Vault-13

ISHARES TR XVV

ESG SELECT SCRE · ETP · CUSIP 46436E569

160 institutional holders +16 vs Q1 2026
3,639,1613.6m shares reported held*
$300.6mreported value*
24 new 59 added 41 reduced 8 sold out net sold ≈ $50.8m (-338.3k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($410.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $82.54.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 45Q4 22: 61Q1 23: 54Q2 23: 58Q3 23: 62Q4 23: 73Q1 24: 79Q2 24: 91Q3 24: 99Q4 24: 110Q1 25: 110Q2 25: 112Q3 25: 118Q4 25: 130Q1 26: 144Q2 26: 160160Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202245
Q4 202261
Q1 202354
Q2 202358
Q3 202362
Q4 202373
Q1 202479
Q2 202491
Q3 202499
Q4 2024110
Q1 2025110
Q2 2025112
Q3 2025118
Q4 2025130
Q1 2026144
Q2 2026160

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 37 bought or addedQ3 24: 32 cut or sold outQ4 24: 48 bought or addedQ4 24: 26 cut or sold outQ4 24Q1 25: 47 bought or addedQ1 25: 42 cut or sold outQ2 25: 53 bought or addedQ2 25: 32 cut or sold outQ2 25Q3 25: 54 bought or addedQ3 25: 38 cut or sold outQ4 25: 60 bought or addedQ4 25: 37 cut or sold outQ4 25Q1 26: 81 bought or addedQ1 26: 32 cut or sold outQ2 26: 83 bought or addedQ2 26: 49 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243732
Q4 20244826
Q1 20254742
Q2 20255332
Q3 20255438
Q4 20256037
Q1 20268132
Q2 20268349

Biggest buyers

LPL Financial LLC Added +32,685+32.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +23,020+23.0k
M&T Bank Corp New +16,452+16.5k
KEYBANK NATIONAL ASSOCIATION/OH Added +15,759+15.8k
Heritage Family Offices, LLP New +15,668+15.7k
Pacific Excel Wealth Advisors, Inc. New +15,668+15.7k
RETIREMENT CAPITAL STRATEGIES Added +14,725+14.7k
Tarbox Family Office, Inc. Added +12,242+12.2k
Archer Investment Corp Added +11,292+11.3k
CAHABA WEALTH MANAGEMENT, INC. New +8,720+8.7k

