iShares ESG Select ScreenedXVVETF
13F holders, Q3 2025 (September 30)117holders +6
15new positions
7sold out
1famous investor
$51.52avg. 13F price*
At the end of Q3 2025, 117 institutions reported holding iShares ESG Select Screened (XVV) in their 13F filings, up 6 from Q2 2025. 15 opened new positions and 7 sold out. The largest holders were Sun Life Financial Inc. ($42.4M), Becker Capital Management Inc. ($11.6M) and LPL Financial LLC ($11.2M). 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $14.6M |
| Exits | 7 | $4.4M |
All 13F filers, Q2 2025 → Q3 2025: 432,498 shares bought and 170,660 shares sold, net +261,838 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 117 holders
| Sun Life Financial Inc. | 2.16% | No change | 823,040 | $42.4M |
| Becker Capital Management Inc. | 0.34% | Reduce -0.5% | 225,869 | $11.6M |
| LPL Financial LLC | 0.00% | Add +10.8% | 218,026 | $11.2M |
| Brown Advisory Inc. | 0.01% | New | 159,499 | $8.2M |
| JNBA Financial Advisors | 0.45% | Add +17.5% | 97,029 | $5.0M |
| Raymond James Financial Inc. | 0.00% | Add +48.0% | 89,830 | $4.6M |
| Alpine Bank Wealth Management | 0.59% | Add +14.7% | 81,311 | $4.2M |
| Wharton Business Group, LLC | 0.17% | No change | 76,440 | $3.9M |
| Franklin Resources Inc. | 0.00% | No change | 75,998 | $3.9M |
| Atlantic Private Wealth, LLC | 2.25% | No change | 67,671 | $3.5M |
| BSW Wealth Partners | 0.41% | Reduce -9.1% | 63,847 | $3.3M |
| Thrivent Financial for Lutherans | 0.01% | New | 62,988 | $3.2M |
| Biltmore Family Office, LLC | 0.41% | No change | 56,201 | $2.9M |
| Gould Asset Management LLC | 0.39% | Add +3.5% | 41,043 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.6% | 40,542 | $2.1M |
| NorthRock Partners, LLC | 0.03% | Add +2.6% | 33,352 | $1.7M |
| Bank of America Corp. | 0.00% | Add +15.5% | 30,475 | $1.6M |
| Wick Capital Partners, LLC | 0.37% | Add +347.6% | 29,952 | $1.5M |
| Financial Council, LLC | 0.68% | Reduce -1.0% | 29,526 | $1.5M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -1.2% | 29,080 | $1.5M |
| JPMorgan Chase & Co. | 0.00% | Add +9.0% | 27,266 | $1.4M |
| Citadel Advisors | 0.00% | Add +198.3% | 27,015 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.8% | 26,443 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.9% | 25,457 | $1.3M |
| Royal Bank of Canada | 0.00% | Reduce -29.5% | 23,142 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -13.5% | 22,291 | $1.1M |
| MAI Capital Management | 0.01% | Reduce -4.6% | 21,116 | $1.1M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -2.4% | 19,669 | $1.0M |
| Magnus Financial Group LLC | 0.08% | Add +0.3% | 19,564 | $1.0M |
| Sound Stewardship, LLC | 0.47% | Add +2.3% | 19,127 | $985K |
| Focus Partners Wealth | 0.00% | Reduce -44.3% | 19,074 | $983K |
| Archer Investment Management, LLC | 0.57% | Add +17.0% | 17,958 | $925K |
| Mariner, LLC | 0.00% | Add +3.9% | 17,871 | $921K |
| Sage Mountain Advisors LLC | 0.05% | Add +0.8% | 16,970 | $874K |
| Retirement Capital Strategies | 0.30% | No change | 15,381 | $792K |
| Ferguson Shapiro LLC | 0.25% | Reduce -8.8% | 14,902 | $768K |
| Tarbox Family Office, Inc. | 0.11% | Add +0.0% | 14,302 | $737K |
| FMR LLC | 0.00% | Add +29360.0% | 13,257 | $683K |
| Cetera Investment Advisers | 0.00% | Add +2.8% | 12,832 | $661K |
| Savant Capital, LLC | 0.00% | New | 12,547 | $646K |
| Highland Financial Advisors, LLC | 0.19% | Add +5.1% | 12,534 | $646K |
| Cresset Asset Management, LLC | 0.00% | Add +0.8% | 12,479 | $643K |
| Sprinkle Financial Consultants LLC | 0.34% | Add +0.2% | 11,840 | $610K |
| Emergent Wealth Advisors, LLC | 0.35% | No change | 11,627 | $599K |
| Cambridge Financial Group, LLC | 0.19% | No change | 11,454 | $590K |
| Asset Dedication, LLC | 0.04% | No change | 11,454 | $590K |
