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 | 4.0M | $481M | 100% | Mar 2026 |
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| Envestnet Asset Management | 1.8M | $215M | -6% | Mar 2026 |
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| Bank of America Corporation | 1.5M | $181M | 100% | Mar 2026 |
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| Bank of New York Mellon | 1.3M | $152M | 58% | Mar 2026 |
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| LPL Financial | 1.2M | $149M | -2% | Mar 2026 |
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| Ameriprise Financial | 835k | $101M | -3% | Mar 2026 |
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| UBS Group | 416k | $50M | 0% | Mar 2026 |
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| TrueNorth | 413k | $50M | 1% | Mar 2026 |
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| Betterment | 368k | $48M | -4% | Dec 2025 |
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| Mariner Wealth Advisors | 335k | $41M | -3% | Mar 2026 |
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| Us Bancorp | 327k | $42M | 2% | Dec 2025 |
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| Envestnet Portfolio Solutions | 326k | $40M | -10% | Mar 2026 |
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| Rockefeller Capital Management | 301k | $36M | 1% | Mar 2026 |
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| Sei Investments | 283k | $34M | -1% | Mar 2026 |
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| Goldman Sachs Group | 247k | $30M | 27% | Mar 2026 |
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| Commonwealth Equity Services | 228k | $28M | 4% | Mar 2026 |
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| Global Retirement Partners | 222k | $29M | 19185% | Dec 2025 |
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| Wells Fargo & Company | 221k | $27M | -13% | Mar 2026 |
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| Creative Planning | 217k | $26M | 22% | Mar 2026 |
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| Northstar Asset Management | 212k | $26M | 107% | Mar 2026 |
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| Raymond James Financial | 206k | $27M | 12% | Dec 2025 |
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| Cetera Investment Advisers | 204k | $25M | -6% | Mar 2026 |
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| Captrust Financial Advisors | 180k | $23M | 21% | Dec 2025 |
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| Royal Bank of Canada | 177k | $22M | 4% | Mar 2026 |
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| Park Avenue Securities | 167k | $20M | -5% | Mar 2026 |
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| National Philanthropic Trust | 164k | $20M | 71% | Mar 2026 |
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| HPM Partners | 164k | $20M | 22% | Mar 2026 |
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| Branch Banking & Trust Company | 157k | $19M | 1% | Mar 2026 |
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| Advisor Group Holdings | 157k | $20M | -6% | Dec 2025 |
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| Colony | 142k | $18M | 39% | Dec 2025 |
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| Gemmer Asset Management | 139k | $17M | 2% | Mar 2026 |
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| Fiduciary Trust Company | 137k | $18M | -2% | Dec 2025 |
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| Manchester Capital Management | 135k | $16M | -3% | Mar 2026 |
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| Trillium Asset Management Corporation | 133k | $9.5M | -3% | Mar 2026 |
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| Johnson Financial Group | 114k | $14M | 19% | Mar 2026 |
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| Beacon Pointe Advisors | 104k | $13M | 5% | Dec 2025 |
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| Natural Investments | 98k | $12M | -1% | Mar 2026 |
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| PFG Investments | 96k | $12M | 3% | Mar 2026 |
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| Ameritas Advisory Services | 96k | $12M | -2% | Mar 2026 |
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| HighTower Advisors | 92k | $11M | 14% | Mar 2026 |
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| Francis Financial | 92k | $11M | -1% | Mar 2026 |
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| Private Advisor | 90k | $11M | -1% | Mar 2026 |
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| Mml Investors Services | 89k | $11M | -18% | Mar 2026 |
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| Advisory Services Network | 88k | $11M | 1% | Dec 2025 |
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| Thrivent Financial for Lutherans | 84k | $10M | 1% | Mar 2026 |
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| Mascoma Wealth Management | 73k | $8.8M | -9% | Mar 2026 |
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| Miracle Mile Advisors | 71k | $8.6M | -10% | Mar 2026 |
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| Fifth Third Bancorp | 70k | $8.5M | 650% | Mar 2026 |
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| CWM | 69k | $8.9M | -5% | Dec 2025 |
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| SCS Capital Management | 69k | $8.4M | 0% | Mar 2026 |
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| Mercer Global Advisors | 67k | $8.1M | 8% | Mar 2026 |
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| Janney Montgomery Scott | 66k | $8.0M | -4% | Mar 2026 |
