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Get Institutions for : 
iShares KLD Select Social Index (KLD)  
$110.20 0.11 (0.1%) as of 4:30 Fri 5/17


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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  : 
16.91 (18.13%)  




 
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  
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            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
   PNC FINANCIAL SERVICES GROUP INC 167 - 2024-03-31 1,013,458 $110,639,000 41,281
   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
   ROYAL BANK OF CANADA 626 - 2024-03-31 603,273 $65,860,000 41,819
   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
   MISSION WEALTH MANAGEMENT LLC 11 - 2024-03-31 478,482 $52,236,000 42,798
   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
   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
   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
   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
   Betterment LLC 62 - 2024-03-31 199,525 $21,782,000 -7,731
   BB&T CORP 422 - 2024-03-31 181,236 $19,785,000 4,666
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 290 - 2023-09-30 195,290 $17,570,000 -2,751
   Baird Financial Group Inc. 385 - 2024-03-31 140,840 $15,376,000 2,344
   Advisor Group Holdings Inc. 503 - 2024-03-31 139,159 $15,194,000 -3,234
   MARINER WEALTH ADVISORS, LLC 395 - 2024-03-31 138,562 $15,126,000 10,409
   HIGHTOWER ADVISORS, LLC 618 - 2024-03-31 111,643 $12,189,000 -1,701
   COMMONWEALTH EQUITY SERVICES LLC. 702 - 2024-03-31 108,755 $11,873,000 2,195
   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
   Farrow Financial Inc. 3 - 2024-03-31 99,337 $10,845,000 2,741
   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
   TOMPKINS FINANCIAL CORP 32 - 2024-03-31 80,683 $8,808,000 15,452
   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
   HM PAYSON & CO 78 - 2023-12-31 82,587 $8,301,000 2,096
   SOA Wealth Advisors LLC. 14 - 2024-03-31 73,767 $8,053,000 -2,005
   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
   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
   Permanens Capital L.P. 9 - 2024-03-31 65,925 $7,197,000 351
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 662 - 2024-03-31 53,896 $5,884,000 -11,646
   MML INVESTORS SERVICES LLC 574 - 2024-03-31 53,694 $5,862,000 1,528
   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
   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
   STIFEL FINANCIAL CORP 1161 - 2024-03-31 44,472 $4,855,000 -5,364
   Federation des caisses Desjardins du Quebec 315 - 2024-03-31 43,207 $4,717,000 0
   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
   Goss Wealth Management LLC 425 - 2024-03-31 39,471 $4,309,000 860
   CREATIVE PLANNING 673 - 2024-03-31 38,166 $4,167,000 -426
   Private Advisor Group LLC 541 - 2024-03-31 36,291 $3,962,000 5,534
   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
   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
   LFA - Lugano Financial Advisors SA 13 - 2024-03-31 31,255 $3,412,000 0
   YCMNET ADVISORS INC 99 - 2024-03-31 31,093 $3,394,000 1,276
   HPM Partners LLC 781 - 2024-03-31 30,984 $3,382,000 -72
   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
   Relyea Zuckerberg Hanson LLC 32 - 2024-03-31 30,412 $3,320,000 -327
   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
   BigSur Wealth Management LLC 14 - 2023-12-31 32,000 $3,216,000 0
   Pathstone Holdings LLC 695 - 2024-03-31 29,048 $3,171,000 6,773
   FINANCIAL NETWORK 827 - 2024-03-31 27,966 $3,053,000 -344
   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
   WHITTIER TRUST CO OF NEVADA INC 188 - 2024-03-31 26,938 $2,941,000 1,170
   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
   BLAIR WILLIAM & CO/IL 620 - 2024-03-31 23,601 $2,577,000 481
   VERITY Wealth Advisors 10 - 2024-03-31 23,554 $2,571,000 0
   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
   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
   CWM LLC 581 - 2024-03-31 21,493 $2,346,000 6,025
   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
  100 Records found
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