Q4 2017 13F Holders as of 31 Dec 2017
-
Type / Class
-
Equity / ESG OPTIMIZED
-
Number of holders
-
153
-
Total 13F shares, excl. options
-
2,439,011
-
Shares change
-
-211,196
-
Total reported value, excl. options
-
$270,947,978
-
Value change
-
-$22,946,677
-
Number of buys
-
69
-
Number of sells
-
-39
-
Price
-
$111.07
Significant Holders of ISHARES TR - ESG OPTIMIZED (SUSA) as of Q4 2017
161 filings reported holding SUSA - ISHARES TR - ESG OPTIMIZED as of Q4 2017.
ISHARES TR - ESG OPTIMIZED (SUSA) has 153 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,439,011 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (488,272 shares), PNC FINANCIAL SERVICES GROUP, INC. (230,720 shares), MORGAN STANLEY (215,931 shares), WELLS FARGO & COMPANY/MN (163,997 shares), AMERIPRISE FINANCIAL INC (114,478 shares), UBS Group AG (90,022 shares), SUNTRUST BANKS INC (78,780 shares), LPL Financial LLC (57,445 shares), FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. (51,340 shares), and Patriot Wealth Management, Inc. (47,392 shares).
This table shows the top 153 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.