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 $2.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
10,152
shares
|
$1.22 Million
0.06% of portfolio
|
Q2 2025
Added 19.11%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
10,150
shares
|
$1.22 Million
0.41% of portfolio
|
Q2 2025
Reduced 5.56%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
10,125
shares
|
$1.22 Million
0.05% of portfolio
|
Q2 2025
Reduced 16.57%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
10,091
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2025
Added 8.17%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
9,852
shares
|
$1.19 Million
0.02% of portfolio
|
Q2 2025
Added 15.4%
|
|
|
Wealth Advisory Team LLC
Bellevue, KY |
Jul 25, 2025 Q2 2025 |
9,724
shares
|
$1.17 Million
1.06% of portfolio
|
Q2 2025
New holding
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
9,634
shares
|
$1.16 Million
0.03% of portfolio
|
Q2 2025
Added 5.97%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
9,340
shares
|
$1.12 Million
0.03% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
9,276
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
8,954
shares
|
$1.08 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
8,843
shares
|
$1.06 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
8,828
shares
|
$1.06 Million
0.03% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Long Run Wealth Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
8,801
shares
|
$1.06 Million
0.24% of portfolio
|
Q2 2025
Reduced 6.9%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
8,642
shares
|
$1.04 Million
0.14% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
8,598
shares
|
$1.03 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
8,580
shares
|
$1.03 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
8,516
shares
|
$1.03 Million
0.01% of portfolio
|
Q2 2025
Added 55.97%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
8,497
shares
|
$1.02 Million
0.02% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
8,471
shares
|
$1.02 Million
0.02% of portfolio
|
Q2 2025
Added 8.09%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
8,142
shares
|
$980,052
0.55% of portfolio
|
Q2 2025
Added 33825.0%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
8,086
shares
|
$973,311
0.03% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
8,046
shares
|
$968,497
0.01% of portfolio
|
Q2 2025
Reduced 8.59%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
8,031
shares
|
$966,691
0.0% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
8,018
shares
|
$965,126
0.05% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
7,896
shares
|
$950,441
0.17% of portfolio
|
Q2 2025
Added 0.06%
|