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Get Institutions for : 
iShares KLD 400 Social Index (DSI)  
$99.16 0.00 (0.00%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 464    16
Total shares held : 
 26,512,592  
% of shares held : 
 14.94%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   98  
Amount of shares held : 
 1,945,131  
% of shares held change : 
   1.1%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $81.45  
Last Quarter's Ending Price : 
 $91.05  
Last Quarter's Average Price : 
 $84.84  
Change from last quarter's     
avg. price to the last closing  : 
14.32 (16.88%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
30
 131,451
 0.5%
 
Increased Positions :
200
 2,380,947
 8.98%
 
Unchanged Positions :
116
 543,606
 2.05%
 
Decreased Positions :
118
-477,501
-1.8%
 
Closed Positions :
14
-89,766
-0.34%
 
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
   MORGAN STANLEY 473 - 2023-12-31 4,503,417 $410,036,000 10,707
   ENVESTNET ASSET MANAGEMENT INC 207 - 2023-12-31 2,438,162 $221,995,000 273,658
   BANK OF AMERICA CORP /DE/ 624 - 2023-12-31 1,870,113 $170,274,000 123,007
   AMERIPRISE FINANCIAL INC 533 - 2023-12-31 1,051,056 $95,615,000 23,312
   LPL FINANCIAL CORP 383 - 2024-03-31 814,516 $82,111,000 45,035
   HPM Partners LLC - 2023-12-31 270,792 $24,656,000 249,424
   COMMONWEALTH EQUITY SERVICES LLC. 483 - 2024-03-31 203,595 $20,525,000 2,110
   BB&T CORP 403 - 2023-12-31 218,748 $19,917,000 11,121
   US BANCORP 320 - 2024-03-31 176,410 $17,784,000 1,389
   CREATIVE PLANNING 269 - 2023-12-31 191,764 $17,460,000 1,115
   ROYAL BANK OF CANADA 1258 - 2023-12-31 158,727 $14,452,000 17,093
   CAPTRUST FINANCIAL ADVISORS 295 - 2023-12-31 158,574 $14,438,000 5,237
   MML INVESTORS SERVICES LLC 298 - 2023-12-31 151,820 $13,823,000 15,918
   Private Advisor Group LLC 192 - 2024-03-31 135,656 $13,675,000 7,776
   FIDUCIARY TRUST CO 72 - 2023-12-31 148,002 $13,476,000 853
   MANCHESTER CAPITAL MANAGEMENT LLC 10 - 2024-03-31 124,193 $12,520,000 932
   MERCER GLOBAL ADVISORS INC /ADV 263 - 2023-12-31 136,349 $12,415,000 6,635
   Rockefeller Capital Management L.P. 408 - 2023-12-31 130,632 $11,894,000 30,644
   Gemmer Asset Management LLC 23 - 2024-03-31 109,925 $11,082,000 4,436
   Mascoma Wealth Management LLC 10 - 2024-03-31 102,958 $10,379,000 5,227
   ADVISORY SERVICES NETWORK, LLC 91 - 2024-03-31 98,043 $9,884,000 25
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 814 - 2024-03-31 95,776 $9,655,000 1,072
   PFG Investments LLC 28 - 2024-03-31 92,953 $9,371,000 18,238
   Miracle Mile Advisors LLC 84 - 2024-03-31 79,910 $8,056,000 10,566
   Atria Wealth Solutions Inc. 217 - 2023-12-31 83,368 $7,591,000 10,771
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 572 - 2024-03-31 71,749 $7,233,000 2,280
   THRIVENT FINANCIAL FOR LUTHERANS 689 - 2023-12-31 78,248 $7,124,000 4,648
   LINCOLN NATIONAL CORP 114 - 2024-03-31 67,939 $6,849,000 2,012
   STRATEGIC POINT INVESTMENT ADVISORS LLC 19 - 2023-12-31 66,195 $6,027,000 1,662
   BANK OF MONTREAL /CAN/ 1021 - 2023-12-31 59,724 $5,454,000 144
   GRADIENT INVESTMENTS LLC 130 - 2024-03-31 52,071 $5,249,000 1,280
   Fifth Third Wealth Advisors LLC 19 - 2024-03-31 51,315 $5,173,000 47,815
   JANNEY MONTGOMERY SCOTT LLC 780 - 2024-03-31 47,407 $4,779,000 2,309
   Beacon Pointe Advisors LLC 296 - 2023-12-31 52,462 $4,777,000 30,645
   Wealthcare Advisory Partners LLC 114 - 2024-03-31 46,524 $4,690,000 1,456
   STIFEL FINANCIAL CORP 1151 - 2023-12-31 50,303 $4,580,000 16,383
   FINANCIAL NETWORK 614 - 2023-12-31 50,043 $4,556,000 2,099
   Bremer Bank National Association 45 - 2024-03-31 42,368 $4,271,000 22,807
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 313 - 2023-12-31 45,040 $4,101,000 33,516
   CITADEL ADVISORS LLC 1733 - 2023-12-31 43,605 $3,970,000 37,044
   One Capital Management LLC 122 - 2024-03-31 39,320 $3,964,000 690
   Columbia Trust Co 01012016 12 - 2023-12-31 42,102 $3,833,000 727
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 465 - 2024-03-31 37,290 $3,759,000 1,376
   ACCREDITED INVESTORS INC. 45 - 2023-12-31 41,236 $3,755,000 1,453
