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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Top investors of iShares FTSE KLD Select Scil Idx stock
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 | $177M | -51% | Mar 2024 |
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Bank of America Corporation | 1.5M | $168M | -16% | Mar 2024 |
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Morgan Stanley | 1.2M | $130M | 100% | Mar 2024 |
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Pnc Financial Services | 1.0M | $111M | 4% | Mar 2024 |
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Ameriprise Financial | 875k | $96M | 100% | Mar 2024 |
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Spinnaker Trust | 809k | $88M | -1% | Mar 2024 |
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Royal Bank of Canada | 603k | $66M | 7% | Mar 2024 |
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UBS Group | 599k | $65M | -2% | Mar 2024 |
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M^T Bank Corporation | 518k | $57M | -5% | Mar 2024 |
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Mission Wealth Management | 479k | $52M | 10% | Mar 2024 |
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BlackRock | 452k | $49M | 100% | Mar 2024 |
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Wells Fargo & Company | 421k | $46M | -11% | Mar 2024 |
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Deutsche Bank Aktiengesellschaft | 383k | $42M | 3% | Mar 2024 |
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Acorns Advisers | 356k | $39M | 2% | Mar 2024 |
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LPL Financial | 329k | $36M | 100% | Mar 2024 |
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Raymond James Financial Services Advisors | 304k | $34M | 1% | Jun 2024 |
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Shira Ridge Wealth Management | 273k | $31M | -1% | Jun 2024 |
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Ellevest | 234k | $26M | -1% | Mar 2024 |
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Envestnet Asset Management | 217k | $24M | 100% | Mar 2024 |
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Us Bancorp | 207k | $23M | 4% | Mar 2024 |
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Fund Evaluation Group | 203k | $22M | 16% | Mar 2024 |
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Betterment | 200k | $22M | -4% | Mar 2024 |
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Branch Banking & Trust Company | 181k | $20M | 3% | Mar 2024 |
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Baird Financial | 141k | $15M | 2% | Mar 2024 |
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Advisor Group Holdings | 139k | $15M | -2% | Mar 2024 |
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Mariner Wealth Advisors | 139k | $15M | 8% | Mar 2024 |
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Bank Hapoalim Bm | 113k | $13M | 100% | Jun 2024 |
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HighTower Advisors | 112k | $12M | -2% | Mar 2024 |
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Commonwealth Equity Services | 109k | $12M | 2% | Mar 2024 |
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Farrow Financial | 101k | $11M | 2% | Jun 2024 |
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D.A. Davidson & Co. | 99k | $11M | -1% | Mar 2024 |
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Raymond James & Associates | 98k | $11M | -10% | Jun 2024 |
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Money Design | 93k | $10M | -8% | Mar 2024 |
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Northwestern Mutual Wealth Management Company | 88k | $9.6M | 100% | Mar 2024 |
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Quent Capital | 87k | $9.7M | -2% | Jun 2024 |
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Tompkins Financial Corp | 82k | $9.2M | 1% | Jun 2024 |
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Hm Payson & Co | 82k | $8.9M | -1% | Mar 2024 |
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Wealth Enhancement Advisory Services | 79k | $8.9M | 3% | Jun 2024 |
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Northern Trust | 79k | $8.6M | 100% | Mar 2024 |
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Charter Oak Capital Management | 78k | $8.8M | -2% | Jun 2024 |
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Stewardship Advisors | 77k | $8.7M | -28% | Jun 2024 |
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Steward Partners Investment Advisory | 70k | $7.7M | 895% | Mar 2024 |
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Robertson Stephens Wealth Management | 69k | $7.5M | -2% | Mar 2024 |
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Regions Bank | 68k | $7.5M | -2% | Mar 2024 |
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CB^T Wealth Management | 68k | $7.6M | -2% | Jun 2024 |
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Roof Eidam & Maycock | 66k | $7.2M | -3% | Mar 2024 |
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Keybank National Association | 66k | $7.2M | 100% | Mar 2024 |
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Permanens Capital | 66k | $7.2M | 1% | Mar 2024 |
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SOA Wealth Advisors | 65k | $7.2M | -13% | Jun 2024 |
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Accredited Investors | 61k | $6.8M | 23% | Jun 2024 |
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Cetera Investment Advisers | 55k | $6.0M | 100% | Mar 2024 |
