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Get Institutions for : 
iShares KLD 400 Social Index (DSI)  
$101.24 0.26 (0.26%) as of 4:30 Wed 5/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 464    16
Total shares held : 
 26,512,592  
% of shares held : 
 14.94%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   98  
Amount of shares held : 
 1,945,131  
% of shares held change : 
   1.1%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $81.45  
Last Quarter's Ending Price : 
 $91.05  
Last Quarter's Average Price : 
 $84.84  
Change from last quarter's     
avg. price to the last closing  : 
16.40 (19.33%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
30
 131,451
 0.5%
 
Increased Positions :
200
 2,380,947
 8.98%
 
Unchanged Positions :
116
 543,606
 2.05%
 
Decreased Positions :
118
-477,501
-1.8%
 
Closed Positions :
14
-89,766
-0.34%
 
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
   MORGAN STANLEY 469 - 2024-03-31 4,552,034 $458,891,000 48,617
   LPL FINANCIAL CORP 383 - 2024-03-31 814,516 $82,111,000 45,035
   UBS Group AG 732 - 2024-03-31 522,942 $52,718,000 9,247
   GOLDMAN SACHS GROUP INC/ 1204 - 2024-03-31 339,275 $34,202,000 49,616
   MARINER WEALTH ADVISORS, LLC 252 - 2024-03-31 300,202 $30,262,000 52,645
   COMMONWEALTH EQUITY SERVICES LLC. 483 - 2024-03-31 203,595 $20,525,000 2,110
   US BANCORP 320 - 2024-03-31 176,410 $17,784,000 1,389
   MML INVESTORS SERVICES LLC 298 - 2024-03-31 157,878 $15,916,000 6,058
   Rockefeller Capital Management L.P. 409 - 2024-03-31 144,210 $14,538,000 13,578
   Private Advisor Group LLC 192 - 2024-03-31 135,656 $13,675,000 7,776
   Ameritas Advisory Services LLC 41 - 2024-03-31 124,977 $12,599,000 34,670
   MANCHESTER CAPITAL MANAGEMENT LLC 10 - 2024-03-31 124,193 $12,520,000 932
   Gemmer Asset Management LLC 23 - 2024-03-31 109,925 $11,082,000 4,436
   Mascoma Wealth Management LLC 10 - 2024-03-31 102,958 $10,379,000 5,227
   ADVISORY SERVICES NETWORK, LLC 91 - 2024-03-31 98,043 $9,884,000 25
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 814 - 2024-03-31 95,776 $9,655,000 1,072
   PFG Investments LLC 28 - 2024-03-31 92,953 $9,371,000 18,238
   Beacon Pointe Advisors LLC 188 - 2024-03-31 87,426 $8,813,000 34,964
   Atria Wealth Solutions Inc. 222 - 2024-03-31 84,545 $8,523,000 1,177
   THRIVENT FINANCIAL FOR LUTHERANS 674 - 2024-03-31 81,257 $8,191,000 3,009
   Miracle Mile Advisors LLC 84 - 2024-03-31 79,910 $8,056,000 10,566
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 572 - 2024-03-31 71,749 $7,233,000 2,280
   COMERICA BANK 563 - 2024-03-31 69,103 $6,966,000 1,229
   LINCOLN NATIONAL CORP 114 - 2024-03-31 67,939 $6,849,000 2,012
   GRADIENT INVESTMENTS LLC 130 - 2024-03-31 52,071 $5,249,000 1,280
   Fifth Third Wealth Advisors LLC 19 - 2024-03-31 51,315 $5,173,000 47,815
   COLONY GROUP, LLC 323 - 2024-03-31 49,338 $4,974,000 12,459
   JANNEY MONTGOMERY SCOTT LLC 780 - 2024-03-31 47,407 $4,779,000 2,309
   Wealthcare Advisory Partners LLC 114 - 2024-03-31 46,524 $4,690,000 1,456
   Bremer Bank National Association 45 - 2024-03-31 42,368 $4,271,000 22,807
   One Capital Management LLC 122 - 2024-03-31 39,320 $3,964,000 690
   Columbia Trust Co 01012016 12 - 2023-12-31 42,102 $3,833,000 727
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 465 - 2024-03-31 37,290 $3,759,000 1,376
   HEAD & ASSOCIATES LLC 40 - 2023-12-31 40,912 $3,725,000 1,449
   Horst & Graben Wealth Management LLC 24 - 2024-03-31 35,938 $3,623,000 2,561
   Neumann Capital Management LLC 20 - 2024-03-31 34,968 $3,525,000 1,765
   ST GERMAIN D J CO INC 104 - 2024-03-31 33,795 $3,407,000 924
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 653 - 2024-03-31 33,491 $3,376,000 871
   Perigon Wealth Management LLC 188 - 2024-03-31 32,405 $3,267,000 17,333
   Snowden Capital Advisors LLC 228 - 2024-03-31 32,341 $3,260,000 129
   MULTIFINANCIAL SECURITIES CORP 606 - 2024-03-31 32,246 $3,251,000 14,069
   CHILDRESS CAPITAL ADVISORS LLC 22 - 2024-03-31 31,671 $3,249,000 2,591
   PITCAIRN CO 101 - 2024-03-31 30,343 $3,059,000 1,019
