Q1 2020 13F Holders as of 31 Mar 2020
-
Type / Class
-
Equity / ESG MSCI KLD 400
-
Number of holders
-
290
-
Total 13F shares, excl. options
-
7,989,880
-
Shares change
-
+403,701
-
Total reported value, excl. options
-
$772,935,335
-
Value change
-
+$36,375,340
-
Number of buys
-
143
-
Number of sells
-
-114
-
Price
-
$97.39
Significant Holders of ISHARES TR - ESG MSCI KLD 400 (DSI) as of Q1 2020
330 filings reported holding DSI - ISHARES TR - ESG MSCI KLD 400 as of Q1 2020.
ISHARES TR - ESG MSCI KLD 400 (DSI) has 290 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7,989,880 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (994,453 shares), MORGAN STANLEY (815,543 shares), JPMORGAN CHASE & CO (668,962 shares), Betterment LLC (563,614 shares), ENVESTNET ASSET MANAGEMENT INC (369,403 shares), CWM, LLC (351,863 shares), UBS Group AG (284,475 shares), AMERIPRISE FINANCIAL INC (242,794 shares), GOLDMAN SACHS GROUP INC (204,498 shares), and PERSONAL CAPITAL ADVISORS CORP (166,105 shares).
This table shows the top 290 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.