Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
iShares KLD Select Social Index (KLD)  
$109.49 0.72 (0.65%) as of 4:30 Thu 5/23


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 427    10
Total shares held : 
 39,156,777  
% of shares held : 
 43.51%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   51  
Amount of shares held : 
 11,309,574  
% of shares held change : 
   12.57%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $89.63  
Last Quarter's Ending Price : 
 $100.51  
Last Quarter's Average Price : 
 $93.29  
Change from last quarter's     
avg. price to the last closing  : 
16.20 (17.37%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
28
 163,877
 0.42%
 
Increased Positions :
160
 11,565,241
 29.54%
 
Unchanged Positions :
120
 998,114
 2.55%
 
Decreased Positions :
119
-347,614
-0.89%
 
Closed Positions :
18
-71,930
-0.18%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Idaho Trust Bank 24 *New 2024-03-31 13,572 $1,482,000 13,572
   HRT FINANCIAL LLC 1031 *New 2024-03-31 6,227 $679,000 6,227
   Stratos Wealth Advisors LLC 431 *New 2024-03-31 5,198 $567,000 5,198
   WIN ADVISORS INC 42 *New 2024-03-31 3,834 $419,000 3,834
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 392 *New 2024-03-31 3,303 $361,000 3,303
   Carnick & Kubik Group LLC 172 *New 2024-03-31 3,258 $356,000 3,258
   MILLENNIUM MANAGEMENT LLC 3429 *New 2024-03-31 2,434 $266,000 2,434
   Change Path LLC 761 *New 2024-03-31 2,369 $259,000 2,369
   UNITED BANK /VA/ 129 *New 2024-03-31 2,165 $236,000 2,165
   Magnus Financial Group LLC 299 *New 2024-03-31 1,984 $217,000 1,984
   Concurrent Investment Advisors LLC 772 *New 2024-03-31 1,983 $216,000 1,983
   SAVANT CAPITAL MANAGEMENT INC 1014 *New 2024-03-31 1,945 $212,000 1,945
   Baron Silver Stevens Financial Advisors LLC 114 *New 2024-03-31 1,941 $212,000 1,941
   Hoxton Planning & Management LLC 152 *New 2024-03-31 1,941 $212,000 1,941
   Mill Capital Management LLC 110 *New 2024-03-31 1,900 $207,000 1,900
   IHT Wealth Management LLC 936 *New 2024-03-31 1,886 $206,000 1,886
   Financial Insights Inc. 159 *New 2024-03-31 1,840 $201,000 1,840
   WILEY BROS.-AINTREE CAPITAL LLC 455 *New 2024-03-31 1,840 $201,000 1,840
   Refined Wealth Management 25 *New 2024-03-31 1,833 $200,000 1,833
   Founders Financial Alliance LLC 278 *New 2024-03-31 1,560 $170,000 1,560
   Ahrens Investment Partners LLC 257 *New 2023-03-31 865 $76,000 865
   Nelson Van Denburg & Campbell Wealth Management Gr 1119 *New 2024-03-31 617 $67,000 617
   Atlantic Trust Group LLC 1599 *New 2024-03-31 542 $59,000 542
   WOODMONT INVESTMENT COUNSEL LLC 295 *New 2024-03-31 512 $56,000 512
   WESTEND CAPITAL MANAGEMENT LLC 70 *New 2024-03-31 503 $55,000 503
   Morling Financial Advisors LLC 86 *New 2024-03-31 345 $38,000 345
   PIERSHALE FINANCIAL GROUP, INC. 65 *New 2023-06-30 271 $25,000 271
   MATHER GROUP, INC. 1033 *New 2024-03-31 228 $23,000 228
   Continuum Advisory LLC 1266 *New 2024-03-31 21 $2,000 21
   BNP PARIBAS ARBITRAGE SA 3074 *New 2024-03-31 4 $0 4
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1921 *New 2024-03-31 1 $0 1
  31 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us