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Get Institutions for : 
iShares KLD Select Social Index (KLD)  
$108.03 0.63 (0.59%) as of 4:30 Thu 5/9


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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  : 
14.74 (15.8%)  




 
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
   DEUTSCHE BANK AG 608 - 2023-12-31 373,239 $37,514,000 0
   LFA - Lugano Financial Advisors SA - 2024-03-31 31,255 $3,412,000 0
   BigSur Wealth Management LLC 14 - 2023-12-31 32,000 $3,216,000 0
   VERITY Wealth Advisors 10 - 2024-03-31 23,554 $2,571,000 0
   Simmons Bank 113 - 2023-12-31 25,108 $2,524,000 0
   HSBC HOLDINGS PLC 1212 - 2023-12-31 17,300 $1,739,000 0
   AJ WEALTH STRATEGIES LLC 102 - 2023-06-30 18,100 $1,695,000 0
   LITMAN GREGORY ASSET MANAGEMENT LLC 59 - 2024-03-31 15,165 $1,656,000 0
   EVERGREEN CAPITAL MANAGEMENT LLC 249 - 2023-12-31 14,802 $1,488,000 0
   EVERCORE WEALTH MANAGEMENT, LLC 193 - 2023-12-31 13,512 $1,358,000 0
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV - 2024-03-31 12,240 $1,336,000 0
   Grubman Wealth Management 35 - 2024-03-31 12,127 $1,324,000 0
   BLUESTEM FINANCIAL ADVISORS LLC 18 - 2024-03-31 11,606 $1,267,000 0
   Levy Wealth Management Group LLC 36 - 2024-03-31 11,998 $1,206,000 0
   PORTLAND GLOBAL ADVISORS LLC 69 - 2023-12-31 11,455 $1,151,000 0
   RSM US WEALTH MANAGEMENT LLC 260 - 2024-03-31 9,815 $1,072,000 0
   Integrated Investment Consultants LLC 54 - 2024-03-31 9,467 $1,034,000 0
   Ulland Investment Advisors LLC 29 - 2024-03-31 8,880 $969,000 0
   Hartland & Co. LLC 231 - 2023-12-31 8,971 $902,000 0
   Willow Creek Wealth Management Inc. 65 - 2023-12-31 7,959 $800,000 0
   Steward Partners Investment Advisory LLC 845 - 2023-12-31 7,074 $711,000 0
   Retirement Income Solutions Inc - 2024-03-31 6,428 $702,000 0
   CIBC GLOBAL ASSET MANAGEMENT INC 693 - 2023-12-31 6,600 $663,000 0
   HILLSTRUST 144 - 2023-12-31 6,600 $663,000 0
   SAX WEALTH ADVISORS LLC 98 - 2023-12-31 6,566 $660,000 0
   GLENMEDE TRUST CO NA 825 - 2023-12-31 6,394 $643,000 0
   MMBG INVESTMENT ADVISORS CO. 112 - 2023-12-31 6,085 $612,000 0
   COLDSTREAM CAPITAL MANAGEMENT INC 420 - 2023-12-31 6,039 $607,000 0
   WJ Wealth Management LLC 50 - 2024-03-31 5,400 $590,000 0
   NBT BANK N A /NY 257 - 2024-03-31 5,373 $587,000 0
   West Financial Advisors LLC 40 - 2024-03-31 5,195 $567,000 0
   GRAND WEALTH MANAGEMENT LLC 28 - 2023-12-31 5,324 $535,000 0
   Marks Group Wealth Management Inc - 2024-03-31 4,878 $533,000 0
   Kesler Norman & Wride LLC 125 - 2024-03-31 4,662 $509,000 0
   PEREGRINE ASSET ADVISERS, INC. - 2024-03-31 4,094 $447,000 0
   Clear Perspectives Financial Planning LLC 31 - 2023-03-31 4,978 $437,000 0
   PORTFOLIO 21 INVESTMENTS 42 - 2024-03-31 4,000 $437,000 0
   JOHNSON INVESTMENT COUNSEL INC 523 - 2023-12-31 4,134 $416,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. - 2024-03-31 3,779 $413,000 0
   Highview Capital Management LLC/DE/ 91 - 2024-03-31 3,775 $412,000 0
   Weaver Consulting Group 123 - 2024-03-31 3,682 $402,000 0
   AFFINITY WEALTH MANAGEMENT 68 - 2024-03-31 3,406 $372,000 0
   ROBERT BROOKE ZEVIN ASSOCIATES INC 63 - 2023-12-31 3,684 $370,000 0
   HARBOR INVESTMENT ADVISORY LLC 258 - 2024-03-31 3,343 $365,000 0
   PENOBSCOT INVESTMENT MANAGEMENT COMPANY INC 223 - 2023-12-31 3,366 $338,000 0
   Fusion Family Wealth LLC 33 - 2023-12-31 3,111 $313,000 0
