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 |
|---|---|---|---|---|---|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Oct 21, 2025 Q3 2025 |
4,969
shares
|
$625,746
0.19% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
4,899
shares
|
$616,931
0.18% of portfolio
|
Q2 2022
Reduced 1.41%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
4,895
shares
|
$616,427
0.26% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
4,836
shares
|
$608,997
0.96% of portfolio
|
Q4 2024
Reduced 14.64%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
4,798
shares
|
$604,212
0.04% of portfolio
|
Q2 2022
Reduced 11.08%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 07, 2025 Q3 2025 |
4,798
shares
|
$604,212
0.07% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Oct 10, 2025 Q3 2025 |
4,794
shares
|
$603,708
0.23% of portfolio
|
Q3 2025
Added 12.27%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
4,747
shares
|
$597,789
0.09% of portfolio
|
Q1 2025
Reduced 14.02%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
4,713
shares
|
$593,508
0.09% of portfolio
|
Q2 2024
Added 1.6%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
4,712
shares
|
$593,382
0.02% of portfolio
|
Q1 2023
Added 4.53%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
4,669
shares
|
$587,967
0.02% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
4,652
shares
|
$585,826
0.27% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 15, 2025 Q3 2025 |
4,626
shares
|
$582,552
0.08% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Eq LLC
Mercer Island, WA |
Aug 11, 2025 Q2 2025 |
4,616
shares
|
$581,292
0.25% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Oct 28, 2025 Q3 2025 |
4,615
shares
|
$581,166
0.42% of portfolio
|
Q3 2025
Reduced 11.66%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
4,600
shares
|
$579,278
0.01% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
West Financial Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
4,572
shares
|
$575,751
0.1% of portfolio
|
Q3 2025
Reduced 8.03%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
4,550
shares
|
$572,981
0.0% of portfolio
|
Q2 2023
Reduced 2.15%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
4,530
shares
|
$570,462
0.0% of portfolio
|
Q2 2025
Reduced 8.11%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
4,524
shares
|
$569,707
0.04% of portfolio
|
Q2 2025
Reduced 12.88%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Aug 25, 2025 Q2 2025 |
4,485
shares
|
$564,796
0.16% of portfolio
|
Q2 2025
Added 23.08%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
4,473
shares
|
$563,284
0.02% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
4,464
shares
|
$562,151
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
4,462
shares
|
$561,899
0.03% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
4,457
shares
|
$561,270
0.08% of portfolio
|
Q2 2025
Added 25.66%
|