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Get Institutions for : 
iShares KLD Select Social Index (KLD)  
$110.66 0.18 (0.16%) as of 4:30 Tue 5/21


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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  : 
17.37 (18.62%)  




 
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
   PNC FINANCIAL SERVICES GROUP INC 167 - 2024-03-31 1,013,458 $110,639,000 41,281
   ROYAL BANK OF CANADA 626 - 2024-03-31 603,273 $65,860,000 41,819
   MISSION WEALTH MANAGEMENT LLC 11 - 2024-03-31 478,482 $52,236,000 42,798
   DEUTSCHE BANK AG 603 - 2024-03-31 383,249 $41,839,000 10,010
   Acorns Advisers LLC 15 - 2024-03-31 355,817 $38,845,000 7,853
   US BANCORP 287 - 2024-03-31 206,961 $22,594,000 8,197
   FUND EVALUATION GROUP LLC 11 - 2024-03-31 203,417 $22,207,000 28,808
   BB&T CORP 422 - 2024-03-31 181,236 $19,785,000 4,666
   Baird Financial Group Inc. 385 - 2024-03-31 140,840 $15,376,000 2,344
   MARINER WEALTH ADVISORS, LLC 395 - 2024-03-31 138,562 $15,126,000 10,409
   COMMONWEALTH EQUITY SERVICES LLC. 702 - 2024-03-31 108,755 $11,873,000 2,195
   Farrow Financial Inc. 3 - 2024-03-31 99,337 $10,845,000 2,741
   TOMPKINS FINANCIAL CORP 32 - 2024-03-31 80,683 $8,808,000 15,452
   HM PAYSON & CO 78 - 2023-12-31 82,587 $8,301,000 2,096
   Steward Partners Investment Advisory LLC 247 - 2024-03-31 70,390 $7,685,000 63,316
   CB&T WEALTH MANAGEMENT 6 - 2024-03-31 69,292 $7,565,000 1,406
   Permanens Capital L.P. 9 - 2024-03-31 65,925 $7,197,000 351
   MML INVESTORS SERVICES LLC 574 - 2024-03-31 53,694 $5,862,000 1,528
   BANK OF MONTREAL /CAN/ 1046 - 2024-03-31 46,991 $5,139,000 844
   3EDGE Asset Management LP 17 - 2024-03-31 44,892 $4,901,000 10,583
   Goss Wealth Management LLC 425 - 2024-03-31 39,471 $4,309,000 860
   Private Advisor Group LLC 541 - 2024-03-31 36,291 $3,962,000 5,534
   GOLDMAN SACHS GROUP INC/ 2776 - 2024-03-31 34,248 $3,739,000 30,368
   COBBLESTONE CAPITAL ADVISORS LLC /NY/ 54 - 2024-03-31 31,549 $3,444,000 997
   Kestra Advisory Services LLC 655 - 2024-03-31 31,543 $3,444,000 1,990
   YCMNET ADVISORS INC 99 - 2024-03-31 31,093 $3,394,000 1,276
   FLOW TRADERS U.S. LLC 98 - 2024-03-31 30,926 $3,376,000 6,385
   RENAISSANCE TECHNOLOGIES LLC 1679 - 2024-03-31 30,900 $3,373,000 19,100
   Shepherd Financial Partners LLC 39 - 2024-03-31 30,533 $3,333,000 3,380
   ADVISORY SERVICES NETWORK, LLC 315 - 2024-03-31 30,065 $3,282,000 4,833
   GRIMES & COMPANY INC 109 - 2024-03-31 30,011 $3,276,000 3,058
   Pathstone Holdings LLC 695 - 2024-03-31 29,048 $3,171,000 6,773
   WHITTIER TRUST CO OF NEVADA INC 188 - 2024-03-31 26,938 $2,941,000 1,170
   BLAIR WILLIAM & CO/IL 620 - 2024-03-31 23,601 $2,577,000 481
   Kingsview Wealth Management LLC 279 - 2024-03-31 23,503 $2,566,000 12,051
   Garrett Investment Advisors LLC 80 - 2024-03-31 23,475 $2,563,000 640
   CWM LLC 581 - 2024-03-31 21,493 $2,346,000 6,025
   Cornerstone Wealth Management LLC 121 - 2024-03-31 20,646 $2,254,000 302
   MULTIFINANCIAL SECURITIES CORP 815 - 2024-03-31 18,445 $2,014,000 4,806
   J.W. COLE ADVISORS INC. 223 - 2024-03-31 16,728 $1,825,000 176
   HB Wealth Management LLC 276 - 2024-03-31 15,244 $1,664,000 201
   Resources Investment Advisors Inc. 397 - 2024-03-31 13,706 $1,496,000 268
   Addison Advisors LLC 46 - 2024-03-31 12,884 $1,407,000 19
   Resonant Capital Advisors LLC 127 - 2024-03-31 12,676 $1,384,000 147
   Fountainhead AM LLC 36 - 2024-03-31 12,213 $1,333,000 1,065
   Aptus Capital Advisors LLC 339 - 2024-03-31 12,100 $1,321,000 11,574
   CAPTRUST FINANCIAL ADVISORS 975 - 2024-03-31 12,086 $1,319,000 1,320
