Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / ESG SELECT SCRE
-
Number of holders
-
9
-
Total 13F shares, excl. options
-
1,947,232
-
Shares change
-
+1,150,203
-
Total reported value, excl. options
-
$64,136,000
-
Value change
-
+$37,982,322
-
Number of buys
-
7
-
Number of sells
-
-3
-
Price
-
$32.93
Significant Holders of ISHARES TR - ESG SELECT SCRE (XVV) as of Q2 2021
11 filings reported holding XVV - ISHARES TR - ESG SELECT SCRE as of Q2 2021.
ISHARES TR - ESG SELECT SCRE (XVV) has 9 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,947,232 shares
.
Largest 10 shareholders include Sun Life Financial INC (1,750,937 shares), Wharton Business Group, LLC (58,010 shares), RETIREMENT CAPITAL STRATEGIES (45,990 shares), CIDEL ASSET MANAGEMENT INC (31,917 shares), JANE STREET GROUP, LLC (31,580 shares), HERITAGE WEALTH MANAGEMENT, LLC (11,244 shares), Sigma Planning Corp (8,453 shares), Merriman Wealth Management, LLC (8,421 shares), ROYAL BANK OF CANADA (680 shares), and CITADEL ADVISORS LLC (0 shares).
This table shows the top 9 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.