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 530 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 $2.56 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
4,552,034
shares
|
$458 Million
0.04% of portfolio
|
Q1 2024
Added 1.08%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
2,418,227
shares
|
$243 Million
0.09% of portfolio
|
Q1 2024
Reduced 0.82%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
1,631,136
shares
|
$164 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.61%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
1,566,089
shares
|
$158 Million
0.01% of portfolio
|
Q1 2024
Reduced 16.26%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
1,005,918
shares
|
$101 Million
0.03% of portfolio
|
Q1 2024
Reduced 4.29%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
814,516
shares
|
$81.9 Million
0.04% of portfolio
|
Q1 2024
Added 5.85%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
702,754
shares
|
$70.7 Million
0.28% of portfolio
|
Q1 2024
Reduced 6.62%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
522,942
shares
|
$52.6 Million
0.01% of portfolio
|
Q1 2024
Added 1.8%
|
|
|
Betterment LLC
New York, NY |
May 10, 2024 Q1 2024 |
489,953
shares
|
$49.3 Million
0.13% of portfolio
|
Q1 2024
Reduced 4.7%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
339,275
shares
|
$34.1 Million
0.01% of portfolio
|
Q1 2024
Added 17.13%
|
|
|
Sei Investments CO
Oaks, PA |
May 07, 2024 Q1 2024 |
309,155
shares
|
$31.1 Million
0.05% of portfolio
|
Q1 2024
Reduced 16.35%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
300,202
shares
|
$30.2 Million
0.06% of portfolio
|
Q1 2024
Added 21.27%
|
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
262,912
shares
|
$26.4 Million
0.07% of portfolio
|
Q1 2024
Reduced 2.91%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
257,314
shares
|
$25.9 Million
0.01% of portfolio
|
Q1 2024
Reduced 23.98%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
248,334
shares
|
$25 Million
0.06% of portfolio
|
Q3 2023
Reduced 40.87%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
211,114
shares
|
$21.2 Million
0.05% of portfolio
|
Q1 2024
Reduced 44.29%
|
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
208,754
shares
|
$21 Million
0.03% of portfolio
|
Q1 2024
Reduced 4.57%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
203,595
shares
|
$20.5 Million
0.03% of portfolio
|
Q1 2024
Added 1.05%
|
|
|
Park Avenue Securities LLC
|
Apr 10, 2024 Q1 2024 |
195,557
shares
|
$19.7 Million
0.25% of portfolio
|
Q1 2024
Reduced 2.87%
|
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
188,421
shares
|
$19 Million
0.02% of portfolio
|
Q1 2024
Reduced 1.74%
|
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
176,410
shares
|
$17.7 Million
0.02% of portfolio
|
Q1 2024
Added 0.79%
|
|
|
Dunhill Financial, LLC
London, X0 |
May 13, 2024 Q1 2024 |
175,415
shares
|
$17.6 Million
13.13% of portfolio
|
Q1 2024
Reduced 10.27%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
163,827
shares
|
$16.5 Million
0.31% of portfolio
|
Q3 2022
Reduced 8.32%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
157,878
shares
|
$15.9 Million
0.07% of portfolio
|
Q1 2024
Added 3.99%
|
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
154,991
shares
|
$15.6 Million
0.08% of portfolio
|
Q1 2024
Reduced 9.49%
|
|