Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / ESG SELECT SCRE
-
Total 13F shares
-
2,291,652
-
Share change
-
-554,665
-
Total reported value
-
$74,354,894
-
Price per share
-
$32.43
-
Number of holders
-
59
-
Value change
-
-$18,024,018
-
Number of buys
-
25
-
Number of sells
-
23
Institutional Holders of ISHARES TR - ESG SELECT SCRE (XVV) as of Q3 2023
As of 30 Sep 2023,
ISHARES TR - ESG SELECT SCRE (XVV) was held by
59 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,291,652 shares.
The largest 10 holders included
SUN LIFE FINANCIAL INC, BECKER CAPITAL MANAGEMENT INC, RETIREMENT CAPITAL STRATEGIES, BSW Wealth Partners, MONTRUSCO BOLTON INVESTMENTS INC., Wharton Business Group, LLC, Atlantic Private Wealth, LLC, ENVESTNET ASSET MANAGEMENT INC, Better Money Decisions, LLC, and Biltmore Family Office, LLC.
This page lists
60
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.