Q1 2019 13F Holders as of 31 Mar 2019
-
Type / Class
-
Equity / ESG MSCI KLD 400
-
Number of holders
-
243
-
Total 13F shares, excl. options
-
5,572,859
-
Shares change
-
-263,782
-
Total reported value, excl. options
-
$588,126,230
-
Value change
-
-$27,154,973
-
Number of buys
-
127
-
Number of sells
-
-69
-
Price
-
$105.48
Significant Holders of ISHARES TR - ESG MSCI KLD 400 (DSI) as of Q1 2019
262 filings reported holding DSI - ISHARES TR - ESG MSCI KLD 400 as of Q1 2019.
ISHARES TR - ESG MSCI KLD 400 (DSI) has 243 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5,572,859 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (652,198 shares), JPMORGAN CHASE & CO (592,156 shares), Betterment LLC (498,383 shares), MORGAN STANLEY (351,651 shares), GOLDMAN SACHS GROUP INC (284,858 shares), UBS Group AG (190,216 shares), AMERIPRISE FINANCIAL INC (182,492 shares), FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. (126,526 shares), US BANCORP \DE\ (114,142 shares), and Bank of New York Mellon Corp (112,314 shares).
This table shows the top 243 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.