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 4.8M $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