Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / ESG AWRE USD ETF
-
Total 13F shares
-
110,287
-
Share change
-
+47,927
-
Total reported value
-
$2,566,057
-
Price per share
-
$23.27
-
Number of holders
-
4
-
Value change
-
+$1,115,262
-
Number of buys
-
2
Institutional Holders of ISHARES TR - ESG AWRE USD ETF (SUSC) as of Q4 2023
As of 31 Dec 2023,
ISHARES TR - ESG AWRE USD ETF (SUSC) was held by
4 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
110,287 shares.
The largest 10 holders included
AMERIPRISE FINANCIAL INC, ENVESTNET ASSET MANAGEMENT INC, Envestnet Portfolio Solutions, Inc., JPMORGAN CHASE & CO, Wealthfront Advisers LLC, CWM, LLC, LPL Financial LLC, Acorns Advisers, LLC, Fisher Asset Management, LLC, and Creative Planning.
This page lists
239
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.