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Ishares ESG Select Screened (XVV)

CUSIP: 46436E569 | NYSE | 245 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

University of Cambridge Investment Management Ltd1,649,540
100.0% of portfolio›$96.4M
Keybank National Association182,666
0.0% of portfolio›$10.6M
Bank of New York Mellon Corp78,735
0.0% of portfolio›$4.6M
Alpine Bank Wealth Management71,764
0.5% of portfolio›$4.2M
Jnba Financial Advisors67,370
0.3% of portfolio›$3.9M
Biltmore Family Office, LLC56,201
0.4% of portfolio›$3.3M
Thrivent Financial for Lutherans54,785
0.0% of portfolio›$3.2M
Lido Advisors, LLC40,923
0.0% of portfolio›$2.4M
Financial Council, LLC28,134
0.5% of portfolio›$1.6M
WestHill Financial Advisors, Inc.27,623
0.3% of portfolio›$1.6M
Tarbox Family Office, Inc.27,449
0.2% of portfolio›$1.6M
Commonwealth Equity Services, LLC20,096
0.0% of portfolio›$1.2M
Apollon Wealth Management, LLC19,971
0.0% of portfolio›$1.2M
Sage Mountain Advisors LLC17,896
0.1% of portfolio›$1.0M
Sound Stewardship, LLC17,836
0.4% of portfolio›$1.0M
Kestra Advisory Services, LLC17,469
0.0% of portfolio›$1.0M
Human Investing LLC17,121
0.1% of portfolio›$998.1K
Magnus Financial Group LLC16,092
0.1% of portfolio›$938.2K
Heritage Family Offices, LLP15,668
0.3% of portfolio›$913.4K
Ferguson Shapiro LLC14,972
0.3% of portfolio›$872.9K
Highland Financial Advisors, LLC14,219
0.2% of portfolio›$829.0K
Sprinkle Financial Consultants LLC11,960
0.3% of portfolio›$697.2K
Colton Groome Financial Advisors, LLC11,845
0.2% of portfolio›$690.6K
Emergent Wealth Advisors, LLC11,627
0.4% of portfolio›$677.9K
Cambridge Investment Research Advisors, Inc.11,461
0.0% of portfolio›$668
Asset Dedication, LLC11,454
0.0% of portfolio›$667.8K
Cambridge Financial Group, LLC11,454
0.2% of portfolio›$650.5K
RMR Wealth Builders11,289
0.0% of portfolio›$658.2K
Archer Investment Corp10,936
0.1% of portfolio›$637.6K
Freedom Financial Partners LLC10,616
0.2% of portfolio›$618.9K
Black Diamond Financial, LLC9,604
0.0% of portfolio›$559.9K
SFM, LLC d/b/a Sweeney Financial Advisors9,206
0.3% of portfolio›$536.7K
Measured Risk Portfolios, Inc.9,056
0.6% of portfolio›$528.0K
Cahaba Wealth Management, Inc.8,741
0.0% of portfolio›$509.6K
Confluence Wealth Services, Inc.8,623
0.0% of portfolio›$502.7K
KWB Wealth8,471
0.0% of portfolio›$493.9K
Crane Advisory, LLC7,733
0.1% of portfolio›$457.5K
Wingate Wealth Advisors, Inc.7,344
0.2% of portfolio›$428.2K
Voisard Asset Management Group, Inc.7,189
0.1% of portfolio›$419.1K
Sigma Planning Corp6,954
0.0% of portfolio›$405.4K
Gainline Financial Partners, LLC6,920
0.4% of portfolio›$403.5K
Pettinga Financial Advisors LLC6,867
0.1% of portfolio›$400.3K
Curtis Advisory Group, LLC6,773
0.1% of portfolio›$394.9K
Vise Technologies, Inc.6,518
0.0% of portfolio›$380.0K
Montecito Bank & Trust6,364
0.1% of portfolio›$371.0K
Valeo Financial Advisors, LLC6,243
0.0% of portfolio›$364.0K
Elwood & Goetz Wealth Advisory Group, LLC6,220
0.1% of portfolio›$362.6K
