Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / ESG SELECT SCRE
-
Total 13F shares
-
2,781,473
-
Share change
-
+38,818
-
Total reported value
-
$123,079,571
-
Price per share
-
$44.22
-
Number of holders
-
94
-
Value change
-
+$1,775,733
-
Number of buys
-
36
-
Number of sells
-
32
Institutional Holders of ISHARES TR - ESG SELECT SCRE (XVV) as of Q3 2024
As of 30 Sep 2024,
ISHARES TR - ESG SELECT SCRE (XVV) was held by
94 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,781,473 shares.
The largest 10 holders included
SUN LIFE FINANCIAL INC, BECKER CAPITAL MANAGEMENT INC, LPL Financial LLC, BSW Wealth Partners, Better Money Decisions, LLC, Wharton Business Group, LLC, JNBA Financial Advisors, FRANKLIN RESOURCES INC, Atlantic Private Wealth, LLC, and Biltmore Family Office, LLC.
This page lists
97
institutional shareholders reporting positions in this security
for the Q3 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.