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 |
|---|---|---|---|---|---|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
3,500
shares
|
$440,755
0.0% of portfolio
|
Q2 2025
Added 52.17%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
3,473
shares
|
$437,354
0.3% of portfolio
|
Q2 2025
Reduced 5.73%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Oct 28, 2025 Q3 2025 |
3,426
shares
|
$431,436
0.15% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 03, 2025 Q3 2025 |
3,410
shares
|
$429,421
0.12% of portfolio
|
Q3 2025
Reduced 6.03%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Jul 31, 2025 Q2 2025 |
3,365
shares
|
$423,754
0.1% of portfolio
|
Q2 2025
Reduced 32.24%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
3,361
shares
|
$423,250
0.09% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
3,350
shares
|
$421,865
0.08% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
3,349
shares
|
$421,739
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
3,338
shares
|
$420,354
0.02% of portfolio
|
Q3 2025
Added 8.66%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
3,324
shares
|
$418,591
0.03% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
3,305
shares
|
$416,198
0.03% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,304
shares
|
$416,072
0.03% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
3,293
shares
|
$414,687
0.07% of portfolio
|
Q1 2025
Reduced 12.02%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
3,280
shares
|
$413,050
0.01% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Hilltop Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
3,268
shares
|
$411,539
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 04, 2025 Q3 2025 |
3,257
shares
|
$410,154
0.1% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
3,255
shares
|
$409,902
0.08% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 14, 2025 Q3 2025 |
3,246
shares
|
$408,768
0.08% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
3,233
shares
|
$407,131
0.01% of portfolio
|
Q4 2023
Reduced 21.59%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
3,233
shares
|
$407,131
0.01% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
3,215
shares
|
$404,864
0.03% of portfolio
|
Q2 2024
Added 3.31%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
3,203
shares
|
$403,353
0.18% of portfolio
|
Q1 2025
Reduced 35.72%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
3,200
shares
|
$402,976
0.02% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
3,188
shares
|
$401,464
0.13% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
3,187
shares
|
$401,338
0.04% of portfolio
|
Q3 2025
Reduced 0.03%
|