Q2 2018 13F Holders as of 30 Jun 2018
-
Type / Class
-
Equity / ESG OPTIMIZED
-
Number of holders
-
171
-
Total 13F shares, excl. options
-
2,785,038
-
Shares change
-
+326,705
-
Total reported value, excl. options
-
$313,695,039
-
Value change
-
+$36,439,653
-
Number of buys
-
71
-
Number of sells
-
-46
-
Price
-
$112.81
Significant Holders of ISHARES TR - ESG OPTIMIZED (SUSA) as of Q2 2018
178 filings reported holding SUSA - ISHARES TR - ESG OPTIMIZED as of Q2 2018.
ISHARES TR - ESG OPTIMIZED (SUSA) has 171 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,785,038 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (580,099 shares), PNC Financial Services Group, Inc. (250,960 shares), MORGAN STANLEY (214,755 shares), WELLS FARGO & COMPANY/MN (184,282 shares), UBS Group AG (97,506 shares), AMERIPRISE FINANCIAL INC (86,208 shares), SUNTRUST BANKS INC (79,700 shares), LPL Financial LLC (77,536 shares), FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. (63,149 shares), and Patriot Wealth Management, Inc. (45,582 shares).
This table shows the top 171 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.