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 643 institutions that hold shares in the stock, with a total of 24.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
10,100
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2025
Added 188.57%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
10,100
shares
|
$1.28 Million
0.02% of portfolio
|
Q4 2025
Added 10.2%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
9,878
shares
|
$1.25 Million
0.08% of portfolio
|
Q3 2025
Added 10.32%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
9,866
shares
|
$1.25 Million
0.02% of portfolio
|
Q3 2025
Added 58.49%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
9,852
shares
|
$1.25 Million
0.41% of portfolio
|
Q3 2025
Reduced 3.56%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 05, 2025 Q3 2025 |
9,812
shares
|
$1.24 Million
0.39% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
Financial Services Advisory Inc
|
Nov 04, 2025 Q3 2025 |
9,804
shares
|
$1.24 Million
0.48% of portfolio
|
Q3 2025
Added 241.36%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
9,785
shares
|
$1.24 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Wealth Advisory Team LLC
Bellevue, KY |
Jul 25, 2025 Q2 2025 |
9,724
shares
|
$1.23 Million
1.06% of portfolio
|
Q2 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
9,593
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.94%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
9,509
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2025
Added 233.3%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
9,345
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
8,857
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2025
Added 36.75%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
8,738
shares
|
$1.11 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
8,655
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Nov 17, 2025 Q3 2025 |
8,650
shares
|
$1.1 Million
0.93% of portfolio
|
Q3 2025
New holding
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 20, 2025 Q3 2025 |
8,580
shares
|
$1.09 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
8,572
shares
|
$1.09 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
8,560
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
8,275
shares
|
$1.05 Million
0.23% of portfolio
|
Q3 2025
Reduced 5.98%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
8,221
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Wood Trust Financial Corp
|
Oct 28, 2025 Q3 2025 |
8,166
shares
|
$1.04 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
8,149
shares
|
$1.03 Million
0.18% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
8,018
shares
|
$1.02 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Tred Avon Family Wealth, LLC
Easton, MD |
Oct 29, 2025 Q3 2025 |
7,949
shares
|
$1.01 Million
0.34% of portfolio
|
Q3 2025
New holding
|
|