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Get Institutions for : 
iShares KLD Select Social Index (KLD)  
$105.37 0.96 (0.92%) as of 4:30 Fri 4/26


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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  : 
12.08 (12.95%)  




 
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
   Varma Mutual Pension Insurance Co 1 - 2023-12-31 18,203,992 $1,829,683,000 10,599,032
   J P MORGAN CHASE & CO 430 - 2023-12-31 3,308,130 $332,500,000 166,658
   BANK OF AMERICA CORP /DE/ 585 - 2023-12-31 1,822,091 $183,138,000 53,013
   MORGAN STANLEY 1012 - 2023-12-31 1,247,449 $125,381,000 43,478
   PNC FINANCIAL SERVICES GROUP INC 176 - 2023-12-31 972,177 $97,714,000 17,995
   AMERIPRISE FINANCIAL INC 558 - 2023-12-31 882,735 $88,820,000 5,276
   SPINNAKER TRUST 3 - 2023-12-31 817,436 $82,160,000 6,731
   UBS Group AG 590 - 2023-12-31 612,879 $61,600,000 -36,044
   ROYAL BANK OF CANADA 662 - 2023-12-31 561,454 $56,430,000 9,207
   M&T BANK CORP 108 - 2023-12-31 543,133 $54,590,000 3,835
   BLACKROCK INC. 2444 - 2023-12-31 479,952 $48,240,000 11,634
   WELLS FARGO & CO/MN 705 - 2023-12-31 471,312 $47,372,000 -7,031
   MISSION WEALTH MANAGEMENT LLC 13 - 2023-12-31 435,684 $43,791,000 -15,217
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 295 - 2023-12-31 376,400 $37,832,000 -2,522
   DEUTSCHE BANK AG 608 - 2023-12-31 373,239 $37,514,000 0
   RAYMOND JAMES & ASSOCIATES 484 - 2023-12-31 373,185 $37,509,000 235,317
   Acorns Advisers LLC 15 - 2023-12-31 347,964 $34,974,000 8,144
   LPL FINANCIAL CORP 636 - 2023-12-31 342,535 $34,428,000 15,706
   Shira Ridge Wealth Management 1 - 2024-03-31 274,547 $29,972,000 -562
   Ellevest Inc. 11 - 2023-12-31 236,058 $23,726,000 298
   ENVESTNET ASSET MANAGEMENT INC 955 - 2023-12-31 229,305 $23,047,000 4,317
   Betterment LLC 55 - 2023-12-31 207,256 $20,831,000 -11,837
   US BANCORP 299 - 2023-12-31 198,764 $19,978,000 -2,581
   BB&T CORP 435 - 2023-12-31 176,570 $17,747,000 3,739
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 290 - 2023-09-30 195,290 $17,570,000 -2,751
   FUND EVALUATION GROUP LLC 12 - 2023-12-31 174,609 $17,550,000 2,965
   Advisor Group Holdings Inc. 605 - 2023-12-31 142,393 $14,313,000 -89,263
   Baird Financial Group Inc. 393 - 2023-12-31 138,496 $13,920,000 14,925
   MARINER WEALTH ADVISORS, LLC 406 - 2023-12-31 128,153 $12,881,000 -4,241
   Stewardship Advisors LLC 5 - 2024-03-31 107,555 $11,742,000 -428
   HIGHTOWER ADVISORS, LLC 642 - 2023-12-31 113,344 $11,394,000 3,061
   COMMONWEALTH EQUITY SERVICES LLC. 699 - 2023-12-31 106,560 $10,710,000 -1,913
   Garde Capital Inc. 30 - 2023-12-31 102,849 $10,337,000 -30,461
   Money Design Co.Ltd. 37 - 2023-12-31 100,696 $10,121,000 16,584
   DAVIDSON D A & CO 163 - 2023-12-31 100,428 $10,094,000 -4,237
   Farrow Financial Inc. 3 - 2023-12-31 96,596 $9,709,000 0
   Quent Capital LLC 17 - 2023-12-31 92,095 $9,256,000 -1,993
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 415 - 2023-12-31 91,131 $9,160,000 1,154
   TOMPKINS FINANCIAL CORP 32 - 2024-03-31 80,683 $8,808,000 15,452
   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
   NORTHERN TRUST CORP 2183 - 2023-12-31 82,565 $8,299,000 17,856
   SOA Wealth Advisors LLC. 14 - 2024-03-31 73,767 $8,053,000 -2,005
   Charter Oak Capital Management LLC - 2023-12-31 80,021 $8,043,000 -289
   CB&T WEALTH MANAGEMENT 6 - 2024-03-31 69,292 $7,565,000 1,406
   Robertson Stephens Wealth Management LLC 41 - 2023-12-31 70,296 $7,065,000 2,366
   REGIONS FINANCIAL CORP 184 - 2023-12-31 69,606 $6,996,000 104
