iShares ESG Select ScreenedXVVETF
13F holders, Q1 2026 (March 31)143holders +15
23new positions
7sold out
1famous investor
$49.28avg. 13F price*
At the end of Q1 2026, 143 institutions reported holding iShares ESG Select Screened (XVV) in their 13F filings, up 15 from Q4 2025. 23 opened new positions and 7 sold out. The largest holders were Sun Life Financial Inc. ($40.5M), 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $22.5M |
| Exits | 7 | $5.4M |
All 13F filers, Q4 2025 → Q1 2026: 748,454 shares bought and 231,048 shares sold, net +517,406 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 143 holders
| Sun Life Financial Inc. | 2.30% | No change | 823,040 | $40.5M |
| LPL Financial LLC | 0.00% | Add +6.8% | 273,521 | $13.5M |
| Becker Capital Management Inc. | 0.36% | Add +7.1% | 247,274 | $12.2M |
| Brown Advisory Inc. | 0.02% | Add +19.0% | 218,970 | $10.8M |
| Keybank National Association | 0.03% | New | 159,517 | $7.9M |
| Morgan Stanley | 0.00% | Add +6296.8% | 128,320 | $6.3M |
| JNBA Financial Advisors | 0.35% | Reduce -15.2% | 85,643 | $4.2M |
| Wharton Business Group, LLC | 0.14% | No change | 76,440 | $3.8M |
| Franklin Resources Inc. | 0.00% | No change | 75,998 | $3.7M |
| Bank of New York Mellon Corp | 0.00% | New | 73,210 | $3.6M |
| Thrivent Financial for Lutherans | 0.01% | Add +8.5% | 72,370 | $3.6M |
| Atlantic Private Wealth, LLC | 2.30% | Add +5.7% | 71,500 | $3.5M |
| Alpine Bank Wealth Management | 0.50% | Reduce -11.3% | 70,342 | $3.5M |
| BSW Wealth Partners | 0.38% | No change | 62,780 | $3.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -10.5% | 61,610 | $3.0M |
| Biltmore Family Office, LLC | 0.39% | No change | 56,201 | $2.8M |
| NorthRock Partners, LLC | 0.04% | Add +26.6% | 47,274 | $2.3M |
| HighTower Advisors, LLC | 0.00% | Add +12.0% | 46,315 | $2.3M |
| Gould Asset Management LLC | 0.38% | Add +6.6% | 44,743 | $2.2M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -42.2% | 41,433 | $2.0M |
| Two Sigma Investments, LP | 0.00% | New | 40,300 | $2.0M |
| Bartlett & Co. Wealth Management LLC | 0.02% | New | 35,571 | $2.0M |
| Lido Advisors, LLC | 0.01% | New | 39,312 | $1.9M |
| MAI Capital Management | 0.01% | Add +46.3% | 32,016 | $1.6M |
| JPMorgan Chase & Co. | 0.00% | Add +16.0% | 32,503 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.3% | 30,939 | $1.5M |
| Royal Bank of Canada | 0.00% | Add +25.3% | 30,155 | $1.5M |
| Wick Capital Partners, LLC | 0.27% | Add +0.4% | 30,142 | $1.5M |
| Bank of America Corp. | 0.00% | Reduce -2.0% | 29,060 | $1.4M |
| Napier Financial, LLC | 0.33% | Reduce -5.0% | 28,804 | $1.4M |
| Financial Council, LLC | 0.54% | Add +0.9% | 28,388 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +10.5% | 28,061 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -12.2% | 27,019 | $1.3M |
| Focus Partners Wealth | 0.00% | Add +0.5% | 23,115 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +2.3% | 22,568 | $1.1M |
| NerdWallet Wealth Partners, LLC | 0.48% | New | 22,385 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | New | 21,873 | $1.1M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -29.5% | 20,310 | $1000K |
| Cornerstone Financial Management LLC | 0.86% | Reduce -1.1% | 19,019 | $936K |
| Cresset Asset Management, LLC | 0.00% | Add +47.9% | 18,843 | $927K |
| Magnus Financial Group LLC | 0.07% | Reduce -5.8% | 18,399 | $906K |
| Human Investing LLC | 0.13% | Add +4.7% | 17,756 | $874K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -9.4% | 17,703 | $871K |
| Mariner, LLC | 0.00% | Add +0.2% | 17,666 | $870K |
| Sage Mountain Advisors LLC | 0.06% | Add +2.5% | 17,386 | $856K |
| Highland Financial Advisors, LLC | 0.22% | Add +27.2% | 16,867 | $830K |
| Sound Stewardship, LLC | 0.36% | Add +4.0% | 16,042 | $790K |
