Who owns iShares FTSE KLD 400 Social Idx Fd?

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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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Top investors of iShares FTSE KLD 400 Social Idx stock

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
Morgan Stanley 4.8M $495M 5% Jun 2024
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Envestnet Asset Management 2.2M $238M -10% Sep 2024
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Bank of America Corporation 1.6M $170M -5% Sep 2024
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Jpmorgan Chase & Co 1.5M $166M -1% Sep 2024
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Bank of New York Mellon 973k $106M 3% Sep 2024
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LPL Financial 818k $89M -2% Sep 2024
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Syntrinsic 644k $70M -20% Sep 2024
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Envestnet Portfolio Solutions 617k $67M -12% Sep 2024
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Us Bancorp 390k $42M 122% Sep 2024
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Mariner Wealth Advisors 309k $34M 2% Sep 2024
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Wells Fargo & Company 288k $31M 10% Sep 2024
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Sei Investments 286k $31M -7% Sep 2024
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Goldman Sachs Group 267k $28M -21% Jun 2024
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HPM Partners 264k $29M -1% Sep 2024
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Advisor Group Holdings 235k $26M 11% Sep 2024
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Commonwealth Equity Services 218k $24M 0% Sep 2024
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Branch Banking & Trust Company 205k $21M -2% Jun 2024
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Creative Planning 185k $20M -1% Sep 2024
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Park Avenue Securities 178k $19M -10% Sep 2024
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Rockefeller Capital Management 156k $16M 8% Jun 2024
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Cetera Investment Advisers 150k $16M -1% Jun 2024
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Captrust Financial Advisors 148k $16M -2% Sep 2024
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Fiduciary Trust Company 146k $15M 0% Jun 2024
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Royal Bank of Canada 139k $15M -6% Sep 2024
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Private Advisor 129k $14M -3% Sep 2024
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Mml Investors Services 129k $14M -14% Sep 2024
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Dunhill Financial 128k $14M -23% Sep 2024
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Mercer Global Advisors 127k $13M -1% Jun 2024
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Gemmer Asset Management 127k $14M 5% Sep 2024
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Thrivent Financial for Lutherans 126k $14M 55% Sep 2024
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Manchester Capital Management 125k $14M 5% Sep 2024
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Ameritas Advisory Services 122k $13M -7% Sep 2024
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Raymond James Financial Services Advisors 116k $13M -8% Sep 2024
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Francis Financial 106k $12M -13% Sep 2024
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Hill Island Financial 105k $11M 0% Sep 2024
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Mascoma Wealth Management 104k $11M -3% Sep 2024
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Advisory Services Network 95k $9.8M 0% Sep 2024
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CWM 91k $9.9M -28% Sep 2024
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PFG Investments 88k $9.1M -6% Jun 2024
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Miracle Mile Advisors 84k $9.1M 2% Sep 2024
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Cambridge Investment Research Advisors 83k $9.1M -1% Sep 2024
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HighTower Advisors 83k $8.6M 4% Jun 2024
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Beacon Pointe Advisors 81k $8.8M -2% Sep 2024
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Atria Wealth Solutions 77k $8.4M -6% Sep 2024
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Trillium Asset Management Corporation 74k $8.0M 38% Sep 2024
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Rsm Us Wealth Management 72k $7.7M 0% Sep 2024
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First Affirmative Financial Network 69k $7.5M 70% Sep 2024
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Brian McDonald 67k $7.3M -3% Sep 2024
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Strategic Point Investment Advisors 64k $7.0M 0% Sep 2024
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SageView Advisory Group 64k $6.9M -6% Sep 2024
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CI Private Wealth 63k $6.9M 5% Sep 2024
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Fifth Third Wealth Advisors 58k $6.3M 13% Sep 2024
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Johnson Financial Group 53k $5.8M -3% Sep 2024
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Perigon Wealth Management 53k $5.7M 32% Sep 2024
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Gradient Investments 52k $5.6M -2% Sep 2024
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Brio Consultants 52k $5.6M 2% Sep 2024
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One Wealth Advisors 51k $5.6M -12% Sep 2024
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SOA Wealth Advisors 51k $5.5M -3% Sep 2024
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Dohj 50k $5.3M 4% Sep 2024
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Kovitz Investment Group Partners 47k $128k 4% Sep 2024
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Integrated Wealth Concepts 46k $5.0M 67% Sep 2024
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Janney Montgomery Scott 44k $4.8M -7% Sep 2024
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United Capital Financial Advisers 44k $4.8M -8% Sep 2024
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Headinvest 43k $4.7M 1% Sep 2024
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Assetmark 42k $4.6M 7% Sep 2024
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FTB Advisors 41k $4.5M -51% Sep 2024
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Colony 41k $4.5M -60% Sep 2024
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Litman Gregory Asset Management 41k $4.4M -11% Sep 2024
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Stifel Financial 40k $4.2M 0% Jun 2024
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One Capital Management 40k $4.4M 1% Sep 2024
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Wealthcare Advisory Partners 40k $4.4M -10% Sep 2024
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Umpqua Bank 39k $4.3M 0% Sep 2024
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Laurel Wealth Planning 39k $4.2M -2% Sep 2024
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Sontag Advisory 38k $4.2M -3% Sep 2024
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Accredited Investors 38k $4.1M -3% Sep 2024
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Erste Asset Management GmbH 38k $4.1M 100% Sep 2024