   HEAD & ASSOCIATES LLC 40 - 2023-12-31 40,912 $3,725,000 1,449
   Horst & Graben Wealth Management LLC 24 - 2024-03-31 35,938 $3,623,000 2,561
   Neumann Capital Management LLC 20 - 2024-03-31 34,968 $3,525,000 1,765
   NORTHERN TRUST CORP 2697 - 2023-12-31 38,326 $3,490,000 34,510
   ST GERMAIN D J CO INC 104 - 2024-03-31 33,795 $3,407,000 924
   Equitable Holdings Inc. 286 - 2023-12-31 37,004 $3,369,000 30,814
   Perigon Wealth Management LLC 188 - 2024-03-31 32,405 $3,267,000 17,333
   CHILDRESS CAPITAL ADVISORS LLC 22 - 2024-03-31 31,671 $3,249,000 2,591
   Snowden Capital Advisors LLC 220 - 2023-12-31 32,212 $2,933,000 1,638
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1394 - 2024-03-31 28,587 $2,882,000 296
   KEYBANK NATIONAL ASSOCIATION/OH 348 - 2023-12-31 30,637 $2,790,000 3,230
   Lido Advisors LLC 324 - 2023-12-31 30,413 $2,769,000 763
   CLS INVESTMENT FIRM LLC 361 - 2022-12-31 38,505 $2,764,000 434
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 57 - 2024-03-31 25,615 $2,582,000 380
   Cresset Asset Management LLC 474 - 2023-12-31 27,997 $2,549,000 2
   Cornerstone Wealth Management LLC 108 - 2024-03-31 25,231 $2,544,000 241
   ALTFEST L J & CO INC 50 - 2024-03-31 25,113 $2,532,000 1,671
   Steward Partners Investment Advisory LLC 449 - 2023-12-31 26,941 $2,453,000 5,766
   Integrated Wealth Concepts LLC 410 - 2023-12-31 26,346 $2,399,000 1,401
   H D Vest Advisory Services 494 - 2024-03-31 23,283 $2,347,000 384
   Chicago Partners Investment Group LLC 188 - 2024-03-31 23,926 $2,306,000 62
   HILLTOP HOLDINGS INC. 111 - 2023-12-31 24,842 $2,262,000 1,002
   WEALTHSOURCE PARTNERS LLC 112 - 2023-12-31 24,827 $2,260,000 1,325
   Sargent Bickham Lagudis LLC 96 - 2022-12-31 31,066 $2,230,000 1,002
   Eley Financial Management Inc 31 - 2023-12-31 23,965 $2,182,000 4,229
   EVERGREEN CAPITAL MANAGEMENT LLC 224 - 2023-12-31 23,336 $2,125,000 660
   BBR PARTNERS, LLC 49 - 2023-12-31 22,382 $2,038,000 933
   Goss Wealth Management LLC 647 - 2023-12-31 21,830 $2,028,000 4,202
   Topel & Distasi Wealth Management LLC 31 - 2024-03-31 20,050 $2,021,000 134
   Arlington Financial Advisors LLC 43 - 2024-03-31 20,017 $2,018,000 29
   Wealthfront Advisers LLC 488 - 2024-03-31 19,479 $1,964,000 1,719
   HB Wealth Management LLC 253 - 2024-03-31 19,226 $1,938,000 26
   WADE G W & INC 177 - 2023-12-31 21,063 $1,918,000 802
   Kestra Advisory Services LLC 822 - 2023-12-31 20,448 $1,862,000 2,155
   Onyx Bridge Wealth Group LLC 63 - 2024-03-31 18,492 $1,806,000 8,863
   Aptus Capital Advisors LLC 228 - 2023-12-31 19,524 $1,778,000 13,959
   BAKER AVENUE ASSET MANAGEMENT, LP 169 - 2023-12-31 19,338 $1,761,000 13
   DANA INVESTMENT ADVISORS INC 169 - 2023-12-31 19,188 $1,747,000 19,188
   Charter Oak Capital Management LLC 45 - 2024-03-31 16,846 $1,698,000 132
   MULTIFINANCIAL SECURITIES CORP 567 - 2023-12-31 18,177 $1,655,000 1,683
   GeoWealth Management LLC 147 - 2023-12-31 18,140 $1,652,000 18,140
   RENAISSANCE TECHNOLOGIES LLC 2091 - 2023-12-31 17,500 $1,593,000 10,200
   CONSCIOUS WEALTH INVESTMENTS LLC 36 - 2024-03-31 16,351 $1,574,000 1,269
   AE Wealth Management LLC 996 - 2023-12-31 16,290 $1,525,000 2,266
   Boston Standard Wealth Management LLC 25 - 2024-03-31 14,647 $1,477,000 1,461
   Revolve Wealth Partners LLC 56 - 2024-03-31 14,290 $1,441,000 759
   Austin Private Wealth LLC 58 - 2024-03-31 13,835 $1,380,000 667
   BUCKINGHAM ASSET MANAGEMENT, LLC 290 - 2024-03-31 12,964 $1,307,000 3
   Bensler LLC 85 - 2024-03-31 12,758 $1,286,000 522
   BNP PARIBAS ARBITRAGE SA 1658 - 2024-03-31 12,305 $1,240,000 705
   CLEAR HARBOR ASSET MANAGEMENT, LLC 137 - 2024-03-31 12,026 $1,212,000 1,618
   TCWP LLC 7 - 2023-12-31 12,781 $1,164,000 1,547
   TRUSTCORE FINANCIAL SERVICES LLC 106 - 2022-12-31 15,704 $1,127,000 2,769
   Long Run Wealth Advisors LLC 60 - 2024-03-31 10,821 $1,091,000 270
   REGAL INVESTMENT ADVISORS, LLC 215 - 2023-12-31 11,839 $1,078,000 1,103
   PROEQUITIES INC. 283 - 2024-03-31 10,147 $1,023,000 968
  100 Records found
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