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 |
|---|---|---|---|---|---|
|
Lwm Advisors Inc
El Dorado Hills, CA |
May 13, 2025 Q1 2025 |
4,425
shares
|
$490,334
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
4,372
shares
|
$484,461
0.03% of portfolio
|
Q3 2023
Added 5.43%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
4,371
shares
|
$484,350
0.02% of portfolio
|
Q1 2025
Reduced 5.82%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Apr 22, 2025 Q1 2025 |
4,261
shares
|
$472,161
0.22% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
4,238
shares
|
$469,612
0.07% of portfolio
|
Q2 2024
Reduced 11.51%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,224
shares
|
$468,061
0.01% of portfolio
|
Q2 2020
Reduced 3.85%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
4,219
shares
|
$467,507
0.02% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
4,216
shares
|
$467,174
0.01% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
4,207
shares
|
$466,177
0.01% of portfolio
|
Q1 2025
Reduced 12.37%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
4,205
shares
|
$465,956
0.17% of portfolio
|
Q1 2025
Added 65.36%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
4,200
shares
|
$465,402
0.01% of portfolio
|
Q4 2024
Reduced 14.65%
|
|
|
Mbe Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
4,181
shares
|
$463,296
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
4,177
shares
|
$462,853
0.04% of portfolio
|
Q1 2023
Added 1.46%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
4,106
shares
|
$454,985
0.0% of portfolio
|
Q1 2023
Reduced 4.69%
|
|
|
Gsa Capital Partners LLP
London, X0 |
May 08, 2025 Q1 2025 |
4,092
shares
|
$453,434
0.04% of portfolio
|
Q1 2025
Added 109.2%
|
|
|
Jsf Financial, LLC
|
May 07, 2025 Q1 2025 |
4,086
shares
|
$452,769
0.11% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
4,083
shares
|
$452,437
0.4% of portfolio
|
Q1 2025
Added 7.08%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
4,081
shares
|
$452,215
0.05% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
4,073
shares
|
$451,329
0.12% of portfolio
|
Q4 2024
Reduced 20.6%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
4,060
shares
|
$449,888
0.03% of portfolio
|
Q2 2023
Reduced 1.22%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
4,037
shares
|
$447,339
0.01% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
4,020
shares
|
$445,456
0.03% of portfolio
|
Q3 2023
Reduced 5.83%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
3,984
shares
|
$441,467
0.06% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
Kfa Private Wealth Group, LLC
|
May 07, 2025 Q1 2025 |
3,973
shares
|
$440,248
0.14% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
3,960
shares
|
$438,807
0.07% of portfolio
|
Q1 2025
Added 11.93%
|