Q1 2015 13F Holders as of 31 Mar 2015
-
Type / Class
-
Equity / ESG OPTIMIZED
-
Number of holders
-
87
-
Total 13F shares, excl. options
-
1,265,160
-
Shares change
-
+26,310
-
Total reported value, excl. options
-
$108,613,645
-
Value change
-
+$2,257,012
-
Number of buys
-
43
-
Number of sells
-
-16
-
Price
-
$85.87
Significant Holders of ISHARES TR - ESG OPTIMIZED (SUSA) as of Q1 2015
93 filings reported holding SUSA - ISHARES TR - ESG OPTIMIZED as of Q1 2015.
ISHARES TR - ESG OPTIMIZED (SUSA) has 87 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,265,160 shares
.
Largest 10 shareholders include PNC Financial Services Group, Inc. (220,636 shares), BANK OF AMERICA CORP /DE/ (193,821 shares), WELLS FARGO & COMPANY/MN (134,494 shares), SUNTRUST BANKS INC (104,874 shares), MORGAN STANLEY (84,963 shares), UBS Group AG (59,085 shares), LPL Financial LLC (44,332 shares), ENVESTNET ASSET MANAGEMENT INC (28,591 shares), FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. (27,575 shares), and Commonwealth Equity Services, Inc (22,577 shares).
This table shows the top 87 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.