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 | ||
|---|---|---|---|---|---|---|
| Morgan Stanley | 2.7M | $193M | 144% | Dec 2020 | ||
| Bank of America Corporation | 1.8M | $132M | 110% | Dec 2020 | ||
| Envestnet Asset Management | 1.4M | $102M | 158% | Dec 2020 | ||
| Jpmorgan Chase & Co | 1.4M | $99M | 108% | Dec 2020 | ||
| Betterment | 1.1M | $78M | 56% | Dec 2020 | ||
| UBS Group | 609k | $44M | 99% | Dec 2020 | ||
| Ameriprise Financial | 588k | $42M | 155% | Dec 2020 | ||
| Bank of New York Mellon | 413k | $30M | 148% | Dec 2020 | ||
| CWM | 410k | $29M | 422% | Dec 2020 | ||
| Goldman Sachs Group | 369k | $26M | 106% | Dec 2020 | ||
| First Republic Investment Management | 327k | $23M | 113% | Dec 2020 | ||
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| Branch Banking & Trust Company | 289k | $21M | 98% | Dec 2020 | ||
| Raymond James Financial Services Advisors | 264k | $19M | 397% | Dec 2020 | ||
| Advisor Group Holdings | 255k | $18M | 148% | Dec 2020 | ||
| Wells Fargo & Company | 244k | $17M | 155% | Dec 2020 | ||
| LPL Financial | 204k | $15M | 123% | Dec 2020 | ||
| Us Bancorp | 202k | $15M | 100% | Dec 2020 | ||
| Mariner Wealth Advisors | 201k | $14M | 102% | Dec 2020 | ||
| Creative Planning | 165k | $12M | 97% | Dec 2020 | ||
| Sei Investments | 133k | $9.5M | 186% | Dec 2020 | ||
| Royal Bank of Canada | 128k | $9.1M | 123% | Dec 2020 | ||
| Commonwealth Equity Services | 127k | $9.1M | 125% | Dec 2020 | ||
| Frontier Wealth Management | 118k | $8.4M | 96% | Dec 2020 | ||
| Fiduciary Trust Company | 113k | $8.1M | 98% | Dec 2020 | ||
| Manchester Capital Management | 111k | $8.0M | 395% | Dec 2020 | ||
| BlackRock | 111k | $7.9M | 1663% | Dec 2020 | ||
| Laurel Wealth Planning | 109k | $7.8M | 100% | Dec 2020 | ||
| C-J Advisory | 101k | $7.2M | 103% | Dec 2020 | ||
| Baystate Wealth Management | 96k | $6.9M | 155% | Dec 2020 | ||
| Gemmer Asset Management | 88k | $6.3M | 89% | Dec 2020 | ||
| Private Advisor | 87k | $6.2M | 318% | Dec 2020 | ||
| SOA Wealth Advisors | 83k | $6.3M | 100% | Dec 2020 | ||
| Raymond James & Associates | 82k | $5.9M | 129% | Dec 2020 | ||
| Johnson Financial Group | 77k | $5.5M | 126% | Dec 2020 | ||
| Advisory Services Network | 77k | $5.5M | 167% | Dec 2020 | ||
| FTB Advisors | 75k | $5.4M | 92% | Dec 2020 | ||
| Mml Investors Services | 72k | $5.1M | 128% | Dec 2020 | ||
| Cambridge Investment Research Advisors | 66k | $4.7M | 71% | Dec 2020 | ||
| Mercer Global Advisors | 64k | $4.6M | 10% | Dec 2020 | ||
| Trillium Asset Management Corporation | 64k | $4.6M | 143% | Dec 2020 | ||
| Bp Wealth Management | 63k | $4.5M | 23% | Dec 2020 | ||
| Quest Capital Management | 61k | $4.3M | 108% | Dec 2020 | ||
| Litman Gregory Asset Management | 58k | $4.1M | 104% | Dec 2020 | ||
| William Blair $ Company | 57k | $4.0M | 117% | Dec 2020 | ||
| Cribstone Capital Management | 55k | $3.9M | 94% | Dec 2020 | ||
| Park Avenue Securities | 55k | $3.9M | 272% | Dec 2020 | ||
| HighTower Advisors | 49k | $3.5M | 115% | Dec 2020 | ||
| Brookstone Capital Management | 48k | $3.4M | 92% | Dec 2020 | ||
| Thrivent Financial for Lutherans | 47k | $3.4M | 322% | Dec 2020 | ||
| Dorsey & Whitney Trust Company | 46k | $3.3M | 99% | Dec 2020 | ||
