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 | 4.0M | $481M | 3% | Mar 2026 |
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| Envestnet Asset Management | 1.7M | $248M | -2% | Jun 2026 |
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| Bank of America Corporation | 1.4M | $200M | -6% | Jun 2026 |
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| LPL Financial | 1.2M | $175M | 0% | Jun 2026 |
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| Bank of New York Mellon | 1.2M | $170M | -5% | Jun 2026 |
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| Jpmorgan Chase & Co | 1.2M | $163M | 100% | Jun 2026 |
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| Ameriprise Financial | 797k | $114M | -4% | Jun 2026 |
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| TrueNorth | 445k | $63M | 8% | Jun 2026 |
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| UBS Group | 408k | $58M | -2% | Jun 2026 |
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| Betterment | 338k | $48M | -3% | Jun 2026 |
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| Mariner Wealth Advisors | 336k | $48M | 0% | Jun 2026 |
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| Us Bancorp | 323k | $46M | -1% | Jun 2026 |
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| Envestnet Portfolio Solutions | 319k | $45M | -2% | Jun 2026 |
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| Rockefeller Capital Management | 302k | $43M | 1% | Jun 2026 |
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| Goldman Sachs Group | 299k | $43M | 21% | Jun 2026 |
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| Sei Investments | 280k | $40M | -1% | Jun 2026 |
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| Northstar Asset Management | 280k | $40M | 32% | Jun 2026 |
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| Commonwealth Equity Services | 227k | $32M | 0% | Jun 2026 |
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| Global Retirement Partners | 222k | $32M | 0% | Jun 2026 |
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| Wells Fargo & Company | 215k | $31M | -3% | Jun 2026 |
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| Creative Planning | 211k | $30M | -3% | Jun 2026 |
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| Cetera Investment Advisers | 205k | $29M | 1% | Jun 2026 |
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| Captrust Financial Advisors | 177k | $25M | 2% | Jun 2026 |
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| Raymond James Financial | 177k | $25M | 1% | Jun 2026 |
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| Advisor Group Holdings | 175k | $25M | 36% | Jun 2026 |
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| HPM Partners | 164k | $23M | 0% | Jun 2026 |
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| Park Avenue Securities | 164k | $23M | -2% | Jun 2026 |
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| Royal Bank of Canada | 161k | $23M | -9% | Jun 2026 |
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| Branch Banking & Trust Company | 157k | $22M | 0% | Jun 2026 |
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| National Philanthropic Trust | 148k | $21M | -10% | Jun 2026 |
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| Beacon Pointe Advisors | 146k | $21M | 1% | Jun 2026 |
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| Ameritas Advisory Services | 146k | $21M | 53% | Jun 2026 |
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| Gemmer Asset Management | 140k | $20M | 1% | Jun 2026 |
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| Colony | 138k | $20M | 0% | Jun 2026 |
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| Fiduciary Trust Company | 129k | $18M | -6% | Jun 2026 |
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| Manchester Capital Management | 129k | $18M | -5% | Jun 2026 |
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| Johnson Financial Group | 112k | $16M | -2% | Jun 2026 |
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| Mml Investors Services | 103k | $15M | 16% | Jun 2026 |
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| PFG Investments | 98k | $14M | 2% | Jun 2026 |
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| HighTower Advisors | 96k | $14M | 4% | Jun 2026 |
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| Thrivent Financial for Lutherans | 93k | $13M | 11% | Jun 2026 |
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| Francis Financial | 91k | $13M | -1% | Jun 2026 |
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| Natural Investments | 88k | $13M | -10% | Jun 2026 |
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| Mercer Global Advisors | 87k | $12M | 30% | Jun 2026 |
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| Private Advisor | 86k | $12M | -5% | Jun 2026 |
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| Mascoma Wealth Management | 76k | $11M | 5% | Jun 2026 |
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| Trillium Asset Management Corporation | 71k | $10M | -47% | Jun 2026 |
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| Fifth Third Bancorp | 70k | $10M | 0% | Jun 2026 |
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| SCS Capital Management | 69k | $9.8M | 0% | Jun 2026 |
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| CWM | 68k | $8.3M | -1% | Mar 2026 |
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| Janney Montgomery Scott | 68k | $9.7M | 4% | Jun 2026 |
