13F Insight
DOSSIER · 13F Holders · Q2 2026
XVV

ISHARES ESG SCREENED S&P 500 ETF

171 institutions still hold ISHARES ESG SCREENED S&P 500 ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46436E569·171 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$236M
visible holders
Holders
171
filers reporting
Concentration
39.71%
University of Cambridge Investment Management Ltd #1
top holder share
AI Holders Summary · Q2 2026

171 institutions reported XVV in Q2 2026. University of Cambridge Investment Management Ltd leads at 39.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
University of Cambridge Investment Management Ltd
CIK 0002103357
$94M1.6M100.00%Q2 202602
SUN LIFE FINANCIAL INC
CIK 0001097362
$41M823K2.30%Q1 202603
LPL Financial LLC
CIK 0001403438
$17M306K0.00%Q2 202604
BECKER CAPITAL MANAGEMENT INC
CIK 0000799004
$15M256K0.39%Q2 202605
KEYBANK NATIONAL ASSOCIATION/OH
CIK 0001089877
$10M175K0.03%Q2 202606
BROWN ADVISORY INC
CIK 0001345929
$10M184K0.01%Q4 202507
FRANKLIN RESOURCES INC
CIK 0000038777
$4M76K0.00%Q2 202608
Wharton Business Group, LLC
CIK 0001513126
$4M76K0.14%Q2 202609
JNBA Financial Advisors
CIK 0001569118
$4M76K0.33%Q2 202610
Better Money Decisions, LLC
CIK 0001858428
$4M89K2.57%Q2 202511
Bank of New York Mellon Corp
CIK 0001390777
$4M74K0.00%Q2 202612
Alpine Bank Wealth Management
CIK 0001974910
$4M73K0.53%Q2 202613
Atlantic Private Wealth, LLC
CIK 0001893143
$4M68K2.35%Q2 202614
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$4M72K0.01%Q1 202615
BSW Wealth Partners
CIK 0001512601
$3M58K0.36%Q2 202616
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M57K0.00%Q2 202617
Biltmore Family Office, LLC
CIK 0001731123
$3M56K0.42%Q2 202618
NorthRock Partners, LLC
CIK 0001632097
$3M48K0.04%Q2 202619
HighTower Advisors, LLC
CIK 0001462245
$3M46K0.00%Q2 202620
GOULD ASSET MANAGEMENT LLC /CA/
CIK 0001091961
$3M45K0.40%Q2 2026
Page 1 of 9
151 more holders available. Log in →