Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / ESG SELECT SCREE
-
Total 13F shares
-
323,671
-
Share change
-
-51,613
-
Total reported value
-
$10,707,744
-
Price per share
-
$33.06
-
Number of holders
-
40
-
Value change
-
-$1,809,311
-
Number of buys
-
20
-
Number of sells
-
11
Institutional Holders of ISHARES TR - ESG SELECT SCREE (XJR) as of Q3 2023
As of 30 Sep 2023,
ISHARES TR - ESG SELECT SCREE (XJR) was held by
40 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
323,671 shares.
The largest 10 holders included
JANE STREET GROUP, LLC, FRANKLIN RESOURCES INC, Merriman Wealth Management, LLC, Biltmore Family Office, LLC, Avantax Planning Partners, Inc., MONTRUSCO BOLTON INVESTMENTS INC., Cambridge Investment Research Advisors, Inc., Cetera Advisors LLC, Atlantic Private Wealth, LLC, and Better Money Decisions, LLC.
This page lists
41
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.