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Garde Capital | 54k | $5.9M | -47% | Mar 2024 |
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Cambridge Investment Research Advisors | 54k | $5.9M | -18% | Mar 2024 |
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Mml Investors Services | 54k | $5.9M | 3% | Mar 2024 |
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Janney Montgomery Scott | 51k | $5.8M | 5% | Jun 2024 |
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Bank Of Montreal | 47k | $5.1M | 2% | Mar 2024 |
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3EDGE Asset Management | 45k | $4.9M | 31% | Mar 2024 |
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Stifel Financial | 45k | $4.9M | -11% | Mar 2024 |
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Federation des caisses Desjardins du Quebec | 43k | $4.7M | 100% | Mar 2024 |
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Consolidated Planning Corp | 42k | $4.5M | -3% | Mar 2024 |
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Goss Wealth Management | 40k | $4.3M | 100% | Mar 2024 |
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Creative Planning | 38k | $4.2M | -1% | Mar 2024 |
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Bear Mountain Capital | 38k | $4.3M | 4% | Jun 2024 |
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Private Advisor | 36k | $4.0M | 18% | Mar 2024 |
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Financial Network Wealth Management | 35k | $3.8M | -1% | Mar 2024 |
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Brookstone Capital Management | 35k | $4.0M | -2% | Jun 2024 |
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Long Run Wealth Advisors | 35k | $3.9M | -17% | Jun 2024 |
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Goldman Sachs Group | 34k | $3.7M | 783% | Mar 2024 |
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BigSur Wealth Management | 32k | $3.6M | 0% | Jun 2024 |
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Cobblestone Capital Advisors | 32k | $3.4M | 3% | Mar 2024 |
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Kestra Advisory Services | 32k | $3.4M | 7% | Mar 2024 |
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LFA - Lugano Financial Advisors SA | 31k | $3.4M | 0% | Mar 2024 |
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HPM Partners | 31k | $3.4M | 0% | Mar 2024 |
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Flow Traders US | 31k | $3.4M | 26% | Mar 2024 |
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Renaissance Technologies | 31k | $3.4M | 162% | Mar 2024 |
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YCMNET Advisors | 31k | $3.4M | -2% | Jun 2024 |
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Shepherd Financial Partners | 31k | $3.3M | 12% | Mar 2024 |
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Advisory Services Network | 30k | $3.3M | 19% | Mar 2024 |
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Relyea Zuckerberg Hanson | 30k | $3.3M | -2% | Jun 2024 |
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Grimes & Company | 30k | $3.3M | -1% | Jun 2024 |
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Pathstone Holdings | 29k | $3.2M | 30% | Mar 2024 |
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Glenview Trust | 28k | $3.0M | 0% | Mar 2024 |
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Laird Norton Tyee Trust | 27k | $3.0M | 100% | Mar 2024 |
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Whittier Trust Co. of Nevada | 27k | $2.9M | 5% | Mar 2024 |
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Simmons Bank | 24k | $2.6M | -4% | Mar 2024 |
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Mercer Global Advisors | 24k | $2.6M | -2% | Mar 2024 |
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Financial Services Advisory | 24k | $2.6M | -1% | Mar 2024 |
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William Blair $ Company | 24k | $2.6M | 2% | Mar 2024 |
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VERITY Wealth Advisors | 24k | $2.6M | 0% | Mar 2024 |
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Kingsview Wealth Management | 24k | $2.6M | 105% | Mar 2024 |
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Miracle Mile Advisors | 23k | $2.6M | 1% | Jun 2024 |
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Bailard | 23k | $2.6M | -8% | Jun 2024 |
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Asset Dedication | 23k | $2.5M | -5% | Mar 2024 |
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CWM | 23k | $2.5M | 5% | Jun 2024 |
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Garrett Investment Advisors | 22k | $2.5M | -6% | Jun 2024 |
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Colony | 21k | $2.3M | -9% | Mar 2024 |
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Ledyard National Bank | 21k | $2.3M | -2% | Mar 2024 |
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Hanson McClain Advisors | 21k | $2.4M | 0% | Jun 2024 |
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Cornerstone Wealth Management | 21k | $2.3M | 0% | Jun 2024 |
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Susquehanna International | 20k | $2.2M | 100% | Mar 2024 |
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Cresset Asset Management | 20k | $2.2M | 0% | Mar 2024 |
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Sontag Advisory | 19k | $2.1M | 0% | Mar 2024 |
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Baker Avenue Asset Management | 19k | $2.0M | -1% | Mar 2024 |
