Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / ESG SELECT SCRE
-
Total 13F shares
-
2,849,608
-
Share change
-
+962,434
-
Total reported value
-
$96,355,081
-
Price per share
-
$33.82
-
Number of holders
-
57
-
Value change
-
+$32,643,546
-
Number of buys
-
23
-
Number of sells
-
16
Institutional Holders of ISHARES TR - ESG SELECT SCRE (XVV) as of Q2 2023
As of 30 Jun 2023,
ISHARES TR - ESG SELECT SCRE (XVV) was held by
57 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,849,608 shares.
The largest 10 holders included
SUN LIFE FINANCIAL INC, RETIREMENT CAPITAL STRATEGIES, BECKER CAPITAL MANAGEMENT INC, BSW Wealth Partners, MONTRUSCO BOLTON INVESTMENTS INC., Atlantic Private Wealth, LLC, Wharton Business Group, LLC, JANE STREET GROUP, LLC, ENVESTNET ASSET MANAGEMENT INC, and Better Money Decisions, LLC.
This page lists
57
institutional shareholders reporting positions in this security
for the Q2 2023 filing period.
| 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.