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 | 4.5M | $366M | 2% | Sep 2023 |
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| Envestnet Asset Management | 2.2M | $176M | -28% | Sep 2023 |
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| Bank of America Corporation | 1.7M | $142M | 3% | Sep 2023 |
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| Jpmorgan Chase & Co | 1.5M | $122M | -1% | Sep 2023 |
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| Bank of New York Mellon | 1.1M | $91M | 27% | Sep 2023 |
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| Ameriprise Financial | 1.0M | $84M | 3% | Sep 2023 |
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| LPL Financial | 693k | $56M | 16% | Sep 2023 |
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| UBS Group | 541k | $44M | -4% | Sep 2023 |
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| Betterment | 533k | $43M | -1% | Sep 2023 |
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| Advisor Group Holdings | 450k | $37M | 11% | Sep 2023 |
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| Goldman Sachs Group | 373k | $30M | -8% | Sep 2023 |
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| Sei Investments | 357k | $29M | 1% | Sep 2023 |
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| Dunhill Financial | 274k | $23M | 16% | Sep 2023 |
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| Mariner Wealth Advisors | 250k | $20M | 1% | Sep 2023 |
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| First Republic Investment Management | 248k | $20M | -41% | Sep 2023 |
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| Branch Banking & Trust Company | 208k | $17M | -3% | Sep 2023 |
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| Commonwealth Equity Services | 195k | $16M | -2% | Sep 2023 |
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| Creative Planning | 191k | $16M | -3% | Sep 2023 |
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| Wells Fargo & Company | 188k | $15M | 1% | Sep 2023 |
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| Us Bancorp | 177k | $14M | 0% | Sep 2023 |
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| Park Avenue Securities | 172k | $14M | -9% | Sep 2023 |
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| Captrust Financial Advisors | 153k | $13M | 0% | Sep 2023 |
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| Fiduciary Trust Company | 147k | $12M | -1% | Sep 2023 |
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| Private Advisor | 144k | $12M | 1% | Sep 2023 |
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| Royal Bank of Canada | 142k | $12M | 1% | Sep 2023 |
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| Francis Financial | 136k | $11M | 1% | Sep 2023 |
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| Mml Investors Services | 136k | $11M | -6% | Sep 2023 |
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| Mercer Global Advisors | 130k | $11M | -1% | Sep 2023 |
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| Ameritas Advisory Services | 127k | $10M | 100% | Sep 2023 |
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| Manchester Capital Management | 110k | $9.0M | 0% | Sep 2023 |
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| Hill Island Financial | 109k | $8.8M | 0% | Sep 2023 |
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| Gemmer Asset Management | 106k | $8.6M | 2% | Sep 2023 |
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| Rockefeller Capital Management | 100k | $8.1M | 906% | Sep 2023 |
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| Advisory Services Network | 98k | $8.0M | 49% | Sep 2023 |
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| Mascoma Wealth Management | 98k | $7.9M | -5% | Sep 2023 |
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| Cetera Investment Advisers | 92k | $7.5M | -8% | Sep 2023 |
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| Raymond James Financial Services Advisors | 86k | $7.0M | -10% | Sep 2023 |
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| FTB Advisors | 86k | $7.0M | -4% | Sep 2023 |
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| SageView Advisory Group | 78k | $6.4M | -3% | Sep 2023 |
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| CWM | 78k | $6.4M | 1% | Sep 2023 |
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| Thrivent Financial for Lutherans | 74k | $6.0M | 13% | Sep 2023 |
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| Rsm Us Wealth Management | 74k | $6.0M | 8% | Sep 2023 |
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| Atria Wealth Solutions | 73k | $5.9M | -8% | Sep 2023 |
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| PFG Investments | 71k | $5.8M | -2% | Sep 2023 |
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| Brian McDonald | 69k | $5.6M | 100% | Sep 2023 |
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| Trillium Asset Management Corporation | 67k | $5.5M | 30% | Sep 2023 |
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| Baystate Wealth Management | 65k | $5.3M | 0% | Sep 2023 |
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| Strategic Point Investment Advisors | 65k | $5.3M | 2% | Sep 2023 |
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| Johnson Financial Group | 64k | $5.2M | -8% | Sep 2023 |
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| SOA Wealth Advisors | 62k | $5.0M | -5% | Sep 2023 |
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| CI Private Wealth | 61k | $5.0M | -1% | Sep 2023 |
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| Bank Of Montreal | 60k | $5.1M | 6% | Sep 2023 |