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| Pnc Financial Services | 66k | $7.9M | 204% | Mar 2026 |
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| Cambridge Investment Research Advisors | 65k | $7.8M | -5% | Mar 2026 |
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| Bank Of Montreal | 64k | $7.8M | 100% | Mar 2026 |
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| Brio Consultants | 63k | $8.6M | 7% | Mar 2026 |
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| Brian McDonald | 63k | $8.1M | -2% | Dec 2025 |
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| CI Private Wealth | 62k | $7.4M | 2% | Mar 2026 |
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| D. J. St. Germain | 62k | $7.5M | 3% | Mar 2026 |
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| Allianz Se | 57k | $7.0M | 8% | Mar 2026 |
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| Strategic Point Investment Advisors | 56k | $6.8M | -4% | Mar 2026 |
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| Rsm Us Wealth Management | 56k | $6.7M | -4% | Mar 2026 |
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| Headinvest | 55k | $6.7M | -2% | Mar 2026 |
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| Perigon Wealth Management | 55k | $6.7M | 2% | Mar 2026 |
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| Aspiriant | 55k | $6.6M | 0% | Mar 2026 |
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| Dunhill Financial | 53k | $6.4M | -10% | Mar 2026 |
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| Stifel Financial | 49k | $5.9M | -4% | Mar 2026 |
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| Wealthcare Advisory Partners | 46k | $5.6M | -2% | Mar 2026 |
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| Assetmark | 46k | $5.5M | -12% | Mar 2026 |
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| Avise Financial Cooperative | 45k | $5.4M | 100% | Mar 2026 |
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| Kestra Advisory Services | 44k | $5.4M | 50% | Mar 2026 |
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| Gradient Investments | 43k | $5.2M | -1% | Mar 2026 |
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| Sofi Wealth | 43k | $5.2M | 25% | Mar 2026 |
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| Gilbert Capital Group | 42k | $5.1M | -3% | Mar 2026 |
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| Litman Gregory Asset Management | 40k | $5.2M | -3% | Dec 2025 |
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| SageView Advisory Group | 40k | $5.1M | -3% | Dec 2025 |
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| Archer Investment Management | 39k | $4.7M | 534% | Mar 2026 |
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| Integrated Wealth Concepts | 38k | $4.6M | 139% | Mar 2026 |
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| Moment Partners | 37k | $4.5M | 0% | Mar 2026 |
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| One Wealth Advisors | 37k | $4.5M | -8% | Mar 2026 |
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| Erste Asset Management GmbH | 37k | $4.4M | -23% | Mar 2026 |
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| Umpqua Bank | 35k | $4.3M | 2% | Mar 2026 |
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| Neumann Capital Management | 35k | $4.3M | -2% | Mar 2026 |
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| Cranbrook Wealth Management | 35k | $4.3M | 0% | Mar 2026 |
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| Diversified Enterprises | 35k | $4.5M | -1% | Dec 2025 |
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| Laurel Wealth Planning | 34k | $4.1M | -1% | Mar 2026 |
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| First Affirmative Financial Network | 34k | $4.1M | -20% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 34k | $4.4M | -1% | Dec 2025 |
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| United Capital Financial Advisers | 34k | $4.1M | -6% | Mar 2026 |
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| McClarren Financial Advisors | 33k | $4.0M | 160% | Mar 2026 |
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| Independent Advisor Alliance | 33k | $4.0M | 100% | Mar 2026 |
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| Childress Capital Advisors | 32k | $3.9M | 0% | Mar 2026 |
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| Bailard | 32k | $3.9M | 3% | Mar 2026 |
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| Wealthfront Advisers | 32k | $3.8M | 19% | Mar 2026 |
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| True Blue Financial | 31k | $3.7M | 100% | Mar 2026 |
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| BBR Partners | 30k | $3.6M | -31% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 30k | $3.6M | -1% | Mar 2026 |
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| Paul Kendrigan | 29k | $3.6M | 4% | Mar 2026 |
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| Merit Financial Group | 29k | $3.5M | 13% | Mar 2026 |
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| Equitable Holdings | 29k | $3.8M | -8% | Mar 2026 |
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| Pitcairn Wealth Advisors | 29k | $3.7M | 100% | Mar 2026 |
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| Impact Investors | 28k | $3.4M | 10% | Mar 2026 |
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| Fifth Third Wealth Advisors | 28k | $3.4M | -62% | Mar 2026 |
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| GeoWealth Management | 27k | $3.3M | -8% | Mar 2026 |
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| Sontag Advisory | 27k | $3.2M | -5% | Mar 2026 |
