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iShares MSCI KLD 400 Social
iShares MSCI KLD 400 Social. Institutional holdings reported to the SEC.

Institutional Holders (2016Q3)
Portfolio Summary: 122 Institutional holders with a total value of $248,112,076.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 HM PAYSON & CO 4,000 322,000 0.13%
52 WealthTrust Fairport, LLC 4,091 329,000 0.13%
53 FLPUTNAM INVESTMENT MANAGEMENT CO 4,115 331,000 0.13%
54 CITIGROUP INC 4,152 334,000 0.13%
55 COMERICA BANK 4,220 338,000 0.14%
56 Cranbrook Wealth Management, LLC 4,382 353,000 0.14%
57 Cetera Advisor Networks LLC 4,470 360,000 0.15%
58 Raymond James Financial Services Advisors, Inc. 4,763 383,000 0.15%
59 Chevy Chase Trust Holdings, LLC 5,000 403,000 0.16%
60 STIFEL FINANCIAL CORP 5,064 408,000 0.16%
61 Barrett Asset Management, LLC 5,291 426,000 0.17%
62 SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP 5,419 436,000 0.18%
63 First Allied Advisory Services, Inc. 5,554 447,000 0.18%
64 Private Advisor Group, LLC 5,723 457,000 0.18%
65 Orion Porfolio Solutions, LLC 5,744 462,000 0.19%
66 Hilltop Holdings Inc. 5,758 463,000 0.19%
67 Callan Capital, LLC 5,768 464,000 0.19%
68 CIBC BANK USA 6,420 517,000 0.21%
69 TRUSTMARK BANK TRUST DEPARTMENT 7,000 564,000 0.23%
70 MANDATUM LIFE INSURANCE CO LTD 7,183 578,000 0.23%
71 ProVise Management Group, LLC 7,710 621,000 0.25%
72 Destination Wealth Management 8,156 657,000 0.26%
73 FORBES J M & CO LLP 8,752 705,000 0.28%
74 UNITED CAPITAL FINANCIAL ADVISORS, LLC 8,950 721,000 0.29%
75 Bangor Savings Bank 8,963 721,000 0.29%
76 Fiera Capital Corp 9,146 736,000 0.30%
77 PITCAIRN CO 10,305 830,000 0.33%
78 PEOPLES BANK NATIONAL ASSOCIATION 11,320 911,000 0.37%
79 BLAIR WILLIAM & CO/IL 11,835 953,000 0.38%
80 ROYAL BANK OF CANADA 12,869 1,035,000 0.42%
81 TRUIST FINANCIAL CORP 12,907 1,039,000 0.42%
82 BALASA DINVERNO & FOLTZ LLC 13,054 1,051,000 0.42%
83 Creative Planning 13,126 1,057,000 0.43%
84 Frontier Wealth Management LLC 13,492 1,086,000 0.44%
85 Boston Standard Wealth Management, LLC 13,775 1,109,000 0.45%
86 HighTower Advisors, LLC 13,804 1,113,000 0.45%
87 CRIBSTONE CAPITAL MANAGEMENT, LLC 14,894 1,175,000 0.47%
88 ADVISOR GROUP, INC. 15,799 1,272,000 0.51%
89 SARGENT BICKHAM LAGUDIS LLC 15,841 1,275,000 0.51%
90 FundX Investment Group, LLC 16,097 1,296,000 0.52%
91 BRONFMAN E.L. ROTHSCHILD, L.P. 16,123 1,298,000 0.52%
92 Cambridge Investment Research Advisors, Inc. 16,333 1,315,000 0.53%
93 REGENTATLANTIC CAPITAL LLC 18,180 1,464,000 0.59%
94 Manchester Capital Management LLC 18,210 1,466,000 0.59%
95 BAHL & GAYNOR INC 19,808 1,595,000 0.64%
96 Mariner, LLC 21,761 1,752,000 0.71%
97 PNC FINANCIAL SERVICES GROUP, INC. 23,982 1,930,000 0.78%
98 Johnson Financial Group, Inc. 23,986 1,932,000 0.78%
99 C-J ADVISORY, INC. 24,147 1,944,000 0.78%
100 Efficient Advisors, LLC 24,219 1,950,000 0.79%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.