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 | 4.6M | $331M | 100% | Dec 2022 |
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| Envestnet Asset Management | 3.0M | $236M | -14% | Mar 2023 |
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| Bank of America Corporation | 1.7M | $136M | -31% | Mar 2023 |
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| Jpmorgan Chase & Co | 1.6M | $124M | -7% | Mar 2023 |
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| Ameriprise Financial | 948k | $74M | 7% | Mar 2023 |
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| Bank of New York Mellon | 777k | $61M | -2% | Mar 2023 |
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| LPL Financial | 628k | $49M | 5% | Mar 2023 |
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| Betterment | 602k | $43M | -6% | Dec 2022 |
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| UBS Group | 583k | $46M | -5% | Mar 2023 |
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| First Republic Investment Management | 455k | $36M | -4% | Mar 2023 |
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| Advisor Group Holdings | 405k | $32M | -11% | Mar 2023 |
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| Goldman Sachs Group | 393k | $31M | 0% | Mar 2023 |
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| Sei Investments | 353k | $28M | 12% | Mar 2023 |
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| Wells Fargo & Company | 321k | $23M | 24% | Dec 2022 |
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| Mariner Wealth Advisors | 246k | $18M | 6% | Dec 2022 |
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| Branch Banking & Trust Company | 229k | $18M | -4% | Mar 2023 |
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| Commonwealth Equity Services | 199k | $16M | -6% | Mar 2023 |
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| Royal Bank of Canada | 193k | $14M | 39% | Dec 2022 |
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| Creative Planning | 193k | $14M | 0% | Dec 2022 |
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| Park Avenue Securities | 185k | $15M | -14% | Mar 2023 |
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| Us Bancorp | 184k | $14M | -1% | Mar 2023 |
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| Captrust Financial Advisors | 161k | $13M | 210% | Mar 2023 |
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| Fiduciary Trust Company | 149k | $12M | 0% | Mar 2023 |
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| Private Advisor | 148k | $12M | 3% | Mar 2023 |
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| Mml Investors Services | 141k | $11M | -17% | Mar 2023 |
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| Ameritas Advisory Services | 138k | $11M | -3% | Mar 2023 |
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| Manchester Capital Management | 133k | $10M | 0% | Mar 2023 |
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| Mercer Global Advisors | 133k | $10M | -1% | Mar 2023 |
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| Francis Financial | 126k | $9.8M | 3% | Mar 2023 |
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| Hill Island Financial | 115k | $8.9M | 0% | Mar 2023 |
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| Mascoma Wealth Management | 109k | $8.5M | 0% | Mar 2023 |
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| Cetera Investment Advisers | 103k | $8.0M | -10% | Mar 2023 |
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| Raymond James Financial Services Advisors | 100k | $7.8M | -13% | Mar 2023 |
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| Gemmer Asset Management | 99k | $7.7M | 9% | Mar 2023 |
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| FTB Advisors | 94k | $6.7M | -1% | Dec 2022 |
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| Wealthcare Advisory Partners | 89k | $6.9M | 30% | Mar 2023 |
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| SageView Advisory Group | 84k | $6.6M | -3% | Mar 2023 |
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| CWM | 80k | $6.2M | -44% | Mar 2023 |
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| Advisory Services Network | 73k | $5.7M | -10% | Mar 2023 |
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| HPM Partners | 73k | $5.7M | 2% | Mar 2023 |
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| Johnson Financial Group | 73k | $5.7M | 28% | Mar 2023 |
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| PFG Investments | 72k | $5.6M | 100% | Mar 2023 |
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| SOA Wealth Advisors | 71k | $5.6M | 2% | Mar 2023 |
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| Atria Wealth Solutions | 69k | $5.4M | -6% | Mar 2023 |
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| Rsm Us Wealth Management | 69k | $5.4M | 100% | Mar 2023 |
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| Cambridge Investment Research Advisors | 67k | $5.2M | -39% | Mar 2023 |
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| Baystate Wealth Management | 66k | $5.2M | -5% | Mar 2023 |
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| Strategic Point Investment Advisors | 65k | $5.1M | 1% | Mar 2023 |
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| Sharkey, Howes & Javer | 65k | $5.1M | -5% | Mar 2023 |
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| One Wealth Advisors | 64k | $4.6M | 2% | Dec 2022 |
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| Stifel Financial | 63k | $4.5M | 47% | Dec 2022 |
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| CI Private Wealth | 62k | $4.8M | 12% | Mar 2023 |
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| Gradient Investments | 58k | $4.5M | -10% | Mar 2023 |
