Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / ESG MSCI KLD 400
-
Number of holders
-
459
-
Total 13F shares, excl. options
-
25,067,544
-
Shares change
-
+50,947
-
Total reported value, excl. options
-
$2,110,097,965
-
Value change
-
+$5,979,719
-
Number of buys
-
175
-
Number of sells
-
-179
-
Price
-
$84.17
Significant Holders of ISHARES TR - ESG MSCI KLD 400 (DSI) as of Q2 2023
479 filings reported holding DSI - ISHARES TR - ESG MSCI KLD 400 as of Q2 2023.
ISHARES TR - ESG MSCI KLD 400 (DSI) has 459 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 25,067,544 shares
.
Largest 10 shareholders include MORGAN STANLEY (4,411,477 shares), ENVESTNET ASSET MANAGEMENT INC (3,014,266 shares), BANK OF AMERICA CORP /DE/ (1,694,805 shares), JPMORGAN CHASE & CO (1,516,104 shares), AMERIPRISE FINANCIAL INC (999,978 shares), Bank of New York Mellon Corp (876,106 shares), LPL Financial LLC (595,300 shares), UBS Group AG (566,243 shares), Betterment LLC (540,204 shares), and FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. (419,964 shares).
This table shows the top 459 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.