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 574 institutions that hold shares in the stock, with a total of 26 Million shares, which have been reported (via 13F filing form) to have a value of $2.88 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
7,278
shares
|
$803,636
0.06% of portfolio
|
Q3 2023
Reduced 1.18%
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
7,246
shares
|
$800,103
0.03% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
Keystone Financial Services
|
Nov 04, 2024 Q3 2024 |
7,233
shares
|
$798,667
0.31% of portfolio
|
Q3 2024
Reduced 12.79%
|
|
Halter Ferguson Financial Inc.
Carmel, IN |
Nov 13, 2024 Q3 2024 |
7,211
shares
|
$796,238
0.42% of portfolio
|
Q3 2024
Added 9.94%
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
7,113
shares
|
$785,417
0.04% of portfolio
|
Q3 2023
Added 1.66%
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
7,105
shares
|
$784,534
0.05% of portfolio
|
Q3 2024
Added 157.89%
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
7,054
shares
|
$778,902
0.05% of portfolio
|
Q3 2024
New holding
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
7,047
shares
|
$778,129
0.06% of portfolio
|
Q2 2023
Reduced 0.3%
|
|
Rede Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
7,045
shares
|
$777,908
0.29% of portfolio
|
Q3 2024
Reduced 8.35%
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
6,867
shares
|
$758,254
0.07% of portfolio
|
Q2 2024
New holding
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
6,823
shares
|
$753,395
0.09% of portfolio
|
Q3 2024
Reduced 12.72%
|
|
Zevenbergen Capital Investments LLC
Seattle, WA |
Nov 12, 2024 Q3 2024 |
6,750
shares
|
$745,335
0.02% of portfolio
|
Q2 2024
Added 202.01%
|
|
Prism Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
6,496
shares
|
$717,288
0.2% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,468
shares
|
$714,196
0.04% of portfolio
|
Q3 2024
New holding
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
6,404
shares
|
$707,129
0.1% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
Peak Financial Management, Inc.
|
Oct 15, 2024 Q3 2024 |
6,265
shares
|
$691,781
0.2% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
6,238
shares
|
$688,799
0.03% of portfolio
|
Q3 2024
Reduced 38.09%
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
6,230
shares
|
$687,916
0.0% of portfolio
|
Q3 2024
Reduced 38.61%
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
6,200
shares
|
$684,604
0.05% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
Brooklyn Fi, LLC
New York, NY |
Oct 29, 2024 Q3 2024 |
6,168
shares
|
$681,070
0.24% of portfolio
|
Q2 2024
Reduced 0.74%
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
6,165
shares
|
$680,739
0.01% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
6,116
shares
|
$675,328
0.58% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
6,095
shares
|
$673,009
0.13% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
6,042
shares
|
$667,157
0.02% of portfolio
|
Q3 2024
New holding
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
6,035
shares
|
$666,384
0.11% of portfolio
|
Q4 2023
New holding
|