iShares ESG Select ScreenedXVVETF
13F holders, Q2 2026 (June 30)159holders +16
24new positions
8sold out
$56.79avg. 13F price*
At the end of Q2 2026, 159 institutions reported holding iShares ESG Select Screened (XVV) in their 13F filings, up 16 from Q1 2026. 24 opened new positions and 8 sold out. The largest holders were Sun Life Financial Inc. ($25.1M), LPL Financial LLC ($17.4M) and Becker Capital Management Inc. ($14.5M).
- Company
- iShares ESG Select Screened
- CUSIP
- 46436E569
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $7.7M |
| Exits | 8 | $2.5M |
All 13F filers, Q1 2026 → Q2 2026: 283,091 shares bought and 642,077 shares sold, net −358,986 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 159 holders
| Sun Life Financial Inc. | 1.28% | Reduce -46.3% | 441,619 | $25.1M |
| LPL Financial LLC | 0.00% | Add +11.9% | 306,206 | $17.4M |
| Becker Capital Management Inc. | 0.39% | Add +3.4% | 255,669 | $14.5M |
| Brown Advisory Inc. | 0.02% | Add +4.0% | 227,661 | $12.9M |
| Keybank National Association | 0.03% | Add +9.9% | 175,276 | $10.0M |
| Thrivent Financial for Lutherans | 0.01% | Add +8.7% | 78,662 | $4.5M |
| Franklin Resources Inc. | 0.00% | No change | 75,998 | $4.3M |
| Wharton Business Group, LLC | 0.14% | Reduce -0.7% | 75,920 | $4.3M |
| JNBA Financial Advisors | 0.33% | Reduce -11.7% | 75,662 | $4.3M |
| Bank of New York Mellon Corp | 0.00% | Add +1.4% | 74,207 | $4.2M |
| Alpine Bank Wealth Management | 0.53% | Add +3.2% | 72,621 | $4.1M |
| Atlantic Private Wealth, LLC | 2.35% | Reduce -5.4% | 67,627 | $3.8M |
| BSW Wealth Partners | 0.36% | Reduce -8.2% | 57,656 | $3.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -8.3% | 56,515 | $3.2M |
| Biltmore Family Office, LLC | 0.42% | No change | 56,201 | $3.2M |
| NorthRock Partners, LLC | 0.04% | Add +0.8% | 47,634 | $2.7M |
| HighTower Advisors, LLC | 0.00% | Add +0.4% | 46,494 | $2.6M |
| Gould Asset Management LLC | 0.40% | Add +0.5% | 44,968 | $2.6M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Add +23.9% | 44,053 | $2.5M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -3.5% | 39,984 | $2.3M |
| Lido Advisors, LLC | 0.01% | Reduce -4.5% | 37,530 | $2.1M |
| Royal Bank of Canada | 0.00% | Add +6.9% | 32,248 | $1.8M |
| MAI Capital Management | 0.01% | Reduce -1.5% | 31,548 | $1.8M |
| Bank of America Corp. | 0.00% | Add +4.0% | 30,222 | $1.7M |
| Wick Capital Partners, LLC | 0.26% | Reduce -0.0% | 30,129 | $1.7M |
| Retirement Capital Strategies | 0.59% | Add +95.7% | 30,106 | $1.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.0% | 29,470 | $1.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.1% | 29,218 | $1.7M |
| Napier Financial, LLC | 0.34% | Reduce -0.5% | 28,651 | $1.6M |
| Financial Council, LLC | 0.52% | Reduce -1.0% | 28,114 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.0% | 27,822 | $1.6M |
| Tarbox Family Office, Inc. | 0.22% | Add +80.5% | 27,445 | $1.6M |
| NerdWallet Wealth Partners, LLC | 0.53% | Add +20.3% | 26,929 | $1.5M |
| MML Investors Services, LLC | 0.00% | Add +12.4% | 25,372 | $1.4M |
| Focus Partners Wealth | 0.00% | Add +1.4% | 23,442 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | New | 23,020 | $1.3M |
| Cornerstone Financial Management LLC | 0.99% | Add +14.2% | 21,718 | $1.2M |
| Apollon Wealth Management, LLC | 0.01% | Reduce -0.5% | 20,207 | $1.1M |
| Cresset Asset Management, LLC | 0.00% | Add +1.2% | 19,074 | $1.1M |
| Mariner, LLC | 0.00% | Add +4.5% | 18,461 | $1.0M |
| Human Investing LLC | 0.13% | Reduce -1.3% | 17,533 | $996K |
| Sage Mountain Advisors LLC | 0.06% | No change | 17,386 | $987K |
| Cetera Investment Advisers | 0.00% | Add +7.9% | 17,197 | $977K |
| Prosperity Consulting Group, LLC | 0.04% | Add +21.3% | 17,064 | $969K |
| M&T Bank Corp | 0.00% | New | 16,452 | $934K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -8.3% | 16,241 | $922K |
