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Get Institutions for : 
iShares KLD Select Social Index (KLD)  
$110.21 0.45 (0.41%) as of 4:30 Wed 5/22


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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  : 
16.92 (18.14%)  




 
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
   LFA - Lugano Financial Advisors SA 13 - 2024-03-31 31,255 $3,412,000 0
   BigSur Wealth Management LLC 14 - 2023-12-31 32,000 $3,216,000 0
   Glenview Trust Co 167 - 2024-03-31 27,500 $3,002,000 0
   LAIRD NORTON TYEE TRUST CO 37 - 2024-03-31 27,064 $2,955,000 0
   VERITY Wealth Advisors 10 - 2024-03-31 23,554 $2,571,000 0
   Cresset Asset Management LLC 595 - 2024-03-31 19,934 $2,176,000 0
   HSBC HOLDINGS PLC 1200 - 2024-03-31 17,300 $1,889,000 0
   AJ WEALTH STRATEGIES LLC 102 - 2023-06-30 18,100 $1,695,000 0
   LITMAN GREGORY ASSET MANAGEMENT LLC 59 - 2024-03-31 15,165 $1,656,000 0
   EVERGREEN CAPITAL MANAGEMENT LLC 246 - 2024-03-31 14,802 $1,616,000 0
   EVERCORE WEALTH MANAGEMENT, LLC 189 - 2024-03-31 13,512 $1,475,000 0
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 180 - 2024-03-31 12,240 $1,336,000 0
   Grubman Wealth Management 35 - 2024-03-31 12,127 $1,324,000 0
   BLUESTEM FINANCIAL ADVISORS LLC 18 - 2024-03-31 11,606 $1,267,000 0
   FRANKLIN RESOURCES INC 1748 - 2024-03-31 11,580 $1,264,000 0
   Levy Wealth Management Group LLC 36 - 2024-03-31 11,998 $1,206,000 0
   RSM US WEALTH MANAGEMENT LLC 260 - 2024-03-31 9,815 $1,072,000 0
   Integrated Investment Consultants LLC 54 - 2024-03-31 9,467 $1,034,000 0
   Hartland & Co. LLC 230 - 2024-03-31 8,971 $972,000 0
   Ulland Investment Advisors LLC 29 - 2024-03-31 8,880 $969,000 0
   Willow Creek Wealth Management Inc. 65 - 2023-12-31 7,959 $800,000 0
   SAX WEALTH ADVISORS LLC 95 - 2024-03-31 6,566 $717,000 0
   Retirement Income Solutions Inc 64 - 2024-03-31 6,428 $702,000 0
   COLDSTREAM CAPITAL MANAGEMENT INC 448 - 2024-03-31 6,039 $659,000 0
   Kraft Davis & Associates LLC 69 - 2024-03-31 5,513 $598,000 0
   WJ Wealth Management LLC 50 - 2024-03-31 5,400 $590,000 0
   NBT BANK N A /NY 257 - 2024-03-31 5,373 $587,000 0
   GRAND WEALTH MANAGEMENT LLC 29 - 2024-03-31 5,324 $581,000 0
   West Financial Advisors LLC 40 - 2024-03-31 5,195 $567,000 0
   Marks Group Wealth Management Inc 216 - 2024-03-31 4,878 $533,000 0
   Kesler Norman & Wride LLC 125 - 2024-03-31 4,662 $509,000 0
   JOHNSON INVESTMENT COUNSEL INC 524 - 2024-03-31 4,134 $451,000 0
   PEREGRINE ASSET ADVISERS, INC. 97 - 2024-03-31 4,094 $447,000 0
   Clear Perspectives Financial Planning LLC 31 - 2023-03-31 4,978 $437,000 0
   PORTFOLIO 21 INVESTMENTS 42 - 2024-03-31 4,000 $437,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. 348 - 2024-03-31 3,779 $413,000 0
   Highview Capital Management LLC/DE/ 91 - 2024-03-31 3,775 $412,000 0
   Weaver Consulting Group 123 - 2024-03-31 3,682 $402,000 0
   ROBERT BROOKE ZEVIN ASSOCIATES INC 56 - 2024-03-31 3,684 $402,000 0
   PFG Advisors 449 - 2024-03-31 3,654 $399,000 0
   BRADLEY FOSTER & SARGENT INC/CT 369 - 2024-03-31 3,600 $393,000 0
   AFFINITY WEALTH MANAGEMENT 68 - 2024-03-31 3,406 $372,000 0
   HARBOR INVESTMENT ADVISORY LLC 258 - 2024-03-31 3,343 $365,000 0
   Fusion Family Wealth LLC 33 - 2024-03-31 3,111 $340,000 0
   CRESTWOOD ADVISORS LLC 331 - 2024-03-31 3,075 $336,000 0
   OXFORD FINANCIAL GROUP LTD 171 - 2024-03-31 2,998 $327,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 398 - 2024-03-31 2,820 $308,000 0
