ISHARES TR DSI
MSCI KLD400 SOC · ETP · CUSIP 464288570
420
institutional holders
26.1m
shares reported held*
$1.8bnreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $67.15.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.04% of their portfolio | 4.7m $311.5m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.13% of their portfolio | 3.5m $233.0m | — |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 2.0m $136.7m | — |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 1.6m $108.2m | — |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 877.1k $58.7m | — |
| Bank of New York Mellon Corp 0.01% of their portfolio | 748.2k $50.1m | — |
| Betterment LLC 0.17% of their portfolio | 641.9k $46.2m | — |
| UBS Group AG 0.02% of their portfolio | 606.8k $40.6m | — |
| LPL Financial LLC 0.03% of their portfolio | 538.6k $36.1m | — |
| OSAIC HOLDINGS, INC. 0.07% of their portfolio | 471.5k $31.6m | — |
| J.P. Morgan Private Wealth Advisors LLC 0.08% of their portfolio | 466.8k $31.3m | — |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 403.3k $27.0m | — |
| Cerity Partners LLC 0.23% of their portfolio | 290.1k $19.4m | — |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 258.3k $17.3m | — |
| TRUIST FINANCIAL CORP 0.03% of their portfolio | 240.2k $16.1m | — |
| Mariner, LLC 0.06% of their portfolio | 231.2k $15.5m | — |
| Raymond James Financial Services Advisors, Inc. 0.03% of their portfolio | 224.4k $15.0m | — |
| SEI INVESTMENTS CO 0.03% of their portfolio | 214.6k $14.4m | — |
| PARK AVENUE SECURITIES LLC 0.28% of their portfolio | 212.9k $14.3m | — |
| Creative Planning 0.02% of their portfolio | 192.1k $12.9m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio | 190.7k $12.8m | — |
| US BANCORP \DE\ 0.03% of their portfolio | 186.5k $12.5m | — |
| MML INVESTORS SERVICES, LLC 0.09% of their portfolio | 175.1k $11.7m | — |
| CWM, LLC 0.09% of their portfolio | 164.5k $11.0m | — |
| 55I, LLC 0.31% of their portfolio | 163.8k $11.0m | — |
| Fiduciary Trust Co 0.22% of their portfolio | 149.7k $10.0m | — |
| Ameritas Advisory Services, LLC 0.58% of their portfolio | 143.9k $9.6m | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 139.3k $9.3m | — |
| HILL ISLAND FINANCIAL LLC 4.30% of their portfolio | 138.1k $9.2m | — |
| MERCER GLOBAL ADVISORS INC /ADV 0.05% of their portfolio | 130.2k $8.7m | — |
| Private Advisor Group, LLC 0.09% of their portfolio | 122.5k $8.2m | — |
| Francis Financial, Inc. 8.19% of their portfolio | 119.7k $8.0m | — |
| Mascoma Wealth Management LLC 2.50% of their portfolio | 107.9k $7.2m | — |
| Manchester Capital Management LLC 1.25% of their portfolio | 107.6k $7.2m | — |
| Cambridge Investment Research Advisors, Inc. 0.04% of their portfolio | 100.0k $6.7m | — |
| Advisory Services Network, LLC 0.22% of their portfolio | 95.1k $6.4m | — |
| First Horizon Advisors, Inc. 0.25% of their portfolio | 94.7k $6.3m | — |
| Gemmer Asset Management LLC 1.02% of their portfolio | 91.1k $6.1m | — |
| Sharkey, Howes & Javer 1.17% of their portfolio | 79.9k $5.4m | — |
| Gradient Investments LLC 0.16% of their portfolio | 79.4k $5.3m | — |
| Wealthcare Advisory Partners LLC 0.28% of their portfolio | 74.1k $5.0m | — |
| Thrivent Financial for Lutherans 0.01% of their portfolio | 73.8k $5.0m | — |
| SOA Wealth Advisors, LLC. 1.43% of their portfolio | 71.1k $4.8m | — |
| Atria Wealth Solutions, Inc. 0.08% of their portfolio | 70.1k $4.7m | — |
| Laurel Wealth Planning LLC 3.30% of their portfolio | 66.9k $4.5m | — |
| Strategic Point Investment Advisors, LLC 1.20% of their portfolio | 63.9k $4.3m | — |
| Mariner Managed Account Solutions, LLC 0.44% of their portfolio | 63.4k $4.2m | — |
| One Wealth Advisors, LLC 1.37% of their portfolio | 62.6k $4.2m | — |
