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 |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
6,637
shares
|
$835,797
0.01% of portfolio
|
Q2 2025
Reduced 31.32%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
6,625
shares
|
$834,286
0.01% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Halter Ferguson Financial Inc.
Carmel, IN |
Oct 09, 2025 Q3 2025 |
6,555
shares
|
$825,471
0.19% of portfolio
|
Q3 2025
Reduced 8.35%
|
|
|
Keystone Financial Services
|
Aug 06, 2025 Q2 2025 |
6,523
shares
|
$821,441
0.27% of portfolio
|
Q2 2025
Reduced 8.32%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
6,519
shares
|
$820,937
0.01% of portfolio
|
Q3 2025
Added 7.45%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
6,487
shares
|
$816,907
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
6,477
shares
|
$815,648
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
6,445
shares
|
$811,618
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Peak Financial Management, Inc.
|
Oct 09, 2025 Q3 2025 |
6,315
shares
|
$795,247
0.22% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
6,260
shares
|
$788,321
0.36% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
6,225
shares
|
$783,914
0.01% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
6,211
shares
|
$782,151
0.06% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Jul 09, 2025 Q2 2025 |
6,168
shares
|
$776,736
0.19% of portfolio
|
Q4 2024
Reduced 98.44%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 23, 2025 Q3 2025 |
6,098
shares
|
$767,921
0.15% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Zevenbergen Capital Investments LLC
Seattle, WA |
Oct 09, 2025 Q3 2025 |
6,075
shares
|
$765,024
0.02% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
6,036
shares
|
$760,113
0.03% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
6,035
shares
|
$759,987
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
6,010
shares
|
$756,839
0.53% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
5,988
shares
|
$754,068
0.11% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
5,986
shares
|
$753,816
0.04% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
5,962
shares
|
$750,794
0.08% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,904
shares
|
$743,490
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
5,894
shares
|
$742,231
0.44% of portfolio
|
Q2 2022
New holding
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 14, 2025 Q2 2025 |
5,860
shares
|
$737,949
0.17% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
5,798
shares
|
$730,142
0.11% of portfolio
|
Q3 2025
Added 6.52%
|