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 |
|---|---|---|---|---|---|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
3,887
shares
|
$489,489
0.04% of portfolio
|
Q2 2025
Reduced 6.94%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 23, 2025 Q3 2025 |
3,879
shares
|
$488,482
0.02% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
3,867
shares
|
$486,971
0.05% of portfolio
|
Q4 2024
Added 17.9%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
3,840
shares
|
$483,571
0.35% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
3,821
shares
|
$481,178
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
3,807
shares
|
$479,415
0.05% of portfolio
|
Q2 2024
Added 2.01%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
3,801
shares
|
$478,659
0.02% of portfolio
|
Q3 2025
Reduced 7.94%
|
|
|
West Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
3,765
shares
|
$474,126
0.12% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
3,765
shares
|
$474,126
0.07% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
3,754
shares
|
$472,741
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Close Asset Management LTD
|
Aug 12, 2025 Q2 2025 |
3,715
shares
|
$467,829
0.01% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
3,687
shares
|
$464,303
0.02% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
3,677
shares
|
$463,044
0.04% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
3,662
shares
|
$461,155
0.05% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
3,642
shares
|
$458,637
0.22% of portfolio
|
Q3 2025
Reduced 13.22%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
3,633
shares
|
$457,503
0.06% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 09, 2025 Q3 2025 |
3,631
shares
|
$457,251
0.23% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Aug 08, 2025 Q2 2025 |
3,612
shares
|
$454,859
0.28% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
3,599
shares
|
$453,222
0.01% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
3,577
shares
|
$450,451
0.0% of portfolio
|
Q2 2025
Reduced 14.98%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
3,549
shares
|
$446,925
0.01% of portfolio
|
Q2 2025
Reduced 12.09%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
3,527
shares
|
$444,155
0.15% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
3,525
shares
|
$443,903
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
3,512
shares
|
$442,266
0.01% of portfolio
|
Q3 2025
Reduced 24.88%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
3,511
shares
|
$442,140
1.0% of portfolio
|
Q2 2023
Reduced 3.12%
|