Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / ESG SELECT SCRE
-
Number of holders
-
86
-
Total 13F shares, excl. options
-
2,072,787
-
Shares change
-
+263,091
-
Total reported value, excl. options
-
$70,198,520
-
Value change
-
+$8,805,573
-
Number of buys
-
49
-
Number of sells
-
-23
-
Price
-
$33.87
Significant Holders of ISHARES TR - ESG SELECT SCRE (XJH) as of Q3 2023
93 filings reported holding XJH - ISHARES TR - ESG SELECT SCRE as of Q3 2023.
ISHARES TR - ESG SELECT SCRE (XJH) has 86 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,072,787 shares
.
Largest 10 shareholders include RAYMOND JAMES & ASSOCIATES (262,139 shares), BAILARD, INC. (197,816 shares), Shira Ridge Wealth Management (132,816 shares), EASTERN BANK (127,814 shares), Koss-Olinger Consulting, LLC (101,014 shares), RVW Wealth, LLC (96,902 shares), OSAIC HOLDINGS, INC. (55,854 shares), Mariner, LLC (51,255 shares), JNBA Financial Advisors (48,710 shares), and FRANKLIN RESOURCES INC (47,399 shares).
This table shows the top 86 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.