| Sound Stewardship, LLC | 0.38% | Add +0.2% | 16,074 | $913K |
| Magnus Financial Group LLC | 0.06% | Reduce -12.8% | 16,054 | $912K |
| Pacific Excel Wealth Advisors, Inc. | 0.34% | New | 15,668 | $890K |
| Heritage Family Offices, LLP | 0.34% | New | 15,668 | $890K |
| Ferguson Shapiro LLC | 0.25% | Add +0.2% | 14,936 | $848K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -33.4% | 14,561 | $827K |
| Highland Financial Advisors, LLC | 0.18% | Reduce -15.3% | 14,285 | $811K |
| Savant Capital, LLC | 0.00% | No change | 12,574 | $714K |
| Sprinkle Financial Consultants LLC | 0.27% | Add +0.2% | 11,931 | $678K |
| Colton Groome Financial Advisors, LLC | 0.16% | Reduce -14.3% | 11,845 | $673K |
| Emergent Wealth Advisors, LLC | 0.34% | No change | 11,627 | $660K |
| Osaic Holdings, Inc. | 0.00% | Add +32.7% | 11,548 | $656K |
| Cambridge Financial Group, LLC | 0.20% | No change | 11,454 | $650K |
| Asset Dedication, LLC | 0.04% | No change | 11,454 | $650K |
| RMR Wealth Builders | 0.04% | Add +1.4% | 11,050 | $628K |
| Archer Investment Corp | 0.12% | Add +3.4% | 10,936 | $621K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 10,905 | $619K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 10,766 | $611K |
| Freedom Financial Partners LLC | 0.19% | Reduce -14.2% | 10,298 | $585K |
| Pathstone Holdings, LLC | 0.00% | No change | 10,173 | $578K |
| Veridan Wealth LLC | 0.20% | Reduce -0.4% | 10,164 | $577K |
| Private Advisor Group, LLC | 0.00% | Add +2.9% | 9,914 | $563K |
| KWB Wealth | 0.05% | Add +78.6% | 9,877 | $561K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -68.8% | 9,668 | $549K |
| Tribridge Partners Financial LLC | 0.21% | Add +0.5% | 9,681 | $546K |
| Betterment LLC | 0.00% | Add +0.1% | 9,281 | $527K |
| Black Diamond Financial, LLC | 0.05% | No change | 9,265 | $526K |
| Measured Risk Portfolios, Inc. | 0.46% | No change | 9,056 | $514K |
| Navalign, LLC | 0.12% | No change | 8,902 | $506K |
| Confluence Wealth Services, Inc. | 0.01% | Add +2.2% | 8,880 | $504K |
| Cahaba Wealth Management, Inc. | 0.03% | New | 8,720 | $495K |
| NewEdge Advisors, LLC | 0.00% | Add +19.8% | 8,631 | $490K |
| St Germain D J Co. Inc. | 0.02% | No change | 7,649 | $434K |
| Wingate Wealth Advisors, Inc. | 0.18% | Add +0.0% | 7,342 | $417K |
| Sigma Planning Corp | 0.01% | Add +0.0% | 7,272 | $413K |
| Voisard Asset Management Group, Inc. | 0.08% | Reduce -0.5% | 7,189 | $408K |
| Ellenbecker Investment Group | 0.05% | Add +0.4% | 7,188 | $408K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 7,101 | $403K |
| Gainline Financial Partners, LLC | 0.37% | — | 6,904 | $392K |
| Peak Retirement Planning, Inc. | 0.06% | Add +40.2% | 6,885 | $391K |
| Pettinga Financial Advisors LLC | 0.06% | No change | 6,867 | $390K |
| Curtis Advisory Group, LLC | 0.07% | Reduce -17.1% | 6,773 | $385K |
| Corient Private Wealth LP | 0.00% | Add +0.1% | 6,608 | $375K |
| Vise Technologies, Inc. | 0.00% | New | 6,602 | $375K |
| Montecito Bank & Trust | 0.05% | No change | 6,364 | $361K |
| Dakota Wealth Management | 0.01% | Add +0.2% | 6,350 | $361K |
| Gray Private Wealth, LLC | 0.15% | No change | 6,283 | $357K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.05% | Add +22.3% | 6,220 | $353K |
| Wealth Group Ltd | 0.07% | Add +10.4% | 6,149 | $349K |
| Morgan Stanley | 0.00% | Reduce -95.2% | 6,125 | $348K |
| Cary Street Partners Financial LLC | 0.01% | Add +0.1% | 6,114 | $347K |
| Crane Advisory, LLC | 0.05% | Reduce -7.7% | 5,763 | $331K |
| Armor Investment Advisors, LLC | 0.10% | Reduce -2.7% | 5,714 | $324K |
| Sculati Wealth Management, LLC | 0.10% | New | 5,332 | $303K |
| Jane Street Group, LLC | 0.00% | Reduce -64.3% | 5,263 | $299K |
| Whitegate Investment Counselors, Inc. | 0.08% | Add +3.7% | 5,231 | $297K |
