Q4 2019 13F Holders as of 31 Dec 2019
-
Type / Class
-
Equity / ESG MSCI KLD 400
-
Number of holders
-
300
-
Total 13F shares, excl. options
-
7,204,869
-
Shares change
-
+834,101
-
Total reported value, excl. options
-
$865,557,550
-
Value change
-
+$100,385,810
-
Number of buys
-
152
-
Number of sells
-
-65
-
Price
-
$120.13
Significant Holders of ISHARES TR - ESG MSCI KLD 400 (DSI) as of Q4 2019
311 filings reported holding DSI - ISHARES TR - ESG MSCI KLD 400 as of Q4 2019.
ISHARES TR - ESG MSCI KLD 400 (DSI) has 300 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7,204,869 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (847,776 shares), JPMORGAN CHASE & CO (697,134 shares), Betterment LLC (659,811 shares), MORGAN STANLEY (494,768 shares), UBS Group AG (282,379 shares), ENVESTNET ASSET MANAGEMENT INC (258,381 shares), AMERIPRISE FINANCIAL INC (230,653 shares), GOLDMAN SACHS GROUP INC (216,001 shares), WELLS FARGO & COMPANY/MN (176,136 shares), and PERSONAL CAPITAL ADVISORS CORP (146,293 shares).
This table shows the top 300 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.