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 |
|---|---|---|---|---|---|
| Bank of America Corporation | 1.9M | $170M | 7% | Dec 2023 |
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| Jpmorgan Chase & Co | 1.7M | $153M | 12% | Dec 2023 |
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| Bank of New York Mellon | 1.2M | $110M | 9% | Dec 2023 |
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| Envestnet Portfolio Solutions | 753k | $69M | 100% | Dec 2023 |
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| Betterment | 514k | $47M | -4% | Dec 2023 |
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| UBS Group | 514k | $47M | -5% | Dec 2023 |
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| Advisor Group Holdings | 379k | $35M | -16% | Dec 2023 |
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| Wells Fargo & Company | 339k | $31M | 80% | Dec 2023 |
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| Goldman Sachs Group | 290k | $26M | -22% | Dec 2023 |
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| HPM Partners | 271k | $25M | 1167% | Dec 2023 |
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| Mariner Wealth Advisors | 248k | $23M | -1% | Dec 2023 |
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| Branch Banking & Trust Company | 219k | $20M | 5% | Dec 2023 |
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| Commonwealth Equity Services | 202k | $18M | 3% | Dec 2023 |
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| Park Avenue Securities | 196k | $20M | -3% | Mar 2024 |
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| Dunhill Financial | 196k | $18M | -29% | Dec 2023 |
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| Creative Planning | 192k | $18M | 1% | Dec 2023 |
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| Us Bancorp | 175k | $16M | -1% | Dec 2023 |
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| Trillium Asset Management Corporation | 172k | $16M | 156% | Dec 2023 |
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| Royal Bank of Canada | 159k | $15M | 12% | Dec 2023 |
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| Captrust Financial Advisors | 159k | $14M | 3% | Dec 2023 |
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| CWM | 155k | $16M | -9% | Mar 2024 |
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| Fiduciary Trust Company | 148k | $14M | 1% | Dec 2023 |
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| Mercer Global Advisors | 136k | $12M | 5% | Dec 2023 |
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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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| Private Advisor | 128k | $12M | -11% | Dec 2023 |
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| Manchester Capital Management | 123k | $11M | 12% | Dec 2023 |
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| Gemmer Asset Management | 110k | $11M | 4% | Mar 2024 |
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| Hill Island Financial | 106k | $9.7M | -2% | Dec 2023 |
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| Advisory Services Network | 98k | $8.9M | 0% | Dec 2023 |
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| Mascoma Wealth Management | 98k | $8.9M | 0% | Dec 2023 |
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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 | 86k | $7.9M | 1% | Dec 2023 |
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| HighTower Advisors | 86k | $7.9M | 72% | Dec 2023 |
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| SageView Advisory Group | 85k | $8.0M | 8% | Dec 2023 |
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| Atria Wealth Solutions | 83k | $7.6M | 15% | Dec 2023 |
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| Miracle Mile Advisors | 80k | $8.1M | 15% | Mar 2024 |
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| Rsm Us Wealth Management | 73k | $6.6M | -1% | Dec 2023 |
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| Cambridge Investment Research Advisors | 72k | $7.2M | 3% | Mar 2024 |
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| Strategic Point Investment Advisors | 66k | $6.0M | 3% | Dec 2023 |
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| Lincoln National | 66k | $6.0M | 24% | Dec 2023 |
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| Baystate Wealth Management | 64k | $5.8M | -1% | Dec 2023 |
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| CI Private Wealth | 60k | $5.5M | -1% | Dec 2023 |
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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 | 60k | $5.5M | 0% | Dec 2023 |
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| Johnson Financial Group | 58k | $5.3M | -9% | Dec 2023 |
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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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| Stifel Financial | 50k | $4.6M | 48% | Dec 2023 |
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| Brio Consultants | 49k | $4.5M | 10% | Dec 2023 |
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| Dohj | 48k | $4.8M | -9% | Mar 2024 |
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| Orion Portfolio Solutions | 47k | $4.3M | -1% | Dec 2023 |
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| Citadel Advisors | 47k | $4.2M | 600% | Dec 2023 |
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| Wealthcare Advisory Partners | 47k | $4.7M | 3% | Mar 2024 |
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| Janney Montgomery Scott | 45k | $4.1M | 26% | Dec 2023 |
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| United Capital Financial Advisers | 45k | $4.1M | 291% | Dec 2023 |
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| Litman Gregory Asset Management | 45k | $4.1M | 4% | Dec 2023 |
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| Pennsylvania Capital Management | 45k | $4.0M | 1% | Dec 2023 |
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| William Blair $ Company | 43k | $3.9M | 3% | Dec 2023 |
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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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| Accredited Investors | 41k | $3.8M | 4% | Dec 2023 |
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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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| Sontag Advisory | 40k | $3.6M | -1% | Dec 2023 |
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| One Capital Management | 39k | $3.5M | 2% | Dec 2023 |
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| Cranbrook Wealth Management | 38k | $3.8M | 0% | Mar 2024 |
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| Colony | 37k | $3.4M | 100% | Dec 2023 |
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| Horst & Graben Wealth Management | 36k | $3.6M | 8% | Mar 2024 |
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| Assetmark | 36k | $3.3M | 25% | Dec 2023 |
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| Bailard | 34k | $3.1M | 2% | Dec 2023 |
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| Pnc Financial Services | 33k | $3.0M | -2% | Dec 2023 |
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| Neumann Capital Management | 33k | $3.0M | 5% | Dec 2023 |