| Strategic Point Investment Advisors | 46k | $3.3M | 133% | Dec 2020 | ||
| Strategic Wealth Advisors | 46k | $3.3M | 137% | Dec 2020 | ||
| FormulaFolio Investments | 44k | $3.1M | 100% | Dec 2020 | ||
| Bank Julius Baer & Co. Ltd, Zurich | 44k | $3.1M | 100% | Dec 2020 | ||
| Financial Network Investment Corporation | 42k | $3.0M | 154% | Dec 2020 | ||
| BigSur Wealth Management | 40k | $2.9M | 100% | Dec 2020 | ||
| Gibson Capital | 40k | $2.8M | 95% | Dec 2020 | ||
| Financeware | 39k | $2.8M | 99% | Dec 2020 | ||
| Asset Allocation & Management Company | 38k | $2.7M | 100% | Dec 2020 | ||
| Columbia Trust Co 01012016 | 37k | $2.6M | 100% | Dec 2020 | ||
| Cranbrook Wealth Management | 36k | $2.6M | 121% | Dec 2020 | ||
| Financial Insights | 35k | $2.5M | 118% | Dec 2020 | ||
| Kestra Advisory Services | 34k | $2.4M | 39323% | Dec 2020 | ||
| Arlington Financial Advisors | 34k | $2.4M | 144% | Dec 2020 | ||
| 55i | 34k | $2.4M | 157% | Dec 2020 | ||
| Headinvest | 34k | $2.4M | 123% | Dec 2020 | ||
| Pnc Financial Services | 33k | $2.4M | 105% | Dec 2020 | ||
| Northwestern Mutual Wealth Management Company | 33k | $2.4M | 148% | Dec 2020 | ||
| Geller Family Office Services | 33k | $4.6M | 0% | Dec 2020 | ||
| Trellis Advisors | 32k | $2.3M | 116% | Dec 2020 | ||
| DeDora Capital | 31k | $2.2M | 111% | Dec 2020 | ||
| Chevy Chase Trust Holdings | 31k | $2.2M | 41% | Dec 2020 | ||
| Shepherd Financial Partners | 31k | $2.2M | 107% | Dec 2020 | ||
| Bailard | 30k | $2.2M | 108% | Dec 2020 | ||
| McClarren Financial Advisors | 30k | $2.1M | 100% | Dec 2020 | ||
| Keybank National Association | 30k | $2.1M | 87% | Dec 2020 | ||
| RegentAtlantic Capital | 29k | $2.1M | 100% | Dec 2020 | ||
| Accredited Investors | 28k | $2.0M | 139% | Dec 2020 | ||
| Bangor Savings Bank | 28k | $2.0M | 105% | Dec 2020 | ||
| Seaward Management Limited Partnership | 28k | $2.0M | 103% | Dec 2020 | ||
| Wealthsource Partners | 26k | $1.9M | 145% | Dec 2020 | ||
| Mascoma Wealth Management | 26k | $1.8M | 100% | Dec 2020 | ||
| Sontag Advisory | 25k | $1.8M | 100% | Dec 2020 | ||
| PFG Advisors | 25k | $1.8M | 119% | Dec 2020 | ||
| Btim | 25k | $1.8M | 229% | Dec 2020 | ||
| Pitcairn Company | 24k | $1.7M | 99% | Dec 2020 | ||
| Personal Wealth Partners | 24k | $1.7M | 100% | Dec 2020 | ||
| Patriot Financial Group Insurance Agency | 24k | $1.7M | 111% | Dec 2020 | ||
| Balasa Dinverno & Foltz | 23k | $1.6M | 71% | Dec 2020 | ||
| Main Management | 23k | $1.6M | 100% | Dec 2020 | ||
| Amerivest Investment Management | 23k | $1.6M | 98% | Dec 2020 | ||
| Bremer Bank National Association | 23k | $1.7M | -1% | Mar 2021 | ||
| Lincoln National | 22k | $1.6M | 96% | Dec 2020 | ||
| Hilltop Holdings | 22k | $1.6M | 101% | Dec 2020 | ||
| Charter Oak Capital Management | 22k | $1.5M | 100% | Dec 2020 | ||
| CLS Investments | 21k | $1.5M | -16% | Dec 2020 | ||
| Sage Financial | 21k | $1.5M | 100% | Dec 2020 | ||
| Arbor Investment Advisors | 20k | $1.4M | 126% | Dec 2020 | ||
| Equitable Holdings | 19k | $1.4M | 165% | Dec 2020 | ||
| Concord Wealth Partners | 19k | $1.4M | 100% | Dec 2020 | ||
| Brio Consultants | 19k | $1.4M | 86% | Dec 2020 | ||
| Miracle Mile Advisors | 19k | $1.4M | 188% | Dec 2020 | ||
