Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / ESG SELECT SCRE
-
Total 13F shares
-
3,249,157
-
Share change
-
+814,654
-
Total reported value
-
$130,886,434
-
Price per share
-
$40.29
-
Number of holders
-
75
-
Value change
-
+$33,260,040
-
Number of buys
-
39
-
Number of sells
-
30
Institutional Holders of ISHARES TR - ESG SELECT SCRE (XVV) as of Q1 2024
As of 31 Mar 2024,
ISHARES TR - ESG SELECT SCRE (XVV) was held by
75 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,249,157 shares.
The largest 10 holders included
SUN LIFE FINANCIAL INC, RETIREMENT CAPITAL STRATEGIES, BECKER CAPITAL MANAGEMENT INC, BSW Wealth Partners, Better Money Decisions, LLC, Wharton Business Group, LLC, Atlantic Private Wealth, LLC, Biltmore Family Office, LLC, FRANKLIN RESOURCES INC, and Raymond James Financial Services Advisors, Inc..
This page lists
78
institutional shareholders reporting positions in this security
for the Q1 2024 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.