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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  
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
   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
   MISSION WEALTH MANAGEMENT LLC - 2024-03-31 478,482 $52,236,000 42,798
   BLACKROCK INC. 2444 - 2023-12-31 479,952 $48,240,000 11,634
   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
   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
   BB&T CORP 435 - 2023-12-31 176,570 $17,747,000 3,739
   FUND EVALUATION GROUP LLC 12 - 2023-12-31 174,609 $17,550,000 2,965
   Baird Financial Group Inc. 393 - 2023-12-31 138,496 $13,920,000 14,925
   COMMONWEALTH EQUITY SERVICES LLC. 702 - 2024-03-31 108,755 $11,873,000 2,195
   HIGHTOWER ADVISORS, LLC 642 - 2023-12-31 113,344 $11,394,000 3,061
   Farrow Financial Inc. - 2024-03-31 99,337 $10,845,000 2,741
   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
   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
   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
   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
   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
   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
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1249 - 2023-12-31 41,518 $4,173,000 20,094
   Private Advisor Group LLC - 2024-03-31 36,291 $3,962,000 5,534
   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
   Financial Network Wealth Management LLC 14 - 2023-12-31 35,482 $3,566,000 6,152
   COBBLESTONE CAPITAL ADVISORS LLC /NY/ 54 - 2024-03-31 31,549 $3,444,000 997
   Shepherd Financial Partners LLC 39 - 2024-03-31 30,533 $3,333,000 3,380
   GRIMES & COMPANY INC 109 - 2024-03-31 30,011 $3,276,000 3,058
   HPM Partners LLC - 2023-12-31 31,056 $3,121,000 976
   Kestra Advisory Services LLC 641 - 2023-12-31 29,553 $2,970,000 3,455
   WHITTIER TRUST CO OF NEVADA INC - 2024-03-31 26,938 $2,941,000 1,170
   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
   BAILARD BIEHL & KAISER INC 199 - 2023-12-31 25,586 $2,572,000 1,029
   Garrett Investment Advisors LLC 80 - 2024-03-31 23,475 $2,563,000 640
   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
   CWM LLC 581 - 2024-03-31 21,493 $2,346,000 6,025
   Cornerstone Wealth Management LLC 121 - 2024-03-31 20,646 $2,254,000 302
   LEDYARD NATIONAL BANK 74 - 2023-12-31 21,432 $2,154,000 1,911
   BAKER AVENUE ASSET MANAGEMENT, LP 166 - 2023-12-31 18,876 $1,897,000 501
   J.W. COLE ADVISORS INC. - 2024-03-31 16,728 $1,825,000 176
   CI Private Wealth LLC 1051 - 2023-12-31 17,742 $1,783,000 596
   HB Wealth Management LLC - 2024-03-31 15,244 $1,664,000 201
   COMERICA BANK 1322 - 2023-12-31 14,749 $1,482,000 2,747
   Integrated Wealth Concepts LLC 587 - 2023-12-31 14,584 $1,466,000 737
   Equitable Holdings Inc. 502 - 2023-12-31 13,816 $1,389,000 617
   Resonant Capital Advisors LLC - 2024-03-31 12,676 $1,384,000 147
   MULTIFINANCIAL SECURITIES CORP 644 - 2023-12-31 13,639 $1,371,000 513
   Resources Investment Advisors Inc. 392 - 2023-12-31 13,438 $1,351,000 2,102
   Fountainhead AM LLC - 2024-03-31 12,213 $1,333,000 1,065
   WESBANCO BANK INC 253 - 2024-03-31 11,719 $1,279,000 272
   TIAA FSB 294 - 2023-06-30 13,591 $1,273,000 1,682
   PATHSTONE FAMILY OFFICE, LLC 621 - 2023-09-30 13,937 $1,254,000 1,920
   HARBOUR INVESTMENTS INC. 317 - 2023-12-31 12,148 $1,221,000 152
   RENAISSANCE TECHNOLOGIES LLC 2294 - 2023-12-31 11,800 $1,186,000 4,200
   Gerber Kawasaki Wealth & Investment Management 126 - 2023-12-31 11,612 $1,167,000 1,178
   FRANKLIN RESOURCES INC 1529 - 2023-12-31 11,580 $1,164,000 511
   Kingsview Wealth Management LLC 427 - 2023-12-31 11,452 $1,151,000 203
   FREESTONE CAPITAL HOLDINGS, LLC 188 - 2023-12-31 10,878 $1,093,000 69
   Fernwood Investment Management LLC 73 - 2023-12-31 10,835 $1,089,000 695
   COASTLINE TRUST CO 134 - 2024-03-31 9,532 $1,041,000 1,345
   MARINO STRAM & ASSOCIATES LLC 68 - 2024-03-31 9,318 $1,017,000 11
   Good Life Advisors LLC - 2024-03-31 9,102 $994,000 93
   MONETA GROUP INVESTMENT ADVISORS INC 243 - 2023-12-31 9,697 $975,000 16
   Round Rock Advisors LLC 76 - 2024-03-31 8,772 $958,000 157
   PRENTISS SMITH & CO INC 37 - 2024-03-31 7,880 $860,000 205
   PUTNAM FL INVESTMENT MANAGEMENT CO - 2024-03-31 7,695 $840,000 5,350
   Wescott Financial Advisory Group LLC 78 - 2023-12-31 7,984 $802,000 366
   CARRET ASSET MANAGEMENT 162 - 2024-03-31 6,921 $756,000 21
   HENGEHOLD CAPITAL MANAGEMENT LLC 95 - 2024-03-31 6,500 $710,000 40
   Abacus Planning Group Inc. 89 - 2024-03-31 6,495 $709,000 618
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 194 - 2023-12-31 6,976 $701,000 1,126
   Merit Financial Group LLC 405 - 2023-12-31 6,872 $691,000 122
   GREENUP STREET WEALTH MANAGEMENT LLC 57 - 2023-12-31 6,842 $688,000 840
   BUCKINGHAM ASSET MANAGEMENT, LLC 384 - 2023-12-31 6,807 $684,000 744
   Sigma Planning Corp - 2024-03-31 6,245 $682,000 2,234
   PFG Investments LLC 438 - 2024-03-31 5,997 $655,000 1,573
   MODERA WEALTH MANAGEMENT, LLC 342 - 2023-12-31 6,433 $647,000 5,070
   ETF Portfolio Partners Inc. 33 - 2024-03-31 5,789 $632,000 55
   TRUST CO OF VERMONT - 2024-03-31 5,700 $622,000 163
   PROVISE MANAGEMENT GROUP LLC 208 - 2023-12-31 5,905 $594,000 333
   Sound View Wealth Advisors Group LLC 209 - 2023-12-31 5,850 $588,000 25
   Sanford Advisory Services LLC 79 - 2022-12-31 6,920 $570,000 508
   Kraft Davis & Associates LLC 65 - 2023-12-31 5,513 $563,000 265
  100 Records found
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