| Baron Financial Group | 19k | $1.3M | 108% | Dec 2020 | ||
| Monticello Wealth Management | 18k | $1.3M | 100% | Dec 2020 | ||
| Baker Avenue Asset Management | 18k | $1.3M | 126% | Dec 2020 | ||
| Altfest L J & Co | 18k | $1.3M | 125% | Dec 2020 | ||
| Whittier Trust | 17k | $1.2M | 102% | Dec 2020 | ||
| Stifel Financial | 17k | $1.2M | 130% | Dec 2020 | ||
| Wealth Management Partners | 17k | $1.3M | 100% | Dec 2020 | ||
| Annapolis Financial Services | 17k | $1.2M | 100% | Dec 2020 | ||
| Institute For Wealth Management | 17k | $1.2M | 177% | Dec 2020 | ||
| Aj Wealth Strategies | 17k | $1.2M | 100% | Dec 2020 | ||
| Parcion Private Wealth | 17k | $1.3M | 8% | Mar 2021 | ||
| Financial Services Advisory | 16k | $1.2M | 100% | Mar 2021 | ||
| Cornerstone Wealth Management | 16k | $1.1M | 101% | Dec 2020 | ||
| Investors Research Corp | 16k | $1.1M | 99% | Dec 2020 | ||
| Buckingham Asset Management | 16k | $1.1M | 79% | Dec 2020 | ||
| BBR Partners | 15k | $1.1M | 92% | Dec 2020 | ||
| Horst & Graben Wealth Management | 15k | $1.0M | 120% | Dec 2020 | ||
| Wealthcare Advisory Partners | 15k | $1.0M | 232% | Dec 2020 | ||
| Raymond James Trust | 14k | $1.0M | 107% | Dec 2020 | ||
| United Capital Financial Advisers | 14k | $1.0M | 100% | Dec 2020 | ||
| Dynamic Advisors Solutions | 13k | $954k | 204% | Dec 2020 | ||
| White Lighthouse Investment Management | 13k | $943k | 75% | Dec 2020 | ||
| Neumann Capital Management | 13k | $918k | 101% | Dec 2020 | ||
| Greenwich Wealth Management | 13k | $915k | 110% | Dec 2020 | ||
| Community Fin'l Svs | 13k | $911k | 98% | Dec 2020 | ||
| Bond & Devick Financial Network | 13k | $901k | 100% | Dec 2020 | ||
| Cetera Investment Advisers | 13k | $894k | 100% | Dec 2020 | ||
| Sigma Planning | 12k | $886k | 99% | Dec 2020 | ||
| Chicago Partners Investment | 12k | $900k | 102% | Dec 2020 | ||
| PFG Financial Advisors | 12k | $867k | 228% | Dec 2020 | ||
| Paul Kendrigan | 12k | $865k | 110% | Dec 2020 | ||
| Austin Private Wealth | 12k | $856k | 123% | Dec 2020 | ||
| Captrust Financial Advisors | 12k | $851k | 99% | Dec 2020 | ||
| Gradient Investments | 12k | $1.5M | 0% | Dec 2020 | ||
| Clear Perspectives Financial Planning | 12k | $834k | 100% | Dec 2020 | ||
| MainStreet Investment Advisors | 12k | $833k | 130% | Dec 2020 | ||
| Massmutual Trust | 12k | $833k | 130% | Dec 2020 | ||
| Tempus Wealth Planning | 11k | $819k | 99% | Dec 2020 | ||
| Claraphi Advisory Network | 11k | $818k | 100% | Dec 2020 | ||
| Van Hulzen Asset Management | 11k | $815k | 56% | Dec 2020 | ||
| Bank Of Montreal | 11k | $824k | 110% | Dec 2020 | ||
| H D Vest Advisory Services | 11k | $803k | -17% | Dec 2020 | ||
| Schneider Downs Wealth Management Advisors | 11k | $801k | 100% | Dec 2020 | ||
| Evercore Wealth Management | 11k | $801k | -29% | Dec 2020 | ||
| Fifth Third Bancorp | 11k | $791k | 100% | Dec 2020 | ||
| Atlantic Trust | 11k | $777k | 100% | Dec 2020 | ||
| Baird Financial | 11k | $765k | 108% | Dec 2020 | ||
| Paracle Advisors | 11k | $756k | 100% | Dec 2020 | ||
| Parallel Advisors | 118.00 | $8.0k | -99% | Dec 2020 | ||
Who sold out of iShares FTSE KLD 400 Social Idx?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Sep 2020 | 27k | $3.5M |
| Adviser Investments | Sep 2020 | 16k | $2.0M |