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 | 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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| Sanctuary Advisors | 36k | $3.5M | 100% | Jun 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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| 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 |