iShares ESG Select ScreenedXVVETF
13F holders, Q4 2025 (December 31)128holders +11
15new positions
8sold out
1famous investor
$52.69avg. 13F price*
At the end of Q4 2025, 128 institutions reported holding iShares ESG Select Screened (XVV) in their 13F filings, up 11 from Q3 2025. 15 opened new positions and 8 sold out. The largest holders were Sun Life Financial Inc. ($43.4M), LPL Financial LLC ($13.5M) and Becker Capital Management Inc. ($12.2M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $6.9M |
| Exits | 8 | $1.3M |
All 13F filers, Q3 2025 → Q4 2025: 275,142 shares bought and 77,366 shares sold, net +197,776 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 128 holders
| Sun Life Financial Inc. | 2.28% | No change | 823,040 | $43.4M |
| LPL Financial LLC | 0.00% | Add +17.5% | 256,138 | $13.5M |
| Becker Capital Management Inc. | 0.35% | Add +2.2% | 230,899 | $12.2M |
| Brown Advisory Inc. | 0.01% | Add +15.4% | 184,015 | $9.7M |
| JNBA Financial Advisors | 0.46% | Add +4.0% | 100,962 | $5.3M |
| DRW Securities, LLC | 0.33% | New | 83,540 | $4.4M |
| Alpine Bank Wealth Management | 0.59% | Reduce -2.5% | 79,265 | $4.2M |
| Wharton Business Group, LLC | 0.15% | No change | 76,440 | $4.0M |
| Franklin Resources Inc. | 0.00% | No change | 75,998 | $4.0M |
| EP Wealth Advisors, LLC | 0.02% | — | 71,647 | $3.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -23.3% | 68,865 | $3.6M |
| Atlantic Private Wealth, LLC | 2.28% | Add +0.0% | 67,672 | $3.6M |
| Thrivent Financial for Lutherans | 0.01% | Add +5.9% | 66,688 | $3.5M |
| BSW Wealth Partners | 0.40% | Reduce -1.7% | 62,780 | $3.3M |
| Biltmore Family Office, LLC | 0.41% | No change | 56,201 | $3.0M |
| Gould Asset Management LLC | 0.39% | Add +2.3% | 41,983 | $2.2M |
| HighTower Advisors, LLC | 0.00% | Add +2.0% | 41,337 | $2.2M |
| NorthRock Partners, LLC | 0.03% | Add +12.0% | 37,353 | $2.0M |
| Citadel Advisors | 0.00% | Add +26.5% | 34,185 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +38.0% | 30,769 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +20.0% | 30,552 | $1.6M |
| Napier Financial, LLC | 0.40% | — | 30,318 | $1.6M |
| Wick Capital Partners, LLC | 0.28% | Add +0.2% | 30,014 | $1.6M |
| Bank of America Corp. | 0.00% | Reduce -2.7% | 29,642 | $1.6M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -0.9% | 28,826 | $1.5M |
| Financial Council, LLC | 0.59% | Reduce -4.7% | 28,134 | $1.5M |
| JPMorgan Chase & Co. | 0.00% | Add +2.8% | 28,015 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.0% | 25,396 | $1.3M |
| Royal Bank of Canada | 0.00% | Add +4.0% | 24,064 | $1.3M |
| Focus Partners Wealth | 0.00% | Add +20.6% | 23,005 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +284.1% | 22,065 | $1.2M |
| MAI Capital Management | 0.01% | Add +3.7% | 21,888 | $1.2M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -0.7% | 19,539 | $1.0M |
| Magnus Financial Group LLC | 0.08% | Reduce -0.2% | 19,527 | $1.0M |
| Cornerstone Financial Management LLC | 0.95% | — | 19,222 | $1.0M |
| Mariner, LLC | 0.00% | Reduce -1.3% | 17,634 | $929K |