Wealth Group Ltd6,149
0.1% of portfolio›$361.4K
Sculati Wealth Management, LLC5,966
0.1% of portfolio›$353.5K
Armor Investment Advisors, LLC5,668
0.1% of portfolio›$330.4K
Cora Capital Advisors LLC5,225
0.1% of portfolio›$304.6K
Topel & Distasi Wealth Management, LLC5,153
0.1% of portfolio›$300.4K
Whitegate Investment Counselors, Inc.5,121
0.1% of portfolio›$298.6K
Gray Private Wealth, LLC5,119
0.1% of portfolio›$298.4K
Perigon Wealth Management, LLC4,426
0.0% of portfolio›$258.0K
US Bancorp \de\4,059
0.0% of portfolio›$236.6K
Townsend Asset Management Corp3,990
0.1% of portfolio›$232.6K
Horst & Graben Wealth Management LLC3,936
0.0% of portfolio›$229.5K
Prosperity Planning, Inc.3,886
0.1% of portfolio›$226.6K
Grove Bank & Trust3,863
0.0% of portfolio›$225.2K
Selective Wealth Management, Inc.3,845
0.1% of portfolio›$226.4K
Walkner Condon Financial Advisors LLC3,621
0.0% of portfolio›$211.1K
Ellis Investment Partners, LLC3,608
0.0% of portfolio›$210.4K
Matauro, LLC3,602
0.0% of portfolio›$210.0K
Archer Investment Management, LLC3,521
0.1% of portfolio›$205.3K
OpenArc Corporate Advisory, LLC3,461
0.0% of portfolio›$201.8K
Monument Capital Management3,456
0.0% of portfolio›$201.5K
Mogy Joel R Investment Counsel Inc3,175
0.0% of portfolio›$185.1K
Arcadia Investment Advisors LLC2,776
0.1% of portfolio›$161.8K
Abound Wealth Management1,684
0.0% of portfolio›$98.2K
Redwood Park Advisors LLC1,662
0.1% of portfolio›$96.9K
Assetmark, Inc1,556
0.0% of portfolio›$90.7K
StrongBox Wealth, LLC1,290
0.0% of portfolio›$75.2K
Eastern Bank1,204
0.0% of portfolio›$70.2K
Hanson & Doremus Investment Management874
0.0% of portfolio›$51
Carolina Wealth Advisors, LLC493
0.0% of portfolio›$28.7K
IFP Advisors, Inc430
0.0% of portfolio›$25.1K
Rossby Financial, LCC419
0.0% of portfolio›$24.4K
Spire Wealth Management365
0.0% of portfolio›$21.3K
Farther Finance Advisors, LLC313
0.0% of portfolio›$18.2K
Lynch Investment Planning, LLC248
0.0% of portfolio›$14.5K
Ashton Thomas Private Wealth, LLC196
0.0% of portfolio›$11.4K
EverSource Wealth Advisors, LLC133
0.0% of portfolio›$7.8K
Cedar Mountain Advisors, LLC2
0.0% of portfolio›$117
StyleTurnoverLocationFiled
University of Cambridge Investment Management Ltd
1,649,540$96.4M100.0%N/AN/ACambridge, United Kingdom2026-10-19
Keybank National Association
182,666$10.6M0.0%CoreLowBrooklyn, OH2026-11-04
Bank of New York Mellon Corp
78,735$4.6M0.0%CoreLowNew York, NY2026-11-05
Alpine Bank Wealth Management
71,764$4.2M0.5%ETFHighGrand Junction, CO2026-10-16
Jnba Financial Advisors
67,370$3.9M0.3%ETFMediumBloomington, MN2026-11-03
Biltmore Family Office, LLC
56,201$3.3M0.4%GrowthLowCharlotte, NC2026-11-03
Thrivent Financial for Lutherans
54,785$3.2M0.0%GARPMediumMinneapolis, MN2026-11-05
Lido Advisors, LLC
40,923$2.4M0.0%GrowthLowLos Angeles, CA2026-11-04
Financial Council, LLC
28,134$1.6M0.5%ETFVery LowTowson, MD2026-11-02
WestHill Financial Advisors, Inc.
27,623$1.6M0.3%ETFVery LowSan Rafael, CA2026-10-14
Tarbox Family Office, Inc.