   Mill Creek Capital Advisors LLC 92 - 2024-03-31 11,997 $1,310,000 25
   PORTLAND GLOBAL ADVISORS LLC 64 - 2024-03-31 11,720 $1,279,000 265
   WESBANCO BANK INC 253 - 2024-03-31 11,719 $1,279,000 272
   TIAA FSB 294 - 2023-06-30 13,591 $1,273,000 1,682
   PATHSTONE FAMILY OFFICE, LLC 621 - 2023-09-30 13,937 $1,254,000 1,920
   HARBOUR INVESTMENTS INC. 317 - 2023-12-31 12,148 $1,221,000 152
   Sound Stewardship LLC 26 - 2024-03-31 11,112 $1,213,000 190
   Fernwood Investment Management LLC 69 - 2024-03-31 11,003 $1,201,000 168
   Destiny Capital Corp/CO 20 - 2024-03-31 10,364 $1,131,000 477
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 166 - 2024-03-31 9,684 $1,057,000 2,708
   COASTLINE TRUST CO 134 - 2024-03-31 9,532 $1,041,000 1,345
   Beacon Pointe Advisors LLC 674 - 2024-03-31 9,386 $1,025,000 1,097
   MARINO STRAM & ASSOCIATES LLC 68 - 2024-03-31 9,318 $1,017,000 11
   Good Life Advisors LLC 165 - 2024-03-31 9,102 $994,000 93
   MONETA GROUP INVESTMENT ADVISORS INC 243 - 2023-12-31 9,697 $975,000 16
   Round Rock Advisors LLC 76 - 2024-03-31 8,772 $958,000 157
   Wescott Financial Advisory Group LLC 80 - 2024-03-31 8,181 $893,000 197
   Ameritas Advisory Services LLC 404 - 2024-03-31 8,101 $884,000 1,797
   PRENTISS SMITH & CO INC 37 - 2024-03-31 7,880 $860,000 205
   PUTNAM FL INVESTMENT MANAGEMENT CO 276 - 2024-03-31 7,695 $840,000 5,350
   CARRET ASSET MANAGEMENT 162 - 2024-03-31 6,921 $756,000 21
   Merit Financial Group LLC 476 - 2024-03-31 6,954 $739,000 82
   GLENMEDE TRUST CO NA 803 - 2024-03-31 6,654 $726,000 260
   HENGEHOLD CAPITAL MANAGEMENT LLC 95 - 2024-03-31 6,500 $710,000 40
   Abacus Planning Group Inc. 89 - 2024-03-31 6,495 $709,000 618
   JANE STREET GROUP LLC 3481 - 2024-03-31 6,481 $708,000 3,988
   Sigma Planning Corp 636 - 2024-03-31 6,245 $682,000 2,234
   PFG Investments LLC 438 - 2024-03-31 5,997 $655,000 1,573
   THRIVENT FINANCIAL FOR LUTHERANS 2051 - 2024-03-31 5,852 $639,000 3,463
   MCCORMACK ADVISORS INTERNATIONAL 635 - 2024-03-31 5,839 $637,000 2,126
   ETF Portfolio Partners Inc. 33 - 2024-03-31 5,789 $632,000 55
   TRUST CO OF VERMONT 212 - 2024-03-31 5,700 $622,000 163
   NorthRock Partners LLC 181 - 2024-03-31 5,455 $596,000 2
   Sanford Advisory Services LLC 79 - 2022-12-31 6,920 $570,000 508
   CWS Financial Advisors LLC 47 - 2024-03-31 4,984 $544,000 9
   MORRIS FINANCIAL CONCEPTS INC. 52 - 2024-03-31 4,972 $543,000 1,058
   Peak Financial Management Inc. 53 - 2024-03-31 4,730 $516,000 106
   TRILLIUM ASSET MANAGEMENT CORP 199 - 2024-03-31 4,580 $500,000 431
   FINANCIAL COUNSELORS INC 418 - 2024-03-31 4,519 $493,000 24
   First Command Financial Services Inc. 95 - 2023-06-30 5,161 $483,000 1,234
   First Command Bank 95 - 2023-06-30 5,161 $483,000 1,234
   SAGE FINANCIAL GROUP INC 67 - 2024-03-31 4,340 $474,000 5
   FMR LLC 2592 - 2024-03-31 4,205 $459,000 1,371
   Pine Haven Investment Counsel Inc 64 - 2024-03-31 4,131 $451,000 332
   Pacific Center for Financial Services 46 - 2023-12-31 4,305 $433,000 10
   Envestnet Portfolio Solutions Inc. 1193 - 2024-03-31 3,804 $415,000 90
   McAdam LLC 189 - 2024-03-31 3,766 $411,000 337
   TOWER RESEARCH CAPITAL LLC 997 - 2024-03-31 3,635 $397,000 2,398
   PINNACLE ASSOCIATES LTD 635 - 2024-03-31 3,641 $397,000 62
   Global Retirement Partners LLC 593 - 2024-03-31 3,453 $377,000 7
   Harbor Group Inc. 54 - 2024-03-31 3,450 $377,000 3
   SIGNATURE SECURITIES GROUP CORPORATION 148 - 2024-03-31 3,142 $343,000 9
   SWP FINANCIAL LLC 32 - 2024-03-31 3,128 $341,000 228
  100 Records found
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