Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / ESG SELECT SCRE
-
Total 13F shares
-
38,705
-
Share change
-
+11,156
-
Total reported value
-
$1,392,001
-
Price per share
-
$35.97
-
Number of holders
-
10
-
Value change
-
+$478,310
-
Number of buys
-
9
-
Number of sells
-
1
Institutional Holders of ISHARES TR - ESG SELECT SCRE (XJH) as of Q1 2021
As of 31 Mar 2021,
ISHARES TR - ESG SELECT SCRE (XJH) was held by
10 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
38,705 shares.
The largest 10 holders included
Mascoma Wealth Management LLC, JNBA Financial Advisors, Cetera Advisors LLC, ADVISOR GROUP HOLDINGS, INC., HERITAGE WEALTH MANAGEMENT, LLC, Sowell Financial Services LLC, ROYAL BANK OF CANADA, BANK OF AMERICA CORP /DE/, MORGAN STANLEY, and CBIZ Investment Advisory Services, LLC.
This page lists
10
institutional shareholders reporting positions in this security
for the Q1 2021 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.