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 |
|---|---|---|---|---|---|
|
Fielder Capital Group LLC
Nashville, TN |
May 07, 2025 Q1 2025 |
4,966
shares
|
$550,282
0.15% of portfolio
|
Q1 2024
Reduced 35.62%
|
|
|
Johnson Bixby & Associates, LLC
|
Apr 22, 2025 Q1 2025 |
4,956
shares
|
$549,174
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
4,956
shares
|
$549,174
0.1% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
4,930
shares
|
$546,293
0.0% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Parsons Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
4,926
shares
|
$545,850
0.03% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
4,899
shares
|
$542,858
0.18% of portfolio
|
Q2 2022
Reduced 1.41%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
4,895
shares
|
$542,414
0.24% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
4,836
shares
|
$535,877
0.96% of portfolio
|
Q4 2024
Reduced 14.64%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
4,813
shares
|
$533,328
0.11% of portfolio
|
Q1 2025
Reduced 14.48%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
4,805
shares
|
$532,442
0.03% of portfolio
|
Q1 2025
Reduced 8.21%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
4,798
shares
|
$531,666
0.04% of portfolio
|
Q2 2022
Reduced 11.08%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
4,771
shares
|
$528,674
0.04% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
4,770
shares
|
$528,563
0.05% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
4,747
shares
|
$526,015
0.09% of portfolio
|
Q1 2025
Reduced 14.02%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
4,713
shares
|
$522,247
0.03% of portfolio
|
Q2 2024
Added 1.6%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
4,712
shares
|
$522,136
0.02% of portfolio
|
Q1 2023
Added 4.53%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
4,662
shares
|
$516,596
0.08% of portfolio
|
Q1 2025
Reduced 23.11%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
4,646
shares
|
$514,823
0.02% of portfolio
|
Q1 2025
Added 37.7%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
4,608
shares
|
$510,612
0.02% of portfolio
|
Q1 2025
Reduced 6.17%
|
|
|
Buttonwood Financial Group, LLC
|
Apr 14, 2025 Q1 2025 |
4,602
shares
|
$509,947
0.27% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
4,583
shares
|
$507,842
0.03% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
4,566
shares
|
$505,958
0.1% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
4,550
shares
|
$504,185
0.0% of portfolio
|
Q2 2023
Reduced 2.15%
|
|
|
Eq LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
4,516
shares
|
$500,417
0.22% of portfolio
|
Q1 2025
Added 11.95%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
4,464
shares
|
$494,655
0.02% of portfolio
|
Q1 2022
New holding
|