Q1 2020 13F Holders as of 31 Mar 2020
-
Type / Class
-
Equity / MSCI GBL SUS DEV
-
Total 13F shares
-
402,598
-
Share change
-
+95,501
-
Total reported value
-
$23,158,000
-
Price per share
-
$57.47
-
Number of holders
-
31
-
Value change
-
+$5,411,143
-
Number of buys
-
15
-
Number of sells
-
12
Institutional Holders of ISHARES TR - MSCI GBL SUS DEV (SDG) as of Q1 2020
As of 31 Mar 2020,
ISHARES TR - MSCI GBL SUS DEV (SDG) was held by
31 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
402,598 shares.
The largest 10 holders included
HARVEST GROUP WEALTH MANAGEMENT, LLC, BANK OF AMERICA CORP /DE/, MISSION WEALTH MANAGEMENT, LP, CLS Investments, LLC, ROYAL BANK OF CANADA, FundX Investment Group, LLC, FOSTER DYKEMA CABOT & CO INC/MA, Federation des caisses Desjardins du Quebec, UBS Group AG, and COMMONWEALTH EQUITY SERVICES, LLC.
This page lists
32
institutional shareholders reporting positions in this security
for the Q1 2020 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.