| Cora Capital Advisors LLC | 0.08% | No change | 5,225 | $297K |
| Topel & Distasi Wealth Management, LLC | 0.14% | Reduce -1.6% | 5,153 | $293K |
| Valeo Financial Advisors, LLC | 0.01% | Add +1.6% | 5,056 | $287K |
| Timmons Wealth Management, LLC | 0.20% | Reduce -2.4% | 4,931 | $280K |
| Perigon Wealth Management, LLC | 0.00% | Reduce -3.4% | 4,757 | $270K |
| Seeds Investor LLC | 0.03% | Add +17.1% | 4,517 | $257K |
| Global Retirement Partners, LLC | 0.00% | — | 4,233 | $240K |
| Archer Investment Management, LLC | 0.08% | Reduce -0.3% | 4,208 | $239K |
| US Bancorp \de | 0.00% | No change | 4,116 | $234K |
| Urban Financial Advisory Corp | 0.06% | New | 4,101 | $233K |
| Blair William & Co. | 0.00% | No change | 4,073 | $231K |
| Townsend Asset Management Corp. /NC/ | 0.07% | Add +0.2% | 4,005 | $227K |
| Monument Capital Management | 0.05% | New | 3,946 | $224K |
| Ellis Investment Partners, LLC | 0.03% | Reduce -4.1% | 3,943 | $224K |
| Horst & Graben Wealth Management LLC | 0.03% | No change | 3,936 | $224K |
| Prosperity Planning, Inc. | 0.07% | New | 3,886 | $221K |
| Grove Bank & Trust | 0.02% | No change | 3,863 | $219K |
| Destination Wealth Management | 0.01% | New | 3,848 | $219K |
| Selective Wealth Management, Inc. | 0.06% | New | 3,845 | $218K |
| Zhang Financial LLC | 0.01% | New | 3,786 | $215K |
| Walkner Condon Financial Advisors LLC | 0.02% | New | 3,621 | $206K |
| Matauro, LLC | 0.03% | New | 3,593 | $204K |
| Choate Investment Advisors | 0.00% | New | 3,542 | $201K |
| Clearstead Advisors, LLC | 0.00% | New | 3,286 | $187K |
| Smartleaf Asset Management LLC | 0.01% | No change | 3,266 | $185K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | Reduce -5.2% | 3,175 | $180K |
| FMR LLC | 0.00% | Add +14.4% | 3,026 | $172K |
| Arcadia Investment Advisors LLC | 0.07% | No change | 2,776 | $158K |
| Wells Fargo & Company | 0.00% | Add +6.9% | 2,743 | $156K |
| Smithfield Trust Co | 0.01% | Reduce -11.4% | 2,678 | $153K |
| Millstone Evans Group, LLC | 0.08% | Add +0.9% | 2,448 | $139K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 2,339 | $133K |
| VSM Wealth Advisory, LLC | 0.03% | No change | 1,918 | $109K |
| Abound Wealth Management | 0.02% | New | 1,683 | $96K |
| Redwood Park Advisors LLC | 0.07% | Add +0.2% | 1,658 | $94K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.9% | 1,599 | $91K |
| Ashton Thomas Private Wealth, LLC | 0.00% | No change | 1,568 | $89K |
| Assetmark, Inc. | 0.00% | Add +6.9% | 1,556 | $88K |
| StrongBox Wealth, LLC | 0.02% | New | 1,395 | $79K |
| Eastern Bank | 0.00% | Reduce -73.1% | 1,290 | $73K |
| Tidemark, LLC | 0.01% | Reduce -10.9% | 1,156 | $66K |
| Hanson & Doremus Investment Management | 0.01% | Reduce -0.8% | 912 | $52K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 650 | $37K |
| Oakmont Advisory Group, LLC | 0.03% | New | 620 | $35K |
| Carolina Wealth Advisors, LLC | 0.01% | No change | 493 | $28K |
| Rossby Financial, LCC | 0.01% | Add +1.7% | 488 | $28K |
| National Bank of Canada | 0.00% | Add +62.5% | 455 | $26K |
| Spire Wealth Management | 0.00% | No change | 365 | $21K |
| Arax Advisory Partners | 0.00% | No change | 359 | $20K |
| Farther Finance Advisors, LLC | 0.00% | New | 313 | $18K |
| 1 North Wealth Services LLC | 0.01% | No change | 310 | $18K |
| Fort Vancouver Investment Management, LLC | 0.01% | No change | 241 | $14K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -6.3% | 150 | $9K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 150 | $9K |
| Fiduciary Financial Advisors | 0.00% | New | 64 | $4K |
| RMG Wealth Management LLC | 0.00% | New | 5 | $795 |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 2 | $114 |
"% of holder's portfolio" is XVV's weight in each manager's 13F, not the share of iShares ESG Select Screened the manager owns.