Q3 2014 13F Holders as of 30 Sep 2014
-
Type / Class
-
Equity / ESG MSCI KLD 400
-
Number of holders
-
79
-
Total 13F shares, excl. options
-
1,578,296
-
Shares change
-
-7,104
-
Total reported value, excl. options
-
$115,789,892
-
Value change
-
-$505,434
-
Number of buys
-
39
-
Number of sells
-
-15
-
Price
-
$73.38
Significant Holders of ISHARES TR - ESG MSCI KLD 400 (DSI) as of Q3 2014
85 filings reported holding DSI - ISHARES TR - ESG MSCI KLD 400 as of Q3 2014.
ISHARES TR - ESG MSCI KLD 400 (DSI) has 79 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,578,296 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (181,449 shares), JPMORGAN CHASE & CO (143,689 shares), GOLDMAN SACHS GROUP INC (137,012 shares), UBS AG (119,517 shares), SUNTRUST BANKS INC (118,638 shares), BAHL & GAYNOR INC (109,851 shares), MORGAN STANLEY (62,517 shares), WELLS FARGO & COMPANY/MN (49,926 shares), Paracle Advisors, LLC (49,392 shares), and Gibson Capital, LLC (48,854 shares).
This table shows the top 79 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.