Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / ESG SELECT SCREE
-
Total 13F shares
-
337,775
-
Share change
-
+57,427
-
Total reported value
-
$11,453,165
-
Price per share
-
$33.91
-
Number of holders
-
35
-
Value change
-
+$1,961,512
-
Number of buys
-
21
-
Number of sells
-
8
Institutional Holders of ISHARES TR - ESG SELECT SCREE (XJR) as of Q1 2023
As of 31 Mar 2023,
ISHARES TR - ESG SELECT SCREE (XJR) was held by
35 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
337,775 shares.
The largest 10 holders included
Merriman Wealth Management, LLC, CITADEL ADVISORS LLC, JANE STREET GROUP, LLC, FRANKLIN RESOURCES INC, Avantax Planning Partners, Inc., Biltmore Family Office, LLC, Cambridge Investment Research Advisors, Inc., Optas, LLC, Atlantic Private Wealth, LLC, and Cetera Advisors LLC.
This page lists
35
institutional shareholders reporting positions in this security
for the Q1 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.