Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / MSCI GBL SUS DEV
-
Number of holders
-
98
-
Total 13F shares, excl. options
-
1,672,509
-
Shares change
-
+171,663
-
Total reported value, excl. options
-
$161,797,542
-
Value change
-
+$16,303,606
-
Number of buys
-
59
-
Number of sells
-
-15
-
Price
-
$94.84
Significant Holders of ISHARES TR - MSCI GBL SUS DEV (SDG) as of Q1 2021
101 filings reported holding SDG - ISHARES TR - MSCI GBL SUS DEV as of Q1 2021.
ISHARES TR - MSCI GBL SUS DEV (SDG) has 98 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,672,509 shares
.
Largest 10 shareholders include CWM, LLC (618,809 shares), BANK OF AMERICA CORP /DE/ (173,674 shares), Raymond James Financial Services Advisors, Inc. (84,495 shares), HARVEST GROUP WEALTH MANAGEMENT, LLC (78,468 shares), MISSION WEALTH MANAGEMENT, LP (74,231 shares), ROYAL BANK OF CANADA (49,407 shares), UBS Group AG (48,946 shares), FundX Investment Group, LLC (38,925 shares), BlackRock Inc. (28,173 shares), and Abacus Wealth Partners, LLC (26,474 shares).
This table shows the top 98 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.