Q1 2014 13F Holders as of 31 Mar 2014
-
Type / Class
-
Equity / ESG MSCI KLD 400
-
Number of holders
-
76
-
Total 13F shares, excl. options
-
1,513,398
-
Shares change
-
+34,635
-
Total reported value, excl. options
-
$106,289,425
-
Value change
-
+$2,559,196
-
Number of buys
-
31
-
Number of sells
-
-20
-
Price
-
$70.24
Significant Holders of ISHARES TR - ESG MSCI KLD 400 (DSI) as of Q1 2014
82 filings reported holding DSI - ISHARES TR - ESG MSCI KLD 400 as of Q1 2014.
ISHARES TR - ESG MSCI KLD 400 (DSI) has 76 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,513,398 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (169,926 shares), GOLDMAN SACHS GROUP INC (139,792 shares), JPMORGAN CHASE & CO (121,696 shares), SUNTRUST BANKS INC (119,571 shares), BAHL & GAYNOR INC (118,211 shares), UBS AG (112,002 shares), NORTHERN TRUST CORP (92,677 shares), Gibson Capital, LLC (45,172 shares), WELLS FARGO & COMPANY/MN (43,804 shares), and MORGAN STANLEY (41,815 shares).
This table shows the top 76 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.