| Sage Mountain Advisors LLC | 0.05% | No change | 16,970 | $894K |
| Human Investing LLC | 0.13% | Add +48.6% | 16,964 | $894K |
| Archer Investment Management, LLC | 0.45% | Reduce -11.4% | 15,909 | $838K |
| Sound Stewardship, LLC | 0.39% | Reduce -19.4% | 15,422 | $813K |
| Retirement Capital Strategies | 0.30% | No change | 15,381 | $811K |
| Cetera Investment Advisers | 0.00% | Add +18.3% | 15,186 | $800K |
| Ferguson Shapiro LLC | 0.24% | No change | 14,902 | $785K |
| Tarbox Family Office, Inc. | 0.12% | Reduce -0.8% | 14,181 | $747K |
| Highland Financial Advisors, LLC | 0.19% | Add +5.8% | 13,259 | $699K |
| Cresset Asset Management, LLC | 0.00% | Add +2.1% | 12,744 | $672K |
| Savant Capital, LLC | 0.00% | Add +0.2% | 12,574 | $663K |
| Curtis Advisory Group, LLC | 0.14% | Add +96.5% | 12,433 | $655K |
| Sprinkle Financial Consultants LLC | 0.32% | Add +0.3% | 11,875 | $626K |
| Emergent Wealth Advisors, LLC | 0.34% | No change | 11,627 | $613K |
| Asset Dedication, LLC | 0.04% | No change | 11,454 | $604K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +2.8% | 10,755 | $567K |
| Freedom Financial Partners LLC | 0.21% | Add +0.3% | 10,740 | $566K |
| Colton Groome Financial Advisors, LLC | 0.16% | Add +6.8% | 10,505 | $554K |
| Jane Street Group, LLC | 0.00% | New | 10,471 | $552K |
| Veridan Wealth LLC | 0.18% | Reduce -1.4% | 10,448 | $551K |
| Pathstone Holdings, LLC | 0.00% | No change | 10,173 | $536K |
| WCG Wealth Advisors LLC | 0.01% | No change | 10,024 | $528K |
| Cambridge Financial Group, LLC | 0.18% | No change | 11,454 | $519K |
| Tribridge Partners Financial LLC | 0.21% | Add +4.2% | 9,634 | $508K |
| Black Diamond Financial, LLC | 0.05% | No change | 9,265 | $488K |
| Osaic Holdings, Inc. | 0.00% | Add +2.3% | 9,057 | $477K |
| Measured Risk Portfolios, Inc. | 0.55% | No change | 9,056 | $477K |
| Private Advisor Group, LLC | 0.00% | Add +7.6% | 8,995 | $474K |
| Betterment LLC | 0.00% | New | 8,960 | $472K |
| Navalign, LLC | 0.12% | Reduce -9.5% | 8,902 | $469K |
| Confluence Wealth Services, Inc. | 0.02% | Add +4.1% | 8,652 | $456K |
| NewEdge Advisors, LLC | 0.00% | Reduce -6.7% | 8,356 | $440K |
| St Germain D J Co. Inc. | 0.02% | No change | 7,649 | $403K |
| Sigma Planning Corp | 0.01% | Reduce -4.8% | 7,255 | $382K |
| Voisard Asset Management Group, Inc. | 0.08% | New | 7,212 | $380K |
| Ellenbecker Investment Group | 0.05% | Reduce -4.2% | 7,071 | $373K |
| Pettinga Financial Advisors LLC | 0.07% | Reduce -15.9% | 6,867 | $362K |
| Corient Private Wealth LP | 0.00% | Add +0.1% | 6,595 | $348K |
| Montecito Bank & Trust | 0.05% | No change | 6,364 | $335K |
| Dakota Wealth Management | 0.01% | Add +0.3% | 6,320 | $333K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 6,301 | $332K |
| Gray Private Wealth, LLC | 0.16% | Reduce -4.5% | 6,283 | $331K |
| Topel & Distasi Wealth Management, LLC | 0.16% | Reduce -0.3% | 6,170 | $325K |
| Cary Street Partners Financial LLC | 0.01% | Add +3.8% | 6,103 | $322K |
| Armor Investment Advisors, LLC | 0.11% | Reduce -16.8% | 5,803 | $306K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.05% | No change | 5,538 | $292K |
