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 | ||
|---|---|---|---|---|---|---|
| Bank of America Corporation | 1.7M | $129M | -8% | Mar 2021 | ||
| Jpmorgan Chase & Co | 1.3M | $103M | -3% | Mar 2021 | ||
| Envestnet Asset Management | 1.0M | $79M | -27% | Mar 2021 | ||
| Betterment | 933k | $71M | -14% | Mar 2021 | ||
| UBS Group | 668k | $51M | 10% | Mar 2021 | ||
| Ameriprise Financial | 647k | $50M | 10% | Mar 2021 | ||
| Bank of New York Mellon | 401k | $31M | -3% | Mar 2021 | ||
| Goldman Sachs Group | 399k | $31M | 8% | Mar 2021 | ||
| CWM | 371k | $28M | -10% | Mar 2021 | ||
| First Republic Investment Management | 337k | $26M | 3% | Mar 2021 | ||
| Branch Banking & Trust Company | 303k | $23M | 5% | Mar 2021 | ||
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| Raymond James Financial Services Advisors | 277k | $21M | 5% | Mar 2021 | ||
| Advisor Group Holdings | 223k | $17M | -13% | Mar 2021 | ||
| LPL Financial | 220k | $17M | 8% | Mar 2021 | ||
| Mariner Wealth Advisors | 208k | $16M | 4% | Mar 2021 | ||
| Us Bancorp | 208k | $16M | 3% | Mar 2021 | ||
| Wells Fargo & Company | 187k | $14M | -23% | Mar 2021 | ||
| Creative Planning | 164k | $13M | 0% | Mar 2021 | ||
| Commonwealth Equity Services | 157k | $12M | 24% | Mar 2021 | ||
| Royal Bank of Canada | 137k | $10M | 7% | Mar 2021 | ||
| Sei Investments | 133k | $9.5M | 0% | Mar 2021 | ||
| Gradient Investments | 129k | $9.9M | 997% | Mar 2021 | ||
| Fiduciary Trust Company | 112k | $8.6M | 0% | Mar 2021 | ||
| Manchester Capital Management | 109k | $8.3M | -2% | Mar 2021 | ||
| Brookstone Capital Management | 109k | $8.3M | 128% | Mar 2021 | ||
| Private Advisor | 109k | $8.3M | 25% | Mar 2021 | ||
| Baystate Wealth Management | 106k | $8.1M | 11% | Mar 2021 | ||
| C-J Advisory | 103k | $7.9M | 2% | Mar 2021 | ||
| Laurel Wealth Planning | 102k | $7.8M | -6% | Mar 2021 | ||
| Advisory Services Network | 98k | $7.5M | 28% | Mar 2021 | ||
| Gemmer Asset Management | 90k | $6.9M | 2% | Mar 2021 | ||
| SOA Wealth Advisors | 83k | $6.3M | 0% | Mar 2021 | ||
| Johnson Financial Group | 79k | $6.0M | 2% | Mar 2021 | ||
| Bp Wealth Management | 76k | $5.8M | 21% | Mar 2021 | ||
| FTB Advisors | 76k | $5.7M | 1% | Mar 2021 | ||
| Raymond James & Associates | 74k | $5.6M | -11% | Mar 2021 | ||
| Mercer Global Advisors | 61k | $4.6M | -6% | Mar 2021 | ||
| Geller Family Office Services | 60k | $4.5M | 79% | Mar 2021 | ||
| Park Avenue Securities | 59k | $4.5M | 8% | Mar 2021 | ||
| Quest Capital Management | 58k | $4.4M | -4% | Mar 2021 | ||
| William Blair $ Company | 57k | $4.4M | 1% | Mar 2021 | ||
| Mascoma Wealth Management | 57k | $4.3M | 120% | Mar 2021 | ||
| Cambridge Investment Research Advisors | 55k | $4.2M | -17% | Mar 2021 | ||
| Strategic Point Investment Advisors | 52k | $4.0M | 14% | Mar 2021 | ||
| Mml Investors Services | 52k | $4.0M | -27% | Mar 2021 | ||
| Cribstone Capital Management | 50k | $3.8M | -8% | Mar 2021 | ||
| HighTower Advisors | 50k | $3.8M | 1% | Mar 2021 | ||
| Financial Network Investment Corporation | 49k | $3.7M | 17% | Mar 2021 | ||
| Strategic Wealth Advisors | 47k | $3.6M | 4% | Mar 2021 | ||
| Thrivent Financial for Lutherans | 46k | $3.5M | -2% | Mar 2021 | ||
| CLS Investments | 44k | $3.3M | 107% | Mar 2021 | ||
| Litman Gregory Asset Management | 42k | $3.2M | -27% | Mar 2021 | ||
