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 |
|---|---|---|---|---|---|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
10,216
shares
|
$1.29 Million
0.44% of portfolio
|
Q1 2025
Added 9.24%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
10,152
shares
|
$1.28 Million
0.06% of portfolio
|
Q2 2025
Added 19.11%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
10,150
shares
|
$1.28 Million
0.41% of portfolio
|
Q2 2025
Reduced 5.56%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
10,091
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2025
Added 8.17%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
9,878
shares
|
$1.24 Million
0.08% of portfolio
|
Q3 2025
Added 10.32%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
9,785
shares
|
$1.23 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Wealth Advisory Team LLC
Bellevue, KY |
Jul 25, 2025 Q2 2025 |
9,724
shares
|
$1.22 Million
1.06% of portfolio
|
Q2 2025
New holding
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
9,634
shares
|
$1.21 Million
0.03% of portfolio
|
Q2 2025
Added 5.97%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
9,340
shares
|
$1.18 Million
0.03% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
9,276
shares
|
$1.17 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
9,165
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2025
Added 8.19%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
8,738
shares
|
$1.1 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
|
$1.09 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
8,642
shares
|
$1.09 Million
0.14% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 20, 2025 Q3 2025 |
8,580
shares
|
$1.08 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
8,560
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
8,516
shares
|
$1.07 Million
0.01% of portfolio
|
Q2 2025
Added 55.97%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
8,275
shares
|
$1.04 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
|
$1.03 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
8,086
shares
|
$1.02 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
8,046
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.59%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
8,018
shares
|
$1.01 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 Million
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
7,896
shares
|
$994,343
0.17% of portfolio
|
Q2 2025
Added 0.06%
|