Q2 2021 13F Holders as of 6/30/2021
-
Type / Class
-
Equity / MSCI KLD400 SOC
-
Number of holders
-
376
-
Total shares
-
18.8M
-
Shares change
-
+199K
-
Total reported value, excl. options
-
$1.56B
-
Value change
-
+$16.9M
-
Number of buys
-
168
-
Number of sells
-
-122
-
Price
-
$82.83
Significant Holders of ISHARES TR - MSCI KLD400 SOC (DSI) as of Q2 2021
372 filings reported holding DSI - ISHARES TR - MSCI KLD400 SOC as of Q2 2021.
ISHARES TR - MSCI KLD400 SOC (DSI) has 376 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 18.8M shares
.
Largest 10 shareholders include MORGAN STANLEY (3.33M shares), BANK OF AMERICA CORP /DE/ (1.7M shares), JPMORGAN CHASE & CO (1.36M shares), ENVESTNET ASSET MANAGEMENT INC (900K shares), Betterment LLC (852K shares), AMERIPRISE FINANCIAL INC (663K shares), UBS Group AG (628K shares), Bank of New York Mellon Corp (428K shares), GOLDMAN SACHS GROUP INC (424K shares), and FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. (369K shares).
This table shows the top 376 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.