Q1 2017 13F Holders as of 31 Mar 2017
-
Type / Class
-
Equity / ESG OPTIMIZED
-
Number of holders
-
128
-
Total 13F shares, excl. options
-
2,118,949
-
Shares change
-
+79,755
-
Total reported value, excl. options
-
$208,098,660
-
Value change
-
+$7,940,027
-
Number of buys
-
60
-
Number of sells
-
-28
-
Price
-
$98.25
Significant Holders of ISHARES TR - ESG OPTIMIZED (SUSA) as of Q1 2017
130 filings reported holding SUSA - ISHARES TR - ESG OPTIMIZED as of Q1 2017.
ISHARES TR - ESG OPTIMIZED (SUSA) has 128 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,118,949 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (442,087 shares), PNC Financial Services Group, Inc. (229,778 shares), WELLS FARGO & COMPANY/MN (190,829 shares), MORGAN STANLEY (182,058 shares), UBS Group AG (80,960 shares), AMERIPRISE FINANCIAL INC (61,258 shares), LPL Financial LLC (53,848 shares), Highland Private Wealth Management (49,950 shares), FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. (41,767 shares), and JANE STREET GROUP, LLC (40,703 shares).
This table shows the top 128 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.