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
Bank of America Corporation 1.7M $129M -8% Mar 2021
Jpmorgan Chase & Co 1.3M $103M -3% Mar 2021
Envestnet Asset Management 1.0M $79M -27% Mar 2021
Betterment 933k $71M -14% Mar 2021
UBS Group 668k $51M 10% Mar 2021
Ameriprise Financial 647k $50M 10% Mar 2021
Bank of New York Mellon 401k $31M -3% Mar 2021
Goldman Sachs Group 399k $31M 8% Mar 2021
CWM 371k $28M -10% Mar 2021
First Republic Investment Management 337k $26M 3% Mar 2021
Branch Banking & Trust Company 303k $23M 5% Mar 2021

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Raymond James Financial Services Advisors 277k $21M 5% Mar 2021
Advisor Group Holdings 223k $17M -13% Mar 2021
LPL Financial 220k $17M 8% Mar 2021
Mariner Wealth Advisors 208k $16M 4% Mar 2021
Us Bancorp 208k $16M 3% Mar 2021
Wells Fargo & Company 187k $14M -23% Mar 2021
Creative Planning 164k $13M 0% Mar 2021
Commonwealth Equity Services 157k $12M 24% Mar 2021
Royal Bank of Canada 137k $10M 7% Mar 2021
Sei Investments 133k $9.5M 0% Mar 2021
Gradient Investments 129k $9.9M 997% Mar 2021
Fiduciary Trust Company 112k $8.6M 0% Mar 2021
Manchester Capital Management 109k $8.3M -2% Mar 2021
Brookstone Capital Management 109k $8.3M 128% Mar 2021
Private Advisor 109k $8.3M 25% Mar 2021
Baystate Wealth Management 106k $8.1M 11% Mar 2021
C-J Advisory 103k $7.9M 2% Mar 2021
Laurel Wealth Planning 102k $7.8M -6% Mar 2021
Advisory Services Network 98k $7.5M 28% Mar 2021
Gemmer Asset Management 90k $6.9M 2% Mar 2021
SOA Wealth Advisors 83k $6.3M 0% Mar 2021
Johnson Financial Group 79k $6.0M 2% Mar 2021
Bp Wealth Management 76k $5.8M 21% Mar 2021
FTB Advisors 76k $5.7M 1% Mar 2021
Raymond James & Associates 74k $5.6M -11% Mar 2021
Mercer Global Advisors 61k $4.6M -6% Mar 2021
Geller Family Office Services 60k $4.5M 79% Mar 2021
Park Avenue Securities 59k $4.5M 8% Mar 2021
Quest Capital Management 58k $4.4M -4% Mar 2021
William Blair $ Company 57k $4.4M 1% Mar 2021
Mascoma Wealth Management 57k $4.3M 120% Mar 2021
Cambridge Investment Research Advisors 55k $4.2M -17% Mar 2021
Strategic Point Investment Advisors 52k $4.0M 14% Mar 2021
Mml Investors Services 52k $4.0M -27% Mar 2021
Cribstone Capital Management 50k $3.8M -8% Mar 2021
HighTower Advisors 50k $3.8M 1% Mar 2021
Financial Network Investment Corporation 49k $3.7M 17% Mar 2021
Strategic Wealth Advisors 47k $3.6M 4% Mar 2021
Thrivent Financial for Lutherans 46k $3.5M -2% Mar 2021
CLS Investments 44k $3.3M 107% Mar 2021
Litman Gregory Asset Management 42k $3.2M -27% Mar 2021
BigSur Wealth Management 40k $3.1M 0% Mar 2021
Northwestern Mutual Wealth Management Company 40k $3.1M 20% Mar 2021
Arlington Financial Advisors 40k $3.0M 17% Mar 2021
Trillium Asset Management Corporation 39k $3.0M -39% Mar 2021
Cranbrook Wealth Management 39k $2.9M 7% Mar 2021
Spire Wealth Management 38k $2.9M 100% Mar 2021
Financeware 37k $2.9M -4% Mar 2021
Columbia Trust Co 01012016 37k $2.8M 0% Mar 2021
55i 36k $2.8M 8% Mar 2021
Gibson Capital 36k $2.7M -10% Mar 2021
Financial Insights 35k $2.7M 1% Mar 2021
Trellis Advisors 35k $2.7M 12% Mar 2021
Dorsey & Whitney Trust Company 35k $2.7M -24% Mar 2021
Sargent Bickham Lagudis 34k $2.6M -1% Mar 2021
Headinvest 34k $2.6M 0% Mar 2021
Pnc Financial Services 33k $2.5M -1% Mar 2021
Bailard 32k $2.5M 6% Mar 2021
Chevy Chase Trust Holdings 31k $2.4M 0% Mar 2021
McClarren Financial Advisors 30k $2.3M 0% Mar 2021
Seaward Management Limited Partnership 29k $2.2M 6% Mar 2021
Accredited Investors 29k $2.2M 2% Mar 2021
RegentAtlantic Capital 29k $2.2M -1% Mar 2021
Bangor Savings Bank 28k $2.2M 1% Mar 2021
Shepherd Financial Partners 28k $2.1M -10% Mar 2021
Miracle Mile Advisors 27k $2.1M 42% Mar 2021
PFG Advisors 26k $2.0M 5% Mar 2021
Lincoln National 26k $2.0M 16% Mar 2021
Sontag Advisory 25k $1.9M 0% Mar 2021
Pitcairn Company 25k $1.9M 1% Mar 2021
