Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / ESG MSCI KLD 400
-
Number of holders
-
433
-
Total 13F shares, excl. options
-
27,161,275
-
Shares change
-
+1,296,259
-
Total reported value, excl. options
-
$1,950,294,294
-
Value change
-
+$93,677,488
-
Put/Call ratio
-
9.76%
-
Number of buys
-
182
-
Number of sells
-
-152
-
Price
-
$71.79
Significant Holders of ISHARES TR - ESG MSCI KLD 400 (DSI) as of Q4 2022
455 filings reported holding DSI - ISHARES TR - ESG MSCI KLD 400 as of Q4 2022.
ISHARES TR - ESG MSCI KLD 400 (DSI) has 433 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 27,161,275 shares
.
Largest 10 shareholders include MORGAN STANLEY (4,610,621 shares), ENVESTNET ASSET MANAGEMENT INC (3,518,231 shares), BANK OF AMERICA CORP /DE/ (2,533,623 shares), JPMORGAN CHASE & CO (1,714,691 shares), AMERIPRISE FINANCIAL INC (883,770 shares), Bank of New York Mellon Corp (791,363 shares), UBS Group AG (613,339 shares), Betterment LLC (601,998 shares), LPL Financial LLC (599,929 shares), and FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. (476,276 shares).
This table shows the top 433 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.