Q4 2018 13F Holders as of 31 Dec 2018
-
Type / Class
-
Equity / ESG MSCI KLD 400
-
Number of holders
-
231
-
Total 13F shares, excl. options
-
5,929,115
-
Shares change
-
+1,022,375
-
Total reported value, excl. options
-
$551,704,539
-
Value change
-
+$92,593,918
-
Number of buys
-
120
-
Number of sells
-
-74
-
Price
-
$93
Significant Holders of ISHARES TR - ESG MSCI KLD 400 (DSI) as of Q4 2018
259 filings reported holding DSI - ISHARES TR - ESG MSCI KLD 400 as of Q4 2018.
ISHARES TR - ESG MSCI KLD 400 (DSI) has 231 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5,929,115 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (1,086,895 shares), JPMORGAN CHASE & CO (552,333 shares), Betterment LLC (429,024 shares), MORGAN STANLEY (283,751 shares), GOLDMAN SACHS GROUP INC (266,200 shares), BLAIR WILLIAM & CO/IL (202,283 shares), UBS Group AG (185,296 shares), AMERIPRISE FINANCIAL INC (162,390 shares), TRILLIUM ASSET MANAGEMENT, LLC (156,278 shares), and BlackRock Inc. (133,797 shares).
This table shows the top 231 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.