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 |
|---|---|---|---|---|---|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
5,725
shares
|
$584,007
0.47% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
5,628
shares
|
$574,112
0.12% of portfolio
|
Q4 2024
Reduced 5.35%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 24, 2025 Q4 2024 |
5,561
shares
|
$567,277
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
5,539
shares
|
$565,033
0.07% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
5,521
shares
|
$563,197
0.12% of portfolio
|
Q4 2024
Reduced 64.04%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Feb 10, 2025 Q4 2024 |
5,497
shares
|
$560,748
0.03% of portfolio
|
Q4 2024
Added 13.41%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
5,476
shares
|
$558,606
0.07% of portfolio
|
Q4 2024
Added 16.54%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Feb 03, 2025 Q4 2024 |
5,460
shares
|
$556,974
0.26% of portfolio
|
Q4 2024
Added 112.04%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
5,443
shares
|
$555,240
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
5,401
shares
|
$550,956
0.04% of portfolio
|
Q4 2024
Reduced 29.01%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
5,382
shares
|
$549,017
0.37% of portfolio
|
Q4 2024
Added 30.35%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
5,374
shares
|
$548,201
0.08% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
5,353
shares
|
$546,059
0.01% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
5,349
shares
|
$545,651
0.02% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
5,290
shares
|
$539,632
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
5,235
shares
|
$534,022
0.03% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,213
shares
|
$531,778
0.01% of portfolio
|
Q4 2023
Added 2.76%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
5,137
shares
|
$524,025
0.12% of portfolio
|
Q4 2024
Added 16.7%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
5,066
shares
|
$516,782
0.05% of portfolio
|
Q2 2024
Added 0.54%
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
5,052
shares
|
$515,354
0.17% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
5,010
shares
|
$511,070
0.05% of portfolio
|
Q4 2024
Reduced 19.19%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
5,003
shares
|
$510,356
0.11% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
4,987
shares
|
$508,723
0.01% of portfolio
|
Q4 2024
Added 47.76%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
4,983
shares
|
$508,315
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Feb 05, 2025 Q4 2024 |
4,966
shares
|
$506,581
0.17% of portfolio
|
Q1 2024
Reduced 35.62%
|