Who owns iShares FTSE KLD Select Scil Idx Fd?
- Ticker: SUSA
- CUSIP Number: 464288802
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Analyze quarterly positions in iShares FTSE KLD Select Scil Idx with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold iShares FTSE KLD Select Scil Idx Fd this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Jpmorgan Chase & Co | 3.3M | $333M | 5% | Dec 2023 |
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Bank of America Corporation | 1.8M | $183M | 3% | Dec 2023 |
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Pnc Financial Services | 972k | $98M | 2% | Dec 2023 |
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Spinnaker Trust | 817k | $82M | 1% | Dec 2023 |
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UBS Group | 613k | $62M | -6% | Dec 2023 |
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Royal Bank of Canada | 562k | $56M | 2% | Dec 2023 |
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M^T Bank Corporation | 543k | $55M | 1% | Dec 2023 |
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Wells Fargo & Company | 471k | $47M | -1% | Dec 2023 |
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Mission Wealth Management | 436k | $44M | -3% | Dec 2023 |
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Deutsche Bank Aktiengesellschaft | 373k | $38M | 0% | Dec 2023 |
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Raymond James Financial Services Advisors | 301k | $33M | -20% | Mar 2024 |
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Shira Ridge Wealth Management | 275k | $30M | 0% | Mar 2024 |
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Ellevest | 236k | $24M | 0% | Dec 2023 |
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Betterment | 207k | $21M | -5% | Dec 2023 |
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Us Bancorp | 199k | $20M | -1% | Dec 2023 |
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Branch Banking & Trust Company | 177k | $18M | 2% | Dec 2023 |
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Fund Evaluation Group | 175k | $18M | 2% | Dec 2023 |
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Advisor Group Holdings | 142k | $14M | -39% | Dec 2023 |
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Baird Financial | 139k | $14M | 12% | Dec 2023 |
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Mariner Wealth Advisors | 128k | $13M | -3% | Dec 2023 |
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HighTower Advisors | 113k | $11M | 3% | Dec 2023 |
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Raymond James & Associates | 108k | $12M | -71% | Mar 2024 |
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Stewardship Advisors | 108k | $12M | 0% | Mar 2024 |
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Commonwealth Equity Services | 107k | $11M | -2% | Dec 2023 |
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Garde Capital | 103k | $10M | -23% | Dec 2023 |
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D.A. Davidson & Co. | 100k | $10M | -4% | Dec 2023 |
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Farrow Financial | 97k | $9.7M | 100% | Dec 2023 |
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Money Design | 93k | $10M | -8% | Mar 2024 |
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Quent Capital | 92k | $9.3M | -2% | Dec 2023 |
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Tompkins Financial Corp | 81k | $8.8M | 24% | Mar 2024 |
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Charter Oak Capital Management | 79k | $8.7M | -1% | Mar 2024 |
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Wealth Enhancement Advisory Services | 77k | $8.4M | -2% | Mar 2024 |
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SOA Wealth Advisors | 74k | $8.1M | -3% | Mar 2024 |
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Robertson Stephens Wealth Management | 70k | $7.1M | 3% | Dec 2023 |
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CB^T Wealth Management | 69k | $7.6M | 2% | Mar 2024 |
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Regions Bank | 68k | $7.5M | -2% | Mar 2024 |
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Roof Eidam & Maycock | 68k | $6.8M | 1% | Dec 2023 |
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Permanens Capital | 66k | $6.6M | -6% | Dec 2023 |
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SageView Advisory Group | 61k | $6.2M | 10% | Dec 2023 |
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Cambridge Investment Research Advisors | 54k | $5.9M | -18% | Mar 2024 |
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Janney Montgomery Scott | 50k | $5.0M | -12% | Dec 2023 |
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Stifel Financial | 50k | $5.0M | 8% | Dec 2023 |
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Accredited Investors | 50k | $5.0M | 1% | Dec 2023 |
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Citadel Advisors | 48k | $4.8M | 100% | Dec 2023 |
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Bank Of Montreal | 46k | $4.7M | 0% | Dec 2023 |
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Consolidated Planning Corp | 43k | $4.3M | 3% | Dec 2023 |
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Long Run Wealth Advisors | 41k | $4.5M | -3% | Mar 2024 |
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Creative Planning | 39k | $3.9M | 14% | Dec 2023 |
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Bear Mountain Capital | 36k | $3.7M | -13% | Mar 2024 |
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Financial Network Wealth Management | 36k | $3.6M | 21% | Dec 2023 |
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Brookstone Capital Management | 35k | $3.8M | -5% | Mar 2024 |
