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 4.5M $366M 2% Sep 2023
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Envestnet Asset Management 2.2M $176M -28% Sep 2023
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Bank of America Corporation 1.7M $142M 3% Sep 2023
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Jpmorgan Chase & Co 1.5M $122M -1% Sep 2023
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Bank of New York Mellon 1.1M $91M 27% Sep 2023
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Ameriprise Financial 1.0M $84M 3% Sep 2023
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LPL Financial 693k $56M 16% Sep 2023
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UBS Group 541k $44M -4% Sep 2023
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Betterment 533k $43M -1% Sep 2023
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Advisor Group Holdings 450k $37M 11% Sep 2023
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Goldman Sachs Group 373k $30M -8% Sep 2023
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Sei Investments 357k $29M 1% Sep 2023
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Dunhill Financial 274k $23M 16% Sep 2023
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Mariner Wealth Advisors 250k $20M 1% Sep 2023
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First Republic Investment Management 248k $20M -41% Sep 2023
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Branch Banking & Trust Company 208k $17M -3% Sep 2023
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Commonwealth Equity Services 195k $16M -2% Sep 2023
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Creative Planning 191k $16M -3% Sep 2023
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Wells Fargo & Company 188k $15M 1% Sep 2023
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Us Bancorp 177k $14M 0% Sep 2023
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Park Avenue Securities 172k $14M -9% Sep 2023
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Captrust Financial Advisors 153k $13M 0% Sep 2023
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Fiduciary Trust Company 147k $12M -1% Sep 2023
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Private Advisor 144k $12M 1% Sep 2023
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Royal Bank of Canada 142k $12M 1% Sep 2023
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Francis Financial 136k $11M 1% Sep 2023
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Mml Investors Services 136k $11M -6% Sep 2023
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Mercer Global Advisors 130k $11M -1% Sep 2023
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Ameritas Advisory Services 127k $10M 100% Sep 2023
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Manchester Capital Management 110k $9.0M 0% Sep 2023
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Hill Island Financial 109k $8.8M 0% Sep 2023
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Gemmer Asset Management 106k $8.6M 2% Sep 2023
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Rockefeller Capital Management 100k $8.1M 906% Sep 2023
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Advisory Services Network 98k $8.0M 49% Sep 2023
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Mascoma Wealth Management 98k $7.9M -5% Sep 2023
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Cetera Investment Advisers 92k $7.5M -8% Sep 2023
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Raymond James Financial Services Advisors 86k $7.0M -10% Sep 2023
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FTB Advisors 86k $7.0M -4% Sep 2023
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SageView Advisory Group 78k $6.4M -3% Sep 2023
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CWM 78k $6.4M 1% Sep 2023
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Thrivent Financial for Lutherans 74k $6.0M 13% Sep 2023
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Rsm Us Wealth Management 74k $6.0M 8% Sep 2023
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Atria Wealth Solutions 73k $5.9M -8% Sep 2023
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PFG Investments 71k $5.8M -2% Sep 2023
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Brian McDonald 69k $5.6M 100% Sep 2023
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Trillium Asset Management Corporation 67k $5.5M 30% Sep 2023
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Baystate Wealth Management 65k $5.3M 0% Sep 2023
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Strategic Point Investment Advisors 65k $5.3M 2% Sep 2023
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Johnson Financial Group 64k $5.2M -8% Sep 2023
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SOA Wealth Advisors 62k $5.0M -5% Sep 2023
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CI Private Wealth 61k $5.0M -1% Sep 2023
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Bank Of Montreal 60k $5.1M 6% Sep 2023
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Cambridge Investment Research Advisors 59k $4.8M -9% Sep 2023
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One Wealth Advisors 54k $4.4M -6% Sep 2023
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Lincoln National 53k $4.3M 2% Sep 2023
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Wealthcare Advisory Partners 52k $4.3M -16% Sep 2023
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Gradient Investments 52k $4.2M -2% Sep 2023
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HighTower Advisors 50k $4.1M 22% Sep 2023
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Orion Portfolio Solutions 48k $3.9M -29% Sep 2023
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Financial Network Investment Corporation 48k $3.9M -2% Sep 2023
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Brio Consultants 45k $3.6M 1% Sep 2023
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Strategic Wealth Partners 44k $3.6M 1% Sep 2023
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Pennsylvania Capital Management 44k $3.6M 0% Sep 2023
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Laurel Wealth Planning 43k $3.5M -5% Sep 2023
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Litman Gregory Asset Management 43k $3.5M 0% Sep 2023
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Gibson Capital 43k $3.5M 0% Sep 2023
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Northwestern Mutual Wealth Management Company 42k $3.5M -2% Sep 2023
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William Blair $ Company 42k $3.4M 5% Sep 2023
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Columbia Trust Co 01012016 41k $3.4M 4% Sep 2023
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Miracle Mile Advisors 41k $3.3M -29% Sep 2023
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Sontag Advisory 40k $3.3M 4% Sep 2023
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Accredited Investors 40k $3.2M -7% Sep 2023
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Cranbrook Wealth Management 39k $3.2M -2% Sep 2023
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Headinvest 38k $3.2M 6% Jun 2023
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One Capital Management 38k $3.1M 9% Sep 2023
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Trellis Advisors 36k $3.0M 2% Sep 2023
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Dohj 36k $2.9M -6% Sep 2023
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Janney Montgomery Scott 36k $2.9M -8% Sep 2023
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CX Institutional 36k $2.9M 47% Sep 2023
