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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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 | 3.8M | $445M | 100% | Jun 2025 |
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| Envestnet Asset Management | 1.9M | $243M | -3% | Sep 2025 |
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| Jpmorgan Chase & Co | 1.2M | $156M | 0% | Sep 2025 |
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| LPL Financial | 1.2M | $153M | 4% | Sep 2025 |
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| Bank of New York Mellon | 1.2M | $147M | 2% | Sep 2025 |
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| Ameriprise Financial | 889k | $112M | -5% | Sep 2025 |
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| UBS Group | 432k | $54M | -4% | Sep 2025 |
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| TrueNorth | 420k | $53M | 4% | Sep 2025 |
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| Betterment | 382k | $48M | -4% | Sep 2025 |
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| Envestnet Portfolio Solutions | 368k | $46M | -6% | Sep 2025 |
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| Mariner Wealth Advisors | 340k | $43M | -1% | Sep 2025 |
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| Us Bancorp | 321k | $40M | -7% | Sep 2025 |
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| Rockefeller Capital Management | 287k | $36M | 28% | Sep 2025 |
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| Sei Investments | 286k | $36M | -2% | Sep 2025 |
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| Wells Fargo & Company | 221k | $28M | -1% | Sep 2025 |
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| Cetera Investment Advisers | 215k | $27M | 21% | Sep 2025 |
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| Commonwealth Equity Services | 203k | $26M | -1% | Sep 2025 |
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| Goldman Sachs Group | 202k | $26M | -25% | Sep 2025 |
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| Branch Banking & Trust Company | 193k | $24M | 3% | Sep 2025 |
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| Raymond James Financial | 184k | $23M | 7% | Sep 2025 |
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| Creative Planning | 182k | $23M | 0% | Sep 2025 |
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| Park Avenue Securities | 175k | $22M | 2% | Sep 2025 |
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| Royal Bank of Canada | 170k | $21M | 0% | Sep 2025 |
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| Advisor Group Holdings | 167k | $21M | -1% | Sep 2025 |
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| Captrust Financial Advisors | 149k | $19M | -2% | Sep 2025 |
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| Fiduciary Trust Company | 140k | $18M | -1% | Sep 2025 |
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| Gemmer Asset Management | 139k | $18M | 7% | Sep 2025 |
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| Manchester Capital Management | 135k | $17M | -6% | Sep 2025 |
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| HPM Partners | 124k | $16M | -55% | Sep 2025 |
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| Colony | 102k | $13M | 25% | Sep 2025 |
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| Mml Investors Services | 100k | $13M | -12% | Sep 2025 |
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| Beacon Pointe Advisors | 99k | $13M | 12% | Sep 2025 |
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| Private Advisor | 95k | $12M | -21% | Sep 2025 |
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| PFG Investments | 94k | $12M | 0% | Sep 2025 |
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| Francis Financial | 94k | $12M | -4% | Sep 2025 |
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| Advisory Services Network | 87k | $11M | -1% | Sep 2025 |
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| Miracle Mile Advisors | 80k | $10M | -2% | Sep 2025 |
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| Thrivent Financial for Lutherans | 80k | $10M | 81% | Sep 2025 |
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| Mascoma Wealth Management | 78k | $9.9M | -2% | Sep 2025 |
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| Trillium Asset Management Corporation | 78k | $9.8M | 8% | Sep 2025 |
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| HighTower Advisors | 73k | $9.2M | 1% | Sep 2025 |
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| Fifth Third Wealth Advisors | 73k | $9.2M | 9% | Sep 2025 |
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| CWM | 73k | $9.1M | -4% | Sep 2025 |
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| Cambridge Investment Research Advisors | 70k | $8.8M | -1% | Sep 2025 |
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| SCS Capital Management | 69k | $8.7M | 0% | Sep 2025 |
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| Dunhill Financial | 65k | $8.2M | -27% | Sep 2025 |
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| Janney Montgomery Scott | 65k | $8.1M | 23% | Sep 2025 |
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| Brian McDonald | 64k | $8.1M | -1% | Sep 2025 |
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| Sontag Advisory | 62k | $7.8M | -13% | Sep 2025 |
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| Mercer Global Advisors | 61k | $7.6M | -39% | Sep 2025 |
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| Strategic Point Investment Advisors | 60k | $7.5M | 0% | Sep 2025 |
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| CI Private Wealth | 60k | $7.5M | 0% | Sep 2025 |