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| Cambridge Investment Research Advisors | 67k | $9.5M | 3% | Jun 2026 |
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| Integrated Wealth Concepts | 66k | $9.4M | 75% | Jun 2026 |
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| Bank Of Montreal | 64k | $7.8M | 100% | Mar 2026 |
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| Miracle Mile Advisors | 63k | $9.0M | -11% | Jun 2026 |
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| Brio Consultants | 63k | $8.9M | -1% | Jun 2026 |
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| D. J. St. Germain | 63k | $8.9M | 2% | Jun 2026 |
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| Allianz Se | 61k | $8.7M | 7% | Jun 2026 |
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| Strategic Point Investment Advisors | 57k | $8.1M | 2% | Jun 2026 |
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| Perigon Wealth Management | 56k | $8.0M | 2% | Jun 2026 |
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| Aspiriant | 55k | $7.8M | 0% | Jun 2026 |
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| Headinvest | 55k | $7.8M | 0% | Jun 2026 |
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| Advisory Services Network | 55k | $7.8M | -10% | Jun 2026 |
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| Rsm Us Wealth Management | 54k | $7.6M | -3% | Jun 2026 |
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| Sofi Wealth | 52k | $7.4M | 22% | Jun 2026 |
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| Pnc Financial Services | 51k | $7.2M | -23% | Jun 2026 |
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| Wealthcare Advisory Partners | 50k | $7.1M | 7% | Jun 2026 |
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| Stifel Financial | 47k | $6.6M | -5% | Jun 2026 |
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| Gradient Investments | 45k | $6.4M | 4% | Jun 2026 |
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| Goss Wealth Management | 45k | $6.4M | 83% | Jun 2026 |
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| Dunhill Financial | 45k | $6.4M | -15% | Jun 2026 |
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| Assetmark | 44k | $6.3M | -4% | Jun 2026 |
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| Gilbert Capital Group | 42k | $5.9M | -2% | Jun 2026 |
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| Avise Financial Cooperative | 40k | $5.8M | -10% | Jun 2026 |
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| Umpqua Bank | 40k | $5.7M | 12% | Jun 2026 |
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| Susquehanna International | 40k | $5.6M | 119% | Jun 2026 |
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| Jones Financial Companies, L.L | 39k | $5.4M | 36% | Jun 2026 |
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| Kestra Advisory Services | 37k | $5.3M | -16% | Jun 2026 |
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| Wealthfront Advisers | 37k | $5.2M | 17% | Jun 2026 |
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| One Wealth Advisors | 37k | $5.2M | 0% | Jun 2026 |
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| Erste Asset Management GmbH | 37k | $4.5M | 0% | Jun 2026 |
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| Moment Partners | 36k | $5.2M | -1% | Jun 2026 |
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| CI Private Wealth | 36k | $5.1M | -42% | Jun 2026 |
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| Neumann Capital Management | 35k | $5.0M | -1% | Jun 2026 |
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| Diversified Enterprises | 35k | $5.0M | -1% | Jun 2026 |
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| Cranbrook Wealth Management | 35k | $4.9M | -1% | Jun 2026 |
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| McClarren Financial Advisors | 35k | $4.9M | 3% | Jun 2026 |
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| First Affirmative Financial Network | 34k | $4.1M | 100% | Mar 2026 |
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| GeoWealth Management | 34k | $4.8M | 23% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 33k | $4.8M | 0% | Jun 2026 |
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| Laurel Wealth Planning | 33k | $4.8M | -2% | Jun 2026 |
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| SageView Advisory Group | 33k | $4.6M | -18% | Jun 2026 |
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| Childress Capital Advisors | 32k | $4.6M | -1% | Jun 2026 |
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| Bailard | 32k | $4.5M | -1% | Jun 2026 |
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| Pennsylvania Capital Management | 31k | $4.4M | 19% | Jun 2026 |
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| True Blue Financial | 31k | $4.4M | 1% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 31k | $4.4M | 100% | Jun 2026 |
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| FMR | 30k | $4.3M | 6% | Jun 2026 |
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| Paul Kendrigan | 30k | $4.2M | 1% | Jun 2026 |
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| Merit Financial Group | 30k | $4.2M | 1% | Jun 2026 |
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| Franklin Resources | 29k | $4.1M | 15% | Jun 2026 |
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| United Capital Financial Advisers | 29k | $4.1M | -15% | Jun 2026 |
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| BBR Partners | 29k | $4.1M | -3% | Jun 2026 |
