Q3 2017 13F Holders as of 30 Sep 2017
-
Type / Class
-
Equity / ESG OPTIMIZED
-
Number of holders
-
137
-
Total 13F shares, excl. options
-
2,636,822
-
Shares change
-
+558,410
-
Total reported value, excl. options
-
$275,496,521
-
Value change
-
+$58,422,180
-
Number of buys
-
64
-
Number of sells
-
-32
-
Price
-
$104.50
Significant Holders of ISHARES TR - ESG OPTIMIZED (SUSA) as of Q3 2017
143 filings reported holding SUSA - ISHARES TR - ESG OPTIMIZED as of Q3 2017.
ISHARES TR - ESG OPTIMIZED (SUSA) has 137 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,636,822 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (710,517 shares), PNC FINANCIAL SERVICES GROUP, INC. (234,835 shares), MORGAN STANLEY (221,155 shares), WELLS FARGO & COMPANY/MN (160,366 shares), UBS Group AG (90,478 shares), AMERIPRISE FINANCIAL INC (87,987 shares), SUNTRUST BANKS INC (78,772 shares), LPL Financial LLC (56,175 shares), FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. (52,000 shares), and Patriot Wealth Management, Inc. (47,849 shares).
This table shows the top 137 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.