Q3 2016 13F Holders as of 30 Sep 2016
-
Type / Class
-
Equity / ESG MSCI KLD 400
-
Number of holders
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120
-
Total 13F shares, excl. options
-
3,082,552
-
Shares change
-
+279,177
-
Total reported value, excl. options
-
$248,112,076
-
Value change
-
+$22,519,661
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Number of buys
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48
-
Number of sells
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-37
-
Price
-
$80.51
Significant Holders of ISHARES TR - ESG MSCI KLD 400 (DSI) as of Q3 2016
125 filings reported holding DSI - ISHARES TR - ESG MSCI KLD 400 as of Q3 2016.
ISHARES TR - ESG MSCI KLD 400 (DSI) has 120 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,082,552 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (614,458 shares), JPMORGAN CHASE & CO (278,539 shares), GOLDMAN SACHS GROUP INC (244,512 shares), UBS Group AG (239,271 shares), BRINKER CAPITAL INC (160,493 shares), MORGAN STANLEY (132,737 shares), SUNTRUST BANKS INC (122,794 shares), FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. (96,802 shares), WELLS FARGO & COMPANY/MN (84,675 shares), and Bank of New York Mellon Corp (53,742 shares).
This table shows the top 120 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.