   SAND HILL ADVISORS INC/CA 138 - 2023-12-31 3,110 $313,000 0
   CRESTWOOD ADVISORS LLC 323 - 2023-12-31 3,075 $309,000 0
   Klingman & Associates LLC 187 - 2024-03-31 2,694 $294,000 0
   BALLENTINE FINN & COMPANY INC 540 - 2024-03-31 2,660 $290,000 0
   Archvest Wealth Advisors Inc. - 2024-03-31 2,657 $289,000 0
   JFS WEALTH ADVISORS, LLC - 2024-03-31 2,650 $289,000 0
   BARTLETT & CO. LLC 417 - 2023-12-31 2,820 $284,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 417 - 2023-12-31 2,820 $284,000 0
   Pinnacle Wealth Management Advisory Group LLC - 2024-03-31 2,580 $282,000 0
   CAPITAL PERFORMANCE ADVISORS LLP 67 - 2024-03-31 2,525 $276,000 0
   HOYLECOHEN LLC 239 - 2023-12-31 2,730 $274,000 0
   GUERRA PAN ADVISORS LLC 89 - 2023-12-31 2,664 $268,000 0
   COCONUT GROVE BANK - 2024-03-31 2,328 $254,000 0
   SIGNATUREFD, LLC - 2024-03-31 2,278 $249,000 0
   DORSEY & WHITNEY TRUST CO LLC 508 - 2023-12-31 2,451 $246,000 0
   PINNACLE FINANCIAL PARTNERS INC - 2024-03-31 2,230 $243,000 0
   PROSPERA FINANCIAL SERVICES 924 - 2023-12-31 2,407 $242,000 0
   Arkadios Wealth Advisors - 2024-03-31 2,164 $236,000 0
   LEAVELL T & ASSOCIATES INC 452 - 2024-03-31 2,150 $235,000 0
   Western Pacific Wealth Management LP 41 - 2023-12-31 2,300 $231,000 0
   KMG FIDUCIARY PARTNERS LLC 225 - 2024-03-31 2,100 $229,000 0
   ADIRONDACK TRUST CO 131 - 2024-03-31 2,050 $224,000 0
   AllSquare Wealth Management LLC 94 - 2023-12-31 2,210 $222,000 0
   Traveka Wealth LLC 116 - 2024-03-31 2,000 $218,000 0
   Geneos Wealth Management Inc. - 2024-03-31 1,869 $204,000 0
   Bradley & Co. Private Wealth Management LLC - 2024-03-31 1,800 $197,000 0
   FAMILY MANAGEMENT CORP 140 - 2023-12-31 1,449 $146,000 0
   HOWE & RUSLING INC 253 - 2023-12-31 850 $85,000 0
   SANDY SPRING BANK - 2023-12-31 838 $84,000 0
   Crewe Advisors LLC 109 - 2023-12-31 811 $82,000 0
   BALDWIN BROTHERS INC/MA 299 - 2024-03-31 725 $79,000 0
   GPS Wealth Strategies Group LLC - 2024-03-31 670 $73,000 0
   COLONIAL ASSET MANAGEMENT, INC. 283 - 2023-12-31 650 $65,000 0
   VALLEY NATIONAL ADVISERS INC 381 - 2024-03-31 564 $61,000 0
   WHITTIER TRUST CO - 2024-03-31 531 $58,000 0
   PRIVATE TRUST CO NA 1063 - 2024-03-31 523 $57,000 0
   FIRST MANHATTAN CO 850 - 2023-12-31 538 $54,000 0
   Aptus Capital Advisors LLC 667 - 2023-12-31 526 $53,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 302 - 2023-12-31 526 $53,000 0
   Running Point Capital Advisors LLC 118 - 2023-12-31 495 $50,000 0
   ST GERMAIN D J CO INC 397 - 2024-03-31 431 $47,000 0
   DHJJ Financial Advisors Ltd. 281 - 2024-03-31 390 $43,000 0
   ABSOLUTE INVESTMENT MANAGEMENT LLC - 2024-03-31 382 $42,000 0
   Larson Financial Group LLC - 2024-03-31 378 $41,000 0
   HALLMARK CAPITAL MANAGEMENT INC 223 - 2024-03-31 350 $38,000 0
   DB Wealth Management Group LLC 186 - 2023-12-31 356 $36,000 0
   WOLFF WIESE MAGANA LLC 173 - 2024-03-31 330 $36,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 523 - 2022-12-31 403 $33,000 0
   Front Row Advisors LLC 226 - 2023-12-31 265 $27,000 0
   Goodwin Investment Advisory 54 - 2023-12-31 169 $17,000 0
   ZRC WEALTH MANAGEMENT LLC 312 - 2024-03-31 150 $16,000 0
   TD Waterhouse Canada Inc. 1172 - 2023-12-31 155 $15,000 0
   Pacifica Partners Inc. 327 - 2024-03-31 132 $14,000 0
   BDO Wealth Advisors LLC 679 - 2023-06-30 127 $12,000 0
  100 Records found
  1    
  Page 1 of 1
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