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Raymond James & Associates 35k $2.8M 3% Sep 2023
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Concord Wealth Partners 34k $2.8M -17% Sep 2023
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Stifel Financial 34k $2.8M 14% Sep 2023
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Pnc Financial Services 34k $2.8M -8% Sep 2023
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Bailard 34k $2.7M -1% Sep 2023
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Franklin Resources 33k $2.7M 0% Sep 2023
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First Affirmative Financial Network 32k $2.6M -36% Sep 2023
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Neumann Capital Management 32k $2.6M -1% Sep 2023
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Shepherd Financial Partners 31k $2.5M -3% Sep 2023
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McClarren Financial Advisors 31k $2.5M 0% Sep 2023
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Wealth Enhancement Advisory Services 31k $2.5M 100% Sep 2023
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Snowden Capital Advisors 31k $2.5M 4% Sep 2023
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Horst & Graben Wealth Management 31k $2.5M -8% Sep 2023
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Lido Advisors 30k $2.4M -1% Sep 2023
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Pitcairn Company 29k $2.4M 0% Sep 2023
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Childress Capital Advisors 29k $2.4M 9% Sep 2023
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Kestra Private Wealth Services 29k $2.4M -8% Sep 2023
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D. J. St. Germain 29k $2.4M 4% Sep 2023
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Assetmark 29k $2.3M 14% Sep 2023
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Colony Group 29k $2.3M 0% Sep 2023
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Bangor Savings Bank 29k $2.3M -1% Sep 2023
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Sharkey, Howes & Javer 28k $2.3M 5% Sep 2023
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Personal Resources Investment & Strategic Management 28k $2.3M 186% Sep 2023
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PFG Advisors 28k $2.3M -14% Sep 2023
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Cresset Asset Management 28k $2.3M 0% Sep 2023
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Keybank National Association 27k $2.2M -3% Sep 2023
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Financeware 27k $2.2M -8% Sep 2023
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Seaward Management Limited Partnership 26k $2.1M 0% Sep 2023
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Bp Wealth Management 26k $2.1M -8% Sep 2023
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Altfest L J & Co 26k $2.1M -8% Sep 2023
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Raymond James Trust 26k $2.1M 1% Sep 2023
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Financial Insights 26k $2.0M -11% Sep 2023
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Paul Kendrigan 25k $2.1M 4% Sep 2023
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Institute For Wealth Management 25k $2.1M 10% Sep 2023
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Integrated Wealth Concepts 25k $2.0M -4% Sep 2023
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Ulrich Consultants & Investment Group 25k $2.1M 0% Jun 2023
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Cornerstone Wealth Management 25k $2.0M -14% Sep 2023
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Two Sigma Investments 25k $2.0M 100% Sep 2023
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Financial Gravity Wealth 24k $68k 1287% Sep 2023
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Hilltop Holdings 24k $1.9M 0% Sep 2023
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Chicago Partners Investment 24k $1.9M 0% Sep 2023
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Prudential Financial 24k $1.9M -12% Sep 2023
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Wealthsource Partners 24k $1.9M -9% Sep 2023
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H D Vest Advisory Services 23k $1.9M -4% Sep 2023
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Evergreen Capital Management 23k $1.9M -2% Sep 2023
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Spire Wealth Management 23k $1.8M 0% Sep 2023
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Hanson McClain Advisors 22k $1.8M -3% Sep 2023
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Beacon Pointe Advisors 22k $1.8M 100% Sep 2023
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BBR Partners 21k $1.7M 13% Sep 2023
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HPM Partners 21k $1.7M -91% Sep 2023
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Steward Partners Investment Advisory 21k $1.7M 9% Sep 2023
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Topel & Distasi Wealth Management 21k $1.7M 7% Sep 2023
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Arlington Financial Advisors 20k $1.7M -3% Sep 2023
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Dorsey & Whitney Trust Company 20k $1.7M 0% Sep 2023
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GW & Wade 20k $1.6M 13% Sep 2023
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BigSur Wealth Management 20k $1.6M 0% Sep 2023
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PFG Financial Advisors 20k $1.6M -2% Sep 2023
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Eley Financial Management 20k $1.6M 1% Sep 2023
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Bremer Bank National Association 20k $1.6M -1% Sep 2023
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Baker Avenue Asset Management 19k $1.6M -1% Sep 2023
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HB Wealth Management 19k $1.6M 0% Sep 2023
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Btim 19k $1.6M 0% Sep 2023
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Financial Services Advisory 19k $1.5M -33% Sep 2023
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Affinia Financial Group 18k $1.6M -2% Jun 2023
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Kestra Advisory Services 18k $1.5M 7% Sep 2023
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NewEdge Wealth 18k $1.5M 0% Sep 2023
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Dfpg Investments 18k $1.5M 13% Sep 2023
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White Lighthouse Investment Management 18k $1.4M 1% Sep 2023
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Goss Wealth Management 18k $1.4M 1% Sep 2023
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Summit Investment Advisors 18k $1.4M 0% Sep 2023
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SigFig Wealth Management 18k $1.4M -9% Sep 2023
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Charter Oak Capital Management 17k $1.4M -11% Sep 2023
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Citadel Advisors 6.7k $542k -75% Sep 2023
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Equitable Holdings 6.2k $504k -78% Sep 2023
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Amerivest Investment Management 0 $0 -100% Sep 2023
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Who sold out of iShares FTSE KLD 400 Social Idx?

Fund or Company Name Date Sold Shares Held Valued At
GeoWealth Management Jun 2023 36k $3.0M
Flow Traders US Jun 2023 24k $2.0M
Susquehanna International Jun 2023 18k $1.5M