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| Cambridge Investment Research Advisors | 59k | $4.8M | -9% | Sep 2023 |
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| One Wealth Advisors | 54k | $4.4M | -6% | Sep 2023 |
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| Lincoln National | 53k | $4.3M | 2% | Sep 2023 |
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| Wealthcare Advisory Partners | 52k | $4.3M | -16% | Sep 2023 |
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| Gradient Investments | 52k | $4.2M | -2% | Sep 2023 |
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| HighTower Advisors | 50k | $4.1M | 22% | Sep 2023 |
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| Orion Portfolio Solutions | 48k | $3.9M | -29% | Sep 2023 |
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| Financial Network Investment Corporation | 48k | $3.9M | -2% | Sep 2023 |
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| Brio Consultants | 45k | $3.6M | 1% | Sep 2023 |
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| Strategic Wealth Partners | 44k | $3.6M | 1% | Sep 2023 |
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| Pennsylvania Capital Management | 44k | $3.6M | 0% | Sep 2023 |
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| Laurel Wealth Planning | 43k | $3.5M | -5% | Sep 2023 |
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| Litman Gregory Asset Management | 43k | $3.5M | 0% | Sep 2023 |
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| Gibson Capital | 43k | $3.5M | 0% | Sep 2023 |
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| Northwestern Mutual Wealth Management Company | 42k | $3.5M | -2% | Sep 2023 |
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| William Blair $ Company | 42k | $3.4M | 5% | Sep 2023 |
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| Columbia Trust Co 01012016 | 41k | $3.4M | 4% | Sep 2023 |
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| Miracle Mile Advisors | 41k | $3.3M | -29% | Sep 2023 |
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| Sontag Advisory | 40k | $3.3M | 4% | Sep 2023 |
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| Accredited Investors | 40k | $3.2M | -7% | Sep 2023 |
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| Cranbrook Wealth Management | 39k | $3.2M | -2% | Sep 2023 |
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| Headinvest | 38k | $3.2M | 6% | Jun 2023 |
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| One Capital Management | 38k | $3.1M | 9% | Sep 2023 |
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| Trellis Advisors | 36k | $3.0M | 2% | Sep 2023 |
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| Dohj | 36k | $2.9M | -6% | Sep 2023 |
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| Janney Montgomery Scott | 36k | $2.9M | -8% | Sep 2023 |
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| CX Institutional | 36k | $2.9M | 47% | Sep 2023 |
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| Raymond James & Associates | 35k | $2.8M | 3% | Sep 2023 |
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| Concord Wealth Partners | 34k | $2.8M | -17% | Sep 2023 |
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| Stifel Financial | 34k | $2.8M | 14% | Sep 2023 |
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| Pnc Financial Services | 34k | $2.8M | -8% | Sep 2023 |
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| Bailard | 34k | $2.7M | -1% | Sep 2023 |
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| Franklin Resources | 33k | $2.7M | 0% | Sep 2023 |
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| First Affirmative Financial Network | 32k | $2.6M | -36% | Sep 2023 |
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| Neumann Capital Management | 32k | $2.6M | -1% | Sep 2023 |
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| Shepherd Financial Partners | 31k | $2.5M | -3% | Sep 2023 |
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| McClarren Financial Advisors | 31k | $2.5M | 0% | Sep 2023 |
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| Wealth Enhancement Advisory Services | 31k | $2.5M | 100% | Sep 2023 |
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| Snowden Capital Advisors | 31k | $2.5M | 4% | Sep 2023 |
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| Horst & Graben Wealth Management | 31k | $2.5M | -8% | Sep 2023 |
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| Lido Advisors | 30k | $2.4M | -1% | Sep 2023 |
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| Pitcairn Company | 29k | $2.4M | 0% | Sep 2023 |
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| Childress Capital Advisors | 29k | $2.4M | 9% | Sep 2023 |
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| Kestra Private Wealth Services | 29k | $2.4M | -8% | Sep 2023 |
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| D. J. St. Germain | 29k | $2.4M | 4% | Sep 2023 |
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| Assetmark | 29k | $2.3M | 14% | Sep 2023 |
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| Colony Group | 29k | $2.3M | 0% | Sep 2023 |
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| Bangor Savings Bank | 29k | $2.3M | -1% | Sep 2023 |
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| Sharkey, Howes & Javer | 28k | $2.3M | 5% | Sep 2023 |
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| Personal Resources Investment & Strategic Management | 28k | $2.3M | 186% | Sep 2023 |
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| PFG Advisors | 28k | $2.3M | -14% | Sep 2023 |
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| Cresset Asset Management | 28k | $2.3M | 0% | Sep 2023 |
