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 | 4.6M | $459M | 1% | Mar 2024 |
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| Envestnet Asset Management | 2.4M | $244M | 12% | Mar 2024 |
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| Jpmorgan Chase & Co | 1.6M | $164M | -3% | Mar 2024 |
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| Bank of America Corporation | 1.6M | $158M | -16% | Mar 2024 |
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| Ameriprise Financial | 1.0M | $102M | -2% | Mar 2024 |
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| Bank of New York Mellon | 958k | $97M | -21% | Mar 2024 |
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| LPL Financial | 815k | $82M | 18% | Mar 2024 |
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| Envestnet Portfolio Solutions | 703k | $71M | -7% | Mar 2024 |
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| UBS Group | 523k | $53M | 2% | Mar 2024 |
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| Betterment | 490k | $49M | -5% | Mar 2024 |
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| Goldman Sachs Group | 339k | $34M | 17% | Mar 2024 |
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| Sei Investments | 309k | $31M | -13% | Mar 2024 |
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| Mariner Wealth Advisors | 300k | $30M | 21% | Mar 2024 |
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| HPM Partners | 263k | $27M | -3% | Mar 2024 |
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| Wells Fargo & Company | 257k | $26M | -24% | Mar 2024 |
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| Advisor Group Holdings | 211k | $21M | -44% | Mar 2024 |
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| Branch Banking & Trust Company | 209k | $21M | -5% | Mar 2024 |
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| Commonwealth Equity Services | 204k | $21M | 1% | Mar 2024 |
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| Park Avenue Securities | 196k | $20M | -3% | Mar 2024 |
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| Creative Planning | 188k | $19M | -2% | Mar 2024 |
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| Us Bancorp | 176k | $18M | 1% | Mar 2024 |
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| Dunhill Financial | 175k | $18M | -10% | Mar 2024 |
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| CWM | 155k | $16M | -9% | Mar 2024 |
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| Fiduciary Trust Company | 148k | $14M | 1% | Dec 2023 |
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| Royal Bank of Canada | 146k | $15M | -8% | Mar 2024 |
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| Captrust Financial Advisors | 145k | $15M | -8% | Mar 2024 |
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| Private Advisor | 136k | $14M | 6% | Mar 2024 |
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| Francis Financial | 133k | $13M | -2% | Mar 2024 |
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| Rockefeller Capital Management | 131k | $12M | 31% | Dec 2023 |
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| Mercer Global Advisors | 128k | $13M | -6% | Mar 2024 |
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| Manchester Capital Management | 124k | $13M | 1% | Mar 2024 |
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| Gemmer Asset Management | 110k | $11M | 4% | Mar 2024 |
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| Hill Island Financial | 105k | $11M | -2% | Mar 2024 |
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| Mascoma Wealth Management | 103k | $10M | 5% | Mar 2024 |
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| Advisory Services Network | 98k | $9.9M | 0% | Mar 2024 |
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| Raymond James Financial Services Advisors | 96k | $9.7M | 1% | Mar 2024 |
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| PFG Investments | 93k | $9.4M | 24% | Mar 2024 |
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| Ameritas Advisory Services | 90k | $8.2M | -29% | Dec 2023 |
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| FTB Advisors | 85k | $8.5M | -2% | Mar 2024 |
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| Atria Wealth Solutions | 85k | $8.5M | 1% | Mar 2024 |
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| Thrivent Financial for Lutherans | 81k | $8.2M | 10% | Mar 2024 |
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| Miracle Mile Advisors | 80k | $8.1M | 15% | Mar 2024 |
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| HighTower Advisors | 79k | $8.0M | -8% | Mar 2024 |
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| Rsm Us Wealth Management | 72k | $7.3M | -1% | Mar 2024 |
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| Cambridge Investment Research Advisors | 72k | $7.2M | 3% | Mar 2024 |
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| Brian McDonald | 69k | $7.0M | 1% | Mar 2024 |
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| Lincoln National | 68k | $6.8M | 3% | Mar 2024 |
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| Strategic Point Investment Advisors | 66k | $6.0M | 3% | Dec 2023 |
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| Baystate Wealth Management | 64k | $5.8M | -1% | Dec 2023 |
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| CI Private Wealth | 60k | $6.1M | 0% | Mar 2024 |
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| One Wealth Advisors | 60k | $6.0M | 11% | Mar 2024 |
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| SOA Wealth Advisors | 60k | $6.0M | -2% | Mar 2024 |