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Cranbrook Wealth Management 38k $4.1M -1% Sep 2024
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D. J. St. Germain 37k $4.1M -1% Sep 2024
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Neumann Capital Management 37k $4.0M 4% Sep 2024
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Equitable Holdings 35k $3.7M 0% Jun 2024
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Orion Portfolio Solutions 35k $3.8M -20% Sep 2024
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Northwestern Mutual Wealth Management Company 35k $3.8M 2% Sep 2024
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Raymond James & Associates 34k $3.7M 5% Sep 2024
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Childress Capital Advisors 34k $3.7M 17% Sep 2024
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Bailard 34k $3.7M 0% Sep 2024
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Horst & Graben Wealth Management 33k $3.6M -8% Sep 2024
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BBR Partners 32k $3.5M -7% Sep 2024
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Franklin Resources 32k $3.5M 0% Sep 2024
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Lido Advisors 31k $3.3M 6% Jun 2024
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Snowden Capital Advisors 31k $3.3M -4% Sep 2024
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Pitcairn Company 30k $3.3M 0% Sep 2024
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Sanctuary Advisors 30k $3.4M -17% Sep 2024
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Massmutual Trust 30k $3.3M 117% Sep 2024
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Pnc Financial Services 30k $3.2M -3% Sep 2024
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Keybank National Association 28k $3.1M -3% Sep 2024
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Institute For Wealth Management 28k $3.1M 6% Sep 2024
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Raymond James Trust 28k $3.1M 0% Sep 2024
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Bangor Savings Bank 28k $3.0M 0% Sep 2024
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Steward Partners Investment Advisory 27k $2.8M 5% Jun 2024
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Shepherd Financial Partners 27k $2.9M -6% Sep 2024
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Creekside Partners 27k $2.9M 0% Sep 2024
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Sharkey, Howes & Javer 26k $2.9M -13% Sep 2024
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Paul Kendrigan 26k $2.8M 11% Sep 2024
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Pennsylvania Capital Management 26k $2.8M 1% Sep 2024
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Win Advisors 25k $2.8M 100% Sep 2024
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Cornerstone Wealth Management 25k $2.7M 0% Sep 2024
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Financial Services Advisory 25k $2.7M -2% Sep 2024
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Gibson Capital 25k $2.7M -8% Sep 2024
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Financeware 25k $2.7M 0% Sep 2024
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Hanson McClain Advisors 25k $2.7M -1% Sep 2024
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Altfest L J & Co 24k $2.6M 1% Sep 2024
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Financial Insights 24k $2.6M -3% Sep 2024
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H D Vest Advisory Services 24k $2.5M 3% Jun 2024
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Chicago Partners Investment 24k $2.6M 0% Sep 2024
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William Blair $ Company 23k $2.5M -47% Sep 2024
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Sapient Capital 23k $2.5M 834% Sep 2024
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Seaward Management Limited Partnership 23k $2.5M 0% Sep 2024
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Schneider Downs Wealth Management Advisors 23k $2.5M 0% Sep 2024
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Kestra Advisory Services 23k $2.4M -18% Sep 2024
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McClarren Financial Advisors 21k $263M 4032% Sep 2024
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SigFig Wealth Management 21k $2.2M 5% Jun 2024
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PFG Advisors 21k $2.3M -23% Sep 2024
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Eley Financial Management 21k $2.3M 10% Sep 2024
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Wealthfront Advisers 21k $2.3M 2% Sep 2024
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Topel & Distasi Wealth Management 21k $2.2M 3% Sep 2024
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Wealth Enhancement Advisory Services 20k $2.1M 8% Jun 2024
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BigSur Wealth Management 20k $2.2M 0% Sep 2024
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Goss Wealth Management 20k $2.1M -3% Jun 2024
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HB Wealth Management 19k $2.1M 0% Sep 2024
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Btim 19k $2.1M 0% Sep 2024
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Hilltop Holdings 19k $2.1M 8% Sep 2024
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Arlington Financial Advisors 19k $2.1M 1% Sep 2024
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Northern Trust 19k $2.0M -46% Sep 2024
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BlackRock 18k $2.0M 100% Sep 2024
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Diversified 18k $1.9M 350% Jun 2024
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PFG Financial Advisors 18k $2.0M 1% Sep 2024
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NewEdge Wealth 18k $2.0M 0% Sep 2024
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Susquehanna International 18k $2.0M -55% Sep 2024
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Sequoia Financial Advisors 18k $1.9M -3% Sep 2024
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Spire Wealth Management 18k $1.9M 12% Sep 2024
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Fingerlakes Wealth Management 18k $1.9M 20% Sep 2024
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Annapolis Financial Services 17k $1.9M 0% Sep 2024
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Sage Financial 17k $1.9M -2% Sep 2024
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Baker Avenue Asset Management 17k $1.9M -14% Sep 2024
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Onyx Bridge Wealth Group 17k $1.8M -15% Sep 2024
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Charter Oak Capital Management 17k $1.8M -1% Sep 2024
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Conscious Wealth Investments 17k $1.8M -1% Sep 2024
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Revolve Wealth Partners 17k $1.8M 4% Sep 2024
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Summit Investment Advisors 16k $1.8M -1% Sep 2024
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Diversify Advisory Services 16k $1.7M -10% Sep 2024
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Bremer Bank National Association 15k $1.7M -63% Sep 2024
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Dorsey & Whitney Trust Company 13k $1.4M -33% Sep 2024
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Resources Investment Advisors 5.4k $583k -74% Sep 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
Bp Wealth Management Jun 2024 19k $1.9M
Goodman & Company, Investment Counsel Jun 2024 17k $1.8M