27,449$1.6M0.2%ETFVery LowNewport Beach, CA2026-10-23
Commonwealth Equity Services, LLC
20,096$1.2M0.0%ETFLowWaltham, MA2026-11-02
Apollon Wealth Management, LLC
19,971$1.2M0.0%GrowthLowMount Pleasant, SC2026-10-23
Sage Mountain Advisors LLC
17,896$1.0M0.1%ETFLowAtlanta, GA2026-11-02
Sound Stewardship, LLC
17,836$1.0M0.4%ETFVery LowOverland Park, KS2026-10-14
Kestra Advisory Services, LLC
17,469$1.0M0.0%CoreLowAustin, TX2026-11-02
Human Investing LLC
17,121$998.1K0.1%ETFVery LowLake Oswego, OR2026-10-19
Magnus Financial Group LLC
16,092$938.2K0.1%ETFLowNew York, NY2026-10-21
Heritage Family Offices, LLP
15,668$913.4K0.3%GrowthHighScottsdale, AZ2026-11-02
Ferguson Shapiro LLC
14,972$872.9K0.3%ETFHighDecatur, GA2026-10-16
Highland Financial Advisors, LLC
14,219$829.0K0.2%ETFVery LowWayne, NJ2026-10-19
Sprinkle Financial Consultants LLC
11,960$697.2K0.3%ETFLowLittleton, CO2026-10-09
Colton Groome Financial Advisors, LLC
11,845$690.6K0.2%ETFLowAsheville, NC2026-10-06
Emergent Wealth Advisors, LLC
11,627$677.9K0.4%ETFMediumWilliamsville, NY2026-10-09
Cambridge Investment Research Advisors, Inc.
11,461$6680.0%ETFLowFairfield, IA2026-11-02
Asset Dedication, LLC
11,454$667.8K0.0%ETFLowSan Francisco, CA2026-11-03
Cambridge Financial Group, LLC
11,454$650.5K0.2%ETFLowTucson, AZ2026-10-06
RMR Wealth Builders
11,289$658.2K0.0%ETFLowMontclair, NJ2026-10-22
Archer Investment Corp
10,936$637.6K0.1%CoreMediumCarmel, IN2026-11-05
Freedom Financial Partners LLC
10,616$618.9K0.2%ETFLowOakdale, MN2026-10-19
Black Diamond Financial, LLC
9,604$559.9K0.0%ETFVery LowTowson, MD2026-10-26
SFM, LLC d/b/a Sweeney Financial Advisors
9,206$536.7K0.3%ETFLowBedford, NH2026-10-14
Measured Risk Portfolios, Inc.
9,056$528.0K0.6%YieldMediumSan Diego, CA2026-10-21
Cahaba Wealth Management, Inc.
8,741$509.6K0.0%ETFVery LowAtlanta, GA2026-10-26
Confluence Wealth Services, Inc.
8,623$502.7K0.0%ETFVery LowMcmurray, PA2026-11-05
KWB Wealth
8,471$493.9K0.0%ETFMediumRedlands, CA2026-10-16
Crane Advisory, LLC
7,733$457.5K0.1%ETFVery LowFullerton, CA2026-10-13
Wingate Wealth Advisors, Inc.
7,344$428.2K0.2%ETFVery LowLexington, MA2026-10-26
Voisard Asset Management Group, Inc.
7,189$419.1K0.1%ETFLowGrand Rapids, MI2026-10-13
Sigma Planning Corp
6,954$405.4K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Gainline Financial Partners, LLC
6,920$403.5K0.4%ETFN/ALouisville, CO2026-10-15
Pettinga Financial Advisors LLC
6,867$400.3K0.1%ETFMediumEvansville, IN2026-10-13
Curtis Advisory Group, LLC
6,773$394.9K0.1%ETFLowSanta Barbara, CA2026-10-28
Vise Technologies, Inc.
