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iShares MSCI KLD 400 Social ETF

名稱 持股 交易金額 股數
變動
持股
變動
Morgan Stanley
1
Morgan Stanley
New York
US$6.03億 +US$3567萬 +260,239 +7%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
US$2.48億 -US$447萬 -32,644 -2%
Bank of America
3
Bank of America
North Carolina
US$2億 -US$1173萬 -85,578 -6%
LPL Financial
4
LPL Financial
California
US$1.75億 -US$47.9萬 -3,494 -0.3%
Bank of New York Mellon
5
Bank of New York Mellon
New York
US$1.7億 -US$842萬 -61,468 -5%
JP Morgan Chase
6
JP Morgan Chase
New York
US$1.63億 -US$460萬 -33,595 -3%
Ameriprise
7
Ameriprise
Minnesota
US$1.17億 -US$514萬 -37,538 -4%
IMA Advisory Services
8
IMA Advisory Services
Colorado
US$6299萬 +US$441萬 +32,150 +8%
UBS Group
9
UBS Group
Switzerland
US$5803萬 -US$120萬 -8,731 -2%
Betterment LLC
10
Betterment LLC
New York
US$4812萬 -US$162萬 -11,827 -3%
Mariner
11
Mariner
Kansas
US$4781萬 +US$17萬 +1,240 +0.4%
US Bancorp
12
US Bancorp
Minnesota
US$4594萬 -US$6.48萬 -473 -0.1%
Envestnet Portfolio Solutions
13
Envestnet Portfolio Solutions
Illinois
US$4541萬 -US$97.6萬 -7,119 -2%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
US$4305萬 +US$24.1萬 +1,757 +0.6%
Goldman Sachs
15
Goldman Sachs
New York
US$4257萬 +US$711萬 +51,880 +21%
SEI Investments
16
SEI Investments
Pennsylvania
US$3988萬 -US$34萬 -2,479 -0.9%
NAMM
17
NorthStar Asset Management (Massachusetts)
Massachusetts
US$3986萬 +US$927萬 +67,631 +32%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
US$3235萬 -US$15.1萬 -1,105 -0.5%
Global Retirement Partners
19
Global Retirement Partners
California
US$3155萬 +US$3036萬 +221,547 新
Wells Fargo
20
Wells Fargo
California
US$3056萬 -US$93.2萬 -6,799 -3%
Creative Planning
21
Creative Planning
Kansas
US$3003萬 -US$75.8萬 -5,529 -3%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
US$2916萬 +US$16.7萬 +1,215 +0.6%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
US$2527萬 +US$45.2萬 +3,295 +2%
Raymond James Financial
24
Raymond James Financial
Florida
US$2517萬 +US$35萬 +2,554 +1%
Osaic Holdings
25
Osaic Holdings
Arizona
US$2485萬 +US$632萬 +46,125 +36%