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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
   J P MORGAN CHASE & CO 651 - 2024-03-31 1,623,303 $177,216,000 -1,684,827
   BANK OF AMERICA CORP /DE/ 693 - 2024-03-31 1,535,857 $167,669,000 -286,234
   MORGAN STANLEY 1018 - 2024-03-31 1,190,349 $129,951,000 -57,100
   AMERIPRISE FINANCIAL INC 552 - 2024-03-31 874,608 $95,615,000 -8,127
   SPINNAKER TRUST 3 - 2024-03-31 808,686 $88,284,000 -8,750
   UBS Group AG 633 - 2024-03-31 598,650 $65,355,000 -14,229
   M&T BANK CORP 109 - 2024-03-31 517,636 $56,510,000 -25,497
   BLACKROCK INC. 2392 - 2024-03-31 451,521 $49,293,000 -28,431
   WELLS FARGO & CO/MN 748 - 2024-03-31 420,648 $45,922,000 -50,664
   LPL FINANCIAL CORP 666 - 2024-03-31 328,960 $35,913,000 -13,575
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 352 - 2024-03-31 300,895 $32,849,000 -75,505
   Shira Ridge Wealth Management 1 - 2024-03-31 274,547 $29,972,000 -562
   Ellevest Inc. 12 - 2024-03-31 233,459 $25,487,000 -2,599
   ENVESTNET ASSET MANAGEMENT INC 1010 - 2024-03-31 217,104 $23,701,000 -12,201
   Betterment LLC 62 - 2024-03-31 199,525 $21,782,000 -7,731
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 290 - 2023-09-30 195,290 $17,570,000 -2,751
   Advisor Group Holdings Inc. 503 - 2024-03-31 139,159 $15,194,000 -3,234
   HIGHTOWER ADVISORS, LLC 618 - 2024-03-31 111,643 $12,189,000 -1,701
   RAYMOND JAMES & ASSOCIATES 1066 - 2024-03-31 107,879 $11,777,000 -265,306
   Stewardship Advisors LLC 5 - 2024-03-31 107,555 $11,742,000 -428
   DAVIDSON D A & CO 169 - 2024-03-31 99,209 $10,831,000 -1,219
   Garde Capital Inc. 30 - 2023-12-31 102,849 $10,337,000 -30,461
   Money Design Co.Ltd. 36 - 2024-03-31 93,020 $10,155,000 -7,676
   Quent Capital LLC 19 - 2024-03-31 88,435 $9,654,000 -3,660
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 428 - 2024-03-31 87,822 $9,587,000 -3,309
   Charter Oak Capital Management LLC 13 - 2024-03-31 79,254 $8,652,000 -767
   NORTHERN TRUST CORP 2129 - 2024-03-31 79,150 $8,641,000 -3,415
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 519 - 2024-03-31 77,043 $8,411,000 -1,386
   SOA Wealth Advisors LLC. 14 - 2024-03-31 73,767 $8,053,000 -2,005
   Robertson Stephens Wealth Management LLC 44 - 2024-03-31 69,151 $7,549,000 -1,145
   REGIONS FINANCIAL CORP 186 - 2024-03-31 68,342 $7,461,000 -1,264
   ROOF EIDAM & MAYCOCK/ADV 16 - 2024-03-31 65,992 $7,204,000 -2,089
   KEYBANK NATIONAL ASSOCIATION/OH 246 - 2024-03-31 65,957 $7,201,000 -1,611
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 662 - 2024-03-31 53,896 $5,884,000 -11,646
   ACCREDITED INVESTORS INC. 38 - 2024-03-31 49,631 $5,418,000 -92
   JANNEY MONTGOMERY SCOTT LLC 740 - 2024-03-31 48,706 $5,317,000 -1,369
   STIFEL FINANCIAL CORP 1161 - 2024-03-31 44,472 $4,855,000 -5,364
   Consolidated Planning Corp 45 - 2024-03-31 41,476 $4,528,000 -1,161
   Long Run Wealth Advisors LLC 23 - 2024-03-31 41,393 $4,519,000 -1,302
   CREATIVE PLANNING 673 - 2024-03-31 38,166 $4,167,000 -426
   Brookstone Capital Management 255 - 2024-03-31 35,119 $3,834,000 -1,878
   Financial Network Wealth Management LLC 14 - 2024-03-31 35,135 $3,773,000 -347
   Bear Mountain Capital Inc. 13 - 2024-03-31 36,201 $3,742,000 -5,247
   HPM Partners LLC 781 - 2024-03-31 30,984 $3,382,000 -72
   Relyea Zuckerberg Hanson LLC 32 - 2024-03-31 30,412 $3,320,000 -327
   FINANCIAL NETWORK 827 - 2024-03-31 27,966 $3,053,000 -344
   BAILARD BIEHL & KAISER INC 196 - 2024-03-31 24,922 $2,721,000 -664
   Simmons Bank 114 - 2024-03-31 24,148 $2,636,000 -960
   MERCER GLOBAL ADVISORS INC /ADV 648 - 2024-03-31 23,955 $2,615,000 -381
