XVV · iShares ESG Select Screened S&P 500 ETF ETF
$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.
Holders: 2
Total Value: $1,608,633
Total Shares: 28,326
Institutional Ownership Trend
24 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2026Top Holder
76.7%
+41.0 pts
Top 5
100.0%
+39.0 pts
Top 10
100.0%
+30.5 pts
HHI
6,423
Highly concentrated+4,892
Quarterly Activity
vs Mar 31, 2026
New
0
Increased
2
Decreased
0
Sold Out
143
Unchanged
0
Holder count:
-143
Institutional value:
-99.5%
Shares held:
-99.5%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small Cornerstone Financial Management LLC | +2,699 | 21,718 | |
| Large Corient Private Wealth LLC | +6 | 6,608 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026No new positions this quarter.
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Small University of Cambridge Investment Management Ltd | 2,202,387 | $108,401,488 | |
| Small SUN LIFE FINANCIAL INC | 823,040 | $40,510,028 | |
| Mega LPL Financial LLC | 273,521 | $13,462,703 | |
| Mid BECKER CAPITAL MANAGEMENT INC | 247,274 | $12,170,826 | |
| Large BROWN ADVISORY INC | 218,970 | $10,777,703 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small Cornerstone Financial Management LLC XVV | $1,233,365 | 76.67% | 21,718 | Shares | 2026-08-28 | |
| Large Corient Private Wealth LLC XVV | $375,268 | 23.33% | 6,608 | Shares | 2026-08-27 |