Q2 2014 13F Holders as of 30 Jun 2014
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Type / Class
-
Equity / ESG OPTIMIZED
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Number of holders
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70
-
Total 13F shares, excl. options
-
1,134,894
-
Shares change
-
-26,344
-
Total reported value, excl. options
-
$93,379,357
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Value change
-
-$1,994,836
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Number of buys
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30
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Number of sells
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24
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Price
-
$82.29
Institutional Holders of ISHARES TR - ESG OPTIMIZED (SUSA) as of Q2 2014
As of 30 Jun 2014 ISHARES TR - ESG OPTIMIZED (SUSA) had 79 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,134,894 shares of stock of the company.
Largest 10 holders included PNC Financial Services Group, Inc., BANK OF AMERICA CORP /DE/, SUNTRUST BANKS INC, WELLS FARGO & COMPANY/MN, UBS AG, Shapiro Robert N, MORGAN STANLEY, LPL Financial LLC, FIRST REPUBLIC INVESTMENT MANAGEMENT, INC., and MILLER HOWARD INVESTMENTS INC /NY.
This table shows 79 institutional shareholders of the security as of 30 Jun 2014.
| 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.