We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$750K +$25.9K +826 +4%
Comerica Bank
27
Comerica Bank
Texas
$689K +$343K +10,928 +100%
Ameriprise
28
Ameriprise
Minnesota
$682K +$330K +10,516 +94%
CC
29
Callan Capital
California
$647K – – –
JFGIW
30
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$591K +$8.15K +260 +1%
BDF
31
Balasa Dinverno & Foltz
$569K – – –
BSB
32
Bangor Savings Bank
Maine
$513K – – –
Deutsche Bank
33
Deutsche Bank
Germany
$499K – – –
SIM
34
Sigma Investment Management
Oregon
$498K -$22K -702 -4%
BAIA
35
Bel Air Investment Advisors
California
$486K – – –
PMG
36
ProVise Management Group
Florida
$483K +$14.9K +476 +3%
TAM
37
Trillium Asset Management
Massachusetts
$454K +$205K +6,542 +83%
TNBTD
38
Trustmark National Bank Trust Department
Mississippi
$441K – – –
HH
39
Hilltop Holdings
Texas
$394K -$12.9K -412 -3%
AIG
40
American International Group
New York
$371K +$6.27K +200 +2%
Truist Financial
41
Truist Financial
North Carolina
$339K – – –
AC
42
Alexandria Capital
Virginia
$332K – – –
LWI
43
Long Wharf Investors
Massachusetts
$330K – – –
Chevy Chase Trust
44
Chevy Chase Trust
Maryland
$315K – – –
SNC
45
Stifel Nicolaus & Co
Missouri
$281K +$47.6K +1,518 +20%
CAG
46
Crestwood Advisors Group
Massachusetts
$277K +$50.2K +1,600 +22%
HC
47
Highmount Capital
New York
$252K – – –
HighTower Advisors
48
HighTower Advisors
Illinois
$246K +$245K +7,818 New
HSBC Holdings
49
HSBC Holdings
United Kingdom
$239K – – –
MFW
50
Meristem Family Wealth
Minnesota
$238K – – –