# ISHARES TR (XVV)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/XVV/

- Reporting holders: 12
- Reported value: $4.6M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Sprinkle Financial Consultants LLC](https://holderbook.com/funds/2011593-sprinkle-financial-consultants-llc/) | $697.2K | 11,960 | 0.3% | 10 |
| [COLTON GROOME FINANCIAL ADVISORS, LLC](https://holderbook.com/funds/1780330-colton-groome-financial-advisors-llc/) | $690.6K | 11,845 | 0.2% | 10 |
| [Emergent Wealth Advisors, LLC](https://holderbook.com/funds/1799880-emergent-wealth-advisors-llc/) | $677.9K | 11,627 | 0.4% | 12 |
| [Cambridge Financial Group, LLC](https://holderbook.com/funds/2085256-cambridge-financial-group-llc/) | $650.5K | 11,454 | 0.2% | 12 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $371.0K | 6,364 | 0.1% | 11 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $364.0K | 6,243 | 0.0% | 5 |
| [Wealth Group Ltd](https://holderbook.com/funds/2010748-wealth-group-ltd/) | $361.4K | 6,149 | 0.1% | 3 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $226.6K | 3,886 | 0.1% | 2 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $225.2K | 3,863 | 0.0% | 16 |
| [Monument Capital Management](https://holderbook.com/funds/1729428-monument-capital-management/) | $201.5K | 3,456 | 0.0% | 2 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $70.2K | 1,204 | 0.0% | 6 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $18.2K | 313 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 12 | $4.6M |
| Q2 2026 | 160 | $306.5M |
| Q1 2026 | 144 | $305.2M |
| Q4 2025 | 130 | $375.7M |
| Q3 2025 | 118 | $163.3M |
| Q2 2025 | 111 | $145.2M |
| Q1 2025 | 109 | $128.7M |
| Q4 2024 | 109 | $135.9M |
| Q3 2024 | 97 | $125.3M |
| Q2 2024 | 90 | $118.7M |
| Q1 2024 | 78 | $132.1M |
| Q4 2023 | 72 | $89.3M |