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 614 institutions that hold shares in the stock, with a total of 27.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
183,832
shares
|
$19.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
166,729
shares
|
$17.9 Million
0.19% of portfolio
|
Q4 2024
Reduced 6.24%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
163,827
shares
|
$17.6 Million
0.31% of portfolio
|
Q3 2022
Reduced 8.32%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
154,752
shares
|
$16.6 Million
0.0% of portfolio
|
Q4 2024
Added 11.48%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Feb 10, 2025 Q4 2024 |
153,031
shares
|
$16.4 Million
0.45% of portfolio
|
Q4 2024
Added 106.98%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
144,556
shares
|
$15.5 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
143,966
shares
|
$15.5 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
139,912
shares
|
$15 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
131,871
shares
|
$14.2 Million
1.75% of portfolio
|
Q4 2024
Added 5.62%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
128,852
shares
|
$13.8 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
128,368
shares
|
$13.8 Million
0.13% of portfolio
|
Q2 2022
Reduced 0.76%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
126,319
shares
|
$13.6 Million
1.42% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
119,199
shares
|
$12.8 Million
6.11% of portfolio
|
Q4 2024
Reduced 7.11%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
116,888
shares
|
$12.5 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.21%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
116,698
shares
|
$12.5 Million
0.04% of portfolio
|
Q4 2024
Reduced 9.66%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
115,658
shares
|
$12.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.15%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
112,681
shares
|
$12.1 Million
0.03% of portfolio
|
Q4 2024
Reduced 8.67%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
106,962
shares
|
$11.5 Million
0.23% of portfolio
|
Q4 2024
Added 13.23%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Feb 11, 2025 Q4 2024 |
102,475
shares
|
$11 Million
3.46% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Francis Financial, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
102,385
shares
|
$11 Million
2.8% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
99,105
shares
|
$10.6 Million
2.76% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
92,668
shares
|
$9.95 Million
0.64% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
85,910
shares
|
$9.22 Million
0.03% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
83,090
shares
|
$8.92 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Natural Investments, LLC
|
Feb 07, 2025 Q4 2024 |
81,269
shares
|
$8.72 Million
2.79% of portfolio
|
Q4 2024
New holding
|