Who owns iShares FTSE KLD 400 Social Idx Fd?
- Ticker: DSI
- CUSIP Number: 464288570
Tip: Access positions for across all investors
Analyze quarterly positions in iShares FTSE KLD 400 Social Idx with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold iShares FTSE KLD 400 Social Idx Fd this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Bank of America Corporation | 1.9M | $170M | 7% | Dec 2023 |
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Jpmorgan Chase & Co | 1.7M | $153M | 12% | Dec 2023 |
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Bank of New York Mellon | 1.2M | $110M | 9% | Dec 2023 |
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Envestnet Portfolio Solutions | 753k | $69M | 100% | Dec 2023 |
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Betterment | 514k | $47M | -4% | Dec 2023 |
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UBS Group | 514k | $47M | -5% | Dec 2023 |
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Advisor Group Holdings | 379k | $35M | -16% | Dec 2023 |
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Wells Fargo & Company | 339k | $31M | 80% | Dec 2023 |
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Goldman Sachs Group | 290k | $26M | -22% | Dec 2023 |
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HPM Partners | 271k | $25M | 1167% | Dec 2023 |
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Mariner Wealth Advisors | 248k | $23M | -1% | Dec 2023 |
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Branch Banking & Trust Company | 219k | $20M | 5% | Dec 2023 |
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Commonwealth Equity Services | 202k | $18M | 3% | Dec 2023 |
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Park Avenue Securities | 196k | $20M | -3% | Mar 2024 |
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Dunhill Financial | 196k | $18M | -29% | Dec 2023 |
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Creative Planning | 192k | $18M | 1% | Dec 2023 |
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Us Bancorp | 175k | $16M | -1% | Dec 2023 |
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Trillium Asset Management Corporation | 172k | $16M | 156% | Dec 2023 |
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Royal Bank of Canada | 159k | $15M | 12% | Dec 2023 |
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Captrust Financial Advisors | 159k | $14M | 3% | Dec 2023 |
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CWM | 155k | $16M | -9% | Mar 2024 |
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Fiduciary Trust Company | 148k | $14M | 1% | Dec 2023 |
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Mercer Global Advisors | 136k | $12M | 5% | Dec 2023 |
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Francis Financial | 133k | $13M | -2% | Mar 2024 |
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Rockefeller Capital Management | 131k | $12M | 31% | Dec 2023 |
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Private Advisor | 128k | $12M | -11% | Dec 2023 |
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Manchester Capital Management | 123k | $11M | 12% | Dec 2023 |
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Gemmer Asset Management | 110k | $11M | 4% | Mar 2024 |
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Hill Island Financial | 106k | $9.7M | -2% | Dec 2023 |
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Advisory Services Network | 98k | $8.9M | 0% | Dec 2023 |
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Mascoma Wealth Management | 98k | $8.9M | 0% | Dec 2023 |
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Raymond James Financial Services Advisors | 96k | $9.7M | 1% | Mar 2024 |
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PFG Investments | 93k | $9.4M | 24% | Mar 2024 |
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Ameritas Advisory Services | 90k | $8.2M | -29% | Dec 2023 |
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FTB Advisors | 86k | $7.9M | 1% | Dec 2023 |
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HighTower Advisors | 86k | $7.9M | 72% | Dec 2023 |
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SageView Advisory Group | 85k | $8.0M | 8% | Dec 2023 |
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Atria Wealth Solutions | 83k | $7.6M | 15% | Dec 2023 |
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Miracle Mile Advisors | 80k | $8.1M | 15% | Mar 2024 |
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Rsm Us Wealth Management | 73k | $6.6M | -1% | Dec 2023 |
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Cambridge Investment Research Advisors | 72k | $7.2M | 3% | Mar 2024 |
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Strategic Point Investment Advisors | 66k | $6.0M | 3% | Dec 2023 |
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Lincoln National | 66k | $6.0M | 24% | Dec 2023 |
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Baystate Wealth Management | 64k | $5.8M | -1% | Dec 2023 |
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CI Private Wealth | 60k | $5.5M | -1% | Dec 2023 |
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One Wealth Advisors | 60k | $6.0M | 11% | Mar 2024 |
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SOA Wealth Advisors | 60k | $6.0M | -2% | Mar 2024 |
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Bank Of Montreal | 60k | $5.5M | 0% | Dec 2023 |
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Johnson Financial Group | 58k | $5.3M | -9% | Dec 2023 |
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Beacon Pointe Advisors | 53k | $4.8M | 140% | Dec 2023 |
