Who owns iShares ESG Select Screened S&P 500 ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of XVV from SEC Form 13F filings across 160 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 160 institutions disclosed 5.3M shares of iShares ESG Select Screened S&P 500 ETF worth $299.8M — about 57.3% of shares outstanding; the largest disclosed holder is University of Cambridge Investment Management Ltd. Source: SEC Form 13F filings, parsed by EvidInvest.
160
13F holders
$299.8M
value, 2026 filers
57.3%
of shares outstanding (5.3M sh)
26
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of XVV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | University of Cambridge Investment Management Ltd | 1.6M | $93.9M | 100.0% | 17.9% | -25.1% |
| 2 | SUN LIFE FINANCIAL INC | 441,619 | $25.1M | 1.3% | 4.8% | -46.3% |
| 3 | LPL Financial LLC | 306,206 | $17.4M | 0.0% | 3.3% | +11.9% |
| 4 | BECKER CAPITAL MANAGEMENT INC | 255,669 | $14.5M | 0.4% | 2.8% | +3.4% |
| 5 | BROWN ADVISORY INC | 227,661 | $12.9M | 0.0% | 2.5% | +4.0% |
| 6 | KEYBANK NATIONAL ASSOCIATION/OH | 175,276 | $10.0M | 0.0% | 1.9% | +9.9% |
| 7 | Thrivent Financial for Lutherans | 78,662 | $4.5M | 0.0% | 0.9% | +8.7% |
| 8 | FRANKLIN RESOURCES INC | 75,998 | $4.3M | 0.0% | 0.8% | 0.0% |
| 9 | Wharton Business Group, LLC | 75,920 | $4.3M | 0.1% | 0.8% | -0.7% |
| 10 | JNBA Financial Advisors | 75,662 | $4.3M | 0.3% | 0.8% | -11.7% |
| 11 | Bank of New York Mellon Corp | 74,207 | $4.2M | 0.0% | 0.8% | +1.4% |
| 12 | Alpine Bank Wealth Management | 72,621 | $4.1M | 0.5% | 0.8% | +3.2% |
| 13 | Atlantic Private Wealth, LLC | 67,627 | $3.8M | 2.4% | 0.7% | -5.4% |
| 14 | BSW Wealth Partners | 57,656 | $3.3M | 0.4% | 0.6% | -8.2% |
| 15 | RAYMOND JAMES FINANCIAL INC | 56,515 | $3.2M | 0.0% | 0.6% | -8.3% |
| 16 | Biltmore Family Office, LLC | 56,201 | $3.2M | 0.4% | 0.6% | 0.0% |
| 17 | NorthRock Partners, LLC | 47,634 | $2.7M | 0.0% | 0.5% | +0.8% |
| 18 | HighTower Advisors, LLC | 46,494 | $2.6M | 0.0% | 0.5% | +0.4% |
| 19 | GOULD ASSET MANAGEMENT LLC /CA/ | 44,968 | $2.6M | 0.4% | 0.5% | +0.5% |
| 20 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 44,053 | $2.5M | 0.0% | 0.5% | +23.8% |
| 21 | EP Wealth Advisors, LLC | 39,984 | $2.3M | 0.0% | 0.4% | -3.5% |
| 22 | Lido Advisors, LLC | 37,530 | $2.1M | 0.0% | 0.4% | -4.5% |
| 23 | ROYAL BANK OF CANADA | 32,248 | $1.8M | 0.0% | 0.4% | +6.9% |
| 24 | MAI Capital Management | 31,548 | $1.8M | 0.0% | 0.3% | -1.5% |
| 25 | BANK OF AMERICA CORP /DE/ | 30,222 | $1.7M | 0.0% | 0.3% | +4.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.