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Get Institutions for : 
iShares KLD Select Social Index (KLD)  
$117.84 0.43 (0.36%) as of 4:30 Wed 9/18


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 436    6
Total shares held : 
 18,196,319  
% of shares held : 
 20.22%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -48  
Amount of shares held : 
 -263,164  
% of shares held change : 
   -0.29%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $108.77  
Last Quarter's Ending Price : 
 $112.37  
Last Quarter's Average Price : 
 $108.46  
Change from last quarter's     
avg. price to the last closing  : 
9.38 (8.65%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
18
 185,074
 1.02%
 
Increased Positions :
128
 296,370
 1.63%
 
Unchanged Positions :
120
 916,796
 5.04%
 
Decreased Positions :
170
-679,450
-3.73%
 
Closed Positions :
24
-65,158
-0.36%
 
Guru Positions :
0
 0%
 
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 period: 12-31-2023 View holdings for period: 3-31-2024 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
   Kalos Management Inc. 138 *Closed 2023-06-30 0 $0 -12
   PRINCIPAL SECURITIES INC. 3224 *Closed 2024-06-30 0 $0 -63
   Fiduciary Alliance LLC 212 *Closed 2024-06-30 0 $0 -3,013
   Concord Wealth Partners 807 *Closed 2024-06-30 0 $0 -700
   Financial Synergies Wealth Advisors Inc. 289 *Closed 2024-06-30 0 $0 -234
   IHT Wealth Management LLC 1036 *Closed 2024-06-30 0 $0 -1,886
   Idaho Trust Bank 111 *Closed 2024-06-30 0 $0 -13,572
   Pacifica Partners Inc. 516 *Closed 2024-06-30 0 $0 -132
   BALLENTINE FINN & COMPANY INC 778 *Closed 2024-06-30 0 $0 -2,660
   MILLENNIUM MANAGEMENT LLC 4201 *Closed 2024-06-30 0 $0 -2,434
   BNP PARIBAS ARBITRAGE SA 3287 *Closed 2024-06-30 0 $0 -4
   UNITED BANK /VA/ 151 *Closed 2024-06-30 0 $0 -2,165
   Change Path LLC 835 *Closed 2024-06-30 0 $0 -2,369
   WIN ADVISORS INC 53 *Closed 2024-06-30 0 $0 -3,834
   Smartleaf Asset Management LLC 2716 *Closed 2024-06-30 0 $0 -658
   Bulltick Wealth Management LLC 109 *Closed 2024-06-30 0 $0 -2,500
   Pathway Financial Advisors LLC 174 *Closed 2024-06-30 0 $0 -3,831
   LINCOLN NATIONAL CORP 998 *Closed 2024-06-30 0 $0 -9,596
   PROSPERA FINANCIAL SERVICES 1183 *Closed 2024-06-30 0 $0 -2,912
   Retirement Income Solutions Inc 156 *Closed 2024-06-30 0 $0 -6,428
   CoreCap Advisors LLC 2548 *Closed 2024-06-30 0 $0 -478
   WOODMONT INVESTMENT COUNSEL LLC 308 *Closed 2024-06-30 0 $0 -512
   Ten Capital Wealth Advisors LLC 520 *Closed 2023-06-30 0 $0 -203
   BANK OF NEW YORK MELLON CORP 4163 *Closed 2024-06-30 0 $0 -2,175
   Morling Financial Advisors LLC 107 *Closed 2024-06-30 0 $0 -345
   Prostatis Group LLC 99 *Closed 2023-03-31 0 $0 -53,434
   Archvest Wealth Advisors Inc. 63 *Closed 2024-06-30 0 $0 -2,657
  27 Records found
  1    
  Page 1 of 1
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