34% | Add +0.2% | 11,812 | $563K |
| Emergent Wealth Advisors, LLC | 0.35% | No change | 11,627 | $554K |
| Cambridge Financial Group, LLC | 0.21% | No change | 11,454 | $546K |
| Asset Dedication, LLC | 0.04% | No change | 11,454 | $546K |
| EP Wealth Advisors, LLC | 0.00% | New | 11,262 | $537K |
| Integrated Wealth Concepts LLC | 0.01% | Add +1.5% | 10,765 | $513K |
| Freedom Financial Partners LLC | 0.22% | Add +33.2% | 10,718 | $511K |
| Sunbelt Securities, Inc. | 0.05% | Add +1142.9% | 11,273 | $511K |
| Parkworth Wealth Management, Inc. | 0.37% | Add +0.2% | 10,658 | $508K |
| Bradley Foster & Sargent Inc. | 0.01% | New | 10,458 | $499K |
| Pathstone Holdings, LLC | 0.00% | No change | 10,173 | $485K |
| WCG Wealth Advisors LLC | 0.03% | No change | 10,125 | $483K |
| Confluence Wealth Services, Inc. | 0.03% | Add +0.4% | 9,958 | $475K |
| Human Investing LLC | 0.07% | Add +0.3% | 9,903 | $472K |
| Navalign, LLC | 0.13% | Add +0.1% | 9,837 | $469K |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.9% | 9,772 | $466K |
| Leverty Financial Group, LLC | 0.13% | No change | 9,463 | $451K |
| Tribridge Partners Financial LLC | 0.26% | — | 9,250 | $441K |
| Measured Risk Portfolios, Inc. | 0.48% | Reduce -2.7% | 9,056 | $432K |
| Citadel Advisors | 0.00% | New | 9,056 | $432K |
| NewEdge Advisors, LLC | 0.00% | Add +294.2% | 8,979 | $428K |
| Colton Groome Financial Advisors, LLC | 0.14% | Reduce -0.3% | 8,630 | $412K |
| Sigma Planning Corp | 0.01% | Add +8.2% | 8,217 | $392K |
| St Germain D J Co. Inc. | 0.02% | Reduce -17.3% | 7,649 | $365K |
| Heritage Family Offices, LLP | 0.18% | No change | 8,335 | $355K |
| Ellenbecker Investment Group | 0.06% | Add +1.0% | 7,291 | $348K |
| Topel & Distasi Wealth Management, LLC | 0.17% | No change | 6,758 | $322K |
| Armor Investment Advisors, LLC | 0.12% | No change | 6,704 | $320K |
| Corient Private Wealth LP | 0.00% | New | 6,580 | $314K |
| Gray Private Wealth, LLC | 0.17% | No change | 6,576 | $314K |
| Private Advisor Group, LLC | 0.00% | Add +21.3% | 6,457 | $308K |
| Dakota Wealth Management | 0.01% | Add +0.2% | 6,286 | $300K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.06% | Add +3.0% | 5,945 | $284K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -12.2% | 5,865 | $283K |
| Global Retirement Partners, LLC | 0.01% | — | 5,637 | $269K |
| Cary Street Partners Financial LLC | 0.01% | Add +3.5% | 5,511 | $263K |
| Presidio Capital Management, LLC | 0.10% | Reduce -15.2% | 5,500 | $262K |
| Monument Capital Management | 0.07% | Reduce -0.2% | 5,403 | $258K |
| Whitegate Investment Counselors, Inc. | 0.09% | New | 5,326 | $254K |
| Eastern Bank | 0.00% | New | 5,205 | $248K |
| Crane Advisory, LLC | 0.04% | Reduce -18.1% | 5,125 | $246K |
| Old Mission Capital LLC | 0.01% | New | 4,911 | $234K |
| Townsend Asset Management Corp. /NC/ | 0.08% | New | 4,596 | $219K |
| Blair William & Co. | 0.00% | No change | 4,073 | $194K |
| Grove Bank & Trust | 0.02% | No change | 3,863 | $184K |
| Smartleaf Asset Management LLC | 0.02% | Add +10545.7% | 3,726 | $177K |
| US Bancorp \de | 0.00% | Reduce -1.3% | 3,390 | $162K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | No change | 3,350 | $160K |
| Harbour Investments, Inc. | 0.00% | Add +0.4% | 2,837 | $135K |
| Arcadia Investment Advisors LLC | 0.07% | No change | 2,763 | $132K |
| Millstone Evans Group, LLC | 0.08% | No change | 2,405 | $115K |
| Morgan Stanley | 0.00% | Add +0.3% | 2,279 | $109K |
| Cwm, LLC | 0.00% | No change | 2,218 | $106K |
| VSM Wealth Advisory, LLC | 0.03% | Add +13.9% | 1,931 | $92K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -36.9% | 1,857 | $89K |
| Redwood Park Advisors LLC | 0.06% | Add +19.3% | 1,642 | $78K |
| Assetmark, Inc. | 0.00% | No change | 1,456 | $69K |
| Hanson & Doremus Investment Management | 0.01% | No change | 1,016 | $48K |
"% of holder's portfolio" is XVV's weight in each manager's 13F, not the share of iShares ESG Select Screened the manager owns.