Q4 2019 13F Holders as of 31 Dec 2019
-
Type / Class
-
Equity / ESG OPTIMIZED
-
Number of holders
-
247
-
Total 13F shares, excl. options
-
3,937,134
-
Shares change
-
+327,061
-
Total reported value, excl. options
-
$527,681,313
-
Value change
-
+$44,971,425
-
Number of buys
-
121
-
Number of sells
-
53
-
Price
-
$134.02
Institutional Holders of ISHARES TR - ESG OPTIMIZED (SUSA) as of Q4 2019
264 filings reported holding SUSA - ISHARES TR - ESG OPTIMIZED as of 31 Dec 2019.
ISHARES TR - ESG OPTIMIZED (SUSA) had 247 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 3,937,134 shares of stock of the company.
Largest 10 holders included BANK OF AMERICA CORP /DE/, MORGAN STANLEY, PNC Financial Services Group, Inc., UBS Group AG, WELLS FARGO & COMPANY/MN, AMERIPRISE FINANCIAL INC, LPL Financial LLC, MISSION WEALTH MANAGEMENT, LP, ROYAL BANK OF CANADA, and TRUIST FINANCIAL CORP.
This table shows the top 247 institutional shareholders of the security as of 31 Dec 2019.
| 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.