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| Miracle Mile Advisors | 57k | $4.4M | 0% | Mar 2023 |
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| First Affirmative Financial Network | 53k | $4.1M | -4% | Mar 2023 |
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| Bank Of Montreal | 51k | $3.8M | 9% | Dec 2022 |
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| Financial Network Investment Corporation | 51k | $3.6M | 68% | Dec 2022 |
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| Laurel Wealth Planning | 50k | $3.9M | -3% | Mar 2023 |
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| Trillium Asset Management Corporation | 49k | $3.9M | -75% | Mar 2023 |
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| Northwestern Mutual Wealth Management Company | 48k | $3.4M | 4% | Dec 2022 |
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| Cribstone Capital Management | 45k | $3.2M | -2% | Dec 2022 |
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| Gibson Capital | 44k | $3.4M | 4% | Mar 2023 |
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| Accredited Investors | 44k | $3.4M | -3% | Mar 2023 |
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| HighTower Advisors | 44k | $3.4M | -6% | Mar 2023 |
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| Pennsylvania Capital Management | 43k | $3.3M | 0% | Mar 2023 |
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| Cranbrook Wealth Management | 42k | $3.3M | 1% | Mar 2023 |
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| Brio Consultants | 42k | $3.2M | 12% | Mar 2023 |
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| Lincoln National | 41k | $3.2M | -11% | Mar 2023 |
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| William Blair $ Company | 41k | $3.2M | 0% | Mar 2023 |
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| Columbia Trust Co 01012016 | 40k | $3.1M | -2% | Mar 2023 |
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| BigSur Wealth Management | 40k | $3.1M | 0% | Mar 2023 |
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| Concord Wealth Partners | 39k | $3.0M | -1% | Mar 2023 |
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| Pnc Financial Services | 39k | $2.8M | -4% | Dec 2022 |
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| Strategic Wealth Partners | 39k | $3.0M | 13% | Mar 2023 |
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| CLS Investments | 39k | $2.8M | 1% | Dec 2022 |
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| Kestra Private Wealth Services | 38k | $3.0M | 12% | Mar 2023 |
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| Sontag Advisory | 36k | $2.8M | -10% | Mar 2023 |
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| Headinvest | 36k | $2.8M | -1% | Mar 2023 |
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| Trellis Advisors | 36k | $2.5M | 6% | Dec 2022 |
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| PFG Advisors | 35k | $2.8M | 8% | Mar 2023 |
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| Janney Montgomery Scott | 35k | $2.7M | -4% | Mar 2023 |
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| Prudential Financial | 35k | $2.5M | 6% | Dec 2022 |
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| D. J. St. Germain | 35k | $2.5M | 115% | Dec 2022 |
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| Raymond James & Associates | 34k | $2.7M | -34% | Mar 2023 |
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| Bailard | 34k | $2.6M | 0% | Mar 2023 |
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| Jane Street | 33k | $2.6M | 205% | Mar 2023 |
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| Horst & Graben Wealth Management | 33k | $2.6M | -5% | Mar 2023 |
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| Susquehanna International | 33k | $2.6M | -37% | Mar 2023 |
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| Franklin Resources | 33k | $2.6M | 0% | Mar 2023 |
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| Shepherd Financial Partners | 33k | $2.5M | -2% | Mar 2023 |
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| Paul Kendrigan | 32k | $2.3M | 159% | Dec 2022 |
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| Neumann Capital Management | 31k | $2.4M | 7% | Mar 2023 |
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| Sargent Bickham Lagudis | 31k | $2.2M | 3% | Dec 2022 |
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| Lido Advisors | 31k | $2.4M | 100% | Mar 2023 |
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| McClarren Financial Advisors | 31k | $2.4M | 0% | Mar 2023 |
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| Altfest L J & Co | 31k | $2.4M | 2% | Mar 2023 |
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| Colony Group | 31k | $2.4M | -32% | Mar 2023 |
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| Amerivest Investment Management | 30k | $2.3M | -14% | Mar 2023 |
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| Pitcairn Company | 30k | $2.3M | 5% | Mar 2023 |
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| Financeware | 30k | $2.3M | -4% | Mar 2023 |
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| Keybank National Association | 29k | $2.3M | 2% | Mar 2023 |
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| Brookstone Capital Management | 29k | $2.3M | -2% | Mar 2023 |
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| Bangor Savings Bank | 29k | $2.2M | -3% | Mar 2023 |
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| Childress Capital Advisors | 29k | $2.1M | 42% | Dec 2022 |
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| Financial Insights | 29k | $2.2M | -13% | Mar 2023 |
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| Snowden Capital Advisors | 29k | $2.2M | -5% | Mar 2023 |
