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 |
|---|---|---|---|---|---|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
10,623
shares
|
$1.18 Million
0.3% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
10,216
shares
|
$1.13 Million
0.47% of portfolio
|
Q1 2025
Added 9.24%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
10,146
shares
|
$1.12 Million
0.13% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
9,664
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2025
Added 30.24%
|
|
|
Long Run Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
9,453
shares
|
$1.05 Million
0.22% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
9,446
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
9,332
shares
|
$1.03 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
9,329
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
9,279
shares
|
$1.03 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
9,170
shares
|
$1.02 Million
0.03% of portfolio
|
Q1 2025
Added 8.78%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
9,111
shares
|
$1.01 Million
0.08% of portfolio
|
Q1 2025
Reduced 6.09%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
9,091
shares
|
$1.01 Million
0.03% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
9,027
shares
|
$1 Million
0.15% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
8,981
shares
|
$995,184
0.02% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
8,886
shares
|
$984,657
0.05% of portfolio
|
Q1 2025
Reduced 14.85%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
8,885
shares
|
$984,546
0.06% of portfolio
|
Q1 2025
Reduced 20.96%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
8,802
shares
|
$975,349
0.01% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
8,792
shares
|
$974,241
0.03% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
8,728
shares
|
$967,149
0.03% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Romano Brothers And Company
Evanston, IL |
Apr 10, 2025 Q1 2025 |
8,682
shares
|
$962,052
0.12% of portfolio
|
Q1 2025
Added 7.45%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
8,601
shares
|
$953,076
0.01% of portfolio
|
Q1 2025
Reduced 5.37%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
8,537
shares
|
$945,984
0.01% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
8,523
shares
|
$944,433
0.05% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
8,496
shares
|
$941,441
0.02% of portfolio
|
Q1 2025
Reduced 15.6%
|
|
|
Rogco, LP
Claremore, OK |
Apr 30, 2025 Q1 2025 |
8,463
shares
|
$937,785
0.35% of portfolio
|
Q1 2025
Added 10.89%
|