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 628 institutions that hold shares in the stock, with a total of 24.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
2,694
shares
|
$324,276
0.02% of portfolio
|
Q1 2025
Reduced 23.92%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
2,666
shares
|
$320,906
0.03% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
2,660
shares
|
$320,184
0.01% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Macroview Investment Management LLC
|
Jul 22, 2025 Q2 2025 |
2,607
shares
|
$313,804
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
2,592
shares
|
$311,999
0.06% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
2,578
shares
|
$310,313
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
2,567
shares
|
$308,989
0.0% of portfolio
|
Q2 2025
Added 29.97%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
2,564
shares
|
$308,628
0.02% of portfolio
|
Q4 2023
Reduced 17.32%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
2,560
shares
|
$308,147
0.15% of portfolio
|
Q2 2025
Reduced 34.36%
|
|
|
Somerset Group LLC
Wayzata, MN |
Aug 11, 2025 Q2 2025 |
2,519
shares
|
$303,212
0.25% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
2,500
shares
|
$300,925
0.08% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
2,500
shares
|
$300,925
0.0% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Aug 12, 2025 Q2 2025 |
2,486
shares
|
$299,239
0.19% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
2,433
shares
|
$292,860
0.0% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
2,420
shares
|
$291,295
0.0% of portfolio
|
Q2 2025
Reduced 85.56%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,411
shares
|
$290,212
0.02% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
2,347
shares
|
$282,508
0.03% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
2,336
shares
|
$281,184
0.2% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
2,331
shares
|
$280,582
0.1% of portfolio
|
Q2 2025
Added 5.91%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
2,307
shares
|
$277,693
0.02% of portfolio
|
Q2 2025
Reduced 11.98%
|
|
|
Brown Financial Advisors
Milford, OH |
Aug 15, 2025 Q2 2025 |
2,300
shares
|
$276,851
0.1% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
2,279
shares
|
$274,323
0.0% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
2,275
shares
|
$273,841
0.04% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Jul 17, 2025 Q2 2025 |
2,256
shares
|
$271,554
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
2,232
shares
|
$268,665
0.0% of portfolio
|
Q4 2023
New holding
|