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| Bank Of Montreal | 59k | $6.9M | 100% | Jun 2025 |
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| Brio Consultants | 58k | $7.4M | 3% | Sep 2025 |
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| Rsm Us Wealth Management | 58k | $7.3M | -1% | Sep 2025 |
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| Johnson Financial Group | 54k | $6.8M | -8% | Sep 2025 |
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| Headinvest | 53k | $6.7M | 2% | Sep 2025 |
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| Perigon Wealth Management | 51k | $6.4M | 6% | Sep 2025 |
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| D. J. St. Germain | 50k | $6.4M | 2% | Sep 2025 |
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| Erste Asset Management GmbH | 50k | $6.3M | -5% | Sep 2025 |
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| Allianz Se | 50k | $6.2M | 9% | Sep 2025 |
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| Wealthcare Advisory Partners | 49k | $6.1M | -5% | Sep 2025 |
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| Assetmark | 49k | $6.1M | 3% | Sep 2025 |
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| Kovitz Investment Group Partners | 47k | $6.0M | 6% | Sep 2025 |
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| Stifel Financial | 45k | $5.6M | -7% | Sep 2025 |
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| Gilbert Capital Group | 43k | $5.5M | 100% | Sep 2025 |
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| BBR Partners | 43k | $5.4M | -4% | Sep 2025 |
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| First Affirmative Financial Network | 43k | $5.4M | -1% | Sep 2025 |
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| One Wealth Advisors | 43k | $5.4M | -1% | Sep 2025 |
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| Litman Gregory Asset Management | 42k | $5.2M | -2% | Sep 2025 |
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| Gradient Investments | 41k | $5.2M | -2% | Sep 2025 |
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| SageView Advisory Group | 41k | $5.1M | -1% | Sep 2025 |
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| Moment Partners | 37k | $4.7M | -2% | Sep 2025 |
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| Umpqua Bank | 37k | $4.6M | -4% | Sep 2025 |
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| Neumann Capital Management | 37k | $4.6M | 1% | Sep 2025 |
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| Cranbrook Wealth Management | 36k | $4.5M | -2% | Sep 2025 |
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| Integrated Wealth Concepts | 35k | $4.5M | 5% | Sep 2025 |
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| Diversified Enterprises | 35k | $4.4M | 2% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 35k | $4.4M | -1% | Sep 2025 |
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| Laurel Wealth Planning | 35k | $4.4M | -5% | Sep 2025 |
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| United Capital Financial Advisers | 35k | $4.3M | -2% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 34k | $4.3M | 8% | Sep 2025 |
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| Childress Capital Advisors | 32k | $4.1M | 0% | Sep 2025 |
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| Wealthfront Advisers | 32k | $4.0M | 56% | Sep 2025 |
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| Bailard | 31k | $3.9M | 0% | Sep 2025 |
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| Equitable Holdings | 31k | $3.9M | 7% | Sep 2025 |
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| Horst & Graben Wealth Management | 30k | $3.8M | 0% | Sep 2025 |
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| Kestra Advisory Services | 29k | $3.6M | 15% | Sep 2025 |
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| Lido Advisors | 29k | $3.6M | -1% | Sep 2025 |
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| CLS Investments | 29k | $3.6M | 12% | Sep 2025 |
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| Institute For Wealth Management | 28k | $3.6M | -1% | Sep 2025 |
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| Paul Kendrigan | 28k | $3.5M | 4% | Sep 2025 |
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| Sofi Wealth | 28k | $3.5M | 39% | Sep 2025 |
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| Steward Partners Investment Advisory | 27k | $3.4M | -2% | Sep 2025 |
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| Pennsylvania Capital Management | 26k | $3.3M | 0% | Sep 2025 |
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| Accredited Investors | 26k | $3.3M | -6% | Sep 2025 |
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| Franklin Resources | 26k | $3.3M | 0% | Sep 2025 |
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| GeoWealth Management | 26k | $3.3M | 8% | Sep 2025 |
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| Financeware | 26k | $3.2M | -1% | Sep 2025 |
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| Hanson McClain Advisors | 26k | $3.2M | 3% | Sep 2025 |
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| Topel & Distasi Wealth Management | 25k | $3.2M | -2% | Sep 2025 |
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| Bangor Savings Bank | 25k | $3.2M | -1% | Sep 2025 |
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| Gibson Capital | 25k | $3.2M | 0% | Sep 2025 |
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| Impact Investors | 25k | $3.1M | -3% | Sep 2025 |
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| Creekside Partners | 25k | $3.1M | 0% | Sep 2025 |
