Who owns iShares FTSE KLD Select Scil Idx Fd?
- Ticker: SUSA
- CUSIP Number: 464288802
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Analyze quarterly positions in iShares FTSE KLD Select Scil Idx with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold iShares FTSE KLD Select Scil Idx Fd this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Jpmorgan Chase & Co | 1.6M | $192M | -1% | Sep 2024 |
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Bank of America Corporation | 1.5M | $180M | -1% | Sep 2024 |
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Morgan Stanley | 1.2M | $132M | -1% | Jun 2024 |
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Pnc Financial Services | 999k | $120M | 0% | Sep 2024 |
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Spinnaker Trust | 629k | $76M | -10% | Sep 2024 |
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Royal Bank of Canada | 579k | $70M | -6% | Sep 2024 |
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M^T Bank Corporation | 512k | $62M | 1% | Sep 2024 |
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BlackRock | 469k | $56M | 100% | Sep 2024 |
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Mission Wealth Management | 461k | $56M | 2% | Sep 2024 |
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BlackRock | 459k | $52M | 2% | Jun 2024 |
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Wells Fargo & Company | 397k | $48M | -2% | Sep 2024 |
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Deutsche Bank Aktiengesellschaft | 383k | $46M | 0% | Sep 2024 |
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Acorns Advisers | 366k | $41M | 3% | Jun 2024 |
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LPL Financial | 316k | $38M | -3% | Sep 2024 |
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Shira Ridge Wealth Management | 262k | $32M | -4% | Sep 2024 |
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Envestnet Asset Management | 237k | $29M | 13% | Sep 2024 |
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Branch Banking & Trust Company | 181k | $20M | 0% | Jun 2024 |
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Us Bancorp | 170k | $21M | -6% | Sep 2024 |
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Mariner Wealth Advisors | 155k | $19M | 4% | Sep 2024 |
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Fund Evaluation Group | 154k | $19M | -23% | Sep 2024 |
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Advisor Group Holdings | 124k | $15M | -11% | Sep 2024 |
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Bank Hapoalim Bm | 113k | $14M | 0% | Sep 2024 |
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HighTower Advisors | 108k | $12M | -4% | Jun 2024 |
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Commonwealth Equity Services | 105k | $13M | -12% | Sep 2024 |
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Raymond James & Associates | 104k | $13M | 7% | Sep 2024 |
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Tompkins Financial Corp | 101k | $12M | 24% | Sep 2024 |
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Farrow Financial | 99k | $12M | -2% | Sep 2024 |
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D.A. Davidson & Co. | 97k | $11M | -2% | Jun 2024 |
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Quent Capital | 86k | $10M | -1% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 83k | $10M | -2% | Sep 2024 |
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Hm Payson & Co | 82k | $9.9M | -1% | Sep 2024 |
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Money Design | 80k | $9.6M | -4% | Sep 2024 |
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Wealth Enhancement Advisory Services | 79k | $8.9M | 3% | Jun 2024 |
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Charter Oak Capital Management | 79k | $9.5M | 1% | Sep 2024 |
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Stewardship Advisors | 77k | $9.3M | 0% | Sep 2024 |
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GeoWealth Management | 73k | $8.8M | 100% | Sep 2024 |
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Raymond James Financial Services Advisors | 72k | $8.6M | -76% | Sep 2024 |
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Elevation Capital Advisory | 71k | $8.5M | 100% | Sep 2024 |
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Steward Partners Investment Advisory | 69k | $7.7M | -2% | Jun 2024 |
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CB^T Wealth Management | 67k | $8.1M | -2% | Sep 2024 |
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Northern Trust | 64k | $7.7M | -19% | Sep 2024 |
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Regions Bank | 64k | $7.7M | -3% | Sep 2024 |
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Robertson Stephens Wealth Management | 63k | $7.6M | -9% | Sep 2024 |
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Accredited Investors | 62k | $7.5M | 2% | Sep 2024 |
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SOA Wealth Advisors | 60k | $7.3M | -7% | Sep 2024 |
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Keybank National Association | 60k | $7.2M | 0% | Sep 2024 |
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Roof Eidam & Maycock | 59k | $7.1M | -5% | Sep 2024 |
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Mml Investors Services | 57k | $6.9M | 0% | Sep 2024 |
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Permanens Capital | 56k | $6.7M | 0% | Sep 2024 |
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Cetera Investment Advisers | 55k | $6.1M | 0% | Jun 2024 |
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Garde Capital | 54k | $6.0M | -1% | Jun 2024 |
