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 | 4.8M | $524M | 100% | Dec 2024 |
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Envestnet Asset Management | 2.0M | $208M | 1% | Mar 2025 |
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Bank of America Corporation | 1.7M | $186M | 9% | Dec 2024 |
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Jpmorgan Chase & Co | 1.2M | $127M | -11% | Mar 2025 |
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Bank of New York Mellon | 1.1M | $114M | 9% | Mar 2025 |
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LPL Financial | 1.0M | $104M | 0% | Mar 2025 |
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Ameriprise Financial | 989k | $101M | 5% | Mar 2025 |
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UBS Group | 464k | $48M | -7% | Mar 2025 |
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Envestnet Portfolio Solutions | 446k | $46M | -21% | Mar 2025 |
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Betterment | 425k | $47M | -3% | Dec 2024 |
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TrueNorth | 417k | $43M | -51% | Mar 2025 |
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Us Bancorp | 343k | $35M | -15% | Mar 2025 |
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Mariner Wealth Advisors | 323k | $33M | 0% | Mar 2025 |
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HPM Partners | 293k | $30M | 9% | Mar 2025 |
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Sei Investments | 281k | $31M | -2% | Dec 2024 |
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Goldman Sachs Group | 270k | $28M | 7% | Mar 2025 |
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Commonwealth Equity Services | 239k | $26M | 10% | Dec 2024 |
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Wells Fargo & Company | 221k | $23M | -12% | Mar 2025 |
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Raymond James Financial | 197k | $20M | 4% | Mar 2025 |
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Rockefeller Capital Management | 189k | $21M | 15% | Dec 2024 |
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Branch Banking & Trust Company | 189k | $19M | 1% | Mar 2025 |
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Creative Planning | 183k | $19M | 0% | Mar 2025 |
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Park Avenue Securities | 172k | $18M | 3% | Mar 2025 |
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Advisor Group Holdings | 169k | $17M | -29% | Mar 2025 |
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Royal Bank of Canada | 160k | $16M | 3% | Mar 2025 |
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Captrust Financial Advisors | 149k | $15M | 3% | Mar 2025 |
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Fiduciary Trust Company | 144k | $15M | 0% | Mar 2025 |
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Cetera Investment Advisers | 140k | $15M | -3% | Dec 2024 |
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Manchester Capital Management | 132k | $15M | 6% | Dec 2024 |
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Gemmer Asset Management | 129k | $13M | 2% | Mar 2025 |
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Ameritas Advisory Services | 127k | $13M | -33% | Mar 2025 |
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Private Advisor | 125k | $13M | -3% | Mar 2025 |
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Mercer Global Advisors | 117k | $12M | 4% | Mar 2025 |
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Mml Investors Services | 117k | $13M | -10% | Dec 2024 |
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Advisory Services Network | 107k | $12M | 13% | Dec 2024 |
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Trillium Asset Management Corporation | 106k | $11M | -31% | Mar 2025 |
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Francis Financial | 102k | $11M | -4% | Dec 2024 |
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Dunhill Financial | 102k | $10M | -15% | Mar 2025 |
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Hill Island Financial | 101k | $10M | -2% | Mar 2025 |
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Natural Investments | 94k | $9.6M | 16% | Mar 2025 |
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PFG Investments | 94k | $9.6M | 1% | Mar 2025 |
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Mascoma Wealth Management | 83k | $8.5M | -17% | Mar 2025 |
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Miracle Mile Advisors | 81k | $8.3M | -3% | Mar 2025 |
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Atria Wealth Solutions | 79k | $8.1M | 13% | Mar 2025 |
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HighTower Advisors | 79k | $8.7M | 12% | Dec 2024 |
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CWM | 76k | $7.8M | 1% | Mar 2025 |
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Sontag Advisory | 73k | $7.5M | 100% | Mar 2025 |
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Beacon Pointe Advisors | 72k | $7.9M | -11% | Dec 2024 |
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Cambridge Investment Research Advisors | 70k | $7.1M | -19% | Mar 2025 |
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SCS Capital Management | 69k | $7.0M | 100% | Mar 2025 |
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Brian McDonald | 68k | $6.9M | -6% | Mar 2025 |
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Fifth Third Wealth Advisors | 67k | $6.9M | 0% | Mar 2025 |
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Rsm Us Wealth Management | 65k | $6.7M | -7% | Mar 2025 |