Biggest sellers

University of Cambridge Investment Management Ltd Reduced -552,847-552.8k
SUN LIFE FINANCIAL INC Reduced -381,421-381.4k
MORGAN STANLEY Reduced -122,195-122.2k
TWO SIGMA INVESTMENTS, LP Sold out -40,300-40.3k
Cambridge Investment Research Advisors, Inc. Reduced -11,603-11.6k
JNBA Financial Advisors Reduced -9,981-10.0k
JANE STREET GROUP, LLC Reduced -9,469-9.5k
MERCER GLOBAL ADVISORS INC /ADV Reduced -7,312-7.3k
CITADEL ADVISORS LLC Sold out -5,579-5.6k
BSW Wealth Partners Reduced -5,124-5.1k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 University of Cambridge Investment Management Ltd 100.00% of their portfolio CAMBRIDGE, X0 1,649,5401.6m $93.9m $93.9m 100.00% Reduced -552.8k -552,847
2 SUN LIFE FINANCIAL INC 1.28% of their portfolio Toronto, A6 441,619441.6k $25.1m $25.1m 1.28% Reduced -381.4k -381,421
3 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 306,206306.2k $17.4m $17.4m 0.00% Added +32.7k +32,685
4 BECKER CAPITAL MANAGEMENT INC 0.39% of their portfolio Portland, OR 255,669255.7k $14.5m $14.5m 0.39% Added +8.4k +8,395
5 BROWN ADVISORY INC 0.02% of their portfolio BALTIMORE, MD 227,661227.7k $12.9m $12.9m 0.02% Added +8.7k +8,691
6 KEYBANK NATIONAL ASSOCIATION/OH 0.03% of their portfolio BROOKLYN, OH 175,276175.3k $10.0m $10.0m 0.03% Added +15.8k +15,759
7 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 78,66278.7k $4.5m $4.5m 0.01% Added +6.3k +6,292
8 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 75,99876.0k $4.3m $4.3m 0.00% Unchanged
9 Wharton Business Group, LLC 0.14% of their portfolio MALVERN, PA 75,92075.9k $4.3m $4.3m 0.14% Reduced -520 -520
10 JNBA Financial Advisors 0.33% of their portfolio BLOOMINGTON, MN 75,66275.7k $4.3m $4.3m 0.33% Reduced -10.0k -9,981
11 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 74,20774.2k $4.2m $4.2m 0.00% Added +997 +997
12 Alpine Bank Wealth Management 0.53% of their portfolio GRAND JUNCTION, CO 72,62172.6k $4.1m $4.1m 0.53% Added +2.3k +2,279
13 Atlantic Private Wealth, LLC 2.35% of their portfolio CHAPEL HILL, NC 67,62767.6k $3.8m $3.8m 2.35% Reduced -3.9k -3,873
14 BSW Wealth Partners 0.36% of their portfolio BOULDER, CO 57,65657.7k $3.3m $3.3m 0.36% Reduced -5.1k -5,124
15 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 56,51556.5k $3.2m $3.2m 0.00% Reduced -5.1k -5,095
16 Biltmore Family Office, LLC 0.42% of their portfolio CHARLOTTE, NC 56,20156.2k $3.2m $3.2m 0.42% Unchanged
17 NorthRock Partners, LLC 0.04% of their portfolio MINNEAPOLIS, MN 47,63447.6k $2.7m $2.7m 0.04% Added +360 +360
18 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 46,49446.5k $2.6m $2.6m 0.00% Added +179 +179
19 GOULD ASSET MANAGEMENT LLC /CA/ 0.40% of their portfolio CLAREMONT, CA 44,96845.0k $2.6m $2.6m 0.40% Added +225 +225
20 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.03% of their portfolio CINCINNATI, OH 44,05344.1k $2.5m $2.5m 0.03% Added +8.5k +8,482
21 EP Wealth Advisors, LLC 0.01% of their portfolio TORRANCE, CA 39,98440.0k $2.3m $2.3m 0.01% Reduced -1.4k -1,449
22 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 37,53037.5k $2.1m $2.1m 0.01% Reduced -1.8k -1,782
23 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 32,24832.2k $1.8m $1.8m 0.00% Added +2.1k +2,093
24 MAI Capital Management 0.01% of their portfolio INDEPENDENCE, OH 31,54831.5k $1.8m $1.8m 0.01% Reduced -468 -468
25 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 30,22230.2k $1.7m $1.7m 0.00% Added +1.2k +1,162
26 Wick Capital Partners, LLC 0.26% of their portfolio WAYNE, PA 30,12930.1k $1.7m $1.7m 0.26% Reduced -13 -13
27 RETIREMENT CAPITAL STRATEGIES 0.59% of their portfolio SAN JOSE, CA 30,10630.1k $1.7m $1.7m 0.59% Added +14.7k +14,725
28 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 29,47029.5k $1.7m $1.7m 0.00% Added +1.4k +1,409
29 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 29,21829.2k $1.7m $1.7m 0.00% Reduced -3.3k -3,285
30 Napier Financial, LLC 0.34% of their portfolio BRAINTREE, MA 28,65128.7k $1.6m $1.6m 0.34% Reduced -153 -153
