Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / ESG SELECT SCREE
-
Total 13F shares
-
540,368
-
Share change
-
+88,533
-
Total reported value
-
$21,166,965
-
Price per share
-
$39.17
-
Number of holders
-
53
-
Value change
-
+$3,506,216
-
Number of buys
-
30
-
Number of sells
-
14
Institutional Holders of ISHARES TR - ESG SELECT SCREE (XJR) as of Q1 2024
As of 31 Mar 2024,
ISHARES TR - ESG SELECT SCREE (XJR) was held by
53 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
540,368 shares.
The largest 10 holders included
JANE STREET GROUP, LLC, FRANKLIN RESOURCES INC, BAILARD, INC., Merriman Wealth Management, LLC, Balanced Rock Investment Advisors LLC, Cambridge Investment Research Advisors, Inc., SUSQUEHANNA INTERNATIONAL GROUP, LLP, Better Money Decisions, LLC, Avantax Planning Partners, Inc., and JNBA Financial Advisors.
This page lists
53
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.