Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / ESG MSCI EM LDRS
-
Total 13F shares
-
678,969
-
Share change
-
-296,525
-
Total reported value
-
$30,927,960
-
Price per share
-
$45.53
-
Number of holders
-
37
-
Value change
-
-$12,485,464
-
Number of buys
-
24
-
Number of sells
-
17
Institutional Holders of ISHARES TR - ESG MSCI EM LDRS (LDEM) as of Q1 2023
As of 31 Mar 2023,
ISHARES TR - ESG MSCI EM LDRS (LDEM) was held by
37 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
678,969 shares.
The largest 10 holders included
JPMORGAN CHASE & CO, BANK OF MONTREAL /CAN/, One Wealth Advisors, LLC, COMMONWEALTH EQUITY SERVICES, LLC, WEALTHSOURCE PARTNERS, LLC, CI Private Wealth, LLC, Keebeck Wealth Management, LLC, WR Wealth Planners, LLC, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC, and Merit Financial Group, LLC.
This page lists
37
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.