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 | $459M | 100% | Mar 2024 |
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Envestnet Asset Management | 2.4M | $244M | 100% | Mar 2024 |
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Jpmorgan Chase & Co | 1.6M | $164M | -3% | Mar 2024 |
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Bank of America Corporation | 1.6M | $158M | -16% | Mar 2024 |
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Ameriprise Financial | 1.0M | $102M | 100% | Mar 2024 |
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Bank of New York Mellon | 949k | $99M | -1% | Jun 2024 |
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LPL Financial | 815k | $82M | 100% | Mar 2024 |
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Envestnet Portfolio Solutions | 698k | $73M | -1% | Jun 2024 |
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UBS Group | 523k | $53M | 2% | Mar 2024 |
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Betterment | 490k | $49M | -5% | Mar 2024 |
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Goldman Sachs Group | 339k | $34M | 17% | Mar 2024 |
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Sei Investments | 309k | $31M | 100% | Mar 2024 |
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Mariner Wealth Advisors | 300k | $30M | 21% | Mar 2024 |
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HPM Partners | 263k | $27M | -3% | Mar 2024 |
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Wells Fargo & Company | 257k | $26M | -24% | Mar 2024 |
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Advisor Group Holdings | 211k | $21M | -44% | Mar 2024 |
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Branch Banking & Trust Company | 209k | $21M | -5% | Mar 2024 |
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Commonwealth Equity Services | 204k | $21M | 1% | Mar 2024 |
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Park Avenue Securities | 198k | $21M | 1% | Jun 2024 |
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Creative Planning | 188k | $19M | -2% | Mar 2024 |
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Us Bancorp | 176k | $18M | 1% | Mar 2024 |
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Dunhill Financial | 175k | $18M | -10% | Mar 2024 |
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Mml Investors Services | 158k | $16M | 4% | Mar 2024 |
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Cetera Investment Advisers | 152k | $15M | 100% | Mar 2024 |
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Fiduciary Trust Company | 147k | $15M | -1% | Mar 2024 |
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Royal Bank of Canada | 146k | $15M | -8% | Mar 2024 |
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Captrust Financial Advisors | 145k | $15M | -8% | Mar 2024 |
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Rockefeller Capital Management | 144k | $15M | 10% | Mar 2024 |
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Private Advisor | 136k | $14M | 6% | Mar 2024 |
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Mercer Global Advisors | 128k | $13M | -6% | Mar 2024 |
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CWM | 127k | $13M | -18% | Jun 2024 |
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Raymond James Financial Services Advisors | 126k | $13M | 31% | Jun 2024 |
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Ameritas Advisory Services | 125k | $13M | 38% | Mar 2024 |
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Manchester Capital Management | 124k | $13M | 1% | Mar 2024 |
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Francis Financial | 122k | $13M | -8% | Jun 2024 |
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Gemmer Asset Management | 121k | $13M | 10% | Jun 2024 |
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Hill Island Financial | 105k | $11M | -2% | Mar 2024 |
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Mascoma Wealth Management | 103k | $10M | 5% | Mar 2024 |
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Advisory Services Network | 98k | $9.9M | 0% | Mar 2024 |
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PFG Investments | 93k | $9.4M | 24% | Mar 2024 |
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Beacon Pointe Advisors | 87k | $8.8M | 67% | Mar 2024 |
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FTB Advisors | 84k | $8.8M | 0% | Jun 2024 |
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Atria Wealth Solutions | 82k | $8.5M | -3% | Jun 2024 |
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Miracle Mile Advisors | 82k | $8.5M | 3% | Jun 2024 |
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Thrivent Financial for Lutherans | 81k | $8.2M | 100% | Mar 2024 |
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HighTower Advisors | 79k | $8.0M | -8% | Mar 2024 |
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Williams Financial | 78k | $7.8M | 100% | Jun 2024 |
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Rsm Us Wealth Management | 72k | $7.3M | -1% | Mar 2024 |
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Cambridge Investment Research Advisors | 72k | $7.2M | 3% | Mar 2024 |
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Brian McDonald | 69k | $7.0M | 100% | Mar 2024 |
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Strategic Point Investment Advisors | 65k | $6.5M | -2% | Mar 2024 |
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CI Private Wealth | 60k | $6.1M | 0% | Mar 2024 |
