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 |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
3,072
shares
|
$386,856
0.01% of portfolio
|
Q2 2025
Added 44.84%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
3,058
shares
|
$385,093
0.03% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
3,051
shares
|
$384,212
0.1% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Gen Trust, LLC
|
Jul 30, 2025 Q2 2025 |
3,037
shares
|
$382,449
0.02% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 23, 2025 Q3 2025 |
3,029
shares
|
$381,441
0.12% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
3,026
shares
|
$381,064
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
3,000
shares
|
$377,790
0.08% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
2,982
shares
|
$375,523
0.05% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
2,976
shares
|
$374,767
0.03% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
2,956
shares
|
$372,249
0.13% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Burns J W & CO Inc
|
Oct 20, 2025 Q3 2025 |
2,900
shares
|
$365,197
0.04% of portfolio
|
Q2 2025
Added 36.53%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
2,881
shares
|
$362,804
0.21% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
2,874
shares
|
$361,922
0.16% of portfolio
|
Q2 2025
Added 15.98%
|
|
|
Financial Services Advisory Inc
|
Jul 21, 2025 Q2 2025 |
2,872
shares
|
$361,670
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
2,864
shares
|
$360,663
0.02% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
2,853
shares
|
$359,278
0.0% of portfolio
|
Q2 2025
Added 17.5%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 28, 2025 Q3 2025 |
2,835
shares
|
$357,011
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
2,810
shares
|
$353,863
0.02% of portfolio
|
Q3 2025
Reduced 7.69%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Oct 22, 2025 Q3 2025 |
2,800
shares
|
$352,604
0.23% of portfolio
|
Q1 2024
Added 1.08%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
2,777
shares
|
$349,707
0.04% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
2,771
shares
|
$348,952
0.04% of portfolio
|
Q2 2025
Reduced 15.18%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
2,758
shares
|
$347,314
0.01% of portfolio
|
Q2 2025
Reduced 19.85%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
2,748
shares
|
$346,055
0.03% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
2,741
shares
|
$345,174
0.08% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Colorado Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
2,707
shares
|
$340,892
0.13% of portfolio
|
Q1 2025
New holding
|