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| Equitable Holdings | 28k | $2.2M | -15% | Mar 2023 |
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| Wealthsource Partners | 27k | $2.1M | -11% | Mar 2023 |
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| Cornerstone Wealth Management | 27k | $2.1M | 7% | Mar 2023 |
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| Seaward Management Limited Partnership | 26k | $2.1M | 0% | Mar 2023 |
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| Integrated Wealth Concepts | 26k | $2.1M | 11% | Mar 2023 |
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| Dohj | 26k | $2.0M | -5% | Mar 2023 |
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| Ulrich Consultants & Investment Group | 25k | $1.9M | 0% | Mar 2023 |
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| Hanson McClain Advisors | 24k | $1.9M | 9% | Mar 2023 |
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| Hilltop Holdings | 24k | $1.8M | -15% | Mar 2023 |
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| H D Vest Advisory Services | 23k | $1.8M | -24% | Mar 2023 |
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| CX Institutional | 23k | $1.8M | 0% | Mar 2023 |
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| Institute For Wealth Management | 22k | $1.7M | 1% | Mar 2023 |
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| Main Management | 22k | $1.7M | -10% | Mar 2023 |
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| Baker Avenue Asset Management | 22k | $1.7M | 36% | Mar 2023 |
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| PFG Financial Advisors | 22k | $1.7M | 0% | Mar 2023 |
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| Spire Wealth Management | 21k | $1.7M | 928% | Mar 2023 |
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| Assetmark | 21k | $1.6M | -49% | Mar 2023 |
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| Arlington Financial Advisors | 21k | $1.6M | -35% | Mar 2023 |
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| Citadel Advisors | 21k | $1.6M | -65% | Mar 2023 |
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| Dorsey & Whitney Trust Company | 21k | $1.6M | 0% | Mar 2023 |
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| Raymond James Trust | 20k | $1.6M | -1% | Mar 2023 |
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| Charter Oak Capital Management | 20k | $1.5M | -2% | Mar 2023 |
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| Bremer Bank National Association | 20k | $1.5M | -21% | Mar 2023 |
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| Tower Research Capital | 20k | $1.5M | 5444% | Mar 2023 |
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| Eley Financial Management | 20k | $1.5M | 100% | Mar 2023 |
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| Financial Services Advisory | 19k | $1.5M | -40% | Mar 2023 |
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| Topel & Distasi Wealth Management | 19k | $1.5M | 25% | Mar 2023 |
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| Bp Wealth Management | 19k | $1.4M | -2% | Dec 2022 |
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| HB Wealth Management | 19k | $1.5M | 0% | Mar 2023 |
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| SigFig Wealth Management | 19k | $1.5M | -15% | Mar 2023 |
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| Btim | 19k | $1.5M | 0% | Mar 2023 |
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| NewEdge Wealth | 19k | $1.5M | 3% | Mar 2023 |
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| Affinia Financial Group | 19k | $1.5M | 6% | Mar 2023 |
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| BBR Partners | 19k | $1.4M | 7% | Mar 2023 |
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| White Lighthouse Investment Management | 18k | $1.4M | 14% | Mar 2023 |
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| GW & Wade | 18k | $1.4M | -8% | Mar 2023 |
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| Wealthfront Advisers | 18k | $1.4M | -3% | Mar 2023 |
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| Steward Partners Investment Advisory | 18k | $1.3M | 28% | Dec 2022 |
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| One Capital Management | 18k | $1.4M | 0% | Mar 2023 |
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| Multi-Financial Securities | 18k | $1.3M | 162% | Dec 2022 |
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| Annapolis Financial Services | 17k | $1.3M | 0% | Mar 2023 |
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| Aj Wealth Strategies | 17k | $1.3M | -1% | Mar 2023 |
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| Kestra Advisory Services | 17k | $1.3M | -63% | Mar 2023 |
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| Summit Investment Advisors | 17k | $1.3M | -1% | Mar 2023 |
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| Sage Financial | 17k | $1.3M | -14% | Mar 2023 |
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| Hrt Financial | 14k | $1.0M | -20% | Dec 2022 |
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| AE Wealth Management | 14k | $1.1M | -20% | Mar 2023 |
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| BlackRock | 7.7k | $599k | -98% | Mar 2023 |
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| Geller Family Office Services | 6.1k | $473k | -71% | Mar 2023 |
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| Baron Financial Group | 2.8k | $217k | -88% | Mar 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 |
|---|---|---|---|
| Thrivent Financial for Lutherans | Dec 2022 | 84k | $6.0M |
| Prostatis Group | Dec 2022 | 61k | $4.4M |
| Litman Gregory Asset Management | Dec 2022 | 44k | $3.2M |
| Dana Investment Advisors | Dec 2022 | 19k | $1.3M |