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XVV · iShares ESG Select Screened S&P 500 ETF ETF

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$59.04 -0.25 (-0.43%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 2
Total Value: $1,608,633
Total Shares: 28,326

Institutional Ownership Trend

15 quarters

Holder Concentration

Across 2 13F filers · Δ vs Mar 31, 2026
Top Holder
76.7%
Jun 2021 → Jun 2026 · range 45.1% – 100.0%
+1.7 pts
Top 5
100.0%
Jun 2021 → Jun 2026 · range 65.1% – 100.0%
0.0 pts
Top 10
100.0%
Jun 2021 → Jun 2026 · range 81.3% – 100.0%
0.0 pts
HHI
6,423
Jun 2021 → Jun 2026 · range 2,206 – 10,000
Highly concentrated+172

Quarterly Activity

vs Mar 31, 2026
New
1
Increased
1
Decreased
0
Sold Out
1
Unchanged
0
Holder count: 0
Institutional value: +28.9%
Shares held: +11.7%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Cornerstone Financial Management LLC +2,699 21,718

Top Sellers

vs Mar 31, 2026
No qualifying movers this quarter.

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 6,608 $375,268

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Dakota Wealth Management 6,336 $311,857
Filter: New 1 Increased 1 Reduced 0 Sold out 1 Unchanged 0
Showing 2 of 2
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Cornerstone Financial Management LLC XVV $1,233,365 76.67% 21,718
Corient Private Wealth LLC XVV $375,268 23.33% 6,608