31 Financial Council, LLC 0.52% of their portfolio TOWSON, MD 28,11428.1k $1.6m $1.6m 0.52% Reduced -274 -274
32 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 27,82227.8k $1.6m $1.6m 0.00% Added +803 +803
33 Tarbox Family Office, Inc. 0.22% of their portfolio NEWPORT BEACH, CA 27,44527.4k $1.6m $1.6m 0.22% Added +12.2k +12,242
34 NerdWallet Wealth Partners, LLC 0.53% of their portfolio NEW YORK, NY 26,92926.9k $1.5m $1.5m 0.53% Added +4.5k +4,544
35 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 25,37225.4k $1.4m $1.4m 0.00% Added +2.8k +2,804
36 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 23,44223.4k $1.3m $1.3m 0.00% Added +327 +327
37 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 23,02023.0k $1.3m $1.3m 0.00% New
38 Archer Investment Corp 0.12% of their portfolio Carmel, IN 21,87221.9k $1.2m $1.2m 0.12% Added +11.3k +11,292
39 Cornerstone Financial Management LLC 0.99% of their portfolio BURLINGTON, MA 21,71821.7k $1.2m $1.2m 0.99% Added +2.7k +2,699
40 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 20,20720.2k $1.1m $1.1m 0.01% Reduced -103 -103
41 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 19,33619.3k $1.1m $1.1m 0.00% Reduced -11.6k -11,603
42 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 19,07419.1k $1.1m $1.1m 0.00% Added +231 +231
43 Mariner, LLC 0.00% of their portfolio Overland Park, KS 18,46118.5k $1.0m $1.0m 0.00% Added +795 +795
44 Human Investing LLC 0.13% of their portfolio LAKE OSWEGO, OR 17,53317.5k $995.7k $995.7k 0.13% Reduced -223 -223
45 Sage Mountain Advisors LLC 0.06% of their portfolio ATLANTA, GA 17,38617.4k $987.4k $987.4k 0.06% Unchanged
46 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 17,19717.2k $976.6k $976.6k 0.00% Added +1.3k +1,253
47 Prosperity Consulting Group, LLC 0.04% of their portfolio OWINGS MILLS, MD 17,06417.1k $969.1k $969.1k 0.04% Added +3.0k +2,995
48 M&T Bank Corp 0.00% of their portfolio BUFFALO, NY 16,45216.5k $934.3k $934.3k 0.00% New
49 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 16,24116.2k $922.3k $922.3k 0.00% Reduced -1.5k -1,462
50 Sound Stewardship, LLC 0.38% of their portfolio Overland Park, KS 16,07416.1k $912.9k $912.9k 0.38% Added +32 +32
51 Magnus Financial Group LLC 0.06% of their portfolio NEW YORK, NY 16,05416.1k $911.7k $911.7k 0.06% Reduced -2.3k -2,345
52 Heritage Family Offices, LLP 0.34% of their portfolio SCOTTSDALE, AZ 15,66815.7k $889.8k $889.8k 0.34% New
53 Pacific Excel Wealth Advisors, Inc. 0.34% of their portfolio WALNUT CREEK, CA 15,66815.7k $889.8k $889.8k 0.34% New
54 Ferguson Shapiro LLC 0.25% of their portfolio DECATUR, GA 14,93614.9k $848.2k $848.2k 0.25% Added +34 +34
55 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 14,56114.6k $826.9k $826.9k 0.00% Reduced -7.3k -7,312
56 Highland Financial Advisors, LLC 0.18% of their portfolio WAYNE, NJ 14,28514.3k $811.2k $811.2k 0.18% Reduced -2.6k -2,582
57 Savant Capital, LLC 0.00% of their portfolio ROCKFORD, IL 12,57412.6k $714.1k $714.1k 0.00% Unchanged
58 Sprinkle Financial Consultants LLC 0.27% of their portfolio LITTLETON, CO 11,93111.9k $677.6k $677.6k 0.27% Added +27 +27
59 COLTON GROOME FINANCIAL ADVISORS, LLC 0.16% of their portfolio ASHEVILLE, NC 11,84511.8k $672.7k $672.7k 0.16% Reduced -2.0k -1,970
60 Emergent Wealth Advisors, LLC 0.34% of their portfolio WILLIAMSVILLE, NY 11,62711.6k $660.3k $660.3k 0.34% Unchanged
61 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 11,54811.5k $655.8k $655.8k 0.00% Added +2.8k +2,843
62 Asset Dedication, LLC 0.04% of their portfolio SAN FRANCISCO, CA 11,45411.5k $650.5k $650.5k 0.04% Unchanged
63 Cambridge Financial Group, LLC 0.20% of their portfolio TUCSON, AZ 11,45411.5k $650.5k $650.5k 0.20% Unchanged
64 RMR Wealth Builders 0.04% of their portfolio Montclair, NJ 11,05011.1k $627.5k $627.5k 0.04% Added +153 +153
65 BRADLEY FOSTER & SARGENT INC/CT 0.01% of their portfolio HARTFORD, CT 10,90510.9k $619.3k $619.3k 0.01% Unchanged
