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 $2.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
3,754
shares
|
$414,516
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
3,751
shares
|
$414,185
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Buffington Mohr Mc Neal
|
Oct 16, 2024 Q3 2024 |
3,743
shares
|
$413,302
0.07% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
|
Close Asset Management LTD
|
Nov 12, 2024 Q3 2024 |
3,715
shares
|
$410,210
0.01% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
3,715
shares
|
$410,210
0.02% of portfolio
|
Q2 2024
Reduced 1.56%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
3,703
shares
|
$408,885
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
3,697
shares
|
$408,222
0.17% of portfolio
|
Q3 2024
Reduced 5.42%
|
|
|
Peoples Bank
|
Oct 23, 2024 Q3 2024 |
3,685
shares
|
$406,897
0.21% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
3,662
shares
|
$404,358
0.05% of portfolio
|
Q3 2024
Reduced 39.49%
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 18, 2024 Q3 2024 |
3,650
shares
|
$403,033
0.19% of portfolio
|
Q3 2024
Reduced 18.8%
|
|
|
My Legacy Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,597
shares
|
$397,180
0.16% of portfolio
|
Q3 2024
Reduced 12.61%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Oct 30, 2024 Q3 2024 |
3,568
shares
|
$393,978
0.26% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 06, 2024 Q3 2024 |
3,549
shares
|
$391,880
0.09% of portfolio
|
Q3 2024
Reduced 65.34%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
3,522
shares
|
$388,899
0.03% of portfolio
|
Q3 2024
Added 31.32%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
3,511
shares
|
$387,684
1.0% of portfolio
|
Q2 2023
Reduced 3.12%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
3,500
shares
|
$386,470
0.0% of portfolio
|
Q1 2023
Reduced 14.24%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,500
shares
|
$386,470
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,464
shares
|
$382,494
0.01% of portfolio
|
Q3 2024
Reduced 13.12%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
3,457
shares
|
$381,721
0.01% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
3,457
shares
|
$381,721
0.06% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Parkside Advisors LLC
|
Oct 08, 2024 Q3 2024 |
3,447
shares
|
$380,617
0.09% of portfolio
|
Q2 2024
Reduced 12.78%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
3,418
shares
|
$377,415
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
3,415
shares
|
$377,084
0.03% of portfolio
|
Q3 2024
Reduced 8.2%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
3,412
shares
|
$376,753
0.08% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
3,394
shares
|
$374,765
0.04% of portfolio
|
Q3 2024
Reduced 9.59%
|