Q4 2016 13F Holders as of 31 Dec 2016
-
Type / Class
-
Equity / ESG MSCI KLD 400
-
Number of holders
-
135
-
Total 13F shares, excl. options
-
3,387,038
-
Shares change
-
+314,061
-
Total reported value, excl. options
-
$279,081,814
-
Value change
-
+$25,876,675
-
Number of buys
-
57
-
Number of sells
-
-32
-
Price
-
$82.38
Significant Holders of ISHARES TR - ESG MSCI KLD 400 (DSI) as of Q4 2016
137 filings reported holding DSI - ISHARES TR - ESG MSCI KLD 400 as of Q4 2016.
ISHARES TR - ESG MSCI KLD 400 (DSI) has 135 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,387,038 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (629,094 shares), UBS Group AG (270,818 shares), GOLDMAN SACHS GROUP INC (243,347 shares), JPMORGAN CHASE & CO (242,559 shares), MORGAN STANLEY (147,639 shares), ZEVIN ASSET MANAGEMENT LLC (141,935 shares), FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. (109,467 shares), SUNTRUST BANKS INC (93,925 shares), WELLS FARGO & COMPANY/MN (92,849 shares), and Bank of New York Mellon Corp (88,423 shares).
This table shows the top 135 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.