| BigSur Wealth Management | 40k | $3.1M | 0% | Mar 2021 | ||
| Northwestern Mutual Wealth Management Company | 40k | $3.1M | 20% | Mar 2021 | ||
| Arlington Financial Advisors | 40k | $3.0M | 17% | Mar 2021 | ||
| Trillium Asset Management Corporation | 39k | $3.0M | -39% | Mar 2021 | ||
| Cranbrook Wealth Management | 39k | $2.9M | 7% | Mar 2021 | ||
| Spire Wealth Management | 38k | $2.9M | 100% | Mar 2021 | ||
| Financeware | 37k | $2.9M | -4% | Mar 2021 | ||
| Columbia Trust Co 01012016 | 37k | $2.8M | 0% | Mar 2021 | ||
| 55i | 36k | $2.8M | 8% | Mar 2021 | ||
| Gibson Capital | 36k | $2.7M | -10% | Mar 2021 | ||
| Financial Insights | 35k | $2.7M | 1% | Mar 2021 | ||
| Trellis Advisors | 35k | $2.7M | 12% | Mar 2021 | ||
| Dorsey & Whitney Trust Company | 35k | $2.7M | -24% | Mar 2021 | ||
| Sargent Bickham Lagudis | 34k | $2.6M | -1% | Mar 2021 | ||
| Headinvest | 34k | $2.6M | 0% | Mar 2021 | ||
| Pnc Financial Services | 33k | $2.5M | -1% | Mar 2021 | ||
| Bailard | 32k | $2.5M | 6% | Mar 2021 | ||
| Chevy Chase Trust Holdings | 31k | $2.4M | 0% | Mar 2021 | ||
| McClarren Financial Advisors | 30k | $2.3M | 0% | Mar 2021 | ||
| Seaward Management Limited Partnership | 29k | $2.2M | 6% | Mar 2021 | ||
| Accredited Investors | 29k | $2.2M | 2% | Mar 2021 | ||
| RegentAtlantic Capital | 29k | $2.2M | -1% | Mar 2021 | ||
| Bangor Savings Bank | 28k | $2.2M | 1% | Mar 2021 | ||
| Shepherd Financial Partners | 28k | $2.1M | -10% | Mar 2021 | ||
| Miracle Mile Advisors | 27k | $2.1M | 42% | Mar 2021 | ||
| PFG Advisors | 26k | $2.0M | 5% | Mar 2021 | ||
| Lincoln National | 26k | $2.0M | 16% | Mar 2021 | ||
| Sontag Advisory | 25k | $1.9M | 0% | Mar 2021 | ||
| Pitcairn Company | 25k | $1.9M | 1% | Mar 2021 | ||
| Btim | 25k | $1.9M | 0% | Mar 2021 | ||
| Personal Wealth Partners | 24k | $1.8M | 0% | Mar 2021 | ||
| Keybank National Association | 23k | $1.8M | -22% | Mar 2021 | ||
| Main Management | 23k | $1.7M | 0% | Mar 2021 | ||
| Amerivest Investment Management | 23k | $1.6M | 0% | Mar 2021 | ||
| Bremer Bank National Association | 23k | $1.7M | -1% | Mar 2021 | ||
| Balasa Dinverno & Foltz | 22k | $1.7M | -3% | Mar 2021 | ||
| Patriot Financial Group Insurance Agency | 21k | $1.6M | -10% | Mar 2021 | ||
| Sage Financial | 21k | $1.6M | 1% | Mar 2021 | ||
| Altfest L J & Co | 21k | $1.6M | 14% | Mar 2021 | ||
| Brio Consultants | 21k | $1.6M | 8% | Mar 2021 | ||
| Baron Financial Group | 20k | $1.6M | 10% | Mar 2021 | ||
| Bank Julius Baer & Co. Ltd, Zurich | 20k | $1.6M | -53% | Mar 2021 | ||
| Childress Capital Advisors | 20k | $1.5M | 100% | Mar 2021 | ||
| Arbor Investment Advisors | 20k | $1.5M | -1% | Mar 2021 | ||
| Wealthcare Advisory Partners | 19k | $1.5M | 31% | Mar 2021 | ||
| Bank Of Montreal | 19k | $1.5M | 65% | Mar 2021 | ||
| Stifel Financial | 19k | $1.4M | 8% | Mar 2021 | ||
| Whittier Trust | 19k | $1.4M | 6% | Mar 2021 | ||
| Monticello Wealth Management | 18k | $1.4M | -1% | Mar 2021 | ||
| Concord Wealth Partners | 18k | $1.4M | -7% | Mar 2021 | ||
| Institute For Wealth Management | 18k | $1.4M | 4% | Mar 2021 | ||
| Charter Oak Capital Management | 18k | $1.3M | -18% | Mar 2021 | ||
| Annapolis Financial Services | 17k | $1.3M | 0% | Mar 2021 | ||
| Susquehanna International | 17k | $1.3M | 100% | Mar 2021 | ||
| Wealthsource Partners | 17k | $1.3M | -36% | Mar 2021 | ||
