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
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