Who owns iShares FTSE KLD 400 Social Idx Fd?

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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