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 |