XVV

Ishares Esg Screened S&p500

Latest period2026 - Q1Total superinvestors145

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 145 superinvestors own shares of Ishares Esg Screened S&p500 (XVV), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ishares Esg Screened S&p500 (XVV), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ishares Esg Screened S&p500 (XVV) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ishares Esg Screened S&p500 (XVV) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Karen Whinney@University Of Cambridge Investment Management Ltd
Recent Activity
Decreased -39.55%
100%
$108.401M
2.202M shares@ 49.22 avg price
Randolph Brown@Sun Life Financial Inc
Recent Activity
2.3%
$40.51M
823,040 shares@ 49.22 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Increased 6.79%
0.01%
$13.463M
273,521 shares@ 49.22 avg price
Stephanie L. Moyer@Becker Capital Management Inc
Recent Activity
Increased 7.1%
0.36%
$12.171M
247,274 shares@ 49.23 avg price
Victor Fernandez@Brown Advisory Inc
Recent Activity
Increased 19%
0.02%
$10.778M
218,970 shares@ 49.22 avg price
Erin Monroe@Keybank National Association Oh
Recent Activity
New Position
0.03%
$7.851M
159,517 shares@ 49.23 avg price
Claire Gordon@Morgan Stanley
Recent Activity
Increased 6296.81%
0.01%
$6.316M
128,320 shares@ 49.23 avg price
Kimberlee Marie Brown@Jnba Financial Advisors
Recent Activity
Decreased -15.17%
0.36%
$4.215M
85,643 shares@ 49.23 avg price
Ashleigh Swayze@Wharton Business Group, Llc
Recent Activity
0.15%
$3.762M
76,440 shares@ 49.23 avg price
Thomas C. Mandia@Franklin Resources Inc
Recent Activity
0.01%
$3.741M
75,998 shares@ 49.23 avg price

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