   ROOF EIDAM & MAYCOCK/ADV 16 - 2023-12-31 68,081 $6,843,000 791
   KEYBANK NATIONAL ASSOCIATION/OH 250 - 2023-12-31 67,568 $6,791,000 189
   Permanens Capital L.P. 10 - 2023-12-31 65,574 $6,591,000 -4,256
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 570 - 2023-12-31 65,542 $6,588,000 -2,927
   SageView Advisory Group LLC 41 - 2023-12-31 60,633 $6,245,000 5,436
   MML INVESTORS SERVICES LLC 576 - 2023-12-31 52,166 $5,243,000 4,123
   JANNEY MONTGOMERY SCOTT LLC 723 - 2023-12-31 50,075 $5,033,000 -6,729
   STIFEL FINANCIAL CORP 1093 - 2023-12-31 49,836 $5,009,000 3,556
   ACCREDITED INVESTORS INC. 40 - 2023-12-31 49,723 $4,998,000 407
   CITADEL ADVISORS LLC 1602 - 2023-12-31 47,789 $4,803,000 47,789
   BANK OF MONTREAL /CAN/ 1068 - 2023-12-31 46,147 $4,659,000 21
   Long Run Wealth Advisors LLC 23 - 2023-12-31 42,695 $4,291,000 -1,925
   Consolidated Planning Corp 38 - 2023-12-31 42,637 $4,285,000 1,237
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1249 - 2023-12-31 41,518 $4,173,000 20,094
   Bear Mountain Capital Inc. 12 - 2023-12-31 41,448 $4,141,000 0
   Goss Wealth Management LLC 415 - 2023-12-31 38,611 $3,926,000 1,509
   CREATIVE PLANNING 641 - 2023-12-31 38,592 $3,879,000 4,714
   Brookstone Capital Management 255 - 2024-03-31 35,119 $3,834,000 -1,878
   Financial Network Wealth Management LLC 14 - 2023-12-31 35,482 $3,566,000 6,152
   3EDGE Asset Management LP 18 - 2023-12-31 34,309 $3,448,000 -4,003
   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
   LFA - Lugano Financial Advisors SA - 2023-12-31 31,255 $3,141,000 5,005
   HPM Partners LLC - 2023-12-31 31,056 $3,121,000 976
   Private Advisor Group LLC 599 - 2023-12-31 30,757 $3,091,000 -10,563
   Relyea Zuckerberg Hanson LLC 31 - 2023-12-31 30,739 $3,090,000 -1,761
   COBBLESTONE CAPITAL ADVISORS LLC /NY/ 59 - 2023-12-31 30,552 $3,071,000 5,566
   YCMNET ADVISORS INC 102 - 2023-12-31 29,817 $2,997,000 -3,563
   Kestra Advisory Services LLC 641 - 2023-12-31 29,553 $2,970,000 3,455
   FINANCIAL NETWORK 811 - 2023-12-31 28,310 $2,845,000 24
   Glenview Trust Co 168 - 2023-12-31 27,500 $2,764,000 7,500
   Shepherd Financial Partners LLC 45 - 2023-12-31 27,153 $2,729,000 -298
   LAIRD NORTON TYEE TRUST CO 38 *New 2023-12-31 27,064 $2,720,000 27,064
   WHITTIER TRUST CO OF NEVADA INC 188 - 2023-12-31 25,768 $2,590,000 -1,299
   BAILARD BIEHL & KAISER INC 199 - 2023-12-31 25,586 $2,572,000 1,029
   VERITY Wealth Advisors 10 - 2024-03-31 23,554 $2,571,000 0
   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
   ADVISORY SERVICES NETWORK, LLC 362 - 2023-12-31 25,232 $2,536,000 -164
   Simmons Bank 113 - 2023-12-31 25,108 $2,524,000 0
   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
   FLOW TRADERS U.S. LLC 178 - 2023-12-31 24,541 $2,467,000 24,541
   MERCER GLOBAL ADVISORS INC /ADV 671 - 2023-12-31 24,336 $2,446,000 3,169
   Financial Services Advisory Inc 29 *New 2023-12-31 24,090 $2,421,000 24,090
   CWM LLC 581 - 2024-03-31 21,493 $2,346,000 6,025
   COLONY GROUP, LLC 329 *New 2023-12-31 23,218 $2,334,000 23,218
   BLAIR WILLIAM & CO/IL 641 - 2023-12-31 23,120 $2,324,000 -45
   COLONY GROUP LLC 315 - 2023-09-30 25,264 $2,273,000 -706
   Cornerstone Wealth Management LLC 121 - 2024-03-31 20,646 $2,254,000 302
   Pathstone Holdings LLC 695 - 2023-12-31 22,275 $2,239,000 0
   LEDYARD NATIONAL BANK 74 - 2023-12-31 21,432 $2,154,000 1,911
   HANSON MCCLAIN, INC. - 2023-12-31 21,076 $2,118,000 20,863
  100 Records found
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