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| Keybank National Association | 27k | $2.2M | -3% | Sep 2023 |
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| Financeware | 27k | $2.2M | -8% | Sep 2023 |
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| Seaward Management Limited Partnership | 26k | $2.1M | 0% | Sep 2023 |
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| Bp Wealth Management | 26k | $2.1M | -8% | Sep 2023 |
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| Altfest L J & Co | 26k | $2.1M | -8% | Sep 2023 |
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| Raymond James Trust | 26k | $2.1M | 1% | Sep 2023 |
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| Financial Insights | 26k | $2.0M | -11% | Sep 2023 |
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| Paul Kendrigan | 25k | $2.1M | 4% | Sep 2023 |
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| Institute For Wealth Management | 25k | $2.1M | 10% | Sep 2023 |
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| Integrated Wealth Concepts | 25k | $2.0M | -4% | Sep 2023 |
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| Ulrich Consultants & Investment Group | 25k | $2.1M | 0% | Jun 2023 |
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| Cornerstone Wealth Management | 25k | $2.0M | -14% | Sep 2023 |
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| Two Sigma Investments | 25k | $2.0M | 100% | Sep 2023 |
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| Financial Gravity Wealth | 24k | $68k | 1287% | Sep 2023 |
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| Hilltop Holdings | 24k | $1.9M | 0% | Sep 2023 |
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| Chicago Partners Investment | 24k | $1.9M | 0% | Sep 2023 |
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| Prudential Financial | 24k | $1.9M | -12% | Sep 2023 |
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| Wealthsource Partners | 24k | $1.9M | -9% | Sep 2023 |
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| H D Vest Advisory Services | 23k | $1.9M | -4% | Sep 2023 |
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| Evergreen Capital Management | 23k | $1.9M | -2% | Sep 2023 |
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| Spire Wealth Management | 23k | $1.8M | 0% | Sep 2023 |
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| Hanson McClain Advisors | 22k | $1.8M | -3% | Sep 2023 |
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| Beacon Pointe Advisors | 22k | $1.8M | 100% | Sep 2023 |
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| BBR Partners | 21k | $1.7M | 13% | Sep 2023 |
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| HPM Partners | 21k | $1.7M | -91% | Sep 2023 |
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| Steward Partners Investment Advisory | 21k | $1.7M | 9% | Sep 2023 |
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| Topel & Distasi Wealth Management | 21k | $1.7M | 7% | Sep 2023 |
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| Arlington Financial Advisors | 20k | $1.7M | -3% | Sep 2023 |
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| Dorsey & Whitney Trust Company | 20k | $1.7M | 0% | Sep 2023 |
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| GW & Wade | 20k | $1.6M | 13% | Sep 2023 |
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| BigSur Wealth Management | 20k | $1.6M | 0% | Sep 2023 |
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| PFG Financial Advisors | 20k | $1.6M | -2% | Sep 2023 |
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| Eley Financial Management | 20k | $1.6M | 1% | Sep 2023 |
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| Bremer Bank National Association | 20k | $1.6M | -1% | Sep 2023 |
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| Baker Avenue Asset Management | 19k | $1.6M | -1% | Sep 2023 |
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| HB Wealth Management | 19k | $1.6M | 0% | Sep 2023 |
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| Btim | 19k | $1.6M | 0% | Sep 2023 |
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| Financial Services Advisory | 19k | $1.5M | -33% | Sep 2023 |
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| Affinia Financial Group | 18k | $1.6M | -2% | Jun 2023 |
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| Kestra Advisory Services | 18k | $1.5M | 7% | Sep 2023 |
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| NewEdge Wealth | 18k | $1.5M | 0% | Sep 2023 |
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| Dfpg Investments | 18k | $1.5M | 13% | Sep 2023 |
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| White Lighthouse Investment Management | 18k | $1.4M | 1% | Sep 2023 |
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| Goss Wealth Management | 18k | $1.4M | 1% | Sep 2023 |
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| Summit Investment Advisors | 18k | $1.4M | 0% | Sep 2023 |
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| SigFig Wealth Management | 18k | $1.4M | -9% | Sep 2023 |
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| Charter Oak Capital Management | 17k | $1.4M | -11% | Sep 2023 |
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| Citadel Advisors | 6.7k | $542k | -75% | Sep 2023 |
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| Equitable Holdings | 6.2k | $504k | -78% | Sep 2023 |
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| Amerivest Investment Management | 0 | $0 | -100% | Sep 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 |
|---|---|---|---|
| GeoWealth Management | Jun 2023 | 36k | $3.0M |
| Flow Traders US | Jun 2023 | 24k | $2.0M |
| Susquehanna International | Jun 2023 | 18k | $1.5M |