Q4 2018 13F Holders as of 31 Dec 2018
-
Type / Class
-
Equity / ESG OPTIMIZED
-
Number of holders
-
199
-
Total 13F shares, excl. options
-
3,709,548
-
Shares change
-
+690,553
-
Total reported value, excl. options
-
$382,318,687
-
Value change
-
+$70,811,992
-
Number of buys
-
91
-
Number of sells
-
-57
-
Price
-
$103.14
Significant Holders of ISHARES TR - ESG OPTIMIZED (SUSA) as of Q4 2018
213 filings reported holding SUSA - ISHARES TR - ESG OPTIMIZED as of Q4 2018.
ISHARES TR - ESG OPTIMIZED (SUSA) has 199 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,709,548 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (1,103,855 shares), WELLS FARGO & COMPANY/MN (268,444 shares), MORGAN STANLEY (240,000 shares), PNC Financial Services Group, Inc. (224,499 shares), AMERIPRISE FINANCIAL INC (111,439 shares), UBS Group AG (108,041 shares), RAYMOND JAMES & ASSOCIATES (96,983 shares), LPL Financial LLC (81,865 shares), FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. (74,328 shares), and SUNTRUST BANKS INC (69,812 shares).
This table shows the top 199 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.