Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / ESG SELECT SCRE
-
Number of holders
-
28
-
Total 13F shares, excl. options
-
9,987,148
-
Shares change
-
+6,430,105
-
Total reported value, excl. options
-
$366,827,521
-
Value change
-
+$236,176,293
-
Number of buys
-
19
-
Number of sells
-
-3
-
Price
-
$36.73
Significant Holders of ISHARES TR - ESG SELECT SCRE (XVV) as of Q4 2021
28 filings reported holding XVV - ISHARES TR - ESG SELECT SCRE as of Q4 2021.
ISHARES TR - ESG SELECT SCRE (XVV) has 28 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 9,987,148 shares
.
Largest 10 shareholders include SUN LIFE FINANCIAL INC (9,267,981 shares), RETIREMENT CAPITAL STRATEGIES (216,084 shares), HighTower Advisors, LLC (94,287 shares), Wharton Business Group, LLC (64,150 shares), Atlantic Private Wealth, LLC (47,146 shares), ROYAL BANK OF CANADA (37,078 shares), CIDEL ASSET MANAGEMENT INC (31,917 shares), ENVESTNET ASSET MANAGEMENT INC (30,810 shares), NEW YORK LIFE INVESTMENT MANAGEMENT LLC (30,238 shares), and Biltmore Family Office, LLC (30,000 shares).
This table shows the top 28 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.