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 |
|---|---|---|---|---|---|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
6,517
shares
|
$722,148
0.07% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
6,481
shares
|
$718,159
0.01% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
May 13, 2025 Q1 2025 |
6,419
shares
|
$711,289
0.38% of portfolio
|
Q1 2025
Added 19.27%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
6,400
shares
|
$709,184
0.04% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Bigelow Investment Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
6,368
shares
|
$705,638
0.31% of portfolio
|
Q1 2025
Reduced 9.0%
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
6,260
shares
|
$693,670
0.54% of portfolio
|
Q1 2025
Reduced 56.1%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
6,226
shares
|
$689,903
0.04% of portfolio
|
Q1 2025
Reduced 9.29%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
6,215
shares
|
$688,684
0.01% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Brooklyn Fi, LLC
New York, NY |
May 12, 2025 Q1 2025 |
6,168
shares
|
$683,476
0.2% of portfolio
|
Q4 2024
Reduced 98.44%
|
|
|
Peak Financial Management, Inc.
|
May 12, 2025 Q1 2025 |
6,160
shares
|
$682,589
0.19% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
6,118
shares
|
$677,935
0.01% of portfolio
|
Q1 2025
Reduced 20.79%
|
|
|
Kesler, Norman & Wride, LLC
|
Apr 30, 2025 Q1 2025 |
6,098
shares
|
$675,719
0.12% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
6,088
shares
|
$674,611
0.09% of portfolio
|
Q1 2025
Reduced 5.76%
|
|
|
Rede Wealth, LLC
|
May 14, 2025 Q1 2025 |
6,074
shares
|
$673,059
0.22% of portfolio
|
Q1 2025
Reduced 9.8%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
6,035
shares
|
$668,738
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
6,034
shares
|
$668,627
0.03% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
5,974
shares
|
$661,978
0.12% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
5,894
shares
|
$653,114
0.44% of portfolio
|
Q2 2022
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
5,872
shares
|
$650,676
0.12% of portfolio
|
Q1 2025
Added 23.78%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
5,847
shares
|
$647,906
0.17% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
5,763
shares
|
$638,598
0.01% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 06, 2025 Q1 2025 |
5,757
shares
|
$637,933
0.13% of portfolio
|
Q2 2024
Reduced 56.94%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Apr 28, 2025 Q1 2025 |
5,749
shares
|
$637,046
0.59% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
5,654
shares
|
$626,519
0.25% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
5,600
shares
|
$620,536
0.07% of portfolio
|
Q1 2025
Reduced 24.32%
|