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
Download as csv
Download as Excel
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 | $524M | 100% | Dec 2024 |
|
| Envestnet Asset Management | 2.0M | $208M | 1% | Mar 2025 |
|
| Bank of America Corporation | 1.7M | $186M | 9% | Dec 2024 |
|
| Jpmorgan Chase & Co | 1.2M | $127M | -11% | Mar 2025 |
|
| Bank of New York Mellon | 1.1M | $114M | 9% | Mar 2025 |
|
| LPL Financial | 1.0M | $104M | 0% | Mar 2025 |
|
| Ameriprise Financial | 989k | $101M | 5% | Mar 2025 |
|
| UBS Group | 464k | $48M | -7% | Mar 2025 |
|
| Envestnet Portfolio Solutions | 446k | $46M | -21% | Mar 2025 |
|
| Betterment | 425k | $47M | -3% | Dec 2024 |
|
| TrueNorth | 417k | $43M | -51% | Mar 2025 |
|
| Us Bancorp | 343k | $35M | -15% | Mar 2025 |
|
| Mariner Wealth Advisors | 323k | $33M | 0% | Mar 2025 |
|
| HPM Partners | 293k | $30M | 9% | Mar 2025 |
|
| Sei Investments | 281k | $31M | -2% | Dec 2024 |
|
| Goldman Sachs Group | 270k | $28M | 7% | Mar 2025 |
|
| Commonwealth Equity Services | 239k | $26M | 10% | Dec 2024 |
|
| Wells Fargo & Company | 221k | $23M | -12% | Mar 2025 |
|
| Raymond James Financial | 197k | $20M | 4% | Mar 2025 |
|
| Rockefeller Capital Management | 189k | $21M | 15% | Dec 2024 |
|
| Branch Banking & Trust Company | 189k | $19M | 1% | Mar 2025 |
|
| Creative Planning | 183k | $19M | 0% | Mar 2025 |
|
| Park Avenue Securities | 172k | $18M | 3% | Mar 2025 |
|
| Advisor Group Holdings | 169k | $17M | -29% | Mar 2025 |
|
| Royal Bank of Canada | 160k | $16M | 3% | Mar 2025 |
|
| Captrust Financial Advisors | 149k | $15M | 3% | Mar 2025 |
|
| Fiduciary Trust Company | 144k | $15M | 0% | Mar 2025 |
|
| Cetera Investment Advisers | 140k | $15M | -3% | Dec 2024 |
|
| Manchester Capital Management | 132k | $15M | 6% | Dec 2024 |
|
| Gemmer Asset Management | 129k | $13M | 2% | Mar 2025 |
|
| Ameritas Advisory Services | 127k | $13M | -33% | Mar 2025 |
|
| Private Advisor | 125k | $13M | -3% | Mar 2025 |
|
| Mercer Global Advisors | 117k | $12M | 4% | Mar 2025 |
|
| Mml Investors Services | 117k | $13M | -10% | Dec 2024 |
|
| Advisory Services Network | 107k | $12M | 13% | Dec 2024 |
|
| Trillium Asset Management Corporation | 106k | $11M | -31% | Mar 2025 |
|
| Francis Financial | 102k | $11M | -4% | Dec 2024 |
|
| Dunhill Financial | 102k | $10M | -15% | Mar 2025 |
|
| Hill Island Financial | 101k | $10M | -2% | Mar 2025 |
|
| Natural Investments | 94k | $9.6M | 16% | Mar 2025 |
|
| PFG Investments | 94k | $9.6M | 1% | Mar 2025 |
|
| Mascoma Wealth Management | 83k | $8.5M | -17% | Mar 2025 |
|
| Miracle Mile Advisors | 81k | $8.3M | -3% | Mar 2025 |
|
| Atria Wealth Solutions | 79k | $8.1M | 13% | Mar 2025 |
|
| HighTower Advisors | 79k | $8.7M | 12% | Dec 2024 |
|
| CWM | 76k | $7.8M | 1% | Mar 2025 |
|
| Sontag Advisory | 73k | $7.5M | 100% | Mar 2025 |
|
| Beacon Pointe Advisors | 72k | $7.9M | -11% | Dec 2024 |
|
| Cambridge Investment Research Advisors | 70k | $7.1M | -19% | Mar 2025 |
|
| SCS Capital Management | 69k | $7.0M | 100% | Mar 2025 |
|
| Brian McDonald | 68k | $6.9M | -6% | Mar 2025 |
|
| Fifth Third Wealth Advisors | 67k | $6.9M | 0% | Mar 2025 |
|
