Q3 2016 13F Holders as of 9/30/2016
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Type / Class
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Equity / MSCI KLD400 SOC
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Number of holders
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120
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Total shares
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3.08M
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Shares change
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+279K
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Total reported value, excl. options
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$248M
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Value change
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+$22.5M
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Number of buys
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48
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Number of sells
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-37
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Price
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$80.51
Significant Holders of ISHARES TR - MSCI KLD400 SOC (DSI) as of Q3 2016
120 filings reported holding DSI - ISHARES TR - MSCI KLD400 SOC as of Q3 2016.
ISHARES TR - MSCI KLD400 SOC (DSI) has 120 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.08M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (614K shares), JPMORGAN CHASE & CO (279K shares), GOLDMAN SACHS GROUP INC (245K shares), UBS Group AG (239K shares), BRINKER CAPITAL INC (160K shares), MORGAN STANLEY (133K shares), SUNTRUST BANKS INC (123K shares), FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. (96.8K shares), WELLS FARGO & COMPANY/MN (84.7K shares), and Bank of New York Mellon Corp (53.7K shares).
This table shows the top 120 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.