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Cambridge Investment Research Advisors | 53k | $6.3M | 0% | Sep 2024 |
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Janney Montgomery Scott | 50k | $6.0M | -3% | Sep 2024 |
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Ameritas Advisory Services | 48k | $5.7M | 448% | Sep 2024 |
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SageView Advisory Group | 46k | $5.5M | -4% | Sep 2024 |
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LFA - Lugano Financial Advisors SA | 45k | $5.5M | -8% | Sep 2024 |
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Goss Wealth Management | 45k | $5.0M | 14% | Jun 2024 |
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Hilltop Wealth Advisors | 45k | $5.4M | 176% | Sep 2024 |
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3EDGE Asset Management | 43k | $5.2M | 14% | Sep 2024 |
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Creative Planning | 41k | $4.9M | -19% | Sep 2024 |
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Kestra Advisory Services | 39k | $4.6M | 1% | Sep 2024 |
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Bear Mountain Capital | 37k | $4.5M | -2% | Sep 2024 |
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Private Advisor | 36k | $4.3M | 0% | Sep 2024 |
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Kingsview Wealth Management | 36k | $4.3M | 30% | Sep 2024 |
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Cobblestone Capital Advisors | 35k | $4.3M | 12% | Sep 2024 |
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Stifel Financial | 35k | $3.9M | -21% | Jun 2024 |
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Brookstone Capital Management | 35k | $4.2M | 1% | Sep 2024 |
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Advisory Services Network | 35k | $3.9M | 0% | Sep 2024 |
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Long Run Wealth Advisors | 34k | $4.1M | -2% | Sep 2024 |
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Financial Network Wealth Management | 34k | $4.1M | 0% | Sep 2024 |
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BigSur Wealth Management | 32k | $3.9M | 0% | Sep 2024 |
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YCMNET Advisors | 31k | $3.4M | -2% | Jun 2024 |
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Pathstone Holdings | 30k | $3.7M | 5% | Sep 2024 |
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Grimes & Company | 30k | $3.6M | 1% | Sep 2024 |
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Glenview Trust | 30k | $3.6M | 0% | Sep 2024 |
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HPM Partners | 30k | $3.6M | 2% | Sep 2024 |
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Relyea Zuckerberg Hanson | 28k | $3.4M | -6% | Sep 2024 |
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Shepherd Financial Partners | 28k | $3.4M | -5% | Sep 2024 |
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Resources Investment Advisors | 28k | $3.3M | 73% | Sep 2024 |
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Colony | 25k | $3.0M | -32% | Sep 2024 |
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Susquehanna International | 24k | $2.9M | -50% | Sep 2024 |
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Simmons Bank | 24k | $2.9M | 0% | Sep 2024 |
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Miracle Mile Advisors | 24k | $2.9M | 4% | Sep 2024 |
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CI Private Wealth | 24k | $2.9M | 36% | Sep 2024 |
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VERITY Wealth Advisors | 24k | $2.8M | 0% | Sep 2024 |
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William Blair $ Company | 24k | $2.8M | 0% | Sep 2024 |
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Whittier Trust Co. of Nevada | 23k | $2.8M | -12% | Sep 2024 |
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Ledyard National Bank | 23k | $2.8M | 8% | Sep 2024 |
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Bailard | 23k | $2.8M | 0% | Sep 2024 |
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Mercer Global Advisors | 23k | $2.6M | -5% | Jun 2024 |
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CWM | 23k | $2.7M | -1% | Sep 2024 |
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Asset Dedication | 22k | $2.7M | 2% | Sep 2024 |
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Federation des caisses Desjardins du Quebec | 22k | $2.7M | 1% | Sep 2024 |
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Garrett Investment Advisors | 22k | $2.7M | 0% | Sep 2024 |
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AE Wealth Management | 21k | $2.5M | 100% | Sep 2024 |
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Hanson McClain Advisors | 21k | $2.5M | 0% | Sep 2024 |
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Cornerstone Wealth Management | 21k | $2.5M | 0% | Sep 2024 |
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Goldman Sachs Group | 20k | $2.2M | -43% | Jun 2024 |
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Retirement Capital Strategies | 18k | $2.2M | 100% | Sep 2024 |
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Commerce Bank N A | 18k | $2.2M | 0% | Sep 2024 |
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Good Life Advisors | 18k | $2.2M | 98% | Sep 2024 |
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Colorado Capital Management | 18k | $2.4M | -4% | Sep 2024 |
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Consolidated Planning Corp | 18k | $2.1M | -1% | Sep 2024 |
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One Wealth Advisors | 17k | $2.1M | -2% | Sep 2024 |
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Hsbc Holdings | 17k | $1.9M | 0% | Jun 2024 |