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One Wealth Advisors | 60k | $6.0M | 100% | Mar 2024 |
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Bank Of Montreal | 59k | $6.0M | -1% | Mar 2024 |
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Johnson Financial Group | 57k | $5.7M | -2% | Mar 2024 |
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Trillium Asset Management Corporation | 54k | $5.4M | -69% | Mar 2024 |
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Gradient Investments | 53k | $5.5M | 1% | Jun 2024 |
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SOA Wealth Advisors | 52k | $5.4M | -13% | Jun 2024 |
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Fifth Third Wealth Advisors | 52k | $5.4M | 1% | Jun 2024 |
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Colony | 49k | $5.0M | 34% | Mar 2024 |
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Dohj | 48k | $4.8M | -9% | Mar 2024 |
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Janney Montgomery Scott | 47k | $4.9M | 0% | Jun 2024 |
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Brio Consultants | 47k | $4.7M | -5% | Mar 2024 |
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Wealthcare Advisory Partners | 47k | $4.7M | 3% | Mar 2024 |
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Strategic Wealth Partners | 46k | $4.6M | 100% | Mar 2024 |
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Litman Gregory Asset Management | 45k | $4.5M | 0% | Mar 2024 |
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Orion Portfolio Solutions | 44k | $4.4M | -8% | Mar 2024 |
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United Capital Financial Advisers | 43k | $4.3M | -5% | Mar 2024 |
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William Blair $ Company | 42k | $4.2M | -4% | Mar 2024 |
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Bremer Bank National Association | 41k | $4.3M | -3% | Jun 2024 |
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First Affirmative Financial Network | 41k | $4.2M | 0% | Jun 2024 |
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Umpqua Bank | 40k | $4.1M | 100% | Mar 2024 |
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Stifel Financial | 40k | $4.1M | -20% | Mar 2024 |
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Laurel Wealth Planning | 40k | $4.1M | -3% | Jun 2024 |
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One Capital Management | 39k | $4.0M | 2% | Mar 2024 |
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Accredited Investors | 39k | $4.1M | 2% | Jun 2024 |
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Sontag Advisory | 38k | $3.8M | -5% | Mar 2024 |
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Cranbrook Wealth Management | 38k | $3.8M | 0% | Mar 2024 |
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D. J. St. Germain | 38k | $3.9M | 11% | Jun 2024 |
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Assetmark | 37k | $3.8M | 4% | Mar 2024 |
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Horst & Graben Wealth Management | 36k | $3.7M | 0% | Jun 2024 |
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Equitable Holdings | 35k | $3.6M | -4% | Mar 2024 |
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Northern Trust | 35k | $3.5M | 100% | Mar 2024 |
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Neumann Capital Management | 35k | $3.5M | 5% | Mar 2024 |
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Bailard | 34k | $3.5M | -1% | Jun 2024 |
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Northwestern Mutual Wealth Management Company | 34k | $3.4M | 100% | Mar 2024 |
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Raymond James & Associates | 33k | $3.4M | -1% | Jun 2024 |
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Perigon Wealth Management | 32k | $3.3M | 115% | Mar 2024 |
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Citadel Advisors | 32k | $3.3M | -31% | Mar 2024 |
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Snowden Capital Advisors | 32k | $3.3M | 0% | Mar 2024 |
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Global Assets Advisory | 32k | $320k | 100% | Mar 2024 |
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Franklin Resources | 32k | $3.2M | 0% | Mar 2024 |
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Childress Capital Advisors | 32k | $3.2M | 9% | Mar 2024 |
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Pnc Financial Services | 31k | $3.2M | -5% | Mar 2024 |
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Pitcairn Company | 30k | $3.1M | 3% | Mar 2024 |
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Sharkey, Howes & Javer | 30k | $3.1M | -2% | Jun 2024 |
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Shepherd Financial Partners | 30k | $3.0M | -1% | Mar 2024 |
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Keybank National Association | 30k | $3.0M | 100% | Mar 2024 |
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Lido Advisors | 30k | $3.0M | -3% | Mar 2024 |
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Susquehanna International | 29k | $2.9M | 100% | Mar 2024 |
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Cresset Asset Management | 28k | $2.9M | 1% | Mar 2024 |
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Raymond James Trust | 28k | $2.9M | 0% | Jun 2024 |
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PFG Advisors | 28k | $2.8M | -2% | Mar 2024 |
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Bangor Savings Bank | 28k | $2.9M | -1% | Jun 2024 |
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Gibson Capital | 27k | $2.8M | -33% | Jun 2024 |
