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Get Institutions for : 
Ishares Esg Screened S&p 500 Etf (XVV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 69    4
Total shares held : 
 1,627,675  
% of shares held : 
 1.81%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   16  
Amount of shares held : 
 -705,654  
% of shares held change : 
   -0.78%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 163,375
 10.04%
 
Increased Positions :
27
 124,702
 7.66%
 
Unchanged Positions :
17
 224,866
 13.82%
 
Decreased Positions :
15
-839,765
-51.59%
 
Closed Positions :
6
-153,966
-9.46%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   RETIREMENT CAPITAL STRATEGIES 2 - 2024-03-31 749,801 $30,209,000 628,353
   BECKER CAPITAL MANAGEMENT INC 82 - 2024-03-31 233,979 $9,427,000 9,785
   Atlantic Private Wealth LLC 10 - 2024-03-31 84,786 $3,416,000 123
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1645 - 2024-03-31 47,322 $1,907,000 32,071
   BANK OF AMERICA CORP /DE/ 3664 - 2024-03-31 45,082 $1,816,000 17,443
   LPL FINANCIAL CORP 2612 - 2024-03-31 43,267 $1,743,000 10,870
   ROYAL BANK OF CANADA 2650 - 2024-03-31 40,666 $1,639,000 23,470
   JNBA FINANCIAL ADVISORS 74 - 2024-03-31 40,162 $1,618,000 37,491
   US FINANCIAL ADVISORS LLC 33 - 2024-03-31 39,694 $1,599,000 250
   JANE STREET GROUP LLC 2546 - 2024-03-31 38,580 $1,554,000 38,580
   GOULD ASSET MANAGEMENT LLC /CA/ 37 - 2024-03-31 37,510 $1,511,000 7,850
   THRIVENT FINANCIAL FOR LUTHERANS 2004 - 2024-03-31 17,695 $713,000 31
   MML INVESTORS SERVICES LLC 1648 - 2024-03-31 16,178 $652,000 538
   COMMONWEALTH EQUITY SERVICES LLC. 2592 - 2024-03-31 15,601 $629,000 1,941
   Tarbox Group Inc. 60 - 2024-03-31 14,106 $568,000 1,021
   MULTIFINANCIAL SECURITIES CORP 1587 - 2024-03-31 12,535 $505,000 5,548
   Sunbelt Securities Inc. 324 - 2024-03-31 12,170 $490,000 826
   MERRIMAN WEALTH MANAGEMENT, LLC 148 - 2024-03-31 10,194 $411,000 670
   ANDERSON FISHER LLC 67 - 2024-03-31 10,101 $407,000 1,503
   Kestra Advisory Services LLC 1858 - 2024-03-31 8,925 $360,000 910
   MARINER WEALTH ADVISORS, LLC 2423 - 2024-03-31 7,418 $299,000 1,474
   Sigma Planning Corp 956 - 2024-03-31 7,355 $296,000 7,355
   Advisor Group Holdings Inc. 3394 - 2024-03-31 6,778 $273,000 3,291
   Ellenbecker Investment Group 96 - 2024-03-31 5,903 $238,000 120
   Spire Wealth Management 1608 - 2024-03-31 340 $14,000 52
   BAYSTATE WEALTH MANAGEMENT LLC 851 - 2023-12-31 169 $6,000 2
   UBS Group AG 6483 - 2024-03-31 82 $3,000 38
  27 Records found
  1    
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