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Get Institutions for : 
iShares KLD Select Social Index (KLD)  
$109.49 0.72 (0.65%) as of 4:30 Thu 5/23


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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  : 
16.20 (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
   Kalos Management Inc. 138 *Closed 2023-06-30 0 $0 -12
   Braun-Bostich & Associates Inc. 129 *Closed 2024-03-31 0 $0 -2,123
   MONUMENTAL FINANCIAL GROUP INC. 41 *Closed 2024-03-31 0 $0 -9,162
   DANA INVESTMENT ADVISORS INC 528 *Closed 2024-03-31 0 $0 -2,750
   Newbridge Financial Services Group Inc. 1124 *Closed 2024-03-31 0 $0 -83
   TWO SIGMA SECURITIES LLC 1641 *Closed 2024-03-31 0 $0 -2,620
   Harfst & Associates Inc. 56 *Closed 2024-03-31 0 $0 -2,266
   Rockbridge Investment Management LCC 297 *Closed 2024-03-31 0 $0 -71
   Goodwin Investment Advisory 59 *Closed 2024-03-31 0 $0 -169
   PUNCH & ASSOCIATES INVESTMENT MANAGEMENT INC 210 *Closed 2024-03-31 0 $0 -385
   Focused Wealth Management Inc 400 *Closed 2024-03-31 0 $0 -385
   Western Pacific Wealth Management LP 313 *Closed 2024-03-31 0 $0 -2,300
   My Legacy Advisors LLC 205 *Closed 2023-12-31 0 $0 -2,372
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 869 *Closed 2024-03-31 0 $0 -18
   TD Waterhouse Canada Inc. 1846 *Closed 2024-03-31 0 $0 -155
   Arjuna Capital 109 *Closed 2024-03-31 0 $0 -2,970
   Arete Wealth Advisors LLC 673 *Closed 2024-03-31 0 $0 -3,583
   Costello Asset Management INC 178 *Closed 2024-03-31 0 $0 -120
   AE Wealth Management LLC 1737 *Closed 2024-03-31 0 $0 -2,498
   CLEARBRIDGE ADVISORS LLC 772 *Closed 2024-03-31 0 $0 -5,946
   GRADIENT INVESTMENTS LLC 1685 *Closed 2024-03-31 0 $0 -2
   RAYMOND JAMES TRUST CO 1273 *Closed 2024-03-31 0 $0 -5,830
   SageView Advisory Group LLC 713 *Closed 2024-03-31 0 $0 -60,633
   MILLER HOWARD INVESTMENTS INC /NY 198 *Closed 2024-03-31 0 $0 -7,341
   Financial Connections Group Inc. *Closed 2024-03-31 0 $0 -2,313
   Varma Mutual Pension Insurance Co 370 *Closed 2024-03-31 0 $0 -18,203,992
   DSM CAPITAL PARTNERS LLC 125 *Closed 2024-03-31 0 $0 -7,940
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 2136 *Closed 2024-03-31 0 $0 -567
   Ten Capital Wealth Advisors LLC 520 *Closed 2023-06-30 0 $0 -203
   Prostatis Group LLC 99 *Closed 2023-03-31 0 $0 -53,434
   Perennial Investment Advisors LLC 363 *Closed 2024-03-31 0 $0 -2,302
   Tyler-Stone Wealth Management 881 *Closed 2024-03-31 0 $0 -55
  32 Records found
  1    
  Page 1 of 1
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