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 |
|---|---|---|---|---|---|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
4,457
shares
|
$561,270
0.08% of portfolio
|
Q2 2025
Reduced 4.4%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
4,432
shares
|
$558,121
0.01% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
4,417
shares
|
$556,232
0.01% of portfolio
|
Q3 2025
Added 13.14%
|
|
|
Prism Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
4,397
shares
|
$553,714
0.16% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Buttonwood Financial Group, LLC
|
Jul 14, 2025 Q2 2025 |
4,395
shares
|
$553,462
0.29% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
4,392
shares
|
$553,084
0.1% of portfolio
|
Q2 2025
Reduced 23.71%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
4,372
shares
|
$550,565
0.04% of portfolio
|
Q3 2023
Added 5.43%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
4,353
shares
|
$548,173
0.1% of portfolio
|
Q2 2025
Reduced 9.56%
|
|
|
Lwm Advisors Inc
El Dorado Hills, CA |
Oct 06, 2025 Q3 2025 |
4,352
shares
|
$548,047
0.49% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Parsons Capital Management Inc
|
Oct 29, 2025 Q3 2025 |
4,327
shares
|
$544,899
0.03% of portfolio
|
Q3 2025
Reduced 10.34%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
4,265
shares
|
$537,091
0.09% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,224
shares
|
$531,928
0.01% of portfolio
|
Q2 2020
Reduced 3.85%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
4,219
shares
|
$531,298
0.02% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
4,216
shares
|
$530,920
0.01% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
4,211
shares
|
$530,291
0.01% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
4,179
shares
|
$526,261
0.02% of portfolio
|
Q2 2025
Added 10.94%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
4,147
shares
|
$522,231
0.02% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
4,113
shares
|
$517,950
0.05% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
4,106
shares
|
$517,068
0.0% of portfolio
|
Q1 2023
Reduced 4.69%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
4,073
shares
|
$512,912
0.13% of portfolio
|
Q4 2024
Reduced 20.6%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
4,060
shares
|
$511,275
0.03% of portfolio
|
Q2 2023
Reduced 1.22%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
4,020
shares
|
$506,238
0.03% of portfolio
|
Q3 2023
Reduced 5.83%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
3,994
shares
|
$502,964
0.32% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
3,973
shares
|
$500,319
0.03% of portfolio
|
Q2 2025
Reduced 13.31%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
3,956
shares
|
$498,179
0.31% of portfolio
|
Q1 2025
New holding
|