Q1 2020 13F Holders as of 31 Mar 2020
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Type / Class
-
Equity / ESG MSCI KLD 400
-
Number of holders
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290
-
Total 13F shares, excl. options
-
7,989,880
-
Shares change
-
+403,701
-
Total reported value, excl. options
-
$772,935,335
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Value change
-
+$36,375,340
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Number of buys
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143
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Number of sells
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114
-
Price
-
$97.39
Institutional Holders of ISHARES TR - ESG MSCI KLD 400 (DSI) as of Q1 2020
As of 31 Mar 2020 ISHARES TR - ESG MSCI KLD 400 (DSI) had 333 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 7,989,880 shares of stock of the company.
Largest 10 holders included BANK OF AMERICA CORP /DE/, MORGAN STANLEY, JPMORGAN CHASE & CO, Betterment LLC, ENVESTNET ASSET MANAGEMENT INC, CWM, LLC, UBS Group AG, AMERIPRISE FINANCIAL INC, GOLDMAN SACHS GROUP INC, and PERSONAL CAPITAL ADVISORS CORP.
This table shows 333 institutional shareholders of the security as of 31 Mar 2020.
| 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.