Q3 2014 13F Holders as of 30 Sep 2014
-
Type / Class
-
Equity / ESG OPTIMIZED
-
Total 13F shares
-
1,150,394
-
Share change
-
+36,013
-
Total reported value
-
$94,627,086
-
Price per share
-
$82.30
-
Number of holders
-
73
-
Value change
-
+$2,959,166
-
Number of buys
-
30
-
Number of sells
-
17
Institutional Holders of ISHARES TR - ESG OPTIMIZED (SUSA) as of Q3 2014
As of 30 Sep 2014,
ISHARES TR - ESG OPTIMIZED (SUSA) was held by
73 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,150,394 shares.
The largest 10 holders included
PNC Financial Services Group, Inc., BANK OF AMERICA CORP /DE/, WELLS FARGO & COMPANY/MN, SUNTRUST BANKS INC, UBS AG, MORGAN STANLEY, Shapiro Robert N, LPL Financial LLC, FIRST REPUBLIC INVESTMENT MANAGEMENT, INC., and ENVESTNET ASSET MANAGEMENT INC.
This page lists
73
institutional shareholders reporting positions in this security
for the Q3 2014 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.