Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
-
Equity / MSCI KLD400 SOC
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Number of holders
-
481
-
Total shares
-
26.6M
-
Shares change
-
+1.69M
-
Total reported value, excl. options
-
$2.42B
-
Value change
-
+$157M
-
Put/Call ratio
-
0
-
Number of buys
-
233
-
Number of sells
-
-139
-
Price
-
$91.05
Significant Holders of ISHARES TR - MSCI KLD400 SOC (DSI) as of Q4 2023
1 filings reported holding DSI - ISHARES TR - MSCI KLD400 SOC as of Q4 2023.
ISHARES TR - MSCI KLD400 SOC (DSI) has 481 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 26.6M shares
.
Largest 10 shareholders include MORGAN STANLEY (4.5M shares), ENVESTNET ASSET MANAGEMENT INC (2.44M shares), BANK OF AMERICA CORP /DE/ (1.87M shares), JPMORGAN CHASE & CO (1.67M shares), Bank of New York Mellon Corp (1.21M shares), AMERIPRISE FINANCIAL INC (1.05M shares), Syntrinsic LLC (771K shares), LPL Financial LLC (769K shares), Envestnet Portfolio Solutions, Inc. (753K shares), and Betterment LLC (514K shares).
This table shows the top 481 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.