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Get Institutions for : 
iShares KLD 400 Social Index (DSI)  
$99.16 0.23 (0.23%) 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
   LITMAN GREGORY ASSET MANAGEMENT LLC 43 - 2024-03-31 44,813 $4,518,000 0
   SEAWARD MANAGEMENT CORP - 2023-12-31 26,380 $2,402,000 0
   COLONY GROUP LLC 313 - 2023-09-30 28,619 $2,330,000 0
   Ulrich Consultants & Investment Group LLC 4 - 2023-06-30 24,810 $2,088,000 0
   BTIM CORP. 248 - 2024-03-31 19,097 $1,925,000 0
   BigSur Wealth Management LLC 30 - 2023-12-31 20,000 $1,821,000 0
   NewEdge Wealth LLC 347 - 2024-03-31 18,193 $1,755,000 0
   Annapolis Financial Services LLC 40 - 2024-03-31 17,286 $1,743,000 0
   MainStreet Investment Advisors LLC 83 - 2024-03-31 15,544 $1,567,000 0
   Ulland Investment Advisors LLC 21 - 2024-03-31 14,260 $1,438,000 0
   AJ WEALTH STRATEGIES LLC 110 - 2023-06-30 16,648 $1,401,000 0
   WHITTIER TRUST CO 305 - 2024-03-31 13,767 $1,388,000 0
   Retirement Income Solutions Inc 39 - 2024-03-31 13,369 $1,348,000 0
   MA Private Wealth 39 - 2024-03-31 12,010 $1,211,000 0
   Bordeaux Wealth Advisors LLC 32 - 2024-03-31 12,000 $1,210,000 0
   Wealth Management Partners LLC 41 - 2024-03-31 11,033 $1,112,000 0
   Schneider Downs Wealth Management Advisors LP 52 - 2024-03-31 10,379 $1,046,000 0
   FIFTH THIRD BANCORP 594 - 2024-03-31 10,058 $1,014,000 0
   Financial Gravity Wealth Inc. 228 - 2023-12-31 24,073 $905,000 0
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 575 - 2023-12-31 9,800 $892,000 0
   KINGSWOOD WEALTH ADVISORS LLC 231 - 2024-03-31 8,461 $853,000 0
   Allen Capital Group LLC 109 - 2024-03-31 7,817 $788,000 0
   ROMANO BROTHERS AND COMPANY 175 - 2024-03-31 7,350 $741,000 0
   VERITY Wealth Advisors 37 - 2024-03-31 7,299 $736,000 0
   HILLSTRUST 150 - 2024-03-31 7,278 $734,000 0
   Principle Wealth Partners LLC 182 - 2024-03-31 7,047 $710,000 0
   Kesler Norman & Wride LLC 121 - 2024-03-31 6,068 $612,000 0
   Rollins Financial 60 - 2023-12-31 6,035 $549,000 0
   HM PAYSON & CO 267 - 2023-12-31 5,770 $525,000 0
   WHITTIER TRUST CO OF NEVADA INC 340 - 2024-03-31 5,184 $523,000 0
   Lindbrook Capital LLC 216 - 2024-03-31 5,039 $508,000 0
   Altus Wealth Group LLC 83 - 2024-03-31 4,931 $497,000 0
   PARSONS CAPITAL MANAGEMENT INC/RI 317 - 2024-03-31 4,911 $495,000 0
   CALLAN CAPITAL, LLC 143 - 2024-03-31 4,798 $484,000 0
   Mayflower Financial Advisors LLC 217 - 2024-03-31 4,789 $483,000 0
   Walkner Condon Financial Advisors LLC 161 - 2024-03-31 4,599 $464,000 0
   Joel Isaacson & Co. LLC 227 - 2024-03-31 4,464 $450,000 0
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 211 - 2024-03-31 4,372 $441,000 0
   Momentum Advisors LLC 44 - 2022-12-31 5,894 $423,000 0
   HENGEHOLD CAPITAL MANAGEMENT LLC 122 - 2024-03-31 4,177 $421,000 0
   DEUTSCHE BANK AG 2376 - 2023-12-31 4,550 $414,000 0
   Argent Trust Co 453 - 2024-03-31 3,992 $402,000 0
   TIEDEMANN WEALTH MANAGEMENT, LLC 191 - 2023-09-30 4,712 $385,000 0
   BUFFINGTON MOHR MCNEAL 100 - 2024-03-31 3,778 $381,000 0
   TRUST CO OF VERMONT 251 - 2024-03-31 3,774 $380,000 0
   Sage Financial Management Group Inc. 38 - 2024-03-31 3,752 $378,000 0
   Abbrea Capital LLC 190 - 2024-03-31 3,732 $376,000 0
   JOHNSON INVESTMENT COUNSEL INC 570 - 2024-03-31 3,500 $353,000 0
   TIAA FSB 453 - 2023-06-30 4,106 $346,000 0