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| Bank Of Montreal | 59k | $6.0M | -1% | Mar 2024 |
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| Johnson Financial Group | 58k | $5.3M | -9% | Dec 2023 |
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| Trillium Asset Management Corporation | 54k | $5.4M | -69% | Mar 2024 |
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| Beacon Pointe Advisors | 53k | $4.8M | 140% | Dec 2023 |
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| Gradient Investments | 52k | $5.2M | 3% | Mar 2024 |
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| Fifth Third Wealth Advisors | 51k | $5.2M | 1366% | Mar 2024 |
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| Colony | 49k | $5.0M | 34% | Mar 2024 |
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| Dohj | 48k | $4.8M | -9% | Mar 2024 |
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| Janney Montgomery Scott | 47k | $4.8M | 5% | Mar 2024 |
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| Brio Consultants | 47k | $4.7M | -5% | Mar 2024 |
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| Wealthcare Advisory Partners | 47k | $4.7M | 3% | Mar 2024 |
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| Strategic Wealth Partners | 46k | $4.6M | 3% | Mar 2024 |
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| Litman Gregory Asset Management | 45k | $4.5M | 0% | Mar 2024 |
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| Orion Portfolio Solutions | 44k | $4.4M | -8% | Mar 2024 |
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| United Capital Financial Advisers | 43k | $4.3M | -5% | Mar 2024 |
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| Bremer Bank National Association | 42k | $4.3M | 117% | Mar 2024 |
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| Columbia Trust Co 01012016 | 42k | $3.8M | 2% | Dec 2023 |
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| William Blair $ Company | 42k | $4.2M | -4% | Mar 2024 |
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| Headinvest | 41k | $3.7M | 4% | Dec 2023 |
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| Gibson Capital | 41k | $4.1M | -2% | Mar 2024 |
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| Laurel Wealth Planning | 41k | $4.1M | -1% | Mar 2024 |
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| First Affirmative Financial Network | 41k | $4.1M | -17% | Mar 2024 |
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| Umpqua Bank | 40k | $4.1M | 100% | Mar 2024 |
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| Stifel Financial | 40k | $4.1M | -20% | Mar 2024 |
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| One Capital Management | 39k | $4.0M | 2% | Mar 2024 |
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| Accredited Investors | 38k | $3.9M | -7% | Mar 2024 |
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| Sontag Advisory | 38k | $3.8M | -5% | Mar 2024 |
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| Cranbrook Wealth Management | 38k | $3.8M | 0% | Mar 2024 |
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| Assetmark | 37k | $3.8M | 4% | Mar 2024 |
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| Horst & Graben Wealth Management | 36k | $3.6M | 8% | Mar 2024 |
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| Northern Trust | 35k | $3.5M | 817% | Mar 2024 |
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| Neumann Capital Management | 35k | $3.5M | 5% | Mar 2024 |
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| Bailard | 34k | $3.4M | -1% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 34k | $3.4M | -21% | Mar 2024 |
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| D. J. St. Germain | 33k | $3.0M | 14% | Dec 2023 |
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| Raymond James & Associates | 33k | $3.3M | -11% | Mar 2024 |
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| Perigon Wealth Management | 32k | $3.3M | 115% | Mar 2024 |
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| Citadel Advisors | 32k | $3.3M | -31% | Mar 2024 |
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| Snowden Capital Advisors | 32k | $3.3M | 0% | Mar 2024 |
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| Global Assets Advisory | 32k | $320k | 100% | Mar 2024 |
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| Franklin Resources | 32k | $3.2M | 0% | Mar 2024 |
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| Childress Capital Advisors | 32k | $3.2M | 9% | Mar 2024 |
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| Pnc Financial Services | 31k | $3.2M | -5% | Mar 2024 |
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| Sharkey, Howes & Javer | 31k | $3.1M | -4% | Mar 2024 |
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| Shepherd Financial Partners | 30k | $3.0M | -1% | Mar 2024 |
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| Keybank National Association | 30k | $3.0M | 9% | Mar 2024 |
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| Lido Advisors | 30k | $3.0M | -3% | Mar 2024 |
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| Pitcairn Company | 29k | $2.7M | 0% | Dec 2023 |
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| Susquehanna International | 29k | $2.9M | 100% | Mar 2024 |
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| Raymond James Trust | 28k | $2.8M | 0% | Mar 2024 |
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| Bangor Savings Bank | 28k | $2.8M | -1% | Mar 2024 |
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| PFG Advisors | 28k | $2.8M | -2% | Mar 2024 |
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| Integrated Wealth Concepts | 27k | $2.7M | 8% | Mar 2024 |
