XVV institutional holders

ISHARES ESG SELECT SCREENED S&P 500 ETF · 13F, 2026Q2

Managers holding159
Shares held3,646,387
Reported value$207.1m
Quarter flows26 new, 59 added, 40 trimmed, 10 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
University of Cambridge Investment Management Ltd1,649,540$93.9m100.0%
SUN LIFE FINANCIAL INC441,619$25.1m1.3%
LPL Financial LLC306,206$17.4m0.0%
BECKER CAPITAL MANAGEMENT INC255,669$14.5m0.4%
BROWN ADVISORY INC227,661$12.9m0.0%
KEYBANK NATIONAL ASSOCIATION/OH175,276$10.0m0.0%
Thrivent Financial for Lutherans78,662$4.5m0.0%
FRANKLIN RESOURCES INC75,998$4.3m0.0%
Wharton Business Group, LLC75,920$4.3m0.1%
JNBA Financial Advisors75,662$4.3m0.3%
Bank of New York Mellon Corp74,207$4.2m0.0%
Alpine Bank Wealth Management72,621$4.1m0.5%
Atlantic Private Wealth, LLC67,627$3.8m2.4%
BSW Wealth Partners57,656$3.3m0.4%
RAYMOND JAMES FINANCIAL INC56,515$3.2m0.0%
Biltmore Family Office, LLC56,201$3.2m0.4%
NorthRock Partners, LLC47,634$2.7m0.0%
HighTower Advisors, LLC46,494$2.6m0.0%
GOULD ASSET MANAGEMENT LLC /CA/44,968$2.6m0.4%
BARTLETT & CO. WEALTH MANAGEMENT LLC44,053$2.5m0.0%
EP Wealth Advisors, LLC39,984$2.3m0.0%
Lido Advisors, LLC37,530$2.1m0.0%
ROYAL BANK OF CANADA32,248$1.8m0.0%
MAI Capital Management31,548$1.8m0.0%
BANK OF AMERICA CORP /DE/30,222$1.7m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("XVV"). XVV price history · All 13F data

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