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Gradient Investments | 52k | $5.2M | 3% | Mar 2024 |
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Fifth Third Wealth Advisors | 51k | $5.2M | 1366% | Mar 2024 |
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Stifel Financial | 50k | $4.6M | 48% | Dec 2023 |
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Brio Consultants | 49k | $4.5M | 10% | Dec 2023 |
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Dohj | 48k | $4.8M | -9% | Mar 2024 |
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Orion Portfolio Solutions | 47k | $4.3M | -1% | Dec 2023 |
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Citadel Advisors | 47k | $4.2M | 600% | Dec 2023 |
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Wealthcare Advisory Partners | 47k | $4.7M | 3% | Mar 2024 |
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Janney Montgomery Scott | 45k | $4.1M | 26% | Dec 2023 |
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United Capital Financial Advisers | 45k | $4.1M | 291% | Dec 2023 |
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Litman Gregory Asset Management | 45k | $4.1M | 4% | Dec 2023 |
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Pennsylvania Capital Management | 45k | $4.0M | 1% | Dec 2023 |
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William Blair $ Company | 43k | $3.9M | 3% | Dec 2023 |
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Bremer Bank National Association | 42k | $4.3M | 117% | Mar 2024 |
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Columbia Trust Co 01012016 | 42k | $3.8M | 2% | Dec 2023 |
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Accredited Investors | 41k | $3.8M | 4% | Dec 2023 |
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Headinvest | 41k | $3.7M | 4% | Dec 2023 |
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Gibson Capital | 41k | $4.1M | -2% | Mar 2024 |
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Laurel Wealth Planning | 41k | $4.1M | -1% | Mar 2024 |
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First Affirmative Financial Network | 41k | $4.1M | -17% | Mar 2024 |
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Sontag Advisory | 40k | $3.6M | -1% | Dec 2023 |
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One Capital Management | 39k | $3.5M | 2% | Dec 2023 |
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Cranbrook Wealth Management | 38k | $3.8M | 0% | Mar 2024 |
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Colony | 37k | $3.4M | 100% | Dec 2023 |
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Horst & Graben Wealth Management | 36k | $3.6M | 8% | Mar 2024 |
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Assetmark | 36k | $3.3M | 25% | Dec 2023 |
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Bailard | 34k | $3.1M | 2% | Dec 2023 |
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Pnc Financial Services | 33k | $3.0M | -2% | Dec 2023 |
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Neumann Capital Management | 33k | $3.0M | 5% | Dec 2023 |
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D. J. St. Germain | 33k | $3.0M | 14% | Dec 2023 |
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Raymond James & Associates | 33k | $3.3M | -11% | Mar 2024 |
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Global Assets Advisory | 32k | $320k | 100% | Mar 2024 |
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Snowden Capital Advisors | 32k | $2.9M | 5% | Dec 2023 |
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Franklin Resources | 32k | $2.9M | -3% | Dec 2023 |
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Childress Capital Advisors | 32k | $3.2M | 9% | Mar 2024 |
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McClarren Financial Advisors | 31k | $2.8M | 1% | Dec 2023 |
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Sharkey, Howes & Javer | 31k | $3.1M | -4% | Mar 2024 |
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Lido Advisors | 30k | $2.8M | 3% | Dec 2023 |
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Shepherd Financial Partners | 30k | $3.0M | -1% | Mar 2024 |
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Pitcairn Company | 29k | $2.7M | 0% | Dec 2023 |
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PFG Advisors | 28k | $2.6M | 0% | Dec 2023 |
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Raymond James Trust | 28k | $2.8M | 0% | Mar 2024 |
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Bangor Savings Bank | 28k | $2.8M | -1% | Mar 2024 |
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Kestra Private Wealth Services | 27k | $2.5M | -6% | Dec 2023 |
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Concord Wealth Partners | 27k | $2.5M | -20% | Dec 2023 |
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Steward Partners Investment Advisory | 27k | $2.5M | 27% | Dec 2023 |
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Seaward Management Limited Partnership | 26k | $2.4M | 0% | Dec 2023 |
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Financeware | 26k | $2.6M | -6% | Mar 2024 |
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Financial Insights | 25k | $2.6M | 0% | Mar 2024 |
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Institute For Wealth Management | 25k | $2.3M | 0% | Dec 2023 |
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Cornerstone Wealth Management | 25k | $2.5M | 1% | Mar 2024 |
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Altfest L J & Co | 25k | $2.5M | 7% | Mar 2024 |
