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 |
|---|---|---|---|---|---|
|
Colorado Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
2,707
shares
|
$340,892
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
2,703
shares
|
$340,388
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
2,698
shares
|
$339,759
0.12% of portfolio
|
Q2 2025
Reduced 18.56%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
2,694
shares
|
$339,255
0.02% of portfolio
|
Q1 2025
Reduced 23.92%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
2,660
shares
|
$334,973
0.01% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
2,637
shares
|
$332,077
0.06% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
2,592
shares
|
$326,410
0.06% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
2,567
shares
|
$323,262
0.0% of portfolio
|
Q2 2025
Added 29.97%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
2,564
shares
|
$322,884
0.02% of portfolio
|
Q4 2023
Reduced 17.32%
|
|
|
Myecfo, LLC
La Jolla, CA |
Oct 10, 2025 Q3 2025 |
2,560
shares
|
$322,380
0.15% of portfolio
|
Q2 2025
Reduced 34.36%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Oct 27, 2025 Q3 2025 |
2,534
shares
|
$319,106
0.2% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Somerset Group LLC
Wayzata, MN |
Aug 11, 2025 Q2 2025 |
2,519
shares
|
$317,217
0.25% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
2,514
shares
|
$316,588
0.12% of portfolio
|
Q3 2025
Added 7.85%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
2,500
shares
|
$314,825
0.0% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
2,500
shares
|
$314,825
0.06% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
2,433
shares
|
$306,387
0.0% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,411
shares
|
$303,617
0.02% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
2,348
shares
|
$295,683
0.03% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
2,307
shares
|
$290,520
0.02% of portfolio
|
Q2 2025
Reduced 11.98%
|
|
|
Brown Financial Advisors
Milford, OH |
Aug 15, 2025 Q2 2025 |
2,300
shares
|
$289,639
0.1% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
2,279
shares
|
$286,994
0.0% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Nov 03, 2025 Q3 2025 |
2,263
shares
|
$284,979
0.2% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 07, 2025 Q3 2025 |
2,256
shares
|
$284,098
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
2,254
shares
|
$283,846
0.0% of portfolio
|
Q3 2025
Reduced 6.86%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
2,232
shares
|
$281,075
0.0% of portfolio
|
Q4 2023
New holding
|