   HOYLECOHEN LLC 235 - 2024-03-31 2,730 $298,000 0
   Klingman & Associates LLC 187 - 2024-03-31 2,694 $294,000 0
   GUERRA PAN ADVISORS LLC 79 - 2024-03-31 2,664 $291,000 0
   BALLENTINE FINN & COMPANY INC 540 - 2024-03-31 2,660 $290,000 0
   Archvest Wealth Advisors Inc. 49 - 2024-03-31 2,657 $289,000 0
   JFS WEALTH ADVISORS, LLC 206 - 2024-03-31 2,650 $289,000 0
   BARTLETT & CO. LLC 417 - 2023-12-31 2,820 $284,000 0
   Pinnacle Wealth Management Advisory Group LLC 274 - 2024-03-31 2,580 $282,000 0
   CAPITAL PERFORMANCE ADVISORS LLP 67 - 2024-03-31 2,525 $276,000 0
   HCR Wealth Advisors 179 - 2024-03-31 2,528 $276,000 0
   THOROUGHBRED FINANCIAL SERVICES LLC 380 - 2024-03-31 2,523 $275,000 0
   DORSEY & WHITNEY TRUST CO LLC 515 - 2024-03-31 2,451 $268,000 0
   Van Hulzen Asset Management LLC 279 - 2024-03-31 2,420 $264,000 0
   COCONUT GROVE BANK 197 - 2024-03-31 2,328 $254,000 0
   SIGNATUREFD, LLC 744 - 2024-03-31 2,278 $249,000 0
   PINNACLE FINANCIAL PARTNERS INC 404 - 2024-03-31 2,230 $243,000 0
   PROSPERA FINANCIAL SERVICES 924 - 2023-12-31 2,407 $242,000 0
   AllSquare Wealth Management LLC 93 - 2024-03-31 2,210 $241,000 0
   Arkadios Wealth Advisors 606 - 2024-03-31 2,164 $236,000 0
   LEAVELL T & ASSOCIATES INC 452 - 2024-03-31 2,150 $235,000 0
   KMG FIDUCIARY PARTNERS LLC 225 - 2024-03-31 2,100 $229,000 0
   ADIRONDACK TRUST CO 131 - 2024-03-31 2,050 $224,000 0
   Cornerstone Advisory LLP 210 - 2024-03-31 2,012 $220,000 0
   Traveka Wealth LLC 116 - 2024-03-31 2,000 $218,000 0
   Geneos Wealth Management Inc. 699 - 2024-03-31 1,869 $204,000 0
   Bradley & Co. Private Wealth Management LLC 34 - 2024-03-31 1,800 $197,000 0
   FAMILY MANAGEMENT CORP 149 - 2024-03-31 1,449 $158,000 0
   HOWE & RUSLING INC 268 - 2024-03-31 850 $93,000 0
   SANDY SPRING BANK 472 - 2024-03-31 838 $92,000 0
   BALDWIN BROTHERS INC/MA 299 - 2024-03-31 725 $79,000 0
   GPS Wealth Strategies Group LLC 438 - 2024-03-31 670 $73,000 0
   COLONIAL ASSET MANAGEMENT, INC. 281 - 2024-03-31 650 $71,000 0
   Investors Research Corp 465 - 2024-03-31 593 $65,000 0
   VALLEY NATIONAL ADVISERS INC 381 - 2024-03-31 564 $61,000 0
   FIRST MANHATTAN CO 842 - 2024-03-31 538 $59,000 0
   WHITTIER TRUST CO 907 - 2024-03-31 531 $58,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 310 - 2024-03-31 526 $57,000 0
   PRIVATE TRUST CO NA 1063 - 2024-03-31 523 $57,000 0
   Running Point Capital Advisors LLC 108 - 2024-03-31 495 $54,000 0
   ST GERMAIN D J CO INC 397 - 2024-03-31 431 $47,000 0
   DHJJ Financial Advisors Ltd. 281 - 2024-03-31 390 $43,000 0
   ABSOLUTE INVESTMENT MANAGEMENT LLC 141 - 2024-03-31 382 $42,000 0
   Larson Financial Group LLC 736 - 2024-03-31 378 $41,000 0
   HALLMARK CAPITAL MANAGEMENT INC 223 - 2024-03-31 350 $38,000 0
   DB Wealth Management Group LLC 186 - 2023-12-31 356 $36,000 0
   WOLFF WIESE MAGANA LLC 173 - 2024-03-31 330 $36,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 523 - 2022-12-31 403 $33,000 0
   Heritage Wealth Advisors 390 - 2024-03-31 172 $19,000 0
   ZRC WEALTH MANAGEMENT LLC 312 - 2024-03-31 150 $16,000 0
   FOSTER DYKEMA CABOT & PARTNERS LLC 252 - 2024-03-31 136 $15,000 0
   Pacifica Partners Inc. 327 - 2024-03-31 132 $14,000 0
   BDO Wealth Advisors LLC 679 - 2023-06-30 127 $12,000 0
   FOSTER DYKEMA CABOT & CO INC/MA 223 - 2023-09-30 136 $12,000 0
  100 Records found
  1    
  Page 1 of 1
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