Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / ESG MSCI KLD 400
-
Total 13F shares
-
55,564
-
Share change
-
+14,535
-
Total reported value
-
$5,059,095
-
Price per share
-
$91.05
-
Number of holders
-
8
-
Value change
-
+$1,323,413
-
Number of buys
-
4
-
Number of sells
-
4
Institutional Holders of ISHARES TR - ESG MSCI KLD 400 (DSI) as of Q4 2023
As of 31 Dec 2023,
ISHARES TR - ESG MSCI KLD 400 (DSI) was held by
8 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
55,564 shares.
The largest 10 holders included
MORGAN STANLEY, ENVESTNET ASSET MANAGEMENT INC, BANK OF AMERICA CORP /DE/, JPMORGAN CHASE & CO, Bank of New York Mellon Corp, AMERIPRISE FINANCIAL INC, Syntrinsic LLC, LPL Financial LLC, Envestnet Portfolio Solutions, Inc., and Betterment LLC.
This page lists
495
institutional shareholders reporting positions in this security
for the Q4 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.