Btim 25k $1.9M 0% Mar 2021
Personal Wealth Partners 24k $1.8M 0% Mar 2021
Keybank National Association 23k $1.8M -22% Mar 2021
Main Management 23k $1.7M 0% Mar 2021
Amerivest Investment Management 23k $1.6M 0% Mar 2021
Bremer Bank National Association 23k $1.7M -1% Mar 2021
Balasa Dinverno & Foltz 22k $1.7M -3% Mar 2021
Patriot Financial Group Insurance Agency 21k $1.6M -10% Mar 2021
Sage Financial 21k $1.6M 1% Mar 2021
Altfest L J & Co 21k $1.6M 14% Mar 2021
Brio Consultants 21k $1.6M 8% Mar 2021
Baron Financial Group 20k $1.6M 10% Mar 2021
Bank Julius Baer & Co. Ltd, Zurich 20k $1.6M -53% Mar 2021
Childress Capital Advisors 20k $1.5M 100% Mar 2021
Arbor Investment Advisors 20k $1.5M -1% Mar 2021
Wealthcare Advisory Partners 19k $1.5M 31% Mar 2021
Bank Of Montreal 19k $1.5M 65% Mar 2021
Stifel Financial 19k $1.4M 8% Mar 2021
Whittier Trust 19k $1.4M 6% Mar 2021
Monticello Wealth Management 18k $1.4M -1% Mar 2021
Concord Wealth Partners 18k $1.4M -7% Mar 2021
Institute For Wealth Management 18k $1.4M 4% Mar 2021
Charter Oak Capital Management 18k $1.3M -18% Mar 2021
Annapolis Financial Services 17k $1.3M 0% Mar 2021
Susquehanna International 17k $1.3M 100% Mar 2021
Wealthsource Partners 17k $1.3M -36% Mar 2021
Wealth Management Partners 17k $1.3M -3% Mar 2021
Aj Wealth Strategies 17k $1.3M 0% Mar 2021
Cornerstone Wealth Management 17k $1.3M 5% Mar 2021
Parcion Private Wealth 17k $1.3M 8% Mar 2021
Financial Services Advisory 16k $1.2M 100% Mar 2021
Western Wealth Management 16k $1.2M 72% Mar 2021
Investors Research Corp 16k $1.2M 0% Mar 2021
Neumann Capital Management 15k $1.2M 20% Mar 2021
BBR Partners 15k $1.1M -4% Mar 2021
HPM Partners 15k $1.1M 175% Mar 2021
Raymond James Trust 14k $1.1M 0% Mar 2021
United Capital Financial Advisers 14k $1.1M 0% Mar 2021
White Lighthouse Investment Management 14k $1.1M 6% Mar 2021
Greenwich Wealth Management 14k $1.0M 7% Mar 2021
Dynamic Advisors Solutions 13k $1.0M 0% Mar 2021
PFG Financial Advisors 13k $1.0M 9% Mar 2021
Community Fin'l Svs 13k $987k 1% Mar 2021
Bond & Devick Financial Network 13k $985k 2% Mar 2021
Paul Kendrigan 13k $984k 7% Mar 2021
Baird Financial 13k $969k 19% Mar 2021
Claraphi Advisory Network 13k $969k 11% Mar 2021
Sigma Planning 13k $953k 1% Mar 2021
Tempus Wealth Planning 13k $952k 9% Mar 2021
Horst & Graben Wealth Management 12k $927k -17% Mar 2021
Integrated Wealth Concepts 12k $901k 12% Mar 2021
Chicago Partners Investment 12k $947k -5% Mar 2021
Clear Perspectives Financial Planning 12k $890k 0% Mar 2021
Kestra Advisory Services 12k $888k -66% Mar 2021
Schneider Downs Wealth Management Advisors 11k $855k 0% Mar 2021
H D Vest Advisory Services 11k $853k -1% Mar 2021
Captrust Financial Advisors 11k $841k -7% Mar 2021
Fifth Third Bancorp 11k $834k -1% Mar 2021
Atlantic Trust 11k $829k 0% Mar 2021
Equitable Holdings 11k $814k -45% Mar 2021
Buckingham Asset Management 11k $813k -32% Mar 2021
Buffington Mohr McNeal 10k $797k 0% Mar 2021
Prudential Financial 10k $796k 55% Mar 2021
MainStreet Investment Advisors 10k $789k -11% Mar 2021
Massmutual Trust 10k $789k -11% Mar 2021
Paracle Advisors 9.9k $755k -7% Mar 2021
Citigroup 9.9k $754k -6% Mar 2021
YCMNET Advisors 9.9k $753k 3% Mar 2021
Barrett Asset Management 9.9k $753k -1% Mar 2021
Livingston Group Asset Management 9.5k $727k -6% Mar 2021
DeDora Capital 9.4k $718k -70% Mar 2021
Cetera Investment Advisers 8.9k $679k -29% Mar 2021
BlackRock 8.4k $603k -92% Mar 2021
Van Hulzen Asset Management 7.4k $561k -35% Mar 2021
Austin Private Wealth 5.5k $417k -54% Mar 2021

Who sold out of iShares FTSE KLD 400 Social Idx?

Fund or Company Name Date Sold Shares Held Valued At
Morgan Stanley Dec 2020 2.7M $193M
FormulaFolio Investments Dec 2020 44k $3.1M
Asset Allocation & Management Company Dec 2020 38k $2.7M
ProVise Management Group Dec 2020 11k $752k