Q3 2017 13F Holders as of 30 Sep 2017
-
Type / Class
-
Equity / ESG MSCI KLD 400
-
Number of holders
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157
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Total 13F shares, excl. options
-
3,941,067
-
Shares change
-
+741,924
-
Total reported value, excl. options
-
$365,869,716
-
Value change
-
+$69,158,666
-
Number of buys
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80
-
Number of sells
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-37
-
Price
-
$92.85
Significant Holders of ISHARES TR - ESG MSCI KLD 400 (DSI) as of Q3 2017
165 filings reported holding DSI - ISHARES TR - ESG MSCI KLD 400 as of Q3 2017.
ISHARES TR - ESG MSCI KLD 400 (DSI) has 157 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,941,067 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (981,210 shares), UBS Group AG (278,635 shares), JPMORGAN CHASE & CO (271,687 shares), MORGAN STANLEY (200,557 shares), GOLDMAN SACHS GROUP INC (199,014 shares), Betterment LLC (165,229 shares), FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. (116,043 shares), US BANCORP \DE\ (114,182 shares), Cambridge Investment Research Advisors, Inc. (98,226 shares), and WELLS FARGO & COMPANY/MN (95,224 shares).
This table shows the top 157 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.