| TRILLIUM ASSET MANAGEMENT, LLC 0.13% of their portfolio | 60.4k $4.0m | — |
| Johnson Financial Group, Inc. 0.38% of their portfolio | 57.3k $4.1m | — |
| Composition Wealth, LLC 0.17% of their portfolio | 52.8k $3.5m | — |
| First Affirmative Financial Network 4.49% of their portfolio | 52.8k $3.5m | — |
| Geller Advisors LLC 0.76% of their portfolio | 52.0k $3.5m | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 47.9k $3.2m | — |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 47.3k $3.4m | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio | 46.1k $3.1m | — |
| LINCOLN NATIONAL CORP 0.08% of their portfolio | 45.9k $3.1m | — |
| Cribstone Capital Management, LLC 1.90% of their portfolio | 45.8k $3.1m | — |
| Litman Gregory Wealth Management LLC 0.47% of their portfolio | 44.4k $3.0m | — |
| HighTower Advisors, LLC 0.01% of their portfolio | 44.3k $3.0m | — |
| Accredited Investors Inc. 0.34% of their portfolio | 43.2k $2.9m | — |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 43.0k $2.9m | — |
| Cranbrook Wealth Management, LLC 0.73% of their portfolio | 41.9k $2.8m | — |
| BLAIR WILLIAM & CO/IL 0.01% of their portfolio | 41.2k $2.8m | — |
| Columbia Trust Co 01012016 1.55% of their portfolio | 40.9k $2.7m | — |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 40.7k $2.7m | — |
| BigSur Wealth Management LLC 1.35% of their portfolio | 40.0k $2.7m | — |
| Kestra Advisory Services, LLC 0.03% of their portfolio | 39.9k $2.7m | — |
| Orion Porfolio Solutions, LLC 0.05% of their portfolio | 38.1k $2.5m | — |
| Concord Wealth Partners 0.81% of their portfolio | 38.0k $2.5m | — |
| Wealthspire Advisors, LLC 0.05% of their portfolio | 36.8k $2.5m | — |
| Cetera Investment Advisers 0.04% of their portfolio | 36.6k $2.5m | — |
| CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio | 36.5k $2.4m | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio | 36.1k $2.4m | — |
| Gibson Capital, LLC 0.76% of their portfolio | 35.7k $2.4m | — |
| BlackRock Inc. 0.00% of their portfolio | 35.5k $2.4m | — |
| Janney Montgomery Scott LLC 0.01% of their portfolio | 35.3k $2.4m | — |
| IFP Advisors, Inc 0.09% of their portfolio | 34.6k $3.5m | — |
| BAILARD, INC. 0.10% of their portfolio | 34.5k $2.3m | — |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 34.5k $2.3m | — |
| HEADINVEST, LLC 0.55% of their portfolio | 34.1k $2.3m | — |
| Horst & Graben Wealth Management LLC 0.64% of their portfolio | 33.9k $2.3m | — |
| Brio Consultants, LLC 0.50% of their portfolio | 33.7k $2.4m | — |
| Equitable Holdings, Inc. 0.04% of their portfolio | 33.6k $2.3m | — |
| Trellis Advisors, LLC 1.27% of their portfolio | 33.4k $2.2m | — |
| Financial Insights, Inc. 1.49% of their portfolio | 33.1k $2.2m | — |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 33.0k $2.2m | — |
| PFG Advisors 0.25% of their portfolio | 32.9k $2.2m | — |
| Arlington Financial Advisors, LLC 1.10% of their portfolio | 32.3k $2.2m | — |
| KESTRA PRIVATE WEALTH SERVICES, LLC 0.12% of their portfolio | 31.8k $2.1m | — |
| One Capital Management, LLC 0.12% of their portfolio | 30.9k $2.1m | — |
| McClarren Financial Advisors, Inc. 2.04% of their portfolio | 30.6k $2.1m | — |
| Shepherd Financial Partners LLC 0.40% of their portfolio | 30.5k $2.0m | — |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 30.2k $2.0m | — |
| WEALTHSOURCE PARTNERS, LLC 0.15% of their portfolio | 30.2k $2.0m | — |
| Brookstone Capital Management 0.05% of their portfolio | 30.1k $2.0m | — |
| Sargent Bickham Lagudis LLC 0.18% of their portfolio | 30.1k $2.0m | — |
| Cetera Advisor Networks LLC 0.02% of their portfolio | 30.0k $2.0m | — |
| Bangor Savings Bank 0.23% of their portfolio | 29.9k $2.0m | — |
| WEALTHCARE CAPITAL MANAGEMENT LLC 0.25% of their portfolio | 29.8k $2.0m | — |