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 639 institutions that hold shares in the stock, with a total of 24.7 Million shares, which have been reported (via 13F filing form) to have a value of $3.11 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
|
$482 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,984,501
shares
|
$250 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
|
$181 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
|
$156 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
|
$146 Million
0.05% of portfolio
|
Q2 2025
Added 15.07%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
931,931
shares
|
$117 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.78%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
643,654
shares
|
$81.1 Million
23.25% of portfolio
|
Q3 2024
Reduced 20.04%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
449,836
shares
|
$56.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
402,011
shares
|
$50.6 Million
5.11% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
396,933
shares
|
$50 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
368,274
shares
|
$46.4 Million
0.19% of portfolio
|
Q3 2025
Reduced 6.45%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
344,330
shares
|
$43.4 Million
0.06% of portfolio
|
Q2 2025
Added 6.7%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
342,968
shares
|
$43.2 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
290,834
shares
|
$36.6 Million
0.04% of portfolio
|
Q2 2025
Added 4.67%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
248,334
shares
|
$31.3 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
|
$28.8 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
|
$28.2 Million
0.06% of portfolio
|
Q2 2025
Reduced 17.98%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
222,286
shares
|
$28 Million
0.01% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
203,340
shares
|
$25.6 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
192,740
shares
|
$24.3 Million
0.03% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
182,760
shares
|
$23 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
177,917
shares
|
$22.4 Million
0.04% of portfolio
|
Q2 2025
Added 10.87%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
174,555
shares
|
$22 Million
0.17% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
171,839
shares
|
$21.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.93%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
169,546
shares
|
$21.4 Million
0.0% of portfolio
|
Q2 2025
Added 6.08%
|