| Rsm Us Wealth Management | 65k | $6.7M | -7% | Mar 2025 |
|
| Strategic Point Investment Advisors | 64k | $6.5M | -1% | Mar 2025 |
|
| Thrivent Financial for Lutherans | 63k | $6.4M | -46% | Mar 2025 |
|
| CI Private Wealth | 60k | $6.1M | -1% | Mar 2025 |
|
| Bank Of Montreal | 60k | $6.6M | 0% | Dec 2024 |
|
| Perigon Wealth Management | 60k | $6.1M | -8% | Mar 2025 |
|
| Johnson Financial Group | 57k | $5.8M | 4% | Mar 2025 |
|
| Stifel Financial | 57k | $6.3M | 36% | Dec 2024 |
|
| Jones Financial Companies, L.L | 55k | $2.9M | 458% | Mar 2025 |
|
| Headinvest | 52k | $5.4M | 5% | Mar 2025 |
|
| Erste Asset Management GmbH | 52k | $231k | -12% | Mar 2025 |
|
| Dohj | 50k | $5.1M | 0% | Mar 2025 |
|
| Gradient Investments | 50k | $5.1M | -5% | Mar 2025 |
|
| Colony | 49k | $5.0M | -27% | Mar 2025 |
|
| Wealthcare Advisory Partners | 48k | $4.9M | 15% | Mar 2025 |
|
| D. J. St. Germain | 48k | $4.9M | 14% | Mar 2025 |
|
| One Wealth Advisors | 47k | $5.2M | -8% | Dec 2024 |
|
| Kovitz Investment Group Partners | 47k | $4.8M | -3% | Mar 2025 |
|
| Janney Montgomery Scott | 44k | $4.5M | 3% | Mar 2025 |
|
| Umpqua Bank | 43k | $4.4M | 0% | Mar 2025 |
|
| Assetmark | 42k | $4.7M | 1% | Dec 2024 |
|
| SageView Advisory Group | 42k | $4.3M | -33% | Mar 2025 |
|
| First Affirmative Financial Network | 41k | $4.1M | -36% | Mar 2025 |
|
| Tower Research Capital | 40k | $4.4M | 10319% | Dec 2024 |
|
| Litman Gregory Asset Management | 40k | $4.1M | 0% | Mar 2025 |
|
| One Capital Management | 40k | $4.4M | -1% | Dec 2024 |
|
| United Capital Financial Advisers | 37k | $3.8M | -6% | Mar 2025 |
|
| Laurel Wealth Planning | 37k | $3.8M | -2% | Mar 2025 |
|
| Orion Portfolio Solutions | 37k | $4.1M | 5% | Dec 2024 |
|
| Cranbrook Wealth Management | 36k | $3.7M | -2% | Mar 2025 |
|
| Neumann Capital Management | 36k | $3.7M | 1% | Mar 2025 |
|
| Accredited Investors | 36k | $4.0M | -5% | Dec 2024 |
|
| Moment Partners | 34k | $3.5M | 100% | Mar 2025 |
|
| Bailard | 34k | $3.5M | 0% | Mar 2025 |
|
| Northwestern Mutual Wealth Management Company | 33k | $3.7M | -4% | Dec 2024 |
|
| Childress Capital Advisors | 32k | $3.3M | -4% | Mar 2025 |
|
| Franklin Resources | 32k | $3.3M | 0% | Mar 2025 |
|
| Integrated Wealth Concepts | 32k | $3.5M | -31% | Dec 2024 |
|
| BBR Partners | 32k | $3.2M | -3% | Mar 2025 |
|
| Horst & Graben Wealth Management | 31k | $3.2M | -6% | Mar 2025 |
|
| Lido Advisors | 30k | $3.3M | -1% | Dec 2024 |
|
| Pitcairn Company | 30k | $3.3M | -1% | Dec 2024 |
|
| Equitable Holdings | 30k | $3.3M | -5% | Dec 2024 |
|
| Pnc Financial Services | 29k | $3.2M | -1% | Dec 2024 |
|
| Institute For Wealth Management | 29k | $3.0M | -3% | Mar 2025 |
|
| Sanctuary Advisors | 29k | $3.3M | -3% | Dec 2024 |
|
| FTB Advisors | 29k | $3.0M | -14% | Mar 2025 |
|
| Diversified Enterprises | 29k | $2.9M | 34% | Mar 2025 |
|
| Wiley Bros.-aintree Capital | 28k | $3.1M | 396% | Dec 2024 |
|
| Steward Partners Investment Advisory | 27k | $3.0M | 1% | Dec 2024 |
|
| Investor's Fiduciary Advisor Network | 27k | $2.8M | 100% | Mar 2025 |
|
| Keybank National Association | 27k | $2.8M | -5% | Mar 2025 |
|
| Pennsylvania Capital Management | 26k | $2.7M | -2% | Mar 2025 |
|