| Wealth Management Partners | 17k | $1.3M | -3% | Mar 2021 | ||
| Aj Wealth Strategies | 17k | $1.3M | 0% | Mar 2021 | ||
| Cornerstone Wealth Management | 17k | $1.3M | 5% | Mar 2021 | ||
| Parcion Private Wealth | 17k | $1.3M | 8% | Mar 2021 | ||
| Financial Services Advisory | 16k | $1.2M | 100% | Mar 2021 | ||
| Western Wealth Management | 16k | $1.2M | 72% | Mar 2021 | ||
| Investors Research Corp | 16k | $1.2M | 0% | Mar 2021 | ||
| Neumann Capital Management | 15k | $1.2M | 20% | Mar 2021 | ||
| BBR Partners | 15k | $1.1M | -4% | Mar 2021 | ||
| HPM Partners | 15k | $1.1M | 175% | Mar 2021 | ||
| Raymond James Trust | 14k | $1.1M | 0% | Mar 2021 | ||
| United Capital Financial Advisers | 14k | $1.1M | 0% | Mar 2021 | ||
| White Lighthouse Investment Management | 14k | $1.1M | 6% | Mar 2021 | ||
| Greenwich Wealth Management | 14k | $1.0M | 7% | Mar 2021 | ||
| Dynamic Advisors Solutions | 13k | $1.0M | 0% | Mar 2021 | ||
| PFG Financial Advisors | 13k | $1.0M | 9% | Mar 2021 | ||
| Community Fin'l Svs | 13k | $987k | 1% | Mar 2021 | ||
| Bond & Devick Financial Network | 13k | $985k | 2% | Mar 2021 | ||
| Paul Kendrigan | 13k | $984k | 7% | Mar 2021 | ||
| Baird Financial | 13k | $969k | 19% | Mar 2021 | ||
| Claraphi Advisory Network | 13k | $969k | 11% | Mar 2021 | ||
| Sigma Planning | 13k | $953k | 1% | Mar 2021 | ||
| Tempus Wealth Planning | 13k | $952k | 9% | Mar 2021 | ||
| Horst & Graben Wealth Management | 12k | $927k | -17% | Mar 2021 | ||
| Integrated Wealth Concepts | 12k | $901k | 12% | Mar 2021 | ||
| Chicago Partners Investment | 12k | $947k | -5% | Mar 2021 | ||
| Clear Perspectives Financial Planning | 12k | $890k | 0% | Mar 2021 | ||
| Kestra Advisory Services | 12k | $888k | -66% | Mar 2021 | ||
| Schneider Downs Wealth Management Advisors | 11k | $855k | 0% | Mar 2021 | ||
| H D Vest Advisory Services | 11k | $853k | -1% | Mar 2021 | ||
| Captrust Financial Advisors | 11k | $841k | -7% | Mar 2021 | ||
| Fifth Third Bancorp | 11k | $834k | -1% | Mar 2021 | ||
| Atlantic Trust | 11k | $829k | 0% | Mar 2021 | ||
| Equitable Holdings | 11k | $814k | -45% | Mar 2021 | ||
| Buckingham Asset Management | 11k | $813k | -32% | Mar 2021 | ||
| Buffington Mohr McNeal | 10k | $797k | 0% | Mar 2021 | ||
| Prudential Financial | 10k | $796k | 55% | Mar 2021 | ||
| MainStreet Investment Advisors | 10k | $789k | -11% | Mar 2021 | ||
| Massmutual Trust | 10k | $789k | -11% | Mar 2021 | ||
| Paracle Advisors | 9.9k | $755k | -7% | Mar 2021 | ||
| Citigroup | 9.9k | $754k | -6% | Mar 2021 | ||
| YCMNET Advisors | 9.9k | $753k | 3% | Mar 2021 | ||
| Barrett Asset Management | 9.9k | $753k | -1% | Mar 2021 | ||
| Livingston Group Asset Management | 9.5k | $727k | -6% | Mar 2021 | ||
| DeDora Capital | 9.4k | $718k | -70% | Mar 2021 | ||
| Cetera Investment Advisers | 8.9k | $679k | -29% | Mar 2021 | ||
| BlackRock | 8.4k | $603k | -92% | Mar 2021 | ||
| Van Hulzen Asset Management | 7.4k | $561k | -35% | Mar 2021 | ||
| Austin Private Wealth | 5.5k | $417k | -54% | Mar 2021 | ||
Who sold out of iShares FTSE KLD 400 Social Idx?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Morgan Stanley | Dec 2020 | 2.7M | $193M |
| FormulaFolio Investments | Dec 2020 | 44k | $3.1M |
| Asset Allocation & Management Company | Dec 2020 | 38k | $2.7M |
| ProVise Management Group | Dec 2020 | 11k | $752k |