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 615 institutions that hold shares in the stock, with a total of 27.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
3,804
shares
|
$408,321
0.1% of portfolio
|
Q4 2024
Added 86.47%
|
|
|
Landaas & CO
Milwaukee, WI |
Feb 27, 2025 Q4 2024 |
3,774
shares
|
$405,101
0.12% of portfolio
|
Q4 2024
Added 21.74%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
3,768
shares
|
$404,457
0.06% of portfolio
|
Q4 2024
Reduced 6.43%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
3,767
shares
|
$404,349
0.02% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
3,754
shares
|
$402,954
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Buffington Mohr Mc Neal
|
Jan 22, 2025 Q4 2024 |
3,743
shares
|
$401,773
0.07% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
3,727
shares
|
$400,056
0.01% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Close Asset Management LTD
|
Jan 28, 2025 Q4 2024 |
3,715
shares
|
$398,768
0.01% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
3,710
shares
|
$398,231
0.02% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
3,662
shares
|
$393,079
0.05% of portfolio
|
Q3 2024
Reduced 39.49%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
3,637
shares
|
$390,395
0.03% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
3,581
shares
|
$384,384
0.03% of portfolio
|
Q4 2024
Added 4.86%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Jan 30, 2025 Q4 2024 |
3,579
shares
|
$384,169
0.27% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
3,541
shares
|
$380,090
0.03% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
3,538
shares
|
$379,768
0.07% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
3,511
shares
|
$376,870
1.0% of portfolio
|
Q2 2023
Reduced 3.12%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
3,503
shares
|
$376,012
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
3,500
shares
|
$375,690
0.09% of portfolio
|
Q4 2024
Reduced 6.99%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
3,500
shares
|
$375,690
0.0% of portfolio
|
Q1 2023
Reduced 14.24%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
3,374
shares
|
$362,165
0.03% of portfolio
|
Q4 2024
Reduced 17.16%
|
|
|
Parkside Advisors LLC
|
Jan 13, 2025 Q4 2024 |
3,360
shares
|
$360,662
0.09% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
3,355
shares
|
$360,125
0.03% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
3,349
shares
|
$359,481
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
3,335
shares
|
$357,978
0.01% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Capital Advantage, Inc.
|
Feb 14, 2025 Q4 2024 |
3,321
shares
|
$356,476
0.07% of portfolio
|
Q4 2024
New holding
|