6,518$380.0K0.0%IndexLowNew York, NY2026-10-29
Montecito Bank & Trust
6,364$371.0K0.1%GrowthVery LowSanta Barbara, CA2026-10-01
Valeo Financial Advisors, LLC
6,243$364.0K0.0%ETFLowCarmel, IN2026-10-08
Elwood & Goetz Wealth Advisory Group, LLC
6,220$362.6K0.1%ETFLowAthens, GA2026-10-28
Wealth Group Ltd
6,149$361.4K0.1%ETFLowEden Prairie, MN2026-10-07
Sculati Wealth Management, LLC
5,966$353.5K0.1%CoreLowBloomfield Hills, MI2026-10-19
Armor Investment Advisors, LLC
5,668$330.4K0.1%ETFLowRaleigh, NC2026-10-27
Cora Capital Advisors LLC
5,225$304.6K0.1%ETFLowMarlton, NJ2026-11-02
Topel & Distasi Wealth Management, LLC
5,153$300.4K0.1%ETFVery LowBerkeley, CA2026-11-05
Whitegate Investment Counselors, Inc.
5,121$298.6K0.1%ETFVery LowConcord, NH2026-11-02
Gray Private Wealth, LLC
5,119$298.4K0.1%ETFVery LowCanton, MA2026-10-28
Perigon Wealth Management, LLC
4,426$258.0K0.0%GrowthLowSan Francisco, CA2026-10-22
US Bancorp \de\
4,059$236.6K0.0%IndexLowMinneapolis, MN2026-11-05
Townsend Asset Management Corp
3,990$232.6K0.1%CoreLowRaleigh, NC2026-10-29
Horst & Graben Wealth Management LLC
3,936$229.5K0.0%ETFMediumPortland, OR2026-11-02
Prosperity Planning, Inc.
3,886$226.6K0.1%ETFVery LowNorth Kansas City, MO2026-10-09
Grove Bank & Trust
3,863$225.2K0.0%ETFLowMiami, FL2026-10-08
Selective Wealth Management, Inc.
3,845$226.4K0.1%ETFLowForest, VA2026-10-16
Walkner Condon Financial Advisors LLC
3,621$211.1K0.0%ETFLowVerona, WI2026-11-02
Ellis Investment Partners, LLC
3,608$210.4K0.0%ETFLowBerwyn, PA2026-10-21
Matauro, LLC
3,602$210.0K0.0%ETFLowNew York, NY2026-11-03
Archer Investment Management, LLC
3,521$205.3K0.1%ETFHighAustin, TX2026-10-13
OpenArc Corporate Advisory, LLC
3,461$201.8K0.0%GrowthLowAtlanta, GA2026-10-21
Monument Capital Management
3,456$201.5K0.0%GARPHighAlexandria, VA2026-10-09
Mogy Joel R Investment Counsel Inc
3,175$185.1K0.0%GrowthVery LowBeverly Hills, CA2026-10-13
Arcadia Investment Advisors LLC
2,776$161.8K0.1%ETFLowEagle, ID2026-10-13
Abound Wealth Management
1,684$98.2K0.0%ETFVery LowFranklin, TN2026-10-26
Redwood Park Advisors LLC
1,662$96.9K0.1%ETFVery LowRedwood City, CA2026-11-02
Assetmark, Inc
1,556$90.7K0.0%ETFLowConcord, CA2026-10-21
StrongBox Wealth, LLC
1,290$75.2K0.0%GrowthLowLee'S Summit, MO2026-11-02
Eastern Bank
1,204$70.2K0.0%GrowthMediumBoston, MA2026-10-05
Hanson & Doremus Investment Management
874$510.0%CoreVery LowBurlington, VT2026-10-16
Carolina Wealth Advisors, LLC
493$28.7K0.0%YieldHighMyrtle Beach, SC2026-10-23
IFP Advisors, Inc
430$25.1K0.0%GrowthLowTampa, FL2026-10-16
Rossby Financial, LCC
419$24.4K0.0%ETFMediumMelbourne, FL2026-11-05
Spire Wealth Management
365$21.3K0.0%GrowthMediumMclean, VA2026-10-30
Farther Finance Advisors, LLC
313$18.2K0.0%IndexLowSan Francisco, CA2026-10-08
Lynch Investment Planning, LLC
248$14.5K0.0%ETFLowNewtown Square, PA2026-10-27
Ashton Thomas Private Wealth, LLC
196$11.4K0.0%CoreMediumScottsdale, AZ2026-11-03
EverSource Wealth Advisors, LLC
133$7.8K0.0%CoreMediumBirmingham, AL2026-11-04
Cedar Mountain Advisors, LLC
2$1170.0%ETFVery LowLake Oswego, OR2026-10-15