| KWB Wealth | 0.03% | New | 5,530 | $291K |
| Whitegate Investment Counselors, Inc. | 0.09% | Add +0.3% | 5,277 | $278K |
| Eastern Bank | 0.00% | Reduce -5.7% | 5,155 | $272K |
| Timmons Wealth Management, LLC | 0.26% | — | 4,963 | $262K |
| Cora Capital Advisors LLC | 0.10% | New | 4,825 | $254K |
| Valeo Financial Advisors, LLC | 0.01% | Add +3.1% | 4,817 | $254K |
| Crane Advisory, LLC | 0.04% | Reduce -5.4% | 4,666 | $250K |
| Wingate Wealth Advisors, Inc. | 0.14% | New | 4,603 | $243K |
| Townsend Asset Management Corp. /NC/ | 0.08% | Add +0.3% | 4,515 | $238K |
| RMR Wealth Builders | 0.02% | Add +3.1% | 4,436 | $234K |
| Monument Capital Management | 0.06% | Add +8.2% | 4,386 | $231K |
| Global Retirement Partners, LLC | 0.00% | Reduce -27.0% | 4,125 | $217K |
| US Bancorp \de | 0.00% | Add +21.4% | 4,116 | $217K |
| Blair William & Co. | 0.00% | No change | 4,073 | $215K |
| Horst & Graben Wealth Management LLC | 0.03% | No change | 3,936 | $207K |
| Grove Bank & Trust | 0.02% | No change | 3,863 | $204K |
| Destination Wealth Management | 0.01% | New | 3,830 | $202K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | No change | 3,350 | $177K |
| Smartleaf Asset Management LLC | 0.01% | No change | 3,266 | $174K |
| FMR LLC | 0.00% | Reduce -76.9% | 3,057 | $161K |
| Arcadia Investment Advisors LLC | 0.07% | Add +0.4% | 2,774 | $146K |
| Millstone Evans Group, LLC | 0.08% | No change | 2,425 | $128K |
| Cwm, LLC | 0.00% | No change | 2,218 | $117K |
| Morgan Stanley | 0.00% | Add +0.3% | 2,006 | $106K |
| VSM Wealth Advisory, LLC | 0.03% | Reduce -1.0% | 1,917 | $101K |
| Redwood Park Advisors LLC | 0.06% | Add +0.3% | 1,651 | $87K |
| Assetmark, Inc. | 0.00% | No change | 1,456 | $77K |
| Hanson & Doremus Investment Management | 0.01% | No change | 919 | $48K |
| Smithfield Trust Co | 0.00% | Add +50.8% | 790 | $42K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.1% | 760 | $40K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 650 | $34K |
| Bessemer Group Inc. | 0.00% | New | 411 | $22K |
| Carolina Wealth Advisors, LLC | 0.01% | New | 403 | $21K |
| Spire Wealth Management | 0.00% | No change | 365 | $19K |
| Arax Advisory Partners | 0.00% | New | 359 | $19K |
| WealthShield Partners, LLC | 0.00% | Reduce -4.6% | 313 | $16K |
| 1 North Wealth Services LLC | 0.01% | No change | 310 | $16K |
| Farther Finance Advisors, LLC | 0.00% | No change | 290 | $15K |
| Fort Vancouver Investment Management, LLC | 0.01% | No change | 241 | $13K |
| Archer Investment Corp | 0.00% | No change | 207 | $11K |
| Allworth Financial LP | 0.00% | New | 125 | $7K |
| IFC & Insurance Marketing, Inc. | 0.01% | — | 116 | $6K |
| National Bank of Canada | 0.00% | New | 96 | $5K |
| Rossby Financial, LCC | 0.00% | No change | 85 | $4K |
| Aptus Capital Advisors, LLC | 0.00% | New | 80 | $4K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 2 | $105 |
"% of holder's portfolio" is XVV's weight in each manager's 13F, not the share of iShares ESG Select Screened the manager owns.