   HILLTOP WEALTH ADVISORS LLC 39 - 2024-03-31 3,268 $329,000 0
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 277 - 2024-03-31 3,233 $326,000 0
   MYECFO LLC 48 - 2024-03-31 3,160 $319,000 0
   AFFINITY WEALTH MANAGEMENT 83 - 2024-03-31 3,133 $316,000 0
   BURNS J W & CO INC/NY 157 - 2024-03-31 3,044 $307,000 0
   Sterling Investment Advisors Ltd. 117 - 2024-03-31 3,000 $302,000 0
   GenTrust LLC 113 - 2024-03-31 2,970 $299,000 0
   APPLETON GROUP WEALTH MANAGEMENT LLC 18 - 2023-09-30 3,511 $286,000 0
   GYL Financial Synergies LLC 290 - 2023-12-31 3,112 $283,000 0
   Ritter Daniher Financial Advisory LLC / DE 64 - 2023-12-31 3,000 $273,000 0
   Smartleaf Asset Management LLC 256 - 2024-03-31 2,966 $271,000 0
   BLUE CREEK INVESTMENT PARTNERS LLC 318 - 2024-03-31 2,564 $258,000 0
   GREAT VALLEY ADVISOR GROUP INC. 641 - 2024-03-31 2,551 $257,000 0
   SAPIENT CAPITAL LLC 322 - 2024-03-31 2,477 $250,000 0
   CRA Financial Services LLC 210 - 2024-03-31 2,408 $243,000 0
   Weaver Consulting Group 180 - 2024-03-31 2,280 $230,000 0
   M&T BANK CORP 1450 - 2024-03-31 2,232 $225,000 0
   GPS Wealth Strategies Group LLC 248 - 2024-03-31 2,033 $205,000 0
   Atlantic Trust LLC 139 - 2024-03-31 1,877 $189,000 0
   Westside Investment Management Inc. 224 - 2024-03-31 1,850 $186,000 0
   Creative Capital Management Investments LLC 42 - 2024-03-31 1,819 $183,000 0
   AllSquare Wealth Management LLC 111 - 2024-03-31 1,767 $178,000 0
   ATLAS CAPITAL ADVISORS LLC 368 - 2024-03-31 1,754 $177,000 0
   Hartland & Co. LLC 476 - 2023-12-31 1,858 $169,000 0
   PUNCH & ASSOCIATES INVESTMENT MANAGEMENT INC 208 - 2023-12-31 1,850 $168,000 0
   Cherry Tree Wealth Management LLC 178 - 2024-03-31 1,350 $136,000 0
   Norwood Financial Corp 98 - 2024-03-31 1,300 $131,000 0
   PITTENGER & ANDERSON INC 252 - 2024-03-31 1,235 $125,000 0
   PARKSIDE FINANCIAL BANK & TRUST 462 - 2024-03-31 1,230 $124,000 0
   TD CAPITAL MANAGEMENT LLC 129 - 2024-03-31 1,269 $115,000 0
   JONES FINANCIAL COMPANIES LLLP 389 - 2023-12-31 1,205 $110,000 0
   ANCORA ADVISORS, LLC 744 - 2023-12-31 1,150 $105,000 0
   PrairieView Partners LLC 141 - 2024-03-31 1,034 $105,000 0
   EPG Wealth Management LLC 269 - 2023-12-31 1,000 $95,000 0
   MATRIX PRIVATE CAPITAL GROUP LLC 112 - 2023-12-31 1,022 $93,000 0
   SANDY SPRING BANK 510 - 2024-03-31 700 $71,000 0
   ADIRONDACK TRUST CO 204 - 2024-03-31 690 $70,000 0
   IFP Advisors Inc 1486 - 2023-12-31 595 $54,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 300 - 2023-12-31 580 $53,000 0
   Bank of New Hampshire 312 - 2024-03-31 510 $51,000 0
   Bradley & Co. Private Wealth Management LLC 62 - 2024-03-31 506 $51,000 0
   KISTLERTIFFANY COMPANIES, LLC 487 - 2023-06-30 596 $50,000 0
   Migdal Insurance & Financial Holdings Ltd. 276 - 2024-03-31 470 $47,000 0
   COLONIAL ASSET MANAGEMENT, INC. 325 - 2023-12-31 500 $46,000 0
   VIGILANT CAPITAL MANAGEMENT LLC 273 - 2023-06-30 550 $46,000 0
   DHJJ Financial Advisors Ltd. 275 - 2024-03-31 436 $44,000 0
   Retirement Group LLC 261 - 2024-03-31 404 $41,000 0
   BALDWIN BROTHERS INC/MA 391 - 2024-03-31 400 $40,000 0
   QUADRANT CAPITAL GROUP LLC 1564 - 2023-12-31 380 $35,000 0
   Archer Investment Corp 452 - 2024-03-31 304 $31,000 0
   LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP 430 - 2024-03-31 318 $30,000 0
  100 Records found
  1    
  Page 1 of 1
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