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 616 institutions that hold shares in the stock, with a total of 27.6 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 |
|---|---|---|---|---|---|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
6,998
shares
|
$713,865
0.36% of portfolio
|
Q4 2024
Reduced 12.92%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
6,897
shares
|
$703,562
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
6,864
shares
|
$700,196
0.05% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
6,792
shares
|
$692,851
0.11% of portfolio
|
Q4 2024
Added 48.62%
|
|
|
Zevenbergen Capital Investments LLC
Seattle, WA |
Feb 11, 2025 Q4 2024 |
6,750
shares
|
$688,567
0.02% of portfolio
|
Q2 2024
Added 202.01%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
6,746
shares
|
$688,159
0.09% of portfolio
|
Q4 2024
Added 97.71%
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
6,734
shares
|
$686,935
0.29% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
6,300
shares
|
$642,663
0.01% of portfolio
|
Q4 2024
Reduced 23.29%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
6,278
shares
|
$640,418
0.1% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
6,245
shares
|
$637,052
0.21% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
6,227
shares
|
$635,216
0.0% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
6,203
shares
|
$632,768
0.01% of portfolio
|
Q4 2024
Added 29.01%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Feb 27, 2025 Q4 2024 |
6,168
shares
|
$629,197
0.23% of portfolio
|
Q4 2024
Reduced 98.44%
|
|
|
Prism Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
6,107
shares
|
$622,975
0.2% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
Kesler, Norman & Wride, LLC
|
Feb 12, 2025 Q4 2024 |
6,098
shares
|
$622,056
0.15% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
6,063
shares
|
$618,486
0.11% of portfolio
|
Q4 2024
Reduced 16.84%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
6,035
shares
|
$615,630
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Fortis Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
5,959
shares
|
$607,877
0.12% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Jan 30, 2025 Q4 2024 |
5,957
shares
|
$607,673
0.54% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
5,894
shares
|
$601,246
0.44% of portfolio
|
Q2 2022
New holding
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
5,883
shares
|
$600,124
0.03% of portfolio
|
Q4 2024
Reduced 9.04%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
5,831
shares
|
$594,820
0.19% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
5,786
shares
|
$590,229
0.01% of portfolio
|
Q4 2024
Reduced 6.15%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
5,763
shares
|
$587,883
0.01% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
5,757
shares
|
$587,271
0.13% of portfolio
|
Q2 2024
Reduced 56.94%
|