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| Pitcairn Wealth Advisors | 29k | $4.1M | 0% | Jun 2026 |
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| Equitable Holdings | 28k | $4.0M | -3% | Jun 2026 |
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| Fifth Third Wealth Advisors | 28k | $4.0M | 1% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 28k | $4.0M | -5% | Jun 2026 |
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| Archer Investment Management | 28k | $3.9M | -29% | Jun 2026 |
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| Steward Partners Investment Advisory | 26k | $3.8M | 0% | Jun 2026 |
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| Sanctuary Advisors | 26k | $3.7M | -1% | Jun 2026 |
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| Horst & Graben Wealth Management | 26k | $3.7M | -3% | Jun 2026 |
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| Gibson Capital | 25k | $3.5M | 0% | Jun 2026 |
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| Vise Technologies | 25k | $3.5M | 928% | Jun 2026 |
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| Financeware | 25k | $3.5M | 2% | Jun 2026 |
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| Creekside Partners | 25k | $3.5M | 0% | Jun 2026 |
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| Eley Financial Management | 24k | $3.5M | 5% | Jun 2026 |
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| Sontag Advisory | 24k | $3.4M | -12% | Jun 2026 |
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| Lido Advisors | 24k | $3.4M | -6% | Jun 2026 |
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| CLS Investments | 24k | $3.4M | -6% | Jun 2026 |
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| Accredited Investors | 24k | $3.4M | -5% | Jun 2026 |
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| Sapient Capital | 23k | $3.3M | 0% | Jun 2026 |
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| Quantinno Capital Management | 23k | $3.3M | 0% | Jun 2026 |
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| Stanich Group | 23k | $3.3M | -1% | Jun 2026 |
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| Topel & Distasi Wealth Management | 23k | $3.2M | 0% | Jun 2026 |
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| Fingerlakes Wealth Management | 23k | $3.2M | 7% | Jun 2026 |
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| Chicago Partners Investment | 23k | $3.1M | 0% | Jun 2026 |
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| Compass Financial Group | 22k | $3.2M | -6% | Jun 2026 |
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| Evergreen Capital Management | 22k | $3.1M | 0% | Jun 2026 |
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| Schneider Downs Wealth Management Advisors | 22k | $3.1M | 0% | Jun 2026 |
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| Altfest L J & Co | 22k | $3.1M | 2% | Jun 2026 |
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| Hanson McClain Advisors | 21k | $3.0M | -1% | Jun 2026 |
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| Brown Advisory Holdings Incorporated | 21k | $3.0M | -1% | Jun 2026 |
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| Sharkey, Howes & Javer | 21k | $3.0M | -6% | Jun 2026 |
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| Keybank National Association | 21k | $3.0M | -2% | Jun 2026 |
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| Shepherd Financial Partners | 21k | $2.9M | 10% | Jun 2026 |
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| William Blair $ Company | 20k | $2.9M | 0% | Jun 2026 |
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| Basso Capital Management | 20k | $2.9M | 100% | Jun 2026 |
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| BigSur Wealth Management | 20k | $2.8M | 0% | Jun 2026 |
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| Modern Wealth Management | 20k | $2.8M | 1% | Jun 2026 |
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| Warren Averett Asset Management | 19k | $2.8M | 9% | Jun 2026 |
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| HB Wealth Management | 19k | $2.7M | -1% | Jun 2026 |
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| EP Wealth Advisors | 19k | $2.7M | 2% | Jun 2026 |
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| Btim | 19k | $2.7M | 0% | Jun 2026 |
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| Modera Wealth Management | 19k | $2.7M | 0% | Jun 2026 |
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| Arlington Financial Advisors | 19k | $2.7M | 0% | Jun 2026 |
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| Impact Investors | 19k | $2.6M | -34% | Jun 2026 |
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| Cornerstone Wealth Management | 18k | $2.6M | -1% | Jun 2026 |
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| Cresset Asset Management | 18k | $2.6M | 2% | Jun 2026 |
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| Snowden Capital Advisors | 18k | $2.5M | -4% | Jun 2026 |
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| SigFig Wealth Management | 18k | $2.5M | -2% | Jun 2026 |
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| Revolve Wealth Partners | 17k | $2.4M | -4% | Jun 2026 |
|
| Allodium Investment Consultants | 17k | $2.3M | -11% | Jun 2026 |
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Who sold out of iShares FTSE KLD 400 Social Idx?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Gts Securities | Mar 2026 | 38k | $4.6M |
| Independent Advisor Alliance | Mar 2026 | 33k | $4.0M |