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| Horst & Graben Wealth Management | 27k | $3.6M | -9% | Mar 2026 |
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| Sanctuary Advisors | 27k | $3.2M | -7% | Mar 2026 |
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| Steward Partners Investment Advisory | 27k | $3.2M | 0% | Mar 2026 |
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| Pennsylvania Capital Management | 26k | $3.2M | 0% | Mar 2026 |
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| Franklin Resources | 25k | $3.1M | 0% | Mar 2026 |
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| Lido Advisors | 25k | $3.0M | -13% | Mar 2026 |
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| CLS Investments | 25k | $3.0M | -14% | Mar 2026 |
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| Gibson Capital | 25k | $3.0M | 0% | Mar 2026 |
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| Accredited Investors | 25k | $3.0M | 2% | Mar 2026 |
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| Creekside Partners | 25k | $3.0M | -1% | Mar 2026 |
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| Financeware | 24k | $2.9M | -5% | Mar 2026 |
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| Compass Financial Group | 24k | $2.9M | -10% | Mar 2026 |
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| Sapient Capital | 23k | $2.8M | 0% | Mar 2026 |
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| Stanich Group | 23k | $2.8M | 0% | Mar 2026 |
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| Eley Financial Management | 23k | $2.8M | 2% | Mar 2026 |
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| Quantinno Capital Management | 23k | $2.8M | 369% | Mar 2026 |
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| Topel & Distasi Wealth Management | 23k | $2.7M | -7% | Mar 2026 |
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| Chicago Partners Investment | 23k | $3.0M | 0% | Mar 2026 |
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| Sharkey, Howes & Javer | 22k | $2.7M | -10% | Mar 2026 |
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| Evergreen Capital Management | 22k | $2.8M | 1% | Dec 2025 |
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| Schneider Downs Wealth Management Advisors | 22k | $2.8M | 0% | Dec 2025 |
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| Hanson McClain Advisors | 22k | $2.8M | -15% | Dec 2025 |
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| Keybank National Association | 21k | $2.6M | 1% | Mar 2026 |
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| Brown Advisory Holdings Incorporated | 21k | $2.6M | 239% | Mar 2026 |
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| Fingerlakes Wealth Management | 21k | $2.6M | 5% | Mar 2026 |
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| Altfest L J & Co | 21k | $2.6M | -1% | Mar 2026 |
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| FMR | 21k | $2.7M | 10% | Dec 2025 |
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| William Blair $ Company | 20k | $2.5M | -9% | Mar 2026 |
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| Modern Wealth Management | 20k | $2.6M | -3% | Dec 2025 |
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| Jones Financial Companies, L.L | 20k | $2.6M | 13% | Dec 2025 |
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| BigSur Wealth Management | 20k | $2.4M | 0% | Mar 2026 |
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| HB Wealth Management | 19k | $2.3M | 1% | Mar 2026 |
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| Hilltop Holdings | 19k | $2.5M | -1% | Dec 2025 |
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| Btim | 19k | $2.3M | 0% | Mar 2026 |
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| Modera Wealth Management | 19k | $2.3M | 0% | Mar 2026 |
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| Arlington Financial Advisors | 19k | $2.3M | -1% | Mar 2026 |
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| Shepherd Financial Partners | 19k | $2.3M | 0% | Mar 2026 |
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| EP Wealth Advisors | 19k | $2.3M | 4% | Mar 2026 |
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| Cornerstone Wealth Management | 19k | $2.3M | -8% | Mar 2026 |
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| Allodium Investment Consultants | 19k | $2.2M | -3% | Mar 2026 |
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| Snowden Capital Advisors | 18k | $2.3M | 0% | Dec 2025 |
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| Cresset Asset Management | 18k | $2.2M | 0% | Mar 2026 |
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| SigFig Wealth Management | 18k | $2.2M | -8% | Mar 2026 |
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| Revolve Wealth Partners | 18k | $2.2M | -1% | Mar 2026 |
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| Warren Averett Asset Management | 17k | $2.2M | 3% | Dec 2025 |
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| Investor's Fiduciary Advisor Network | 17k | $2.1M | -10% | Mar 2026 |
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| Bangor Savings Bank | 17k | $2.1M | -30% | Mar 2026 |
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Who sold out of iShares FTSE KLD 400 Social Idx?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 1.2M | $156M |
| TrueWealth Financial Partners | Dec 2025 | 30k | $3.9M |
| Wealth Enhancement Advisory Services | Dec 2025 | 22k | $2.9M |
| Goss Wealth Management | Dec 2025 | 22k | $2.8M |
| Conscious Wealth Investments | Dec 2025 | 21k | $2.7M |