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3EDGE Asset Management | 34k | $3.4M | -10% | Dec 2023 |
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BigSur Wealth Management | 32k | $3.2M | 0% | Dec 2023 |
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LFA - Lugano Financial Advisors SA | 31k | $3.1M | 19% | Dec 2023 |
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HPM Partners | 31k | $3.1M | 3% | Dec 2023 |
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Private Advisor | 31k | $3.1M | -26% | Dec 2023 |
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Cobblestone Capital Advisors | 31k | $3.1M | 22% | Dec 2023 |
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Shepherd Financial Partners | 31k | $3.3M | 12% | Mar 2024 |
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Relyea Zuckerberg Hanson | 30k | $3.3M | -1% | Mar 2024 |
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Grimes & Company | 30k | $3.3M | 11% | Mar 2024 |
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Kestra Advisory Services | 30k | $3.0M | 13% | Dec 2023 |
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Glenview Trust | 28k | $2.8M | 38% | Dec 2023 |
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Whittier Trust Co. of Nevada | 26k | $2.6M | -5% | Dec 2023 |
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Bailard | 26k | $2.6M | 4% | Dec 2023 |
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Advisory Services Network | 25k | $2.5M | -1% | Dec 2023 |
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Simmons Bank | 25k | $2.5M | 0% | Dec 2023 |
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Flow Traders US | 25k | $2.5M | 100% | Dec 2023 |
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Mercer Global Advisors | 24k | $2.4M | 15% | Dec 2023 |
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Financial Services Advisory | 24k | $2.4M | 100% | Dec 2023 |
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VERITY Wealth Advisors | 24k | $2.6M | 0% | Mar 2024 |
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Garrett Investment Advisors | 24k | $2.6M | 3% | Mar 2024 |
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Colony | 23k | $2.3M | 100% | Dec 2023 |
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William Blair $ Company | 23k | $2.3M | 0% | Dec 2023 |
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Miracle Mile Advisors | 23k | $2.5M | -3% | Mar 2024 |
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Asset Dedication | 23k | $2.5M | -5% | Mar 2024 |
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Pathstone Holdings | 22k | $2.2M | 100% | Dec 2023 |
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CWM | 22k | $2.3M | 39% | Mar 2024 |
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Ledyard National Bank | 21k | $2.2M | 10% | Dec 2023 |
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Hanson McClain Advisors | 21k | $2.3M | -1% | Mar 2024 |
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Colorado Capital Management | 21k | $2.5M | -2% | Mar 2024 |
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Cornerstone Wealth Management | 21k | $2.3M | 1% | Mar 2024 |
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Commerce Bank N A | 20k | $2.0M | 0% | Dec 2023 |
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Sontag Advisory | 19k | $1.9M | 0% | Dec 2023 |
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Snowden Capital Advisors | 19k | $1.9M | -5% | Dec 2023 |
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Baker Avenue Asset Management | 19k | $1.9M | 3% | Dec 2023 |
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Sequoia Financial Advisors | 18k | $1.8M | 410% | Dec 2023 |
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Stratos Wealth Partners | 18k | $2.0M | -45% | Mar 2024 |
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CI Private Wealth | 18k | $1.8M | 3% | Dec 2023 |
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One Wealth Advisors | 18k | $1.9M | -4% | Mar 2024 |
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Hilltop Wealth Advisors | 17k | $1.9M | -9% | Mar 2024 |
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One Capital Management | 17k | $1.7M | -6% | Dec 2023 |
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Hsbc Holdings | 17k | $1.7M | 0% | Dec 2023 |
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Milestone Investment Advisors | 17k | $1.7M | -8% | Dec 2023 |
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J.w. Cole Advisors | 17k | $1.7M | 19% | Dec 2023 |
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Bigelow Investment Advisors | 15k | $1.5M | -4% | Dec 2023 |
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Litman Gregory Asset Management | 15k | $1.5M | -1% | Dec 2023 |
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Aprio Wealth Management | 15k | $1.7M | -3% | Mar 2024 |
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Chicago Partners Investment | 15k | $1.6M | -1% | Mar 2024 |
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Gould Asset Management | 15k | $1.5M | 0% | Dec 2023 |
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HB Wealth Management | 15k | $1.5M | -9% | Dec 2023 |
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Trust | 14k | $1.6M | -13% | Mar 2024 |
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Winthrop Advisory Group | 14k | $1.6M | -8% | Mar 2024 |
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Bank Julius Baer & Co. Ltd, Zurich | 14k | $1.4M | -1% | Dec 2023 |
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Fingerlakes Wealth Management | 14k | $1.5M | 0% | Mar 2024 |
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Tiaa Trust, National Association | 13k | $1.3M | -2% | Dec 2023 |
