Q3 2019 13F Holders as of 30 Sep 2019
-
Type / Class
-
Equity / ESG MSCI KLD 400
-
Number of holders
-
266
-
Total 13F shares, excl. options
-
6,340,651
-
Shares change
-
+412,375
-
Total reported value, excl. options
-
$702,421,772
-
Value change
-
+$45,896,805
-
Number of buys
-
124
-
Number of sells
-
-78
-
Price
-
$110.91
Significant Holders of ISHARES TR - ESG MSCI KLD 400 (DSI) as of Q3 2019
278 filings reported holding DSI - ISHARES TR - ESG MSCI KLD 400 as of Q3 2019.
ISHARES TR - ESG MSCI KLD 400 (DSI) has 266 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6,340,651 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (691,175 shares), JPMORGAN CHASE & CO (672,406 shares), Betterment LLC (544,337 shares), MORGAN STANLEY (457,936 shares), UBS Group AG (257,125 shares), GOLDMAN SACHS GROUP INC (244,134 shares), AMERIPRISE FINANCIAL INC (220,234 shares), ENVESTNET ASSET MANAGEMENT INC (202,289 shares), PERSONAL CAPITAL ADVISORS CORP (125,782 shares), and Bank of New York Mellon Corp (124,367 shares).
This table shows the top 266 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.