Institutional Ownership Ishares Msci Kld 400 Social Et (DSI)
This table provides information about the institutional ownership of Ishares Msci Kld 400 Social Et (DSI). We have compiled data on the 606 institutions that hold shares in the stock, with a total of 25.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
3,903,807
shares
|
$433 Million
0.03% of portfolio
|
Q1 2025
Reduced 17.87%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
2,033,072
shares
|
$225 Million
0.07% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,444,324
shares
|
$160 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.59%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,240,769
shares
|
$137 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.79%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,010,417
shares
|
$112 Million
0.04% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
989,124
shares
|
$110 Million
0.03% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
643,654
shares
|
$71.3 Million
23.25% of portfolio
|
Q3 2024
Reduced 20.04%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
464,252
shares
|
$51.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
445,608
shares
|
$49.4 Million
0.19% of portfolio
|
Q1 2025
Reduced 21.35%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
416,825
shares
|
$46.2 Million
5.08% of portfolio
|
Q1 2025
Reduced 51.06%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
409,944
shares
|
$45.4 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
343,418
shares
|
$38.1 Million
0.05% of portfolio
|
Q1 2025
Reduced 14.56%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
322,703
shares
|
$35.8 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
292,513
shares
|
$32.4 Million
0.06% of portfolio
|
Q1 2025
Added 8.52%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
277,866
shares
|
$30.8 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
273,410
shares
|
$30.3 Million
0.07% of portfolio
|
Q1 2025
Added 44.55%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
269,934
shares
|
$29.9 Million
0.0% of portfolio
|
Q1 2025
Added 7.1%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
248,334
shares
|
$27.5 Million
0.06% of portfolio
|
Q3 2023
Reduced 40.87%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
220,864
shares
|
$24.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.84%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
204,711
shares
|
$22.7 Million
0.03% of portfolio
|
Q1 2025
Reduced 14.22%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
197,360
shares
|
$21.9 Million
0.01% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
188,833
shares
|
$20.9 Million
0.03% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
183,084
shares
|
$20.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
172,260
shares
|
$19.1 Million
0.22% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
168,799
shares
|
$18.7 Million
0.04% of portfolio
|
Q4 2024
Added 41.38%
|