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 |
|---|---|---|---|---|---|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
167,092
shares
|
$18.5 Million
2.17% of portfolio
|
Q1 2025
Added 26.71%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
163,827
shares
|
$18.2 Million
0.31% of portfolio
|
Q3 2022
Reduced 8.32%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
160,478
shares
|
$17.8 Million
0.03% of portfolio
|
Q1 2025
Added 14.7%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
159,822
shares
|
$17.7 Million
0.0% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
148,797
shares
|
$16.5 Million
0.04% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
143,468
shares
|
$15.9 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
128,546
shares
|
$14.2 Million
1.36% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
128,368
shares
|
$14.2 Million
0.13% of portfolio
|
Q2 2022
Reduced 0.76%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
126,799
shares
|
$14.1 Million
0.55% of portfolio
|
Q1 2025
Reduced 33.45%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
124,514
shares
|
$13.8 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
117,316
shares
|
$13 Million
0.03% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
116,661
shares
|
$12.9 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
115,658
shares
|
$12.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.15%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
May 12, 2025 Q1 2025 |
105,571
shares
|
$11.7 Million
0.32% of portfolio
|
Q1 2025
Reduced 31.01%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
105,113
shares
|
$11.6 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Francis Financial, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
102,576
shares
|
$11.4 Million
2.97% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
101,912
shares
|
$11.3 Million
4.75% of portfolio
|
Q1 2025
Reduced 14.5%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Apr 22, 2025 Q1 2025 |
100,734
shares
|
$11.2 Million
4.01% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Natural Investments, LLC
|
May 09, 2025 Q1 2025 |
94,028
shares
|
$10.4 Million
2.73% of portfolio
|
Q1 2025
Added 15.7%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
93,475
shares
|
$10.4 Million
0.61% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
84,167
shares
|
$9.33 Million
0.1% of portfolio
|
Q1 2025
Added 17.45%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
82,706
shares
|
$9.16 Million
2.17% of portfolio
|
Q1 2025
Reduced 16.55%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
80,881
shares
|
$8.96 Million
0.17% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
79,046
shares
|
$8.76 Million
0.1% of portfolio
|
Q1 2025
Added 12.57%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
76,076
shares
|
$8.43 Million
0.03% of portfolio
|
Q1 2025
Added 1.39%
|