Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / ESG SELECT SCRE
-
Total 13F shares
-
2,996,933
-
Share change
-
+40,937
-
Total reported value
-
$128,188,289
-
Price per share
-
$42.78
-
Number of holders
-
108
-
Value change
-
+$1,538,871
-
Number of buys
-
48
-
Number of sells
-
40
Institutional Holders of ISHARES TR - ESG SELECT SCRE (XVV) as of Q1 2025
As of 31 Mar 2025,
ISHARES TR - ESG SELECT SCRE (XVV) was held by
108 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,996,933 shares.
The largest 10 holders included
SUN LIFE FINANCIAL INC, BECKER CAPITAL MANAGEMENT INC, LPL Financial LLC, JNBA Financial Advisors, Better Money Decisions, LLC, BSW Wealth Partners, Alpine Bank Wealth Management, FRANKLIN RESOURCES INC, Wharton Business Group, LLC, and Atlantic Private Wealth, LLC.
This page lists
109
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.