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 $2.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
5,946
shares
|
$677,546
0.15% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
5,941
shares
|
$676,976
0.13% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
5,941
shares
|
$676,976
0.01% of portfolio
|
Q3 2024
Added 8.75%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
5,894
shares
|
$671,621
0.44% of portfolio
|
Q2 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
5,893
shares
|
$671,507
0.0% of portfolio
|
Q3 2024
Added 234.64%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
5,814
shares
|
$662,505
0.19% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
5,757
shares
|
$656,010
0.14% of portfolio
|
Q2 2024
Reduced 56.94%
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
5,708
shares
|
$650,426
0.49% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 21, 2024 Q3 2024 |
5,600
shares
|
$638,120
0.07% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
5,600
shares
|
$638,120
0.0% of portfolio
|
Q3 2024
Reduced 24.32%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
5,570
shares
|
$634,701
0.01% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
5,489
shares
|
$625,471
0.01% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
5,443
shares
|
$620,229
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
5,376
shares
|
$612,595
0.06% of portfolio
|
Q3 2024
Reduced 17.71%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
5,373
shares
|
$612,253
0.07% of portfolio
|
Q3 2024
Reduced 16.2%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
5,358
shares
|
$610,544
0.01% of portfolio
|
Q3 2024
Reduced 74.49%
|
|
|
Members Trust CO
|
Oct 15, 2024 Q3 2024 |
5,349
shares
|
$609,518
0.02% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
5,338
shares
|
$608,265
0.01% of portfolio
|
Q3 2024
Reduced 8.14%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
5,265
shares
|
$599,946
0.03% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
5,258
shares
|
$599,149
0.03% of portfolio
|
Q3 2024
Reduced 39.05%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
5,219
shares
|
$594,705
0.01% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,213
shares
|
$594,021
0.01% of portfolio
|
Q4 2023
Added 2.76%
|
|
|
West Wealth Group, LLC
|
Oct 23, 2024 Q3 2024 |
5,187
shares
|
$591,058
0.18% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
5,171
shares
|
$589,235
0.02% of portfolio
|
Q3 2024
Reduced 30.5%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
5,130
shares
|
$584,563
0.16% of portfolio
|
Q1 2024
Reduced 6.27%
|