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 $459M 1% Mar 2024
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Envestnet Asset Management 2.4M $244M 12% 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 -2% Mar 2024
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Bank of New York Mellon 958k $97M -21% Mar 2024
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LPL Financial 815k $82M 18% Mar 2024
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Envestnet Portfolio Solutions 703k $71M -7% Mar 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 -13% 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 196k $20M -3% Mar 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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CWM 155k $16M -9% Mar 2024
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Cetera Investment Advisers 152k $15M 65% Mar 2024
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Fiduciary Trust Company 148k $14M 1% Dec 2023
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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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Private Advisor 136k $14M 6% Mar 2024
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Francis Financial 133k $13M -2% Mar 2024
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Rockefeller Capital Management 131k $12M 31% Dec 2023
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Mercer Global Advisors 128k $13M -6% Mar 2024
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Manchester Capital Management 124k $13M 1% Mar 2024
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Gemmer Asset Management 110k $11M 4% Mar 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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Raymond James Financial Services Advisors 96k $9.7M 1% Mar 2024
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PFG Investments 93k $9.4M 24% Mar 2024
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Ameritas Advisory Services 90k $8.2M -29% Dec 2023
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FTB Advisors 85k $8.5M -2% Mar 2024
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Atria Wealth Solutions 85k $8.5M 1% Mar 2024
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Thrivent Financial for Lutherans 81k $8.2M 10% Mar 2024
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Miracle Mile Advisors 80k $8.1M 15% Mar 2024
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HighTower Advisors 79k $8.0M -8% Mar 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 1% Mar 2024
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Lincoln National 68k $6.8M 3% Mar 2024
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Strategic Point Investment Advisors 66k $6.0M 3% Dec 2023
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Baystate Wealth Management 64k $5.8M -1% Dec 2023
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CI Private Wealth 60k $6.1M 0% Mar 2024
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One Wealth Advisors 60k $6.0M 11% Mar 2024
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SOA Wealth Advisors 60k $6.0M -2% Mar 2024
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Bank Of Montreal 59k $6.0M -1% Mar 2024
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Johnson Financial Group 58k $5.3M -9% Dec 2023
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Trillium Asset Management Corporation 54k $5.4M -69% Mar 2024
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Beacon Pointe Advisors 53k $4.8M 140% Dec 2023
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Gradient Investments 52k $5.2M 3% Mar 2024
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Fifth Third Wealth Advisors 51k $5.2M 1366% Mar 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 $4.8M 5% Mar 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 3% 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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Bremer Bank National Association 42k $4.3M 117% Mar 2024
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Columbia Trust Co 01012016 42k $3.8M 2% Dec 2023
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William Blair $ Company 42k $4.2M -4% Mar 2024
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Headinvest 41k $3.7M 4% Dec 2023
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Gibson Capital 41k $4.1M -2% Mar 2024
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Laurel Wealth Planning 41k $4.1M -1% Mar 2024
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First Affirmative Financial Network 41k $4.1M -17% Mar 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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One Capital Management 39k $4.0M 2% Mar 2024
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Accredited Investors 38k $3.9M -7% Mar 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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Assetmark 37k $3.8M 4% Mar 2024
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Horst & Graben Wealth Management 36k $3.6M 8% Mar 2024
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Northern Trust 35k $3.5M 817% Mar 2024
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Neumann Capital Management 35k $3.5M 5% Mar 2024
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Bailard 34k $3.4M -1% Mar 2024
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Northwestern Mutual Wealth Management Company 34k $3.4M -21% Mar 2024
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D. J. St. Germain 33k $3.0M 14% Dec 2023
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Raymond James & Associates 33k $3.3M -11% Mar 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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Sharkey, Howes & Javer 31k $3.1M -4% Mar 2024
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Shepherd Financial Partners 30k $3.0M -1% Mar 2024
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Keybank National Association 30k $3.0M 9% Mar 2024
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Lido Advisors 30k $3.0M -3% Mar 2024
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Pitcairn Company 29k $2.7M 0% Dec 2023
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Susquehanna International 29k $2.9M 100% Mar 2024
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Raymond James Trust 28k $2.8M 0% Mar 2024
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Bangor Savings Bank 28k $2.8M -1% Mar 2024
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PFG Advisors 28k $2.8M -2% Mar 2024
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Integrated Wealth Concepts 27k $2.7M 8% Mar 2024
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Seaward Management Limited Partnership 26k $2.4M 0% Dec 2023
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Steward Partners Investment Advisory 26k $2.6M -3% Mar 2024
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BBR Partners 26k $2.6M 20% Mar 2024
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Institute For Wealth Management 26k $2.6M 2% Mar 2024
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Pennsylvania Capital Management 26k $2.6M -43% Mar 2024
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Financeware 26k $2.6M -6% Mar 2024
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Financial Insights 25k $2.6M 0% Mar 2024
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Cornerstone Wealth Management 25k $2.5M 1% Mar 2024
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Altfest L J & Co 25k $2.5M 7% Mar 2024
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Hanson McClain Advisors 25k $2.5M -2% Mar 2024
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Wealthsource Partners 25k $2.3M 6% Dec 2023
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Financial Gravity Wealth 24k $68k 0% Dec 2023
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Chicago Partners Investment 24k $2.3M 0% 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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Concord Wealth Partners 21k $2.1M -22% Mar 2024
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GW & Wade 21k $1.9M 4% Dec 2023
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Goss Wealth Management 21k $2.1M 16% Mar 2024
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Kestra Advisory Services 20k $1.9M 12% Dec 2023
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SigFig Wealth Management 20k $2.1M 0% Mar 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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Arlington Financial Advisors 20k $2.0M 0% Mar 2024
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BigSur Wealth Management 20k $2.0M 0% Mar 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 $1.9M 0% Mar 2024
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Wealth Enhancement Advisory Services 19k $1.9M -2% Mar 2024
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Bp Wealth Management 19k $1.9M -22% Mar 2024
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Sequoia Financial Advisors 19k $1.9M -6% Mar 2024
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Onyx Bridge Wealth Group 19k $1.8M 92% Mar 2024
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Hilltop Holdings 18k $1.8M -26% Mar 2024
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NewEdge Wealth 18k $1.8M 0% Mar 2024
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Diversify Advisory Services 18k $1.8M 100% Mar 2024
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PFG Financial Advisors 17k $1.8M -1% Mar 2024
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Annapolis Financial Services 17k $1.7M 0% Mar 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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White Lighthouse Investment Management 17k $1.7M -2% Mar 2024
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Dfpg Investments 17k $1.5M -5% Dec 2023
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CX Institutional 14k $1.4M -62% 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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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
Financial Network Investment Corporation Sep 2023 48k $3.9M
Trellis Advisors Sep 2023 36k $3.0M
Dana Investment Advisors Dec 2023 19k $1.7M