Q4 2015 13F Holders as of 31 Dec 2015
-
Type / Class
-
Equity / ESG OPTIMIZED
-
Number of holders
-
91
-
Total 13F shares, excl. options
-
1,738,307
-
Shares change
-
+321,525
-
Total reported value, excl. options
-
$144,825,762
-
Value change
-
+$26,762,096
-
Number of buys
-
39
-
Number of sells
-
-22
-
Price
-
$83.38
Significant Holders of ISHARES TR - ESG OPTIMIZED (SUSA) as of Q4 2015
95 filings reported holding SUSA - ISHARES TR - ESG OPTIMIZED as of Q4 2015.
ISHARES TR - ESG OPTIMIZED (SUSA) has 91 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,738,307 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (299,215 shares), PNC FINANCIAL SERVICES GROUP, INC. (201,053 shares), MORGAN STANLEY (172,768 shares), WELLS FARGO & COMPANY/MN (165,000 shares), SUNTRUST BANKS INC (127,702 shares), LPL Financial LLC (97,430 shares), TRILLIUM ASSET MANAGEMENT, LLC (90,039 shares), UBS Group AG (59,033 shares), FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. (33,144 shares), and MILLER HOWARD INVESTMENTS INC /NY (26,268 shares).
This table shows the top 91 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.