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 |
|---|---|---|---|---|---|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
5,569
shares
|
$617,100
0.07% of portfolio
|
Q1 2025
Reduced 11.29%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
5,562
shares
|
$616,325
0.02% of portfolio
|
Q1 2025
Reduced 86.13%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
5,543
shares
|
$614,219
0.07% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
5,510
shares
|
$610,563
0.01% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
5,460
shares
|
$605,022
0.01% of portfolio
|
Q1 2025
Added 55.87%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
5,454
shares
|
$604,357
0.0% of portfolio
|
Q1 2025
Reduced 12.41%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
5,444
shares
|
$603,249
0.06% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
5,443
shares
|
$603,138
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Prism Advisors, Inc.
|
May 01, 2025 Q1 2025 |
5,377
shares
|
$595,825
0.17% of portfolio
|
Q1 2025
Reduced 11.95%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
5,375
shares
|
$595,603
0.07% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
5,365
shares
|
$594,495
0.01% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Members Trust CO
|
May 02, 2025 Q1 2025 |
5,349
shares
|
$592,722
0.02% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
May 13, 2025 Q1 2025 |
5,290
shares
|
$586,184
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
5,251
shares
|
$581,863
0.01% of portfolio
|
Q1 2025
Added 8.96%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
May 14, 2025 Q1 2025 |
5,227
shares
|
$579,203
0.43% of portfolio
|
Q1 2025
Reduced 12.25%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,213
shares
|
$577,652
0.01% of portfolio
|
Q4 2023
Added 2.76%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
5,193
shares
|
$575,436
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
5,188
shares
|
$574,882
0.03% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
5,175
shares
|
$573,441
0.04% of portfolio
|
Q1 2025
Added 13.39%
|
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
5,142
shares
|
$569,785
0.0% of portfolio
|
Q1 2025
Added 13.94%
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
5,132
shares
|
$568,676
0.11% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
5,102
shares
|
$565,352
0.04% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Apr 23, 2025 Q1 2025 |
5,092
shares
|
$564,244
0.24% of portfolio
|
Q1 2025
Added 17.73%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
5,066
shares
|
$561,363
0.05% of portfolio
|
Q2 2024
Added 0.54%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
5,000
shares
|
$554,050
0.0% of portfolio
|
Q1 2025
New holding
|