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Get Institutions for : 
iShares KLD Select Social Index (KLD)  
$107.40 0.05 (0.05%) as of 4:30 Wed 5/8


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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  : 
14.11 (15.12%)  




 
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
   LAIRD NORTON TYEE TRUST CO 38 *New 2023-12-31 27,064 $2,720,000 27,064
   Financial Services Advisory Inc 29 *New 2023-12-31 24,090 $2,421,000 24,090
   COLONY GROUP, LLC 329 *New 2023-12-31 23,218 $2,334,000 23,218
   We Are One Seven LLC 329 *New 2023-12-31 9,721 $977,000 9,721
   DSM CAPITAL PARTNERS LLC 40 *New 2023-12-31 7,940 $798,000 7,940
   CLEARBRIDGE ADVISORS LLC 682 *New 2023-12-31 5,946 $598,000 5,946
   Stratos Wealth Advisors LLC 431 *New 2024-03-31 5,198 $567,000 5,198
   WIN ADVISORS INC 42 *New 2024-03-31 3,834 $419,000 3,834
   Carnick & Kubik Group LLC 172 *New 2024-03-31 3,258 $356,000 3,258
   Arjuna Capital 83 *New 2023-12-31 2,970 $299,000 2,970
   DANA INVESTMENT ADVISORS INC 382 *New 2023-12-31 2,750 $276,000 2,750
   TWO SIGMA SECURITIES LLC 692 *New 2023-12-31 2,620 $263,000 2,620
   Magnus Financial Group LLC *New 2024-03-31 1,984 $217,000 1,984
   Baron Silver Stevens Financial Advisors LLC *New 2024-03-31 1,941 $212,000 1,941
   Hoxton Planning & Management LLC 152 *New 2024-03-31 1,941 $212,000 1,941
   Mill Capital Management LLC *New 2024-03-31 1,900 $207,000 1,900
   NEUBERGER BERMAN GROUP LLC 1734 *New 2023-12-31 2,041 $205,000 2,041
   Cornerstone Advisory LLP 216 *New 2023-12-31 2,012 $202,000 2,012
   Financial Insights Inc. 159 *New 2024-03-31 1,840 $201,000 1,840
   WILEY BROS.-AINTREE CAPITAL LLC 455 *New 2024-03-31 1,840 $201,000 1,840
   Refined Wealth Management 25 *New 2024-03-31 1,833 $200,000 1,833
   Ahrens Investment Partners LLC 257 *New 2023-03-31 865 $76,000 865
   Nelson Van Denburg & Campbell Wealth Management Gr *New 2024-03-31 617 $67,000 617
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1126 *New 2023-12-31 567 $57,000 567
   WOODMONT INVESTMENT COUNSEL LLC 295 *New 2024-03-31 512 $56,000 512
   WESTEND CAPITAL MANAGEMENT LLC 70 *New 2024-03-31 503 $55,000 503
   PIERSHALE FINANCIAL GROUP, INC. 65 *New 2023-06-30 271 $25,000 271
   MATHER GROUP, INC. 1033 *New 2024-03-31 228 $23,000 228
   Dunhill Financial LLC 158 *New 2023-12-31 203 $20,000 203
   Heritage Wealth Advisors 406 *New 2023-12-31 172 $17,000 172
   Rockbridge Investment Management LCC 434 *New 2023-12-31 71 $7,000 71
   BNP PARIBAS ARBITRAGE SA *New 2024-03-31 4 $0 4

  32 Records found
  1    
  Page 1 of 1
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