Q1 2015 13F Holders as of 31 Mar 2015
-
Type / Class
-
Equity / ESG MSCI KLD 400
-
Number of holders
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88
-
Total 13F shares, excl. options
-
1,865,261
-
Shares change
-
+67,561
-
Total reported value, excl. options
-
$144,062,107
-
Value change
-
+$5,256,373
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Number of buys
-
41
-
Number of sells
-
-27
-
Price
-
$77.24
Significant Holders of ISHARES TR - ESG MSCI KLD 400 (DSI) as of Q1 2015
97 filings reported holding DSI - ISHARES TR - ESG MSCI KLD 400 as of Q1 2015.
ISHARES TR - ESG MSCI KLD 400 (DSI) has 88 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,865,261 shares
.
Largest 10 shareholders include GOLDMAN SACHS GROUP INC (236,638 shares), BANK OF AMERICA CORP /DE/ (227,576 shares), JPMORGAN CHASE & CO (159,599 shares), UBS Group AG (133,333 shares), SUNTRUST BANKS INC (118,638 shares), BAHL & GAYNOR INC (106,239 shares), MORGAN STANLEY (70,578 shares), WELLS FARGO & COMPANY/MN (59,320 shares), Bank of New York Mellon Corp (56,832 shares), and FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. (53,635 shares).
This table shows the top 88 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.