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 |
|---|---|---|---|---|---|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
5,798
shares
|
$730,142
0.11% of portfolio
|
Q3 2025
Added 6.52%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
5,763
shares
|
$725,734
0.01% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Oct 28, 2025 Q3 2025 |
5,739
shares
|
$722,712
0.28% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
5,648
shares
|
$711,252
0.64% of portfolio
|
Q3 2025
Reduced 5.54%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
5,600
shares
|
$705,208
0.07% of portfolio
|
Q1 2025
Reduced 24.32%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
5,530
shares
|
$696,392
0.0% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Oct 22, 2025 Q3 2025 |
5,507
shares
|
$693,496
0.6% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
5,470
shares
|
$688,837
0.02% of portfolio
|
Q2 2025
Added 132.77%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
5,435
shares
|
$684,429
0.28% of portfolio
|
Q3 2025
Reduced 11.97%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
5,390
shares
|
$678,762
0.06% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
5,384
shares
|
$678,007
0.08% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
5,376
shares
|
$676,999
0.07% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Members Trust CO
|
Jul 30, 2025 Q2 2025 |
5,349
shares
|
$673,599
0.02% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
5,314
shares
|
$669,192
0.01% of portfolio
|
Q2 2025
Added 64.22%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
5,296
shares
|
$666,925
0.02% of portfolio
|
Q2 2025
Reduced 40.39%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
5,290
shares
|
$666,169
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
5,261
shares
|
$662,517
0.04% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,213
shares
|
$656,473
0.01% of portfolio
|
Q4 2023
Added 2.76%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
5,142
shares
|
$647,532
0.04% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
5,142
shares
|
$647,532
0.0% of portfolio
|
Q1 2025
Added 13.94%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
5,112
shares
|
$643,754
0.01% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
5,076
shares
|
$639,220
0.06% of portfolio
|
Q3 2025
Added 5.64%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
5,066
shares
|
$637,961
0.05% of portfolio
|
Q2 2024
Added 0.54%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
5,000
shares
|
$629,650
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northstar Asset Management Inc
Boston, MA |
Oct 30, 2025 Q3 2025 |
4,997
shares
|
$629,272
0.18% of portfolio
|
Q3 2025
New holding
|