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Hanson McClain Advisors | 25k | $2.5M | -2% | Mar 2024 |
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Hilltop Holdings | 25k | $2.3M | 4% | Dec 2023 |
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Wealthsource Partners | 25k | $2.3M | 6% | Dec 2023 |
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Financial Gravity Wealth | 24k | $68k | 0% | Dec 2023 |
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Eley Financial Management | 24k | $2.2M | 21% | Dec 2023 |
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Bp Wealth Management | 24k | $2.2M | -8% | Dec 2023 |
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Chicago Partners Investment | 24k | $2.3M | 0% | Mar 2024 |
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Financial Services Advisory | 24k | $2.1M | 27% | Dec 2023 |
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Paul Kendrigan | 23k | $2.3M | -8% | Mar 2024 |
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H D Vest Advisory Services | 23k | $2.1M | -2% | Dec 2023 |
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GW & Wade | 21k | $1.9M | 4% | Dec 2023 |
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Kestra Advisory Services | 20k | $1.9M | 12% | Dec 2023 |
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SigFig Wealth Management | 20k | $1.9M | 17% | Dec 2023 |
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Dorsey & Whitney Trust Company | 20k | $1.8M | -1% | Dec 2023 |
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Arlington Financial Advisors | 20k | $2.0M | 0% | Mar 2024 |
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BigSur Wealth Management | 20k | $1.8M | 0% | Dec 2023 |
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Topel & Distasi Wealth Management | 20k | $1.8M | -4% | Dec 2023 |
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Sequoia Financial Advisors | 20k | $1.8M | 588% | Dec 2023 |
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Wealthfront Advisers | 20k | $2.0M | 10% | Mar 2024 |
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Baker Avenue Asset Management | 19k | $1.8M | 0% | Dec 2023 |
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Spire Wealth Management | 19k | $1.9M | -2% | Mar 2024 |
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HB Wealth Management | 19k | $1.7M | 0% | Dec 2023 |
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Dana Investment Advisors | 19k | $1.7M | 100% | Dec 2023 |
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Btim | 19k | $1.9M | 0% | Mar 2024 |
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Wealth Enhancement Advisory Services | 19k | $1.9M | -2% | Mar 2024 |
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NewEdge Wealth | 18k | $1.7M | 0% | Dec 2023 |
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White Lighthouse Investment Management | 17k | $1.6M | -2% | Dec 2023 |
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PFG Financial Advisors | 17k | $1.8M | -1% | Mar 2024 |
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Summit Investment Advisors | 17k | $1.6M | -1% | Dec 2023 |
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Sage Financial | 17k | $1.6M | 7% | Dec 2023 |
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Annapolis Financial Services | 17k | $1.7M | 0% | Mar 2024 |
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Dfpg Investments | 17k | $1.5M | -5% | Dec 2023 |
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Charter Oak Capital Management | 17k | $1.7M | 1% | Mar 2024 |
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Conscious Wealth Investments | 16k | $1.6M | 100% | Mar 2024 |
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Coldstream Capital Management | 16k | $1.5M | -4% | Dec 2023 |
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AE Wealth Management | 16k | $1.5M | 16% | Dec 2023 |
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EP Wealth Advisors | 16k | $1.4M | -3% | Dec 2023 |
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MainStreet Investment Advisors | 16k | $1.4M | 12% | Dec 2023 |
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Perigon Wealth Management | 15k | $1.4M | 7% | Dec 2023 |
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Investors Research Corp | 15k | $1.4M | 0% | Dec 2023 |
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Fingerlakes Wealth Management | 15k | $1.5M | 0% | Mar 2024 |
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Boston Standard Wealth Management | 15k | $1.5M | 11% | Mar 2024 |
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Apollon Wealth Management | 14k | $1.3M | 46% | Dec 2023 |
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Revolve Wealth Partners | 14k | $1.4M | 6% | Mar 2024 |
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Ulland Investment Advisors | 14k | $1.3M | 0% | Dec 2023 |
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Massmutual Trust | 14k | $1.4M | -5% | Mar 2024 |
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Austin Private Wealth | 14k | $1.4M | 5% | Mar 2024 |
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Whittier Trust | 14k | $1.3M | 0% | Dec 2023 |
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National Bank Of Canada /fi/ | 14k | $1.2M | -1% | Dec 2023 |
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CX Institutional | 14k | $1.4M | -62% | Mar 2024 |
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Who sold out of iShares FTSE KLD 400 Social Idx?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Trellis Advisors | Sep 2023 | 36k | $3.0M |
Two Sigma Investments | Sep 2023 | 25k | $2.0M |