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 628 institutions that hold shares in the stock, with a total of 24.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,830,802
shares
|
$474 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,984,501
shares
|
$246 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,440,776
shares
|
$178 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,240,769
shares
|
$153 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.79%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,162,736
shares
|
$144 Million
0.05% of portfolio
|
Q2 2025
Added 15.07%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
931,931
shares
|
$115 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.78%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
643,654
shares
|
$79.6 Million
23.25% of portfolio
|
Q3 2024
Reduced 20.04%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
449,836
shares
|
$55.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
402,011
shares
|
$49.7 Million
5.11% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
396,933
shares
|
$49.1 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
393,667
shares
|
$48.7 Million
0.19% of portfolio
|
Q2 2025
Reduced 11.66%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
344,330
shares
|
$42.6 Million
0.06% of portfolio
|
Q2 2025
Added 6.7%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
342,968
shares
|
$42.4 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
290,834
shares
|
$36 Million
0.04% of portfolio
|
Q2 2025
Added 4.67%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
274,566
shares
|
$34 Million
0.06% of portfolio
|
Q2 2025
Reduced 6.14%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
248,334
shares
|
$30.7 Million
0.06% of portfolio
|
Q3 2023
Reduced 40.87%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
228,571
shares
|
$28.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.32%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
224,259
shares
|
$27.7 Million
0.06% of portfolio
|
Q2 2025
Reduced 17.98%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
222,286
shares
|
$27.5 Million
0.01% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
205,197
shares
|
$25.4 Million
0.03% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
186,536
shares
|
$23.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
182,760
shares
|
$22.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
177,917
shares
|
$22 Million
0.04% of portfolio
|
Q2 2025
Added 10.87%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
171,839
shares
|
$21.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.93%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
171,561
shares
|
$21.2 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.41%
|