| Cetera Investment Advisers | 0.00% | Add +5.0% | 15,944 | $785K |
| Retirement Capital Strategies | 0.29% | No change | 15,381 | $757K |
| Tarbox Family Office, Inc. | 0.12% | Add +7.2% | 15,203 | $748K |
| Ferguson Shapiro LLC | 0.22% | No change | 14,902 | $733K |
| Jane Street Group, LLC | 0.00% | Add +40.7% | 14,732 | $725K |
| Prosperity Consulting Group, LLC | 0.03% | New | 14,069 | $692K |
| Colton Groome Financial Advisors, LLC | 0.19% | Add +31.5% | 13,815 | $680K |
| Savant Capital, LLC | 0.00% | No change | 12,574 | $619K |
| Freedom Financial Partners LLC | 0.21% | Add +11.7% | 11,997 | $591K |
| Sprinkle Financial Consultants LLC | 0.27% | Add +0.2% | 11,904 | $586K |
| Emergent Wealth Advisors, LLC | 0.34% | No change | 11,627 | $572K |
| Cambridge Financial Group, LLC | 0.19% | No change | 11,454 | $564K |
| Asset Dedication, LLC | 0.04% | No change | 11,454 | $564K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +1.4% | 10,905 | $537K |
| RMR Wealth Builders | 0.04% | Add +145.7% | 10,897 | $536K |
| Integrated Wealth Concepts LLC | 0.00% | New | 10,766 | $530K |
| Archer Investment Corp | 0.11% | Add +5011.1% | 10,580 | $521K |
| Veridan Wealth LLC | 0.19% | Reduce -2.3% | 10,209 | $502K |
| Pathstone Holdings, LLC | 0.00% | No change | 10,173 | $501K |
| Tribridge Partners Financial LLC | 0.20% | No change | 9,634 | $479K |
| Private Advisor Group, LLC | 0.00% | Add +7.1% | 9,631 | $474K |
| Black Diamond Financial, LLC | 0.05% | No change | 9,265 | $456K |
| Betterment LLC | 0.00% | Add +3.4% | 9,267 | $456K |
| Measured Risk Portfolios, Inc. | 0.49% | No change | 9,056 | $446K |
| Navalign, LLC | 0.11% | No change | 8,902 | $438K |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.9% | 8,705 | $428K |
| Confluence Wealth Services, Inc. | 0.02% | Add +0.5% | 8,691 | $428K |
| Curtis Advisory Group, LLC | 0.09% | Reduce -34.3% | 8,165 | $402K |
| St Germain D J Co. Inc. | 0.01% | No change | 7,649 | $376K |
| Wingate Wealth Advisors, Inc. | 0.19% | Add +59.4% | 7,339 | $361K |
| Sigma Planning Corp | 0.01% | Add +0.2% | 7,271 | $358K |
| Voisard Asset Management Group, Inc. | 0.08% | Add +0.2% | 7,227 | $356K |
| NewEdge Advisors, LLC | 0.00% | Reduce -13.8% | 7,206 | $355K |
| Ellenbecker Investment Group | 0.05% | Add +1.2% | 7,158 | $352K |
| Rockefeller Capital Management L.P. | 0.00% | Add +12.7% | 7,101 | $350K |
| Pettinga Financial Advisors LLC | 0.06% | No change | 6,867 | $338K |
| Crane Advisory, LLC | 0.05% | Add +33.8% | 6,244 | $334K |
| Corient Private Wealth LP | 0.00% | Add +0.1% | 6,602 | $325K |
| Montecito Bank & Trust | 0.05% | No change | 6,364 | $313K |
| Dakota Wealth Management | 0.01% | Add +0.3% | 6,336 | $312K |
| Gray Private Wealth, LLC | 0.16% | No change | 6,283 | $309K |
| Cary Street Partners Financial LLC | 0.01% | Add +0.1% | 6,109 | $301K |
| KWB Wealth | 0.03% | No change | 5,530 | $291K |
| Armor Investment Advisors, LLC | 0.10% | Add +1.2% | 5,875 | $289K |
| Citadel Advisors | 0.00% | Reduce -83.7% | 5,579 | $275K |
| Wealth Group Ltd | 0.06% | New | 5,570 | $274K |
| Topel & Distasi Wealth Management, LLC | 0.13% | Reduce -15.1% | 5,236 | $258K |
| Cora Capital Advisors LLC | 0.09% | Add +8.3% | 5,225 | $257K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.04% | Reduce -8.2% | 5,085 | $250K |
| Timmons Wealth Management, LLC | 0.24% | Add +1.8% | 5,053 | $249K |
| Whitegate Investment Counselors, Inc. | 0.08% | Reduce -4.4% | 5,043 | $248K |
| Valeo Financial Advisors, LLC | 0.01% | Add +3.4% | 4,979 | $245K |
| Perigon Wealth Management, LLC | 0.00% | New | 4,925 | $242K |
"% of holder's portfolio" is XVV's weight in each manager's 13F, not the share of iShares ESG Select Screened the manager owns.