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Strategic Point Investment Advisors | 64k | $6.5M | -1% | Mar 2025 |
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Thrivent Financial for Lutherans | 63k | $6.4M | -46% | Mar 2025 |
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CI Private Wealth | 60k | $6.1M | -1% | Mar 2025 |
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Bank Of Montreal | 60k | $6.6M | 0% | Dec 2024 |
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Perigon Wealth Management | 60k | $6.1M | -8% | Mar 2025 |
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Johnson Financial Group | 57k | $5.8M | 4% | Mar 2025 |
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Stifel Financial | 57k | $6.3M | 36% | Dec 2024 |
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Jones Financial Companies, L.L | 55k | $2.9M | 458% | Mar 2025 |
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Headinvest | 52k | $5.4M | 5% | Mar 2025 |
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Erste Asset Management GmbH | 52k | $231k | -12% | Mar 2025 |
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Dohj | 50k | $5.1M | 0% | Mar 2025 |
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Gradient Investments | 50k | $5.1M | -5% | Mar 2025 |
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Colony | 49k | $5.0M | -27% | Mar 2025 |
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Wealthcare Advisory Partners | 48k | $4.9M | 15% | Mar 2025 |
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D. J. St. Germain | 48k | $4.9M | 14% | Mar 2025 |
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One Wealth Advisors | 47k | $5.2M | -8% | Dec 2024 |
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Kovitz Investment Group Partners | 47k | $4.8M | -3% | Mar 2025 |
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Janney Montgomery Scott | 44k | $4.5M | 3% | Mar 2025 |
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Umpqua Bank | 43k | $4.4M | 0% | Mar 2025 |
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Assetmark | 42k | $4.7M | 1% | Dec 2024 |
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SageView Advisory Group | 42k | $4.3M | -33% | Mar 2025 |
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First Affirmative Financial Network | 41k | $4.1M | -36% | Mar 2025 |
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Tower Research Capital | 40k | $4.4M | 10319% | Dec 2024 |
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Litman Gregory Asset Management | 40k | $4.1M | 0% | Mar 2025 |
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One Capital Management | 40k | $4.4M | -1% | Dec 2024 |
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United Capital Financial Advisers | 37k | $3.8M | -6% | Mar 2025 |
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Laurel Wealth Planning | 37k | $3.8M | -2% | Mar 2025 |
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Orion Portfolio Solutions | 37k | $4.1M | 5% | Dec 2024 |
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Cranbrook Wealth Management | 36k | $3.7M | -2% | Mar 2025 |
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Neumann Capital Management | 36k | $3.7M | 1% | Mar 2025 |
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Accredited Investors | 36k | $4.0M | -5% | Dec 2024 |
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Moment Partners | 34k | $3.5M | 100% | Mar 2025 |
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Bailard | 34k | $3.5M | 0% | Mar 2025 |
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Northwestern Mutual Wealth Management Company | 33k | $3.7M | -4% | Dec 2024 |
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Childress Capital Advisors | 32k | $3.3M | -4% | Mar 2025 |
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Franklin Resources | 32k | $3.3M | 0% | Mar 2025 |
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Integrated Wealth Concepts | 32k | $3.5M | -31% | Dec 2024 |
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BBR Partners | 32k | $3.2M | -3% | Mar 2025 |
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Horst & Graben Wealth Management | 31k | $3.2M | -6% | Mar 2025 |
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Lido Advisors | 30k | $3.3M | -1% | Dec 2024 |
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Pitcairn Company | 30k | $3.3M | -1% | Dec 2024 |
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Equitable Holdings | 30k | $3.3M | -5% | Dec 2024 |
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Pnc Financial Services | 29k | $3.2M | -1% | Dec 2024 |
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Institute For Wealth Management | 29k | $3.0M | -3% | Mar 2025 |
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Sanctuary Advisors | 29k | $3.3M | -3% | Dec 2024 |
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FTB Advisors | 29k | $3.0M | -14% | Mar 2025 |
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Diversified Enterprises | 29k | $2.9M | 34% | Mar 2025 |
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Wiley Bros.-aintree Capital | 28k | $3.1M | 396% | Dec 2024 |
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Steward Partners Investment Advisory | 27k | $3.0M | 1% | Dec 2024 |
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Investor's Fiduciary Advisor Network | 27k | $2.8M | 100% | Mar 2025 |
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Keybank National Association | 27k | $2.8M | -5% | Mar 2025 |
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Pennsylvania Capital Management | 26k | $2.7M | -2% | Mar 2025 |