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| Seaward Management Limited Partnership | 26k | $2.4M | 0% | Dec 2023 |
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| Steward Partners Investment Advisory | 26k | $2.6M | -3% | Mar 2024 |
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| BBR Partners | 26k | $2.6M | 20% | Mar 2024 |
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| Institute For Wealth Management | 26k | $2.6M | 2% | Mar 2024 |
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| Pennsylvania Capital Management | 26k | $2.6M | -43% | Mar 2024 |
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| Financeware | 26k | $2.6M | -6% | Mar 2024 |
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| Financial Insights | 25k | $2.6M | 0% | Mar 2024 |
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| Cornerstone Wealth Management | 25k | $2.5M | 1% | Mar 2024 |
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| Altfest L J & Co | 25k | $2.5M | 7% | Mar 2024 |
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| Hanson McClain Advisors | 25k | $2.5M | -2% | Mar 2024 |
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| Wealthsource Partners | 25k | $2.3M | 6% | Dec 2023 |
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| Financial Gravity Wealth | 24k | $68k | 0% | Dec 2023 |
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| Chicago Partners Investment | 24k | $2.3M | 0% | Mar 2024 |
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| H D Vest Advisory Services | 23k | $2.3M | 2% | Mar 2024 |
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| Paul Kendrigan | 23k | $2.3M | -8% | Mar 2024 |
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| Financial Services Advisory | 23k | $2.3M | -2% | Mar 2024 |
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| Concord Wealth Partners | 21k | $2.1M | -22% | Mar 2024 |
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| GW & Wade | 21k | $1.9M | 4% | Dec 2023 |
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| Goss Wealth Management | 21k | $2.1M | 16% | Mar 2024 |
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| Kestra Advisory Services | 20k | $1.9M | 12% | Dec 2023 |
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| SigFig Wealth Management | 20k | $2.1M | 0% | Mar 2024 |
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| Petix & Botte | 20k | $2.0M | 100% | Mar 2024 |
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| Topel & Distasi Wealth Management | 20k | $2.0M | 1% | Mar 2024 |
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| Arlington Financial Advisors | 20k | $2.0M | 0% | Mar 2024 |
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| BigSur Wealth Management | 20k | $1.8M | 0% | Dec 2023 |
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| Baker Avenue Asset Management | 20k | $2.0M | 2% | Mar 2024 |
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| Wealthfront Advisers | 20k | $2.0M | 10% | Mar 2024 |
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| Spire Wealth Management | 19k | $1.9M | -2% | Mar 2024 |
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| HB Wealth Management | 19k | $1.9M | 0% | Mar 2024 |
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| Dorsey & Whitney Trust Company | 19k | $1.9M | -5% | Mar 2024 |
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| Eley Financial Management | 19k | $1.9M | -20% | Mar 2024 |
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| Btim | 19k | $1.9M | 0% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 19k | $1.9M | -2% | Mar 2024 |
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| Bp Wealth Management | 19k | $1.9M | -22% | Mar 2024 |
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| Sequoia Financial Advisors | 19k | $1.9M | -6% | Mar 2024 |
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| Onyx Bridge Wealth Group | 19k | $1.8M | 92% | Mar 2024 |
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| Hilltop Holdings | 18k | $1.8M | -26% | Mar 2024 |
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| NewEdge Wealth | 18k | $1.8M | 0% | Mar 2024 |
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| Diversify Advisory Services | 18k | $1.8M | 100% | Mar 2024 |
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| PFG Financial Advisors | 17k | $1.8M | -1% | Mar 2024 |
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| Annapolis Financial Services | 17k | $1.7M | 0% | Mar 2024 |
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| Summit Investment Advisors | 17k | $1.7M | -1% | Mar 2024 |
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| Sage Financial | 17k | $1.7M | -1% | Mar 2024 |
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| White Lighthouse Investment Management | 17k | $1.7M | -2% | Mar 2024 |
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| Dfpg Investments | 17k | $1.5M | -5% | Dec 2023 |
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| Coldstream Capital Management | 16k | $1.5M | -4% | Dec 2023 |
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| CX Institutional | 14k | $1.4M | -62% | Mar 2024 |
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| Kestra Private Wealth Services | 7.0k | $702k | -74% | Mar 2024 |
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| McClarren Financial Advisors | 404.00 | $3.1M | -99% | Mar 2024 |
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Who sold out of iShares FTSE KLD 400 Social Idx?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| SageView Advisory Group | Dec 2023 | 85k | $8.0M |
| Trellis Advisors | Sep 2023 | 36k | $3.0M |
| Dana Investment Advisors | Dec 2023 | 19k | $1.7M |