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 615 institutions that hold shares in the stock, with a total of 27.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
9,880
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
Added 67.66%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
9,842
shares
|
$1.06 Million
0.03% of portfolio
|
Q4 2024
Added 62.89%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
9,824
shares
|
$1.05 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Potentia Wealth
San Jose, CA |
Feb 11, 2025 Q4 2024 |
9,769
shares
|
$1.05 Million
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
9,702
shares
|
$1.04 Million
0.1% of portfolio
|
Q4 2024
Added 41.28%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
9,446
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
9,388
shares
|
$1.01 Million
0.03% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
9,352
shares
|
$1 Million
0.44% of portfolio
|
Q4 2024
Added 18.25%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
9,335
shares
|
$1 Million
0.04% of portfolio
|
Q4 2024
Reduced 17.54%
|
|
|
Long Run Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
9,310
shares
|
$999,335
0.25% of portfolio
|
Q4 2024
Reduced 5.62%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
9,183
shares
|
$985,703
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
9,089
shares
|
$975,613
0.01% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
9,005
shares
|
$966,596
0.01% of portfolio
|
Q4 2024
Added 4.56%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
8,989
shares
|
$964,879
0.02% of portfolio
|
Q4 2024
Reduced 7.51%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
8,960
shares
|
$961,766
0.0% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
8,952
shares
|
$960,907
0.16% of portfolio
|
Q4 2024
Added 8.54%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
8,827
shares
|
$947,490
0.03% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
8,774
shares
|
$941,801
0.07% of portfolio
|
Q4 2024
Reduced 9.33%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
8,728
shares
|
$936,863
0.04% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
8,632
shares
|
$926,558
0.01% of portfolio
|
Q3 2024
Reduced 9.62%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
8,487
shares
|
$910,994
0.2% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
8,430
shares
|
$904,876
0.03% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
8,319
shares
|
$892,961
0.11% of portfolio
|
Q4 2024
Reduced 16.88%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
8,229
shares
|
$883,300
0.05% of portfolio
|
Q4 2024
Added 10.59%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
8,133
shares
|
$872,996
0.05% of portfolio
|
Q4 2024
Reduced 0.65%
|