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 |
|---|---|---|---|---|---|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
7,819
shares
|
$941,173
0.11% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
7,779
shares
|
$936,358
0.17% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
7,771
shares
|
$935,395
0.01% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
7,735
shares
|
$931,061
0.05% of portfolio
|
Q2 2025
Reduced 12.95%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
7,723
shares
|
$929,617
0.34% of portfolio
|
Q2 2025
Reduced 8.74%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
7,640
shares
|
$919,626
0.05% of portfolio
|
Q1 2024
Added 7.0%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
7,626
shares
|
$917,941
0.33% of portfolio
|
Q1 2023
Added 1.06%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
7,528
shares
|
$906,145
0.02% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
7,407
shares
|
$891,580
0.0% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Harfst & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
7,395
shares
|
$890,136
0.18% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
7,372
shares
|
$887,367
0.03% of portfolio
|
Q1 2024
Reduced 3.15%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
7,361
shares
|
$886,043
0.08% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Aug 06, 2025 Q2 2025 |
7,358
shares
|
$885,682
0.4% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Verity Wealth Advisors
|
Aug 07, 2025 Q2 2025 |
7,299
shares
|
$878,580
0.57% of portfolio
|
Q3 2023
Reduced 0.22%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
7,178
shares
|
$864,015
0.06% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Halter Ferguson Financial Inc.
Carmel, IN |
Jul 11, 2025 Q2 2025 |
7,152
shares
|
$860,886
0.29% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
7,113
shares
|
$856,191
0.04% of portfolio
|
Q3 2023
Added 1.66%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
7,065
shares
|
$850,414
0.05% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
6,969
shares
|
$838,858
0.3% of portfolio
|
Q2 2025
Reduced 93.08%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
6,887
shares
|
$828,988
0.05% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
6,854
shares
|
$825,015
0.05% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
6,637
shares
|
$798,895
0.01% of portfolio
|
Q2 2025
Reduced 31.32%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
6,625
shares
|
$797,451
0.01% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Keystone Financial Services
|
Aug 06, 2025 Q2 2025 |
6,523
shares
|
$785,173
0.27% of portfolio
|
Q2 2025
Reduced 8.32%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
6,487
shares
|
$780,840
0.04% of portfolio
|
Q2 2025
New holding
|