Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / ESG AWRE 1 5 YR
-
Total 13F shares
-
95,413
-
Share change
-
+12,564
-
Total reported value
-
$2,335,567
-
Price per share
-
$24.48
-
Number of holders
-
3
-
Value change
-
+$307,567
-
Number of buys
-
2
Institutional Holders of ISHARES TR - ESG AWRE 1 5 YR (SUSB) as of Q4 2023
As of 31 Dec 2023,
ISHARES TR - ESG AWRE 1 5 YR (SUSB) was held by
3 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
95,413 shares.
The largest 10 holders included
GOLDMAN SACHS GROUP INC, MORGAN STANLEY, First Pacific Financial, ROYAL BANK OF CANADA, AMERIPRISE FINANCIAL INC, ENVESTNET ASSET MANAGEMENT INC, LPL Financial LLC, UBS Group AG, Bank of New York Mellon Corp, and COMMONWEALTH EQUITY SERVICES, LLC.
This page lists
264
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.