Q2 2020 13F Holders as of 30 Jun 2020
-
Type / Class
-
Equity / ESG OPTIMIZED
-
Number of holders
-
267
-
Total 13F shares, excl. options
-
5,628,994
-
Shares change
-
+868,586
-
Total reported value, excl. options
-
$753,825,924
-
Value change
-
+$117,438,814
-
Number of buys
-
126
-
Number of sells
-
-84
-
Price
-
$133.77
Significant Holders of ISHARES TR - ESG OPTIMIZED (SUSA) as of Q2 2020
283 filings reported holding SUSA - ISHARES TR - ESG OPTIMIZED as of Q2 2020.
ISHARES TR - ESG OPTIMIZED (SUSA) has 267 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5,628,994 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (820,628 shares), MORGAN STANLEY (600,257 shares), SPINNAKER TRUST (431,607 shares), PNC Financial Services Group, Inc. (302,349 shares), AMERIPRISE FINANCIAL INC (301,825 shares), UBS Group AG (297,535 shares), WELLS FARGO & COMPANY/MN (194,804 shares), LPL Financial LLC (191,407 shares), JPMORGAN CHASE & CO (173,375 shares), and Betterment LLC (171,068 shares).
This table shows the top 267 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.