Q4 2017 13F Holders as of 31 Dec 2017
-
Type / Class
-
Equity / ESG MSCI KLD 400
-
Number of holders
-
178
-
Total 13F shares, excl. options
-
4,354,215
-
Shares change
-
+397,134
-
Total reported value, excl. options
-
$427,837,057
-
Value change
-
+$39,217,534
-
Number of buys
-
81
-
Number of sells
-
-46
-
Price
-
$98.24
Significant Holders of ISHARES TR - ESG MSCI KLD 400 (DSI) as of Q4 2017
185 filings reported holding DSI - ISHARES TR - ESG MSCI KLD 400 as of Q4 2017.
ISHARES TR - ESG MSCI KLD 400 (DSI) has 178 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,354,215 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (1,110,355 shares), JPMORGAN CHASE & CO (292,629 shares), UBS Group AG (279,427 shares), Betterment LLC (245,939 shares), GOLDMAN SACHS GROUP INC (214,427 shares), MORGAN STANLEY (199,177 shares), FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. (114,837 shares), AMERIPRISE FINANCIAL INC (113,873 shares), US BANCORP \DE\ (113,756 shares), and Bank of New York Mellon Corp (106,707 shares).
This table shows the top 178 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.