66 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 10,86210.9k $616.8k $616.8k 0.00% Added +96 +96
67 Freedom Financial Partners LLC 0.19% of their portfolio OAKDALE, MN 10,29810.3k $584.8k $584.8k 0.19% Reduced -1.7k -1,699
68 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 10,17310.2k $577.7k $577.7k 0.00% Unchanged
69 Veridan Wealth LLC 0.20% of their portfolio WEST LINN, OR 10,16410.2k $577.2k $577.2k 0.20% Reduced -45 -45
70 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 9,9149.9k $563.0k $563.0k 0.00% Added +283 +283
71 KWB Wealth 0.05% of their portfolio REDLANDS, CA 9,8779.9k $560.9k $560.9k 0.05% Added +4.3k +4,347
72 Tribridge Partners Financial LLC 0.21% of their portfolio COLUMBIA, MD 9,6819.7k $545.8k $545.8k 0.21% Added +47 +47
73 Betterment LLC 0.00% of their portfolio NEW YORK, NY 9,2819.3k $527.0k $527.0k 0.00% Added +14 +14
74 Black Diamond Financial, LLC 0.05% of their portfolio TOWSON, MD 9,2659.3k $526.2k $526.2k 0.05% Unchanged
75 Measured Risk Portfolios, Inc. 0.46% of their portfolio SAN DIEGO, CA 9,0569.1k $514.3k $514.3k 0.46% Unchanged
76 Navalign, LLC 0.12% of their portfolio ENCINO, CA 8,9028.9k $505.5k $505.5k 0.12% Unchanged
77 Confluence Wealth Services, Inc. 0.01% of their portfolio MCMURRAY, PA 8,8808.9k $504.3k $504.3k 0.01% Added +189 +189
78 CAHABA WEALTH MANAGEMENT, INC. 0.03% of their portfolio Atlanta, GA 8,7208.7k $495.2k $495.2k 0.03% New
79 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 8,6318.6k $490.2k $490.2k 0.00% Added +1.4k +1,425
80 ST GERMAIN D J CO INC 0.02% of their portfolio SPRINGFIELD, MA 7,6497.6k $434.4k $434.4k 0.02% Unchanged
81 Wingate Wealth Advisors, Inc. 0.18% of their portfolio LEXINGTON, MA 7,3427.3k $416.9k $416.9k 0.18% Added +3 +3
82 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 7,2727.3k $413.0k $413.0k 0.01% Added +1 +1
83 VOISARD ASSET MANAGEMENT GROUP, INC. 0.08% of their portfolio Grand Rapids, MI 7,1897.2k $408.3k $408.3k 0.08% Reduced -38 -38
84 Ellenbecker Investment Group 0.05% of their portfolio WAUKESHA, WI 7,1887.2k $408.2k $408.2k 0.05% Added +30 +30
85 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 7,1017.1k $403.3k $403.3k 0.00% Unchanged
86 GAINLINE FINANCIAL PARTNERS, LLC 0.37% of their portfolio LOUISVILLE, CO 6,9046.9k $392.1k $392.1k 0.37% First filing
87 Peak Retirement Planning, Inc. 0.06% of their portfolio COLUMBUS, OH 6,8856.9k $391.0k $391.0k 0.06% Added +2.0k +1,975
88 Pettinga Financial Advisors LLC 0.06% of their portfolio EVANSVILLE, IN 6,8676.9k $390.0k $390.0k 0.06% Unchanged
89 Curtis Advisory Group, LLC 0.07% of their portfolio SANTA BARBARA, CA 6,7736.8k $384.6k $384.6k 0.07% Reduced -1.4k -1,392
90 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 6,6086.6k $375.3k $375.3k 0.00% Added +6 +6
91 Vise Technologies, Inc. 0.00% of their portfolio NEW YORK, NY 6,6026.6k $374.9k $374.9k 0.00% New
92 Montecito Bank & Trust 0.05% of their portfolio SANTA BARBARA, CA 6,3646.4k $361.4k $361.4k 0.05% Unchanged
93 Dakota Wealth Management 0.01% of their portfolio PALM BEACH GARDENS, FL 6,3506.3k $360.6k $360.6k 0.01% Added +14 +14
94 Gray Private Wealth, LLC 0.15% of their portfolio CANTON, MA 6,2836.3k $356.8k $356.8k 0.15% Unchanged
95 Elwood & Goetz Wealth Advisory Group, LLC 0.05% of their portfolio ATHENS, GA 6,2206.2k $353.2k $353.2k 0.05% Added +1.1k +1,135
96 Wealth Group Ltd 0.07% of their portfolio EDEN PRAIRIE, MN 6,1496.1k $349.2k $349.2k 0.07% Added +579 +579
97 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 6,1256.1k $347.8k $347.8k 0.00% Reduced -122.2k -122,195
98 CARY STREET PARTNERS FINANCIAL LLC 0.01% of their portfolio RICHMOND, VA 6,1146.1k $347.2k $347.2k 0.01% Added +5 +5
99 Crane Advisory, LLC 0.05% of their portfolio FULLERTON, CA 5,7635.8k $331.5k $331.5k 0.05% Reduced -481 -481
100 Armor Investment Advisors, LLC 0.10% of their portfolio RALEIGH, NC 5,7145.7k $324.5k $324.5k 0.10% Reduced -161 -161