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 |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
5,066
shares
|
$577,270
0.05% of portfolio
|
Q2 2024
Added 0.54%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
5,044
shares
|
$574,763
0.04% of portfolio
|
Q3 2024
Added 25.35%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,967
shares
|
$565,989
0.03% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
4,966
shares
|
$565,875
0.18% of portfolio
|
Q1 2024
Reduced 35.62%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
4,931
shares
|
$561,887
0.23% of portfolio
|
Q3 2023
Reduced 37.8%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
4,921
shares
|
$560,747
0.01% of portfolio
|
Q3 2024
Added 17.17%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
4,911
shares
|
$559,608
0.03% of portfolio
|
Q4 2023
Added 0.22%
|
|
|
Bahl & Gaynor Inc
|
Nov 12, 2024 Q3 2024 |
4,909
shares
|
$559,380
0.0% of portfolio
|
Q3 2024
Added 19.18%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
4,899
shares
|
$558,241
0.18% of portfolio
|
Q2 2022
Reduced 1.41%
|
|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
4,872
shares
|
$555,164
0.1% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Buttonwood Financial Group, LLC
|
Oct 15, 2024 Q3 2024 |
4,857
shares
|
$553,455
0.32% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
4,847
shares
|
$552,315
0.03% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
4,828
shares
|
$550,150
0.03% of portfolio
|
Q3 2024
Added 26.29%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Nov 04, 2024 Q3 2024 |
4,822
shares
|
$549,466
0.99% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
4,819
shares
|
$549,125
0.01% of portfolio
|
Q3 2024
Reduced 10.41%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
4,808
shares
|
$547,871
0.01% of portfolio
|
Q3 2024
Reduced 20.33%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
4,798
shares
|
$546,732
0.04% of portfolio
|
Q2 2022
Reduced 11.08%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
4,789
shares
|
$545,706
0.0% of portfolio
|
Q2 2024
Reduced 2.05%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
4,776
shares
|
$544,225
0.05% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 08, 2024 Q3 2024 |
4,726
shares
|
$538,527
0.25% of portfolio
|
Q1 2024
Reduced 3.27%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
4,713
shares
|
$537,046
0.03% of portfolio
|
Q2 2024
Added 1.6%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
4,712
shares
|
$536,932
0.02% of portfolio
|
Q1 2023
Added 4.53%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
4,699
shares
|
$535,451
0.07% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
4,644
shares
|
$529,183
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
4,608
shares
|
$525,081
0.03% of portfolio
|
Q3 2024
Reduced 2.08%
|