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Colorado Capital Management | 19k | $2.3M | -10% | Jun 2024 |
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Commerce Bank N A | 18k | $2.0M | -6% | Mar 2024 |
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One Wealth Advisors | 18k | $1.9M | 100% | Mar 2024 |
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CI Private Wealth | 18k | $1.9M | -1% | Mar 2024 |
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Sequoia Financial Advisors | 17k | $2.0M | -1% | Jun 2024 |
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Hsbc Holdings | 17k | $1.9M | 0% | Mar 2024 |
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New Covenant Trust Company | 17k | $1.9M | 100% | Mar 2024 |
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J.w. Cole Advisors | 17k | $1.8M | 1% | Mar 2024 |
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One Capital Management | 17k | $1.8M | -5% | Mar 2024 |
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Hilltop Wealth Advisors | 16k | $1.8M | -7% | Jun 2024 |
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Milestone Investment Advisors | 16k | $1.8M | -4% | Mar 2024 |
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Stratos Wealth Partners | 16k | $1.8M | -13% | Jun 2024 |
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HB Wealth Management | 15k | $1.7M | 1% | Mar 2024 |
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Aprio Wealth Management | 15k | $1.7M | 1% | Jun 2024 |
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Litman Gregory Asset Management | 15k | $1.7M | 0% | Mar 2024 |
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Chicago Partners Investment | 15k | $1.6M | -1% | Mar 2024 |
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Bigelow Investment Advisors | 15k | $1.6M | -2% | Mar 2024 |
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Evergreen Capital Management | 15k | $1.6M | 0% | Mar 2024 |
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Gould Asset Management | 15k | $1.6M | -3% | Mar 2024 |
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Winthrop Advisory Group | 15k | $1.6M | 2% | Jun 2024 |
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Integrated Wealth Concepts | 14k | $1.5M | 100% | Mar 2024 |
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Levy Wealth Management Group | 14k | $1.6M | 16% | Jun 2024 |
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Trust | 14k | $1.6M | -4% | Jun 2024 |
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Resources Investment Advisors | 14k | $1.5M | 100% | Mar 2024 |
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Fingerlakes Wealth Management | 14k | $1.5M | 0% | Mar 2024 |
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Idaho Trust Bank | 14k | $1.5M | 100% | Mar 2024 |
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Evercore Wealth Management | 14k | $1.5M | 100% | Mar 2024 |
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Snowden Capital Advisors | 13k | $1.5M | -31% | Mar 2024 |
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Equitable Holdings | 13k | $1.5M | -3% | Mar 2024 |
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Addison Advisors | 13k | $1.4M | 0% | Mar 2024 |
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Tiaa Trust, National Association | 13k | $1.4M | -2% | Mar 2024 |
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Resonant Capital Advisors | 13k | $1.4M | 1% | Mar 2024 |
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Bond & Devick Financial Network | 13k | $1.4M | -1% | Jun 2024 |
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Honkamp Krueger Financial Services | 12k | $1.3M | 0% | Mar 2024 |
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Fountainhead AM | 12k | $1.3M | 10% | Mar 2024 |
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Aptus Capital Advisors | 12k | $1.3M | 100% | Mar 2024 |
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Captrust Financial Advisors | 12k | $1.3M | 12% | Mar 2024 |
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Mill Creek Capital Advisors | 12k | $1.3M | 0% | Mar 2024 |
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Grubman Wealth Management | 12k | $1.3M | -2% | Jun 2024 |
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Wesbanco Trust And Investments | 12k | $1.3M | 0% | Jun 2024 |
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Portland Global Advisors | 12k | $1.3M | 100% | Mar 2024 |
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H D Vest Advisory Services | 12k | $1.3M | 0% | Mar 2024 |
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Bluestem Financial Advisors | 12k | $1.3M | 0% | Mar 2024 |
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Franklin Resources | 12k | $1.3M | 0% | Mar 2024 |
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Diversified | 12k | $1.3M | 408% | Jun 2024 |
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Brian McDonald | 11k | $1.2M | 100% | Mar 2024 |
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Fernwood Investment Management | 11k | $1.2M | 2% | Mar 2024 |
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GoalVest Advisory | 11k | $1.2M | -3% | Mar 2024 |
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Sound Stewardship | 11k | $1.2M | -5% | Jun 2024 |
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Harbour Investments | 11k | $1.2M | -13% | Mar 2024 |
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Citadel Advisors | 7.3k | $795k | -85% | Mar 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 |
---|---|---|---|
SageView Advisory Group | Dec 2023 | 61k | $6.2M |