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Integrated Wealth Concepts | 27k | $2.7M | 100% | Mar 2024 |
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Institute For Wealth Management | 27k | $2.8M | 4% | Jun 2024 |
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Steward Partners Investment Advisory | 26k | $2.6M | -3% | Mar 2024 |
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BBR Partners | 26k | $2.6M | 100% | Mar 2024 |
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Pennsylvania Capital Management | 26k | $2.7M | 0% | Jun 2024 |
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Financeware | 26k | $2.6M | -6% | Mar 2024 |
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Cornerstone Wealth Management | 25k | $2.6M | 0% | Jun 2024 |
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Seaward Management Limited Partnership | 25k | $2.5M | -5% | Mar 2024 |
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Altfest L J & Co | 25k | $2.5M | 7% | Mar 2024 |
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Financial Insights | 25k | $2.6M | -2% | Jun 2024 |
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Hanson McClain Advisors | 25k | $2.6M | -1% | Jun 2024 |
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Chicago Partners Investment | 24k | $2.3M | 0% | Mar 2024 |
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Kestra Advisory Services | 24k | $2.4M | 16% | Mar 2024 |
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H D Vest Advisory Services | 23k | $2.3M | 2% | Mar 2024 |
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Paul Kendrigan | 23k | $2.3M | -8% | Mar 2024 |
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Financial Services Advisory | 23k | $2.3M | -2% | Mar 2024 |
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Evergreen Capital Management | 23k | $2.3M | -3% | Mar 2024 |
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Concord Wealth Partners | 21k | $2.1M | -22% | Mar 2024 |
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Prudential Financial | 21k | $2.1M | -4% | Mar 2024 |
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Goss Wealth Management | 21k | $2.1M | 100% | Mar 2024 |
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SigFig Wealth Management | 20k | $2.1M | 0% | Mar 2024 |
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Wealth Enhancement Advisory Services | 20k | $2.1M | 8% | Jun 2024 |
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Onyx Bridge Wealth Group | 20k | $2.1M | 9% | Jun 2024 |
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Petix & Botte | 20k | $2.0M | 100% | Mar 2024 |
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Topel & Distasi Wealth Management | 20k | $2.0M | 1% | Mar 2024 |
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BigSur Wealth Management | 20k | $2.1M | 0% | Jun 2024 |
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Baker Avenue Asset Management | 20k | $2.0M | 2% | Mar 2024 |
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Wealthfront Advisers | 20k | $2.0M | 10% | Mar 2024 |
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Spire Wealth Management | 19k | $1.9M | -2% | Mar 2024 |
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HB Wealth Management | 19k | $1.9M | 0% | Mar 2024 |
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Dorsey & Whitney Trust Company | 19k | $1.9M | -5% | Mar 2024 |
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Eley Financial Management | 19k | $1.9M | -20% | Mar 2024 |
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Btim | 19k | $2.0M | 0% | Jun 2024 |
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Arlington Financial Advisors | 19k | $1.9M | -6% | Jun 2024 |
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Bp Wealth Management | 19k | $1.9M | -22% | Mar 2024 |
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Diversified | 18k | $1.9M | 350% | Jun 2024 |
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Hilltop Holdings | 18k | $1.8M | -26% | Mar 2024 |
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Sequoia Financial Advisors | 18k | $1.9M | -1% | Jun 2024 |
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NewEdge Wealth | 18k | $1.8M | 0% | Mar 2024 |
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PFG Financial Advisors | 18k | $1.9M | 4% | Jun 2024 |
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Diversify Advisory Services | 18k | $1.9M | -2% | Jun 2024 |
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Goodman & Company, Investment Counsel | 17k | $1.8M | 78% | Mar 2024 |
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Annapolis Financial Services | 17k | $1.8M | 0% | Jun 2024 |
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Summit Investment Advisors | 17k | $1.7M | -1% | Mar 2024 |
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Sage Financial | 17k | $1.7M | -1% | Mar 2024 |
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Renaissance Technologies | 14k | $1.4M | -22% | Mar 2024 |
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Kestra Private Wealth Services | 7.0k | $702k | -74% | Mar 2024 |
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McClarren Financial Advisors | 404.00 | $3.1M | -99% | Mar 2024 |
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Financial Gravity Wealth | 143.00 | $14k | -99% | Mar 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 |
---|---|---|---|
SageView Advisory Group | Dec 2023 | 85k | $8.0M |
Lincoln National | Mar 2024 | 68k | $6.8M |
Dana Investment Advisors | Dec 2023 | 19k | $1.7M |