Q1 2018 13F Holders as of 31 Mar 2018
-
Type / Class
-
Equity / ESG MSCI KLD 400
-
Number of holders
-
191
-
Total 13F shares, excl. options
-
4,069,900
-
Shares change
-
-288,178
-
Total reported value, excl. options
-
$397,517,729
-
Value change
-
-$27,612,668
-
Number of buys
-
95
-
Number of sells
-
-59
-
Price
-
$97.72
Significant Holders of ISHARES TR - ESG MSCI KLD 400 (DSI) as of Q1 2018
203 filings reported holding DSI - ISHARES TR - ESG MSCI KLD 400 as of Q1 2018.
ISHARES TR - ESG MSCI KLD 400 (DSI) has 191 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,069,900 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (554,171 shares), JPMORGAN CHASE & CO (353,452 shares), Betterment LLC (331,202 shares), UBS Group AG (304,116 shares), GOLDMAN SACHS GROUP INC (256,869 shares), MORGAN STANLEY (232,101 shares), AMERIPRISE FINANCIAL INC (125,839 shares), US BANCORP \DE\ (119,071 shares), FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. (116,674 shares), and Cambridge Investment Research Advisors, Inc. (104,807 shares).
This table shows the top 191 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.