Q3 2018 13F Holders as of 30 Sep 2018
-
Type / Class
-
Equity / ESG OPTIMIZED
-
Number of holders
-
175
-
Total 13F shares, excl. options
-
2,995,317
-
Shares change
-
+210,279
-
Total reported value, excl. options
-
$356,784,125
-
Value change
-
+$25,253,349
-
Number of buys
-
75
-
Number of sells
-
-55
-
Price
-
$119.36
Significant Holders of ISHARES TR - ESG OPTIMIZED (SUSA) as of Q3 2018
187 filings reported holding SUSA - ISHARES TR - ESG OPTIMIZED as of Q3 2018.
ISHARES TR - ESG OPTIMIZED (SUSA) has 175 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,995,317 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (692,665 shares), PNC Financial Services Group, Inc. (234,799 shares), MORGAN STANLEY (225,005 shares), WELLS FARGO & COMPANY/MN (187,389 shares), AMERIPRISE FINANCIAL INC (99,144 shares), UBS Group AG (95,181 shares), LPL Financial LLC (83,647 shares), SUNTRUST BANKS INC (78,953 shares), FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. (62,666 shares), and Patriot Wealth Management, Inc. (46,641 shares).
This table shows the top 175 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.