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| Sharkey, Howes & Javer | 25k | $3.1M | 0% | Sep 2025 |
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| H D Vest Advisory Services | 24k | $2.8M | -7% | Jun 2025 |
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| Sapient Capital | 23k | $2.9M | 0% | Sep 2025 |
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| Stanich Group | 23k | $2.9M | 0% | Sep 2025 |
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| Eley Financial Management | 23k | $2.9M | 2% | Sep 2025 |
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| Chicago Partners Investment | 23k | $3.0M | -2% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 23k | $2.9M | 13% | Sep 2025 |
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| William Blair $ Company | 23k | $2.8M | 0% | Sep 2025 |
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| Pnc Financial Services | 23k | $2.8M | -11% | Sep 2025 |
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| Citadel Advisors | 22k | $2.8M | -17% | Sep 2025 |
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| Altfest L J & Co | 22k | $2.8M | -1% | Sep 2025 |
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| Evergreen Capital Management | 22k | $2.8M | 0% | Sep 2025 |
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| Schneider Downs Wealth Management Advisors | 22k | $2.8M | 0% | Sep 2025 |
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| Keybank National Association | 22k | $2.7M | -19% | Sep 2025 |
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| McClarren Financial Advisors | 22k | $4.3M | -36% | Sep 2025 |
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| Modern Wealth Management | 21k | $2.6M | 0% | Sep 2025 |
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| Conscious Wealth Investments | 21k | $2.7M | 2% | Sep 2025 |
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| Goss Wealth Management | 21k | $2.6M | -25% | Sep 2025 |
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| Cresset Asset Management | 21k | $2.6M | 0% | Sep 2025 |
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| Cornerstone Wealth Management | 20k | $2.6M | 0% | Sep 2025 |
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| Arlington Financial Advisors | 20k | $2.5M | 0% | Sep 2025 |
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| BigSur Wealth Management | 20k | $2.5M | 0% | Sep 2025 |
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| Allodium Investment Consultants | 20k | $2.5M | -3% | Sep 2025 |
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| SigFig Wealth Management | 20k | $2.5M | -1% | Sep 2025 |
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| PFG Financial Advisors | 20k | $2.5M | 9% | Sep 2025 |
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| Shepherd Financial Partners | 20k | $2.5M | -6% | Sep 2025 |
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| Hilltop Holdings | 20k | $2.5M | -2% | Sep 2025 |
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| HB Wealth Management | 19k | $2.4M | 0% | Sep 2025 |
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| Fingerlakes Wealth Management | 19k | $2.4M | 1% | Sep 2025 |
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| Investor's Fiduciary Advisor Network | 19k | $2.4M | -5% | Sep 2025 |
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| Btim | 19k | $2.4M | 0% | Sep 2025 |
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| Modera Wealth Management | 19k | $2.4M | -2% | Sep 2025 |
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| EP Wealth Advisors | 19k | $2.2M | 25% | Jun 2025 |
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| FMR | 19k | $2.4M | 3% | Sep 2025 |
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| Pitcairn Company | 18k | $2.3M | 33% | Sep 2025 |
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| Snowden Capital Advisors | 18k | $2.3M | -19% | Sep 2025 |
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| Jones Financial Companies, L.L | 18k | $2.2M | 12% | Sep 2025 |
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| Revolve Wealth Partners | 18k | $2.2M | -2% | Sep 2025 |
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| Financial Insights | 17k | $2.0M | -18% | Jun 2025 |
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| Buckingham Strategic Partners | 17k | $2.2M | 102% | Sep 2025 |
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| Warren Averett Asset Management | 17k | $2.1M | 0% | Sep 2025 |
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| Merit Financial Group | 17k | $2.1M | 7% | Sep 2025 |
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| Atria Wealth Solutions | 17k | $1.9M | -79% | Jun 2025 |
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| Charter Oak Capital Management | 16k | $2.1M | -1% | Sep 2025 |
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| NewEdge Wealth | 16k | $2.1M | 0% | Sep 2025 |
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| Tempus Wealth Planning | 15k | $1.9M | -10% | Sep 2025 |
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| FTB Advisors | 13k | $1.4M | -57% | Jun 2025 |
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| Onyx Bridge Wealth Group | 3.8k | $480k | -78% | Sep 2025 |
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| Susquehanna International | 3.3k | $420k | -83% | Sep 2025 |
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| Ameritas Advisory Services | 337.00 | $43k | -100% | Sep 2025 |
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Who sold out of iShares FTSE KLD 400 Social Idx?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Natural Investments | Jun 2025 | 100k | $12M |
| Gts Securities | Jun 2025 | 37k | $4.2M |
| Dohj | Jun 2025 | 31k | $3.0M |