Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / ESG SELECT SCREE
-
Total 13F shares
-
375,284
-
Share change
-
+43,828
-
Total reported value
-
$13,141,549
-
Price per share
-
$35.02
-
Number of holders
-
36
-
Value change
-
+$1,551,435
-
Number of buys
-
17
-
Number of sells
-
9
Institutional Holders of ISHARES TR - ESG SELECT SCREE (XJR) as of Q2 2023
As of 30 Jun 2023,
ISHARES TR - ESG SELECT SCREE (XJR) was held by
36 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
375,284 shares.
The largest 10 holders included
JANE STREET GROUP, LLC, CITADEL ADVISORS LLC, Merriman Wealth Management, LLC, RETIREMENT CAPITAL STRATEGIES, FRANKLIN RESOURCES INC, Biltmore Family Office, LLC, Avantax Planning Partners, Inc., Cetera Advisors LLC, Cambridge Investment Research Advisors, Inc., and Atlantic Private Wealth, LLC.
This page lists
37
institutional shareholders reporting positions in this security
for the Q2 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.