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 606 institutions that hold shares in the stock, with a total of 25.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
8,146
shares
|
$902,658
0.03% of portfolio
|
Q1 2025
Reduced 11.29%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
8,138
shares
|
$901,771
0.1% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
8,133
shares
|
$901,217
0.05% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
8,010
shares
|
$887,588
0.0% of portfolio
|
Q1 2025
Reduced 10.6%
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
7,996
shares
|
$886,036
0.2% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
7,891
shares
|
$874,401
0.18% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
7,837
shares
|
$868,417
0.02% of portfolio
|
Q1 2025
Added 7.8%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
7,746
shares
|
$858,334
0.01% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
7,640
shares
|
$846,588
0.04% of portfolio
|
Q1 2024
Added 7.0%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
7,626
shares
|
$845,037
0.33% of portfolio
|
Q1 2023
Added 1.06%
|
|
|
Harfst & Associates, Inc.
|
May 13, 2025 Q1 2025 |
7,494
shares
|
$830,410
0.18% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
7,407
shares
|
$820,769
0.0% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
7,372
shares
|
$816,891
0.03% of portfolio
|
Q1 2024
Reduced 3.15%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
7,353
shares
|
$814,785
0.09% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Verity Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
7,299
shares
|
$808,802
0.56% of portfolio
|
Q3 2023
Reduced 0.22%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
7,289
shares
|
$807,694
0.02% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
7,278
shares
|
$806,475
0.05% of portfolio
|
Q3 2023
Reduced 1.18%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
7,236
shares
|
$801,821
0.4% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Keystone Financial Services
|
Apr 22, 2025 Q1 2025 |
7,115
shares
|
$788,413
0.28% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
7,113
shares
|
$788,191
0.04% of portfolio
|
Q3 2023
Added 1.66%
|
|
|
Halter Ferguson Financial Inc.
Carmel, IN |
May 09, 2025 Q1 2025 |
7,069
shares
|
$783,315
0.37% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
7,065
shares
|
$782,872
0.05% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
7,054
shares
|
$781,653
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
7,047
shares
|
$780,878
0.06% of portfolio
|
Q2 2023
Reduced 0.3%
|
|
|
Zevenbergen Capital Investments LLC
Seattle, WA |
May 12, 2025 Q1 2025 |
6,750
shares
|
$747,967
0.02% of portfolio
|
Q2 2024
Added 202.01%
|