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Bangor Savings Bank | 26k | $2.7M | -5% | Mar 2025 |
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Cresset Asset Management | 26k | $2.8M | -54% | Dec 2024 |
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Creekside Partners | 26k | $2.6M | -3% | Mar 2025 |
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Paul Kendrigan | 26k | $2.6M | 0% | Mar 2025 |
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Financeware | 26k | $2.6M | 7% | Mar 2025 |
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Sharkey, Howes & Javer | 25k | $2.6M | -1% | Mar 2025 |
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Gibson Capital | 25k | $2.6M | 0% | Mar 2025 |
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Topel & Distasi Wealth Management | 25k | $2.6M | 23% | Mar 2025 |
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Hanson McClain Advisors | 25k | $2.5M | 0% | Mar 2025 |
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Goss Wealth Management | 25k | $2.7M | 29% | Dec 2024 |
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Snowden Capital Advisors | 24k | $2.5M | -12% | Mar 2025 |
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Kestra Advisory Services | 24k | $2.6M | 7% | Dec 2024 |
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Eley Financial Management | 24k | $2.4M | 8% | Mar 2025 |
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Cornerstone Wealth Management | 24k | $2.4M | -2% | Mar 2025 |
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Chicago Partners Investment | 23k | $2.4M | 0% | Mar 2025 |
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Stanich Group | 23k | $2.4M | -1% | Mar 2025 |
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Sapient Capital | 23k | $2.4M | 1% | Mar 2025 |
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William Blair $ Company | 23k | $2.4M | -1% | Mar 2025 |
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Schneider Downs Wealth Management Advisors | 23k | $2.5M | 0% | Dec 2024 |
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Altfest L J & Co | 23k | $2.3M | -1% | Mar 2025 |
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Shepherd Financial Partners | 22k | $2.3M | -14% | Mar 2025 |
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Evergreen Capital Management | 22k | $2.3M | 0% | Mar 2025 |
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McClarren Financial Advisors | 22k | $3.5M | 100% | Mar 2025 |
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Financial Insights | 21k | $2.2M | -10% | Mar 2025 |
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PFG Advisors | 21k | $2.3M | -2% | Dec 2024 |
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Impact Investors | 21k | $2.1M | 100% | Mar 2025 |
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Wealth Enhancement Advisory Services | 21k | $2.1M | -14% | Mar 2025 |
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H D Vest Advisory Services | 21k | $2.3M | -11% | Dec 2024 |
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Wealthfront Advisers | 21k | $2.1M | 100% | Mar 2025 |
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FMR | 20k | $2.1M | 4% | Mar 2025 |
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Conscious Wealth Investments | 20k | $2.1M | 7% | Mar 2025 |
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Hilltop Holdings | 20k | $2.1M | -2% | Mar 2025 |
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BigSur Wealth Management | 20k | $2.0M | 0% | Mar 2025 |
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SigFig Wealth Management | 20k | $2.0M | 0% | Mar 2025 |
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Arlington Financial Advisors | 20k | $2.0M | 1% | Mar 2025 |
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Onyx Bridge Wealth Group | 19k | $2.0M | 11% | Mar 2025 |
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Allodium Investment Consultants | 19k | $2.0M | 100% | Mar 2025 |
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HB Wealth Management | 19k | $2.0M | 0% | Mar 2025 |
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Btim | 19k | $2.0M | 0% | Mar 2025 |
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Fingerlakes Wealth Management | 19k | $1.9M | 0% | Mar 2025 |
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Citadel Advisors | 19k | $1.9M | 226% | Mar 2025 |
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NewEdge Wealth | 18k | $1.9M | -1% | Mar 2025 |
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PFG Financial Advisors | 18k | $1.8M | -3% | Mar 2025 |
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Revolve Wealth Partners | 17k | $1.8M | 4% | Mar 2025 |
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Modera Wealth Management | 17k | $1.8M | 0% | Mar 2025 |
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SOA Wealth Advisors | 13k | $1.3M | -74% | Mar 2025 |
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Susquehanna International | 7.3k | $801k | -60% | Dec 2024 |
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BlackRock | 6.4k | $652k | -80% | Mar 2025 |
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Essential Planning | 3.5k | $359k | -98% | Mar 2025 |
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Who sold out of iShares FTSE KLD 400 Social Idx?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Brio Consultants | Dec 2024 | 56k | $6.1M |
Independent Advisor Alliance | Dec 2024 | 30k | $3.3M |
Financial Services Advisory | Dec 2024 | 26k | $2.8M |
Prudential Financial | Sep 2024 | 21k | $2.3M |