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Addison Advisors | 13k | $1.3M | 0% | Dec 2023 |
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Bond & Devick Financial Network | 13k | $1.4M | -2% | Mar 2024 |
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Resonant Capital Advisors | 13k | $1.3M | -1% | Dec 2023 |
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Lincoln National | 12k | $1.2M | -4% | Dec 2023 |
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Honkamp Krueger Financial Services | 12k | $1.2M | 0% | Dec 2023 |
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Harbour Investments | 12k | $1.2M | 1% | Dec 2023 |
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Grubman Wealth Management | 12k | $1.2M | -7% | Dec 2023 |
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Levy Wealth Management Group | 12k | $1.2M | 0% | Mar 2024 |
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H D Vest Advisory Services | 12k | $1.2M | -9% | Dec 2023 |
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Wesbanco Trust And Investments | 12k | $1.3M | 2% | Mar 2024 |
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Bluestem Financial Advisors | 12k | $1.3M | 0% | Mar 2024 |
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Franklin Resources | 12k | $1.2M | 5% | Dec 2023 |
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Kingsview Wealth Management | 12k | $1.2M | 2% | Dec 2023 |
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Bank of New Hampshire | 11k | $1.1M | -49% | Dec 2023 |
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Fountainhead AM | 11k | $1.1M | -3% | Dec 2023 |
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Sound Stewardship | 11k | $1.1M | -10% | Dec 2023 |
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Fernwood Investment Management | 11k | $1.1M | 7% | Dec 2023 |
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GoalVest Advisory | 11k | $1.2M | -3% | Mar 2024 |
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Captrust Financial Advisors | 11k | $1.1M | -2% | Dec 2023 |
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Citigroup | 11k | $1.1M | -8% | Dec 2023 |
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Destiny Capital Corp | 9.9k | $994k | 100% | Dec 2023 |
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Rsm Us Wealth Management | 9.8k | $987k | -10% | Dec 2023 |
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We Are One Seven | 9.7k | $977k | 100% | Dec 2023 |
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Moneta Group Investment Advisors | 9.7k | $975k | 0% | Dec 2023 |
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TCWP | 9.7k | $971k | 0% | Dec 2023 |
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Rollins Financial | 9.6k | $967k | -16% | Dec 2023 |
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Coastline Trust | 9.5k | $1.0M | 16% | Mar 2024 |
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Integrated Investment Consultants | 9.5k | $1.0M | 0% | Mar 2024 |
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Marino, Stram & Associates | 9.3k | $1.0M | 0% | Mar 2024 |
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Westside Investment Management | 9.3k | $1.0M | -5% | Mar 2024 |
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Haverford Trust Company | 9.2k | $926k | 100% | Dec 2023 |
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Comprehensive Portfolio Management | 9.0k | $984k | -1% | Mar 2024 |
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Good Life Advisors | 9.0k | $906k | -1% | Dec 2023 |
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Hartland & Co | 9.0k | $902k | 0% | Dec 2023 |
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JNBA Financial Advisors | 8.9k | $975k | -11% | Mar 2024 |
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Ulland Investment Advisors | 8.9k | $969k | 0% | Mar 2024 |
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Round Rock Advisors | 8.8k | $958k | 2% | Mar 2024 |
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Summit Investment Advisors | 8.7k | $879k | -1% | Dec 2023 |
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Mutual Advisors | 8.7k | $879k | -3% | Dec 2023 |
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Emerald Investment Partners | 8.4k | $849k | -1% | Dec 2023 |
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Beacon Pointe Advisors | 8.3k | $833k | -47% | Dec 2023 |
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DSM Capital Partners | 7.9k | $798k | 100% | Dec 2023 |
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Bell State Bank and Trust | 7.8k | $856k | -2% | Mar 2024 |
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Prentiss Smith & Co | 7.7k | $771k | 0% | Dec 2023 |
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Huntington National Bank | 7.5k | $752k | -40% | Dec 2023 |
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St. Denis J. Villere & Co | 6.6k | $722k | -23% | Mar 2024 |
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Ameritas Advisory Services | 6.3k | $634k | -20% | Dec 2023 |
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Sigma Planning | 4.0k | $403k | -50% | Dec 2023 |
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AE Wealth Management | 2.5k | $255k | -89% | Dec 2023 |
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Who sold out of iShares FTSE KLD Select Scil Idx?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Wetherby Asset Management | Sep 2023 | 21k | $1.9M |
United Capital Financial Advisers | Sep 2023 | 13k | $1.2M |
Monumental Financial Group | Dec 2023 | 9.2k | $921k |
Stelac Advisory Services | Sep 2023 | 8.1k | $728k |