Public ownership evidence

iShares ESG Select Screened S&P 500 ETF (XVV) Ownership Disclosures

Read XVV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares ESG Select Screened S&P 500 ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Cornerstone Financial Management LLC
Report period
2026-06-30
Available
2026-08-29
Reported shares
21,718
Value (USD)
$1,233,388
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002110329-26-000015
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read XVV fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read XVV fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-2921,718$1,233,388None
Cornerstone Financial Management LLC2026-03-312026-08-2919,019$936,095None
Cornerstone Financial Management LLC2025-12-312026-08-2919,222$1,012,974None
Corient Private Wealth LP2026-06-302026-08-286,608$375,258None
Dakota Wealth Management2025-09-302026-08-276,302$324,679None
Dakota Wealth Management2025-12-312026-08-276,320$333,077None
Dakota Wealth Management2026-03-312026-08-276,336$311,840None
Archer Investment Corp2026-06-302026-08-2010,936$621,055None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2014,561$826,919None
Corient Private Wealth LP2026-06-302026-08-186,608$375,258None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15650$36,848None
Wick Capital Partners, LLC2026-06-302026-08-1530,129$1,711,026None
OSAIC HOLDINGS, INC.2026-06-302026-08-156,892$391,397None
OSAIC HOLDINGS, INC.2026-06-302026-08-154,656$264,446None
Betterment LLC2026-06-302026-08-159,281$527,000None
JANE STREET GROUP, LLC2026-06-302026-08-155,263$298,886None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1523,020$1,307,306None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1564$3,635None
BROWN ADVISORY INC2026-06-302026-08-15227,661$12,928,871None
Destination Wealth Management2026-06-302026-08-153,848$218,537None
RETIREMENT CAPITAL STRATEGIES2026-06-302026-08-1530,106$1,709,720None
Thrivent Financial for Lutherans2026-06-302026-08-1566,449$3,774,000None
Thrivent Financial for Lutherans2026-06-302026-08-1512,213$694,000None
MAI Capital Management2026-06-302026-08-1531,548$1,791,597None
Cresset Asset Management, LLC2026-06-302026-08-1519,074$1,083,212None
ROYAL BANK OF CANADA2026-06-302026-08-1513,382$760,000None
ROYAL BANK OF CANADA2026-06-302026-08-1518,866$1,071,000None
BRADLEY FOSTER & SARGENT INC/CT2026-06-302026-08-1510,905$619,295None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1542,179$2,395,345None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1514,336$814,141None
WELLS FARGO & COMPANY/MN2026-06-302026-08-152,743$155,775None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1520,635$1,171,862None
BANK OF AMERICA CORP /DE/2026-06-302026-08-159,587$544,446None
Pathstone Holdings, LLC2026-06-302026-08-1410,173$577,725None
Elwood & Goetz Wealth Advisory Group, LLC2026-06-302026-08-146,220$353,234None
Rockefeller Capital Management L.P.2026-06-302026-08-147,101$403,266None
Steward Partners Investment Advisory, LLC2026-06-302026-08-141,599$90,807None
Mariner, LLC2026-06-302026-08-1418,461$1,048,391None
Prosperity Consulting Group, LLC2026-06-302026-08-1417,064$969,065None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-142,339$132,832None
RMG Wealth Management LLC2026-06-302026-08-145$795None
MORGAN STANLEY2026-06-302026-08-143,006$170,711None
MORGAN STANLEY2026-06-302026-08-143,119$177,128None
FMR LLC2026-06-302026-08-143,026$171,867None
FRANKLIN RESOURCES INC2026-06-302026-08-1475,998$4,315,926None
Cornerstone Financial Management LLC2026-06-302026-08-1321,718$1,233,388None
SEEDS INVESTOR LLC2026-06-302026-08-134,517$256,520None
Smartleaf Asset Management LLC2026-06-302026-08-133,266$184,594None
Corient Private Wealth LP2026-06-302026-08-136,608$375,258None
Integrated Wealth Concepts LLC2026-06-302026-08-1310,862$616,826None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Corient Private Wealth LP ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Archer Investment Corp ↗MERCER GLOBAL ADVISORS INC /ADV ↗Corient Private Wealth LP ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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