| Human Investing LLC | 0.09% | Add +15.3% | 11,419 | $588K |
| Integrated Wealth Concepts LLC | 0.01% | No change | 10,765 | $555K |
| Freedom Financial Partners LLC | 0.21% | Reduce -0.1% | 10,710 | $552K |
| Veridan Wealth LLC | 0.19% | — | 10,600 | $546K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 10,458 | $539K |
| Pathstone Holdings, LLC | 0.00% | No change | 10,173 | $524K |
| WCG Wealth Advisors LLC | 0.03% | Reduce -1.0% | 10,024 | $516K |
| Colton Groome Financial Advisors, LLC | 0.16% | Add +14.0% | 9,840 | $507K |
| Navalign, LLC | 0.13% | No change | 9,837 | $507K |
| Tribridge Partners Financial LLC | 0.22% | No change | 9,250 | $478K |
| Black Diamond Financial, LLC | 0.05% | New | 9,265 | $477K |
| Measured Risk Portfolios, Inc. | 0.50% | No change | 9,056 | $467K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.2% | 8,959 | $462K |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.4% | 8,854 | $454K |
| Private Advisor Group, LLC | 0.00% | Add +29.5% | 8,362 | $431K |
| Confluence Wealth Services, Inc. | 0.02% | Reduce -16.6% | 8,308 | $428K |
| Pettinga Financial Advisors LLC | 0.08% | New | 8,163 | $421K |
| St Germain D J Co. Inc. | 0.02% | No change | 7,649 | $394K |
| Sigma Planning Corp | 0.01% | Reduce -7.3% | 7,621 | $393K |
| Ellenbecker Investment Group | 0.06% | Add +1.2% | 7,378 | $380K |
| Armor Investment Advisors, LLC | 0.11% | Add +4.0% | 6,972 | $359K |
| Corient Private Wealth LP | 0.00% | Add +0.1% | 6,587 | $339K |
| Gray Private Wealth, LLC | 0.17% | No change | 6,576 | $339K |
| Montecito Bank & Trust | 0.05% | — | 6,364 | $328K |
| Curtis Advisory Group, LLC | 0.07% | New | 6,326 | $326K |
| Dakota Wealth Management | 0.01% | Add +0.3% | 6,302 | $325K |
| Rockefeller Capital Management L.P. | 0.00% | New | 6,301 | $325K |
| Topel & Distasi Wealth Management, LLC | 0.16% | Reduce -8.4% | 6,187 | $319K |
| Cary Street Partners Financial LLC | 0.01% | Add +6.7% | 5,878 | $303K |
| MML Investors Services, LLC | 0.00% | Reduce -77.5% | 5,744 | $296K |
| Global Retirement Partners, LLC | 0.01% | Add +0.3% | 5,651 | $291K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.05% | Reduce -6.8% | 5,538 | $285K |
| Presidio Capital Management, LLC | 0.10% | Add +0.1% | 5,505 | $284K |
| Eastern Bank | 0.01% | Add +5.0% | 5,464 | $282K |
| Whitegate Investment Counselors, Inc. | 0.09% | Reduce -1.2% | 5,264 | $271K |
| Crane Advisory, LLC | 0.04% | Reduce -3.7% | 4,934 | $256K |
| Valeo Financial Advisors, LLC | 0.01% | New | 4,672 | $241K |
| Townsend Asset Management Corp. /NC/ | 0.08% | Reduce -2.0% | 4,502 | $232K |
| RMR Wealth Builders | 0.02% | New | 4,301 | $222K |
| Blair William & Co. | 0.00% | No change | 4,073 | $210K |
| Monument Capital Management | 0.05% | Reduce -25.0% | 4,052 | $209K |
| Horst & Graben Wealth Management LLC | 0.03% | New | 3,936 | $203K |
| NorthCoast Asset Management LLC | 0.00% | New | 3,931 | $203K |
| Grove Bank & Trust | 0.02% | No change | 3,863 | $199K |
| US Bancorp \de | 0.00% | No change | 3,390 | $175K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | No change | 3,350 | $173K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -12.3% | 3,266 | $168K |
| Harbour Investments, Inc. | 0.00% | Add +4.2% | 2,957 | $152K |
| Arcadia Investment Advisors LLC | 0.07% | No change | 2,763 | $142K |
| Millstone Evans Group, LLC | 0.08% | Add +0.8% | 2,425 | $125K |
| Cwm, LLC | 0.00% | No change | 2,218 | $114K |
| Morgan Stanley | 0.00% | Reduce -12.2% | 2,001 | $103K |
| VSM Wealth Advisory, LLC | 0.03% | Add +0.3% | 1,936 | $100K |
| Redwood Park Advisors LLC | 0.06% | Add +0.2% | 1,646 | $85K |
"% of holder's portfolio" is XVV's weight in each manager's 13F, not the share of iShares ESG Select Screened the manager owns.