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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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| Global Assets Advisory | 32k | $320k | 100% | Mar 2024 |
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| Snowden Capital Advisors | 32k | $2.9M | 5% | Dec 2023 |
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| Franklin Resources | 32k | $2.9M | -3% | Dec 2023 |
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| Childress Capital Advisors | 32k | $3.2M | 9% | Mar 2024 |
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| McClarren Financial Advisors | 31k | $2.8M | 1% | Dec 2023 |
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| Sharkey, Howes & Javer | 31k | $3.1M | -4% | Mar 2024 |
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| Lido Advisors | 30k | $2.8M | 3% | Dec 2023 |
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| Shepherd Financial Partners | 30k | $3.0M | -1% | Mar 2024 |
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| Pitcairn Company | 29k | $2.7M | 0% | Dec 2023 |
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| PFG Advisors | 28k | $2.6M | 0% | Dec 2023 |
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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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| Kestra Private Wealth Services | 27k | $2.5M | -6% | Dec 2023 |
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| Concord Wealth Partners | 27k | $2.5M | -20% | Dec 2023 |
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| Steward Partners Investment Advisory | 27k | $2.5M | 27% | Dec 2023 |
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| Seaward Management Limited Partnership | 26k | $2.4M | 0% | Dec 2023 |
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| Hanson McClain Advisors | 26k | $2.3M | 15% | Dec 2023 |
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| Financial Insights | 26k | $2.3M | 0% | Dec 2023 |
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| Financeware | 26k | $2.6M | -6% | Mar 2024 |
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| Institute For Wealth Management | 25k | $2.3M | 0% | Dec 2023 |
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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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| Hilltop Holdings | 25k | $2.3M | 4% | Dec 2023 |
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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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| Eley Financial Management | 24k | $2.2M | 21% | Dec 2023 |
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| Bp Wealth Management | 24k | $2.2M | -8% | Dec 2023 |
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| Chicago Partners Investment | 24k | $2.2M | 0% | Dec 2023 |
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| Financial Services Advisory | 24k | $2.1M | 27% | Dec 2023 |
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| Paul Kendrigan | 23k | $2.3M | -8% | Mar 2024 |
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| H D Vest Advisory Services | 23k | $2.1M | -2% | Dec 2023 |
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| GW & Wade | 21k | $1.9M | 4% | Dec 2023 |
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| Kestra Advisory Services | 20k | $1.9M | 12% | Dec 2023 |
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| SigFig Wealth Management | 20k | $1.9M | 17% | Dec 2023 |
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| Dorsey & Whitney Trust Company | 20k | $1.8M | -1% | Dec 2023 |
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| Arlington Financial Advisors | 20k | $2.0M | 0% | Mar 2024 |
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| BigSur Wealth Management | 20k | $1.8M | 0% | Dec 2023 |
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| Topel & Distasi Wealth Management | 20k | $1.8M | -4% | Dec 2023 |
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| Sequoia Financial Advisors | 20k | $1.8M | 588% | Dec 2023 |
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| Wealthfront Advisers | 20k | $2.0M | 10% | Mar 2024 |
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| Baker Avenue Asset Management | 19k | $1.8M | 0% | Dec 2023 |
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| Spire Wealth Management | 19k | $1.9M | -2% | Mar 2024 |
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| HB Wealth Management | 19k | $1.7M | 0% | Dec 2023 |
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| Dana Investment Advisors | 19k | $1.7M | 100% | Dec 2023 |
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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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| NewEdge Wealth | 18k | $1.7M | 0% | Dec 2023 |
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| White Lighthouse Investment Management | 17k | $1.6M | -2% | Dec 2023 |
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| PFG Financial Advisors | 17k | $1.8M | -1% | Mar 2024 |
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| Summit Investment Advisors | 17k | $1.6M | -1% | Dec 2023 |
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| Sage Financial | 17k | $1.6M | 7% | Dec 2023 |
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| Annapolis Financial Services | 17k | $1.7M | 0% | Mar 2024 |
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| Dfpg Investments | 17k | $1.5M | -5% | Dec 2023 |
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| Charter Oak Capital Management | 17k | $1.7M | 1% | Mar 2024 |
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| Coldstream Capital Management | 16k | $1.5M | -4% | Dec 2023 |
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| AE Wealth Management | 16k | $1.5M | 16% | Dec 2023 |
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| EP Wealth Advisors | 16k | $1.4M | -3% | Dec 2023 |
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| MainStreet Investment Advisors | 16k | $1.4M | 12% | Dec 2023 |
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| Perigon Wealth Management | 15k | $1.4M | 7% | Dec 2023 |
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| Investors Research Corp | 15k | $1.4M | 0% | Dec 2023 |
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| Fingerlakes Wealth Management | 15k | $1.5M | 0% | Mar 2024 |
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| Boston Standard Wealth Management | 15k | $1.5M | 11% | Mar 2024 |
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| Apollon Wealth Management | 14k | $1.3M | 46% | Dec 2023 |
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| Revolve Wealth Partners | 14k | $1.4M | 6% | Mar 2024 |
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| Ulland Investment Advisors | 14k | $1.3M | 0% | Dec 2023 |
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| Massmutual Trust | 14k | $1.4M | -5% | Mar 2024 |
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| Austin Private Wealth | 14k | $1.4M | 5% | Mar 2024 |
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| Whittier Trust | 14k | $1.3M | 0% | Dec 2023 |
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| National Bank Of Canada /fi/ | 14k | $1.2M | -1% | Dec 2023 |
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| CX Institutional | 14k | $1.4M | -62% | 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 |
|---|---|---|---|
| Trellis Advisors | Sep 2023 | 36k | $3.0M |
| Two Sigma Investments | Sep 2023 | 25k | $2.0M |