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1394 - 2024-03-31 28,587 $2,882,000 296
   Cresset Asset Management LLC 494 - 2024-03-31 28,376 $2,861,000 379
   CLS INVESTMENT FIRM LLC 361 - 2022-12-31 38,505 $2,764,000 434
   Integrated Wealth Concepts LLC 409 - 2024-03-31 26,914 $2,713,000 568
   BBR PARTNERS, LLC 50 - 2024-03-31 25,635 $2,584,000 3,253
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 57 - 2024-03-31 25,615 $2,582,000 380
   Cornerstone Wealth Management LLC 108 - 2024-03-31 25,231 $2,544,000 241
   ALTFEST L J & CO INC 50 - 2024-03-31 25,113 $2,532,000 1,671
   Kestra Advisory Services LLC 791 - 2024-03-31 23,801 $2,399,000 3,353
   H D Vest Advisory Services 494 - 2024-03-31 23,283 $2,347,000 384
   Chicago Partners Investment Group LLC 188 - 2024-03-31 23,926 $2,306,000 62
   WEALTHSOURCE PARTNERS LLC 112 - 2023-12-31 24,827 $2,260,000 1,325
   Sargent Bickham Lagudis LLC 96 - 2022-12-31 31,066 $2,230,000 1,002
   Topel & Distasi Wealth Management LLC 31 - 2024-03-31 20,050 $2,021,000 134
   Arlington Financial Advisors LLC 43 - 2024-03-31 20,017 $2,018,000 29
   BAKER AVENUE ASSET MANAGEMENT, LP 169 - 2024-03-31 19,795 $1,995,000 457
   Wealthfront Advisers LLC 488 - 2024-03-31 19,479 $1,964,000 1,719
   HB Wealth Management LLC 253 - 2024-03-31 19,226 $1,938,000 26
   WADE G W & INC 177 - 2023-12-31 21,063 $1,918,000 802
   Onyx Bridge Wealth Group LLC 63 - 2024-03-31 18,492 $1,806,000 8,863
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 519 - 2024-03-31 17,445 $1,759,000 7,645
   COLDSTREAM CAPITAL MANAGEMENT INC 228 - 2024-03-31 17,167 $1,731,000 831
   Charter Oak Capital Management LLC 45 - 2024-03-31 16,846 $1,698,000 132
   CONSCIOUS WEALTH INVESTMENTS LLC 36 - 2024-03-31 16,351 $1,574,000 1,269
   Boston Standard Wealth Management LLC 25 - 2024-03-31 14,647 $1,477,000 1,461
   NATIONAL BANK OF CANADA /FI/ 919 - 2024-03-31 14,769 $1,464,000 1,146
   Revolve Wealth Partners LLC 56 - 2024-03-31 14,290 $1,441,000 759
   Austin Private Wealth LLC 58 - 2024-03-31 13,835 $1,380,000 667
   TCWP LLC 7 - 2024-03-31 13,206 $1,331,000 425
   We Are One Seven LLC 288 - 2024-03-31 13,206 $1,331,000 425
   BUCKINGHAM ASSET MANAGEMENT, LLC 290 - 2024-03-31 12,964 $1,307,000 3
   Continuum Advisory LLC 122 - 2024-03-31 13,039 $1,290,000 2,826
   Bensler LLC 85 - 2024-03-31 12,758 $1,286,000 522
   BNP PARIBAS ARBITRAGE SA 1658 - 2024-03-31 12,305 $1,240,000 705
   CLEAR HARBOR ASSET MANAGEMENT, LLC 137 - 2024-03-31 12,026 $1,212,000 1,618
   TOWNSQUARE CAPITAL LLC 614 - 2024-03-31 11,631 $1,173,000 2,291
   TRUSTCORE FINANCIAL SERVICES LLC 106 - 2022-12-31 15,704 $1,127,000 2,769
   Long Run Wealth Advisors LLC 60 - 2024-03-31 10,821 $1,091,000 270
   PROEQUITIES INC. 283 - 2024-03-31 10,147 $1,023,000 968
   HARBOUR INVESTMENTS INC. 356 - 2023-12-31 11,209 $1,021,000 2,171
   Sigma Planning Corp 501 - 2024-03-31 9,858 $994,000 2,861
   Dynamic Advisors Solutions LLC 453 - 2024-03-31 9,575 $965,000 471
   DAVIDSON D A & CO 747 - 2024-03-31 9,402 $948,000 865
   VALMARK ADVISERS INC 287 - 2024-03-31 8,590 $866,000 380
   Strategic Blueprint LLC 276 - 2024-03-31 8,134 $820,000 254
   Main Street Group LTD 25 - 2024-03-31 7,909 $797,000 10
   COBBLESTONE CAPITAL ADVISORS LLC /NY/ 140 - 2024-03-31 7,640 $770,000 500
   NATIONAL ASSET MANAGEMENT, INC. 613 - 2024-03-31 9,137 $747,000 2,628
   Grant/GrossMendelsohn LLC 56 - 2024-03-31 7,428 $740,000 3,865
   Keystone Financial Services 34 - 2023-12-31 8,102 $738,000 1,704
   BIP Wealth LLC 106 - 2024-03-31 7,105 $716,000 2,755
   Mutual Advisors LLC 585 - 2024-03-31 6,952 $701,000 222
   FLAGSHIP HARBOR ADVISORS LLC 341 - 2024-03-31 5,994 $604,000 11
   TOWER RESEARCH CAPITAL LLC 764 - 2024-03-31 5,959 $601,000 5,601
   Clear Perspectives Financial Planning LLC 28 - 2023-03-31 7,626 $595,000 80
   Frisch Financial Group Inc. 56 - 2024-03-31 5,783 $583,000 14
   Polaris Wealth Advisers LLC 126 - 2023-09-30 7,113 $579,000 116
  100 Records found
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