Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / MSCI GBL SUS DEV
-
Total 13F shares
-
1,816,012
-
Share change
-
-8,894
-
Total reported value
-
$135,309,257
-
Price per share
-
$74.52
-
Number of holders
-
113
-
Value change
-
-$959,332
-
Number of buys
-
44
-
Number of sells
-
40
Institutional Holders of ISHARES TR - MSCI GBL SUS DEV (SDG) as of Q3 2023
As of 30 Sep 2023,
ISHARES TR - MSCI GBL SUS DEV (SDG) was held by
113 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,816,012 shares.
The largest 10 holders included
CWM, LLC, MISSION WEALTH MANAGEMENT, LP, JANE STREET GROUP, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, AMERIPRISE FINANCIAL INC, Royal Bank of Canada, BANK OF AMERICA CORP /DE/, COMMONWEALTH EQUITY SERVICES, LLC, Federation des caisses Desjardins du Quebec, and Dynamic Advisor Solutions LLC.
This page lists
114
institutional shareholders reporting positions in this security
for the Q3 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.