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 574 institutions that hold shares in the stock, with a total of 26 Million shares, which have been reported (via 13F filing form) to have a value of $2.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
2,415
shares
|
$275,189
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
2,408
shares
|
$274,391
0.04% of portfolio
|
Q3 2024
Reduced 83.51%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
2,408
shares
|
$274,391
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Jb Capital LLC
|
Oct 31, 2024 Q3 2024 |
2,348
shares
|
$267,554
0.01% of portfolio
|
Q3 2024
Reduced 14.31%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
2,344
shares
|
$267,098
0.04% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
2,338
shares
|
$266,415
0.05% of portfolio
|
Q1 2024
Reduced 11.27%
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 15, 2024 Q3 2024 |
2,262
shares
|
$257,754
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Zevin Asset Management LLC
|
Nov 07, 2024 Q3 2024 |
2,235
shares
|
$254,678
0.04% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
2,232
shares
|
$254,336
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,226
shares
|
$253,652
0.01% of portfolio
|
Q3 2024
Added 23.8%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
2,223
shares
|
$253,310
0.01% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
2,220
shares
|
$252,969
0.08% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
2,220
shares
|
$252,969
0.02% of portfolio
|
Q3 2021
Added 69.79%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Nov 08, 2024 Q3 2024 |
2,195
shares
|
$250,120
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Oct 21, 2024 Q3 2024 |
2,168
shares
|
$247,043
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
2,151
shares
|
$245,106
0.24% of portfolio
|
Q3 2024
Added 9.47%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
2,148
shares
|
$244,764
0.01% of portfolio
|
Q3 2024
Reduced 9.14%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 04, 2024 Q3 2024 |
2,138
shares
|
$243,625
0.12% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Smith & Howard Wealth Management, LLC
|
Oct 23, 2024 Q3 2024 |
2,123
shares
|
$241,915
0.07% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
2,109
shares
|
$240,320
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Old Port Advisors
|
Oct 24, 2024 Q3 2024 |
2,103
shares
|
$239,636
0.06% of portfolio
|
Q2 2024
Reduced 10.97%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
2,095
shares
|
$238,725
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
2,090
shares
|
$238,155
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
2,082
shares
|
$237,243
0.02% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
2,076
shares
|
$236,560
0.01% of portfolio
|
Q3 2024
New holding
|