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New Covenant Trust Company | 17k | $2.1M | -1% | Sep 2024 |
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Sequoia Financial Advisors | 17k | $2.0M | -3% | Sep 2024 |
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Jane Street | 17k | $2.0M | 140% | Sep 2024 |
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One Capital Management | 17k | $2.0M | 0% | Sep 2024 |
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J.w. Cole Advisors | 16k | $2.0M | 3% | Sep 2024 |
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Fingerlakes Wealth Management | 16k | $1.9M | 17% | Sep 2024 |
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HB Wealth Management | 16k | $1.9M | 0% | Sep 2024 |
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Financial Services Advisory | 16k | $1.9M | -2% | Sep 2024 |
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Captrust Financial Advisors | 15k | $1.9M | 21% | Sep 2024 |
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Aprio Wealth Management | 15k | $1.8M | 1% | Sep 2024 |
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Litman Gregory Asset Management | 15k | $1.8M | 0% | Sep 2024 |
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Milestone Investment Advisors | 15k | $1.8M | -2% | Sep 2024 |
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Baker Avenue Asset Management | 15k | $1.8M | -20% | Sep 2024 |
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Bigelow Investment Advisors | 15k | $1.8M | 2% | Sep 2024 |
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Chicago Partners Investment | 14k | $1.7M | -1% | Sep 2024 |
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Winthrop Advisory Group | 14k | $1.7M | -3% | Sep 2024 |
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Levy Wealth Management Group | 14k | $1.6M | 16% | Jun 2024 |
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Gould Asset Management | 14k | $1.7M | -2% | Sep 2024 |
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Stratos Wealth Partners | 14k | $1.6M | -13% | Sep 2024 |
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Integrated Wealth Concepts | 14k | $1.6M | -3% | Sep 2024 |
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Trust | 13k | $1.6M | -3% | Sep 2024 |
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Tiaa Trust, National Association | 13k | $1.4M | 0% | Jun 2024 |
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Equitable Holdings | 13k | $1.4M | -4% | Jun 2024 |
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Addison Advisors | 13k | $1.5M | -1% | Sep 2024 |
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Resonant Capital Advisors | 13k | $1.5M | 0% | Sep 2024 |
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Hartland & Co | 12k | $1.5M | 0% | Sep 2024 |
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Honkamp Krueger Financial Services | 12k | $1.4M | 0% | Jun 2024 |
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Bond & Devick Financial Network | 12k | $1.5M | -2% | Sep 2024 |
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Aptus Capital Advisors | 12k | $1.5M | 0% | Sep 2024 |
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Mill Creek Capital Advisors | 12k | $1.5M | 0% | Sep 2024 |
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Fountainhead AM | 12k | $1.4M | 2% | Sep 2024 |
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Franklin Resources | 12k | $1.5M | 3% | Sep 2024 |
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Grubman Wealth Management | 12k | $1.4M | 0% | Sep 2024 |
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Wesbanco Trust And Investments | 12k | $1.4M | 0% | Sep 2024 |
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First Pacific Financial | 12k | $1.4M | 168% | Sep 2024 |
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Portland Global Advisors | 12k | $1.3M | 0% | Jun 2024 |
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Diversified | 12k | $1.3M | 408% | Jun 2024 |
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H D Vest Advisory Services | 11k | $1.3M | -3% | Jun 2024 |
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Bluestem Financial Advisors | 11k | $1.3M | -2% | Jun 2024 |
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Wescott Financial Advisory Group | 11k | $1.3M | -1% | Sep 2024 |
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Snowden Capital Advisors | 11k | $1.3M | 0% | Sep 2024 |
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Rsm Us Wealth Management | 11k | $1.3M | 0% | Sep 2024 |
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Crestwood Advisors | 11k | $1.3M | 0% | Sep 2024 |
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Freestone Capital Holdings | 10k | $1.2M | -4% | Jun 2024 |
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Sound Stewardship | 10k | $1.2M | -3% | Sep 2024 |
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Bank of New Hampshire | 10k | $1.2M | -4% | Sep 2024 |
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Gerber Kawasaki Wealth & Investment Management | 9.8k | $1.1M | -7% | Jun 2024 |
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Destiny Capital Corp | 8.1k | $955k | -22% | Sep 2024 |
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Sontag Advisory | 7.9k | $947k | -59% | Sep 2024 |
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Renaissance Technologies | 6.4k | $770k | -56% | Sep 2024 |
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Who sold out of iShares FTSE KLD Select Scil Idx?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Strategic Financial Concepts | Jun 2024 | 36k | $314k |
Fernwood Investment Management | Jun 2024 | 11k | $1.2M |