Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / ESG SELECT SCREE
-
Total 13F shares
-
280,348
-
Share change
-
-59,563
-
Total reported value
-
$9,312,292
-
Price per share
-
$33.22
-
Number of holders
-
31
-
Value change
-
-$1,957,729
-
Number of buys
-
16
-
Number of sells
-
7
Institutional Holders of ISHARES TR - ESG SELECT SCREE (XJR) as of Q4 2022
As of 31 Dec 2022,
ISHARES TR - ESG SELECT SCREE (XJR) was held by
31 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
280,348 shares.
The largest 10 holders included
FRANKLIN RESOURCES INC, Merriman Wealth Management, LLC, JANE STREET GROUP, LLC, Parkside Advisors LLC, Avantax Planning Partners, Inc., Biltmore Family Office, LLC, Cetera Advisors LLC, Atlantic Private Wealth, LLC, BSW Wealth Partners, and JNBA Financial Advisors.
This page lists
31
institutional shareholders reporting positions in this security
for the Q4 2022 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.