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 |
|---|---|---|---|---|---|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
6,477
shares
|
$779,636
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
6,445
shares
|
$775,784
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
6,310
shares
|
$759,534
0.06% of portfolio
|
Q2 2025
Reduced 30.74%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
6,260
shares
|
$753,516
0.36% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
6,225
shares
|
$749,303
0.01% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
6,174
shares
|
$743,164
0.32% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Jul 09, 2025 Q2 2025 |
6,168
shares
|
$742,442
0.19% of portfolio
|
Q4 2024
Reduced 98.44%
|
|
|
Peak Financial Management, Inc.
|
Jul 23, 2025 Q2 2025 |
6,130
shares
|
$737,868
0.21% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Kesler, Norman & Wride, LLC
|
Aug 04, 2025 Q2 2025 |
6,098
shares
|
$734,016
0.13% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Zevenbergen Capital Investments LLC
Seattle, WA |
Jul 07, 2025 Q2 2025 |
6,075
shares
|
$731,247
0.01% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Rede Wealth, LLC
|
Aug 04, 2025 Q2 2025 |
6,074
shares
|
$731,127
0.26% of portfolio
|
Q1 2025
Reduced 9.8%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
6,067
shares
|
$730,284
0.01% of portfolio
|
Q2 2025
Added 10.11%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
6,036
shares
|
$726,553
0.03% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
6,035
shares
|
$726,432
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
6,014
shares
|
$723,905
0.09% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Ulland Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
6,010
shares
|
$723,423
0.53% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
5,988
shares
|
$720,775
0.11% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
5,986
shares
|
$720,534
0.04% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
5,979
shares
|
$719,692
0.66% of portfolio
|
Q2 2025
New holding
|
|
|
Theory Financial LLC
Fort Collins, CO |
Aug 11, 2025 Q2 2025 |
5,913
shares
|
$711,747
0.28% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,904
shares
|
$710,664
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
5,894
shares
|
$709,460
0.44% of portfolio
|
Q2 2022
New holding
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 14, 2025 Q2 2025 |
5,860
shares
|
$705,368
0.17% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
5,763
shares
|
$693,692
0.01% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
5,717
shares
|
$688,155
0.63% of portfolio
|
Q2 2025
Reduced 0.56%
|