   Financial Services Advisory Inc 27 - 2024-03-31 23,809 $2,599,000 -281
   Colorado Capital Management Inc. 25 - 2024-03-31 20,677 $2,547,000 -365
   Miracle Mile Advisors LLC 165 - 2024-03-31 22,844 $2,494,000 -753
   Asset Dedication LLC 95 - 2024-03-31 22,736 $2,484,000 -1,150
   COLONY GROUP, LLC 453 - 2024-03-31 21,186 $2,313,000 -2,032
   LEDYARD NATIONAL BANK 74 - 2024-03-31 20,927 $2,285,000 -505
   HANSON MCCLAIN, INC. 298 - 2024-03-31 20,872 $2,279,000 -204
   COLONY GROUP LLC 315 - 2023-09-30 25,264 $2,273,000 -706
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1637 - 2024-03-31 20,184 $2,203,000 -21,334
   Sontag Advisory LLC 191 - 2024-03-31 19,357 $2,113,000 -23
   BAKER AVENUE ASSET MANAGEMENT, LP 167 - 2024-03-31 18,678 $2,039,000 -198
   COMMERCE BANK N A/MO 469 - 2024-03-31 18,300 $1,998,000 -1,170
   Stratos Wealth Partners LTD. 431 - 2024-03-31 18,115 $1,978,000 -14,572
   One Wealth Advisors LLC 49 - 2024-03-31 17,668 $1,929,000 -67
   Sequoia Financial Advisors LLC 331 - 2024-03-31 17,588 $1,920,000 -682
   CI Private Wealth LLC 1030 - 2024-03-31 17,563 $1,917,000 -179
   HILLTOP WEALTH ADVISORS LLC 22 - 2024-03-31 17,400 $1,900,000 -1,728
   One Capital Management LLC 149 - 2024-03-31 16,458 $1,797,000 -884
   Milestone Investment Advisors LLC 41 - 2024-03-31 16,153 $1,763,000 -647
   Aprio Wealth Management LLC 40 - 2024-03-31 15,155 $1,654,000 -410
   Bigelow Investment Advisors LLC 32 - 2024-03-31 15,009 $1,639,000 -361
   GOULD ASSET MANAGEMENT LLC /CA/ 36 - 2024-03-31 14,718 $1,607,000 -410
   Chicago Partners Investment Group LLC 237 - 2024-03-31 15,149 $1,583,000 -105
   Trust Co 44 - 2024-03-31 14,380 $1,570,000 -2,228
   Winthrop Advisory Group LLC 45 - 2024-03-31 14,247 $1,555,000 -1,157
   Integrated Wealth Concepts LLC 592 - 2024-03-31 14,006 $1,529,000 -578
   AFFINIA FINANCIAL GROUP LLC 11 - 2023-06-30 15,998 $1,526,000 -403
   Bank Julius Baer & Co. Ltd Zurich 241 - 2024-03-31 13,610 $1,486,000 -48
   Fingerlakes Wealth Management Inc. 24 - 2024-03-31 13,572 $1,482,000 -7
   Snowden Capital Advisors LLC 394 - 2024-03-31 13,355 $1,458,000 -6,001
   Equitable Holdings Inc. 530 - 2024-03-31 13,340 $1,456,000 -476
   TIAA TRUST NATIONAL ASSOCIATION 309 - 2024-03-31 12,856 $1,403,000 -286
   Bond & Devick Financial Network Inc. 23 - 2024-03-31 12,600 $1,376,000 -261
   RESOLUTE FINANCIAL LLC 22 - 2022-12-31 16,196 $1,333,000 -6,542
   H D Vest Advisory Services 668 - 2024-03-31 11,705 $1,278,000 -49
   COMERICA BANK 1431 - 2024-03-31 11,180 $1,221,000 -3,569
   GoalVest Advisory LLC 48 - 2024-03-31 10,804 $1,179,000 -316
   FREESTONE CAPITAL HOLDINGS, LLC 190 - 2024-03-31 10,753 $1,174,000 -125
   Gerber Kawasaki Wealth & Investment Management 128 - 2024-03-31 10,502 $1,147,000 -1,110
   Bank of New Hampshire 85 - 2024-03-31 10,485 $1,145,000 -847
   We Are One Seven LLC 335 - 2024-03-31 9,707 $1,060,000 -14
   TCWP LLC 10 - 2024-03-31 9,642 $1,053,000 -14
   CITIGROUP INC 2246 - 2024-03-31 9,624 $1,051,000 -988
   LINCOLN NATIONAL CORP 508 - 2024-03-31 9,596 $1,048,000 -2,705
   Westside Investment Management Inc. 103 - 2024-03-31 9,265 $1,011,000 -503
   Comprehensive Portfolio Management LLC 362 - 2024-03-31 9,009 $983,000 -109
   JNBA FINANCIAL ADVISORS 97 - 2024-03-31 8,930 $975,000 -1,147
   Rollins Financial 45 - 2023-12-31 9,624 $967,000 -1,895
   Mutual Advisors LLC 486 - 2024-03-31 8,621 $941,000 -119
   SUMMIT INVESTMENT ADVISORS INC 636 - 2024-03-31 8,568 $935,000 -181
   HAVERFORD TRUST CO 229 - 2024-03-31 8,480 $926,000 -736
  100 Records found
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