| Bangor Savings Bank | 26k | $2.7M | -5% | Mar 2025 |
|
| Cresset Asset Management | 26k | $2.8M | -54% | Dec 2024 |
|
| Creekside Partners | 26k | $2.6M | -3% | Mar 2025 |
|
| Paul Kendrigan | 26k | $2.6M | 0% | Mar 2025 |
|
| Financeware | 26k | $2.6M | 7% | Mar 2025 |
|
| Sharkey, Howes & Javer | 25k | $2.6M | -1% | Mar 2025 |
|
| Gibson Capital | 25k | $2.6M | 0% | Mar 2025 |
|
| Topel & Distasi Wealth Management | 25k | $2.6M | 23% | Mar 2025 |
|
| Hanson McClain Advisors | 25k | $2.5M | 0% | Mar 2025 |
|
| Goss Wealth Management | 25k | $2.7M | 29% | Dec 2024 |
|
| Snowden Capital Advisors | 24k | $2.5M | -12% | Mar 2025 |
|
| Kestra Advisory Services | 24k | $2.6M | 7% | Dec 2024 |
|
| Eley Financial Management | 24k | $2.4M | 8% | Mar 2025 |
|
| Cornerstone Wealth Management | 24k | $2.4M | -2% | Mar 2025 |
|
| Chicago Partners Investment | 23k | $2.4M | 0% | Mar 2025 |
|
| Stanich Group | 23k | $2.4M | -1% | Mar 2025 |
|
| Sapient Capital | 23k | $2.4M | 1% | Mar 2025 |
|
| William Blair $ Company | 23k | $2.4M | -1% | Mar 2025 |
|
| Schneider Downs Wealth Management Advisors | 23k | $2.5M | 0% | Dec 2024 |
|
| Altfest L J & Co | 23k | $2.3M | -1% | Mar 2025 |
|
| Shepherd Financial Partners | 22k | $2.3M | -14% | Mar 2025 |
|
| Evergreen Capital Management | 22k | $2.3M | 0% | Mar 2025 |
|
| McClarren Financial Advisors | 22k | $3.5M | 100% | Mar 2025 |
|
| Financial Insights | 21k | $2.2M | -10% | Mar 2025 |
|
| PFG Advisors | 21k | $2.3M | -2% | Dec 2024 |
|
| Impact Investors | 21k | $2.1M | 100% | Mar 2025 |
|
| Wealth Enhancement Advisory Services | 21k | $2.1M | -14% | Mar 2025 |
|
| H D Vest Advisory Services | 21k | $2.3M | -11% | Dec 2024 |
|
| Wealthfront Advisers | 21k | $2.1M | 100% | Mar 2025 |
|
| FMR | 20k | $2.1M | 4% | Mar 2025 |
|
| Conscious Wealth Investments | 20k | $2.1M | 7% | Mar 2025 |
|
| Hilltop Holdings | 20k | $2.1M | -2% | Mar 2025 |
|
| BigSur Wealth Management | 20k | $2.0M | 0% | Mar 2025 |
|
| SigFig Wealth Management | 20k | $2.0M | 0% | Mar 2025 |
|
| Arlington Financial Advisors | 20k | $2.0M | 1% | Mar 2025 |
|
| Onyx Bridge Wealth Group | 19k | $2.0M | 11% | Mar 2025 |
|
| Allodium Investment Consultants | 19k | $2.0M | 100% | Mar 2025 |
|
| HB Wealth Management | 19k | $2.0M | 0% | Mar 2025 |
|
| Btim | 19k | $2.0M | 0% | Mar 2025 |
|
| Fingerlakes Wealth Management | 19k | $1.9M | 0% | Mar 2025 |
|
| Citadel Advisors | 19k | $1.9M | 226% | Mar 2025 |
|
| NewEdge Wealth | 18k | $1.9M | -1% | Mar 2025 |
|
| PFG Financial Advisors | 18k | $1.8M | -3% | Mar 2025 |
|
| Revolve Wealth Partners | 17k | $1.8M | 4% | Mar 2025 |
|
| Modera Wealth Management | 17k | $1.8M | 0% | Mar 2025 |
|
| SOA Wealth Advisors | 13k | $1.3M | -74% | Mar 2025 |
|
| Susquehanna International | 7.3k | $801k | -60% | Dec 2024 |
|
| BlackRock | 6.4k | $652k | -80% | Mar 2025 |
|
| Essential Planning | 3.5k | $359k | -98% | Mar 2025 |
|
Who sold out of iShares FTSE KLD 400 Social Idx?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Brio Consultants | Dec 2024 | 56k | $6.1M |
| Independent Advisor Alliance | Dec 2024 | 30k | $3.3M |
| Financial Services Advisory | Dec 2024 | 26k | $2.8M |
| Prudential Financial | Sep 2024 | 21k | $2.3M |