¡Ya estamos en ! Descubre más
icono de XVV

iShares ESG Screened S&P 500 ETF
XVV

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
UOCIM
1
University of Cambridge Investment Management
USD 93.9 M – – –
Sun Life Financial
2
Sun Life Financial
Ontario, Canada
USD 25.1 M -USD 21.1 M -381,421 -46%
LPL Financial
3
LPL Financial
California
USD 17.4 M +USD 1.81 M +32,685 +12%
Becker Capital Management
4
Becker Capital Management
Oregon
USD 14.5 M +USD 464 k +8,395 +3%
Brown Advisory
5
Brown Advisory
Maryland
USD 12.9 M +USD 480 k +8,691 +4%
KeyBank National Association
6
KeyBank National Association
Ohio
USD 10 M +USD 871 k +15,759 +10%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
USD 4.47 M +USD 348 k +6,292 +9%
Franklin Resources
8
Franklin Resources
California
USD 4.32 M – – –
WBG
9
Wharton Business Group
Pennsylvania
USD 4.31 M -USD 28.7 k -520 -0.7%
JNBA Financial Advisors
10
JNBA Financial Advisors
Minnesota
USD 4.3 M -USD 552 k -9,981 -12%
Bank of New York Mellon
11
Bank of New York Mellon
New York
USD 4.21 M +USD 55.1 k +997 +1%
Alpine Bank Wealth Management
12
Alpine Bank Wealth Management
Colorado
USD 4.12 M +USD 126 k +2,279 +3%
APW
13
Atlantic Private Wealth
North Carolina
USD 3.84 M -USD 214 k -3,873 -5%
BSW Wealth Partners
14
BSW Wealth Partners
Colorado
USD 3.27 M -USD 283 k -5,124 -8%
Raymond James Financial
15
Raymond James Financial
Florida
USD 3.21 M -USD 282 k -5,095 -8%
Biltmore Family Office
16
Biltmore Family Office
North Carolina
USD 3.19 M – – –
NorthRock Partners
17
NorthRock Partners
Minnesota
USD 2.71 M +USD 19.9 k +360 +0.8%
HighTower Advisors
18
HighTower Advisors
Illinois
USD 2.64 M +USD 9.9 k +179 +0.4%
Gould Asset Management
19
Gould Asset Management
California
USD 2.55 M +USD 12.4 k +225 +0.5%
Bartlett & Co Wealth Management
20
Bartlett & Co Wealth Management
Ohio
USD 2.5 M +USD 469 k +8,482 +24%
EP Wealth Advisors
21
EP Wealth Advisors
California
USD 2.27 M -USD 80.1 k -1,449 -3%
Lido Advisors
22
Lido Advisors
California
USD 2.13 M -USD 98.5 k -1,782 -5%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
USD 1.83 M +USD 116 k +2,093 +7%
MAI Capital Management
24
MAI Capital Management
Ohio
USD 1.79 M -USD 25.9 k -468 -1%
Bank of America
25
Bank of America
North Carolina
USD 1.72 M +USD 64.2 k +1,162 +4%
1
2 3 4 5