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 |
|---|---|---|---|---|---|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
3,956
shares
|
$438,364
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
3,956
shares
|
$438,364
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Myecfo, LLC
La Jolla, CA |
Apr 08, 2025 Q1 2025 |
3,900
shares
|
$432,159
0.21% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
3,880
shares
|
$429,942
0.09% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
3,867
shares
|
$428,502
0.05% of portfolio
|
Q4 2024
Added 17.9%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
3,807
shares
|
$421,853
0.05% of portfolio
|
Q2 2024
Added 2.01%
|
|
|
Landaas & CO
Milwaukee, WI |
May 02, 2025 Q1 2025 |
3,782
shares
|
$419,083
0.11% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
West Wealth Group, LLC
|
May 05, 2025 Q1 2025 |
3,781
shares
|
$418,972
0.12% of portfolio
|
Q1 2025
Reduced 25.16%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
3,767
shares
|
$417,421
0.02% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
3,754
shares
|
$415,980
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
3,725
shares
|
$412,767
0.01% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Close Asset Management LTD
|
May 06, 2025 Q1 2025 |
3,715
shares
|
$411,659
0.01% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
3,710
shares
|
$411,105
0.02% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Apr 15, 2025 Q1 2025 |
3,696
shares
|
$409,553
0.17% of portfolio
|
Q1 2025
Reduced 20.1%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
3,689
shares
|
$408,778
0.05% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Apr 22, 2025 Q1 2025 |
3,684
shares
|
$408,224
0.36% of portfolio
|
Q1 2025
Added 12.97%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
3,674
shares
|
$407,115
0.01% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
3,662
shares
|
$405,786
0.04% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
May 15, 2025 Q1 2025 |
3,644
shares
|
$403,791
0.13% of portfolio
|
Q1 2025
Reduced 12.49%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
May 09, 2025 Q1 2025 |
3,582
shares
|
$396,921
0.26% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
May 02, 2025 Q1 2025 |
3,547
shares
|
$393,043
0.08% of portfolio
|
Q1 2025
Reduced 9.84%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
3,511
shares
|
$389,053
1.0% of portfolio
|
Q2 2023
Reduced 3.12%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
3,509
shares
|
$388,832
0.14% of portfolio
|
Q1 2025
Reduced 98.5%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
3,500
shares
|
$387,835
0.0% of portfolio
|
Q1 2023
Reduced 14.24%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
3,441
shares
|
$381,297
0.01% of portfolio
|
Q1 2025
Added 18.41%
|