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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
   BSW WEALTH PARTNERS 29 - 2024-03-31 110,078 $4,435,000 -2,356
   Better Money Decisions LLC 9 - 2024-03-31 96,418 $3,885,000 -277
   WHARTON BUSINESS GROUP, LLC 61 - 2024-03-31 86,400 $3,481,000 -2,790
   Financial Council Asset Management Inc 24 - 2024-03-31 33,389 $1,345,000 -828
   Wick Capital Partners LLC 15 - 2024-03-31 29,644 $1,194,000 -3,795
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1708 - 2024-03-31 25,393 $1,023,000 -809
   ENVESTNET ASSET MANAGEMENT INC 3124 - 2024-03-31 20,628 $831,000 -51,952
   MCCORMACK ADVISORS INTERNATIONAL 584 - 2024-03-31 19,273 $776,000 -1,088
   Armor Investment Advisors LLC 75 - 2024-03-31 11,338 $457,000 -36
   ST GERMAIN D J CO INC 204 - 2024-03-31 11,176 $450,000 -402
   HERITAGE WEALTH MANAGEMENT LLC 93 - 2024-03-31 10,937 $441,000 -199
   Highland Financial Advisors LLC 36 - 2024-03-31 10,468 $422,000 -1,415
   Navalign LLC 96 - 2024-03-31 9,328 $376,000 -18
   NAPATREE CAPITAL LLC 87 - 2024-03-31 9,053 $349,000 -1,559
   MONTECITO BANK & TRUST 218 - 2024-03-31 8,285 $334,000 -261
   RHS Financial LLC 86 - 2024-03-31 7,794 $314,000 -1,097
   Topel & Distasi Wealth Management LLC 67 - 2024-03-31 7,023 $283,000 -527
   Crane Advisory LLC 35 - 2024-03-31 6,600 $260,000 -106
   Monument Capital Management 171 - 2024-03-31 5,645 $227,000 -554
   CWM LLC 1694 - 2024-03-31 3,326 $134,000 -1,014
   US BANCORP 2736 - 2024-03-31 1,093 $44,000 -2,051
  21 Records found
  1    
  Page 1 of 1
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