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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 94 *Closed 2024-03-31 0 $0 -2,357
   SageView Advisory Group LLC 565 *Closed 2024-03-31 0 $0 -84,925
   BOURGEON CAPITAL MANAGEMENT LLC 199 *Closed 2024-03-31 0 $0 -625
   Harfst & Associates Inc. 58 *Closed 2024-03-31 0 $0 -8,304
   WoodTrust Financial Corp 151 *Closed 2024-03-31 0 $0 -6,410
   ORG Partners LLC 665 *Closed 2024-03-31 0 $0 -654
   Focused Wealth Management Inc 633 *Closed 2024-03-31 0 $0 -1,059
   Prostatis Group LLC 121 *Closed 2023-03-31 0 $0 -61,113
   Private Wealth Management Group LLC 1549 *Closed 2024-03-31 0 $0 -75
   IAG Wealth Partners LLC 442 *Closed 2024-03-31 0 $0 0
   SHEETS SMITH & ASSOCIATES INC 437 *Closed 2024-03-31 0 $0 -400
   Sonoma Private Wealth LLC 90 *Closed 2024-03-31 0 $0 -4,180
   Scarborough Advisors LLC 604 *Closed 2024-03-31 0 $0 -521
   MODERA WEALTH MANAGEMENT, LLC 574 *Closed 2023-12-31 0 $0 -14,942
   Coppell Advisory Solutions Corp. 1092 *Closed 2023-03-31 0 $0 -606
   DIVERSIFIED TRUST CO 877 *Closed 2024-03-31 0 $0 -2,542
   McGlone Suttner Wealth Management Inc. 731 *Closed 2024-03-31 0 $0 -266
   Stonebridge Capital Advisors LLC 858 *Closed 2023-12-31 0 $0 -150
   ODell Group LLC 282 *Closed 2024-03-31 0 $0 -241
   Trellis Advisors LLC 62 *Closed 2023-12-31 0 $0 -36,391
   TWO SIGMA INVESTMENTS LLC 3285 *Closed 2023-12-31 0 $0 -24,600
   EVOKE WEALTH LLC 623 *Closed 2023-12-31 0 $0 -2,610
   Halpern Financial Inc. 248 *Closed 2024-03-31 0 $0 -160
   Elevated Capital Advisors LLC 187 *Closed 2024-03-31 0 $0 -2,947
  24 Records found
  1    
  Page 1 of 1
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