Q4 2016 13F Holders as of 31 Dec 2016
-
Type / Class
-
Equity / ESG OPTIMIZED
-
Number of holders
-
121
-
Total 13F shares, excl. options
-
2,043,797
-
Shares change
-
+90,563
-
Total reported value, excl. options
-
$188,089,044
-
Value change
-
+$8,328,932
-
Number of buys
-
58
-
Number of sells
-
-30
-
Price
-
$92.02
Significant Holders of ISHARES TR - ESG OPTIMIZED (SUSA) as of Q4 2016
125 filings reported holding SUSA - ISHARES TR - ESG OPTIMIZED as of Q4 2016.
ISHARES TR - ESG OPTIMIZED (SUSA) has 121 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,043,797 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (497,329 shares), PNC FINANCIAL SERVICES GROUP, INC. (230,609 shares), WELLS FARGO & COMPANY/MN (164,716 shares), MORGAN STANLEY (129,567 shares), SUNTRUST BANKS INC (80,714 shares), UBS Group AG (74,939 shares), LPL Financial LLC (54,904 shares), AMERIPRISE FINANCIAL INC (44,668 shares), Highland Private Wealth Management (44,100 shares), and FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. (41,122 shares).
This table shows the top 121 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.