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 606 institutions that hold shares in the stock, with a total of 25.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
3,059
shares
|
$338,967
0.13% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
3,055
shares
|
$338,524
0.09% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
3,055
shares
|
$338,524
0.05% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
3,037
shares
|
$336,529
0.02% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
3,028
shares
|
$335,532
0.03% of portfolio
|
Q1 2025
Added 64.39%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
3,001
shares
|
$332,540
0.01% of portfolio
|
Q1 2025
Added 23.55%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
3,000
shares
|
$332,430
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Sterling Investment Advisors, Ltd.
|
May 07, 2025 Q1 2025 |
3,000
shares
|
$332,430
0.08% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
2,944
shares
|
$326,224
0.03% of portfolio
|
Q1 2025
Reduced 10.02%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
2,881
shares
|
$319,243
0.2% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
2,841
shares
|
$314,811
0.02% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
2,838
shares
|
$314,478
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
May 15, 2025 Q1 2025 |
2,835
shares
|
$314,146
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Apr 16, 2025 Q1 2025 |
2,828
shares
|
$313,370
0.1% of portfolio
|
Q4 2024
Reduced 13.36%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
2,808
shares
|
$311,154
0.01% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Wilson & Boucher Capital Management, LLC
|
May 14, 2025 Q1 2025 |
2,800
shares
|
$310,268
0.21% of portfolio
|
Q1 2024
Added 1.08%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
2,782
shares
|
$308,273
0.02% of portfolio
|
Q1 2025
Added 42.37%
|
|
|
Arbor Investment Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
2,774
shares
|
$307,386
0.04% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
2,728
shares
|
$302,289
0.03% of portfolio
|
Q1 2025
Added 40.84%
|
|
|
Colorado Capital Management, Inc.
|
Apr 18, 2025 Q1 2025 |
2,707
shares
|
$299,962
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
2,694
shares
|
$298,522
0.02% of portfolio
|
Q1 2025
Reduced 23.92%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
2,673
shares
|
$296,195
0.03% of portfolio
|
Q1 2025
Reduced 5.98%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
2,621
shares
|
$290,433
0.02% of portfolio
|
Q1 2025
Reduced 7.32%
|
|
|
Somerset Group LLC
Wayzata, MN |
May 13, 2025 Q1 2025 |
2,576
shares
|
$285,446
0.24% of portfolio
|
Q1 2025
Added 8.78%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
2,564
shares
|
$284,116
0.02% of portfolio
|
Q4 2023
Reduced 17.32%
|