ISHARES MSCI KLD 400 SOCIAL ETF
(464288570)
Funds Reporting Holdings of ISHARES MSCI KLD 400 SOCIAL ETF according to 13F filings
| Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
|---|---|---|---|---|---|
| The Fiduciary Group LLC | 51,268 | $5,607k | Jun 30, 2019 | Aug 14, 2019 | |
| Merriman Wealth Management LLC | 5,029 | $5,544k | Jun 30, 2019 | Jul 31, 2019 | |
| Cambridge Investment Research Advisors Inc | 41,069 | $4,491k | Jun 30, 2019 | Aug 15, 2019 | |
| Litman Gregory Asset Management LLC | 26,166 | $2,862k | Jun 30, 2019 | Jul 31, 2019 | |
| Geller Advisors LLC | 24,770 | $2,709k | Jun 30, 2019 | Aug 14, 2019 | |
| Shepherd Financial Partners LLC | 18,466 | $2,019k | Jun 30, 2019 | Aug 5, 2019 | |
| Dedora Capital Inc | 13,835 | $1,513k | Jun 30, 2019 | Aug 8, 2019 | |
| Accredited Investors Inc | 6,453 | $706k | Jun 30, 2019 | Aug 13, 2019 | |
| Barrett Asset Management LLC | 5,666 | $620k | Jun 30, 2019 | Aug 5, 2019 | |
| Harfst and Associates Inc | 5,521 | $603k | Jun 30, 2019 | Aug 14, 2019 | |
| Zevenbergen Capital Investments LLC | 5,278 | $577k | Jun 30, 2019 | Aug 13, 2019 | |
| BEL AIR Investment Advisors LLC | 7,710 | $486k | Sep 30, 2013 | Nov 12, 2013 | |
| Willow Creek Wealth Management Inc | 4,442 | $486k | Jun 30, 2019 | Jul 22, 2019 | |
| Acropolis Investment Management LLC | 4,170 | $456k | Jun 30, 2019 | Jul 11, 2019 | |
| Highwater Wealth Management LLC | 4,169 | $456k | Jun 30, 2019 | Jul 18, 2019 | |
| Dragon Financial and Investment Group LLC | 3,581 | $382k | Sep 30, 2018 | Oct 19, 2018 | |
| Valmark Advisers Inc | 2,910 | $318k | Jun 30, 2019 | Aug 7, 2019 | |
| White Lighthouse Investment Management Inc | 2,785 | $305k | Jun 30, 2019 | Jul 31, 2019 | |
| BSW Wealth Partners LLC | 2,733 | $299k | Jun 30, 2019 | Aug 13, 2019 | |
| Arjuna Capital LLC | 2,700 | $295k | Jun 30, 2019 | Aug 21, 2019 | |
| Harborview Advisors LLC | 2,663 | $291k | Jun 30, 2019 | Aug 7, 2019 | |
| Stearns Financial Services Group Inc | 2,573 | $281k | Jun 30, 2019 | Aug 14, 2019 | |
| Crestwood Advisors Group LLC | 2,479 | $271k | Jun 30, 2019 | Aug 14, 2019 | |
| Meristem Family Wealth LLC | 2,438 | $267k | Jun 30, 2019 | Aug 6, 2019 | |
| Altfest L J & Co Inc | 2,421 | $265k | Jun 30, 2019 | Jul 15, 2019 | |
| Personal Resources Investment and Strategic Management Inc | 2,396 | $262k | Jun 30, 2019 | Aug 6, 2019 | |
| Leonard Rickey Investment Advisors PLLC | 2,023 | $221k | Jun 30, 2019 | Jul 10, 2019 | |
| Bigelow Investment Advisors LLC | 2,015 | $220k | Jun 30, 2019 | Jul 17, 2019 | |
| CAMG Solamere Management LLC | 1,990 | $217k | Jun 30, 2019 | Aug 13, 2019 | |
| Neumann Capital Management LLC | 1,835 | $201k | Jun 30, 2019 | Jul 25, 2019 | |
| Allsquare Wealth Management LLC | 1,034 | $113k | Jun 30, 2019 | Aug 13, 2019 | |
| The RICE Partnership LLC | 35 | $4k | Jun 30, 2019 | Jul 25, 2019 | |
| Avondale Wealth Management LLC | 33 | $4k | Jun 30, 2019 | Jul 26, 2019 |