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 |
|---|---|---|---|---|---|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
3,272
shares
|
$351,216
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
3,270
shares
|
$351,001
0.08% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jan 08, 2025 Q4 2024 |
3,268
shares
|
$350,787
0.18% of portfolio
|
Q2 2023
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
3,267
shares
|
$350,679
0.05% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 22, 2025 Q4 2024 |
3,261
shares
|
$350,035
0.32% of portfolio
|
Q4 2024
Reduced 16.08%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
3,247
shares
|
$348,532
0.14% of portfolio
|
Q4 2024
Reduced 9.73%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
3,233
shares
|
$347,030
0.01% of portfolio
|
Q4 2023
Reduced 21.59%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
3,215
shares
|
$345,098
0.03% of portfolio
|
Q2 2024
Added 3.31%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
3,209
shares
|
$344,454
0.04% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
3,200
shares
|
$343,488
0.02% of portfolio
|
Q4 2024
Added 333.02%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
3,179
shares
|
$341,233
0.15% of portfolio
|
Q4 2024
Reduced 18.86%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
3,165
shares
|
$339,731
0.13% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,160
shares
|
$339,194
0.03% of portfolio
|
Q1 2024
Reduced 4.24%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jan 21, 2025 Q4 2024 |
3,133
shares
|
$336,296
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
3,106
shares
|
$333,398
0.03% of portfolio
|
Q4 2024
Reduced 8.49%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
3,057
shares
|
$328,138
0.09% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
3,037
shares
|
$325,991
0.01% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
3,022
shares
|
$324,381
0.05% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Birch Hill Investment Advisors LLC
|
Jan 28, 2025 Q4 2024 |
3,014
shares
|
$323,522
0.02% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
3,000
shares
|
$322,020
0.1% of portfolio
|
Q2 2022
New holding
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
3,000
shares
|
$322,020
0.09% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
2,939
shares
|
$315,472
0.01% of portfolio
|
Q4 2024
Added 12.39%
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
2,924
shares
|
$313,862
0.04% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
2,909
shares
|
$312,252
0.2% of portfolio
|
Q4 2024
Added 9.2%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
2,906
shares
|
$311,930
0.01% of portfolio
|
Q4 2024
Added 2.98%
|