DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
XVV

ISHARES ESG SCREENED S&P 500 ETF

142 institutions still hold ISHARES ESG SCREENED S&P 500 ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46436E569·142 13F holders·last filed Mar 31, 2026
Market cap
9.8%
vs prior quarter
13F value held
$200M
49.0% inst. owned
of float
Holders
142
+56 QoQ
filers reporting
Activity
+74 / −27
+920 added · −968 reduced
this quarter
Concentration
54.22%
University of Cambridge Investment Management Ltd #1
top holder share
AI Holders Summary · Q1 2026

142 institutions reported XVV in Q1 2026. University of Cambridge Investment Management Ltd leads at 54.2% of the visible book. +56 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
University of Cambridge Investment Management Ltd
CIK 0002103357
$108M2.2M100.00%Q1 2026
02
LPL Financial LLC
CIK 0001403438
$13M274K0.00%Q1 2026
03
BECKER CAPITAL MANAGEMENT INC
CIK 0000799004
$12M247K0.36%Q1 2026
04
BROWN ADVISORY INC
CIK 0001345929
$10M184K0.01%Q4 2025
05
KEYBANK NATIONAL ASSOCIATION/OH
CIK 0001089877
$8M160K0.03%Q1 2026
06
MORGAN STANLEY
CIK 0000895421
$6M128K0.00%Q1 2026
07
JNBA Financial Advisors
CIK 0001569118
$4M86K0.35%Q1 2026
08
Wharton Business Group, LLC
CIK 0001513126
$4M76K0.14%Q1 2026
09
FRANKLIN RESOURCES INC
CIK 0000038777
$4M76K0.00%Q1 2026
10
Bank of New York Mellon Corp
CIK 0001390777
$4M73K0.00%Q1 2026
11
Atlantic Private Wealth, LLC
CIK 0001893143
$4M72K2.30%Q1 2026
12
Alpine Bank Wealth Management
CIK 0001974910
$3M70K0.50%Q1 2026
13
BSW Wealth Partners
CIK 0001512601
$3M63K0.38%Q1 2026
14
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M62K0.00%Q1 2026
15
Biltmore Family Office, LLC
CIK 0001731123
$3M56K0.39%Q1 2026
16
NorthRock Partners, LLC
CIK 0001632097
$2M47K0.04%Q1 2026
17
HighTower Advisors, LLC
CIK 0001462245
$2M46K0.00%Q1 2026
18
GOULD ASSET MANAGEMENT LLC /CA/
CIK 0001091961
$2M45K0.38%Q1 2026
19
EP Wealth Advisors, LLC
CIK 0001540569
$2M41K0.01%Q1 2026
20
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$2M40K0.00%Q1 2026
Page 1 of 8
122 more holders available. Log in →