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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
168,897
shares
|
$21.3 Million
0.04% of portfolio
|
Q2 2025
Added 62.72%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
163,827
shares
|
$20.6 Million
0.31% of portfolio
|
Q3 2022
Reduced 8.32%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
151,893
shares
|
$19.1 Million
0.04% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
144,040
shares
|
$18.1 Million
2.28% of portfolio
|
Q2 2025
Reduced 13.8%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
140,983
shares
|
$17.8 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
139,090
shares
|
$17.5 Million
1.47% of portfolio
|
Q3 2025
Added 6.65%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
128,368
shares
|
$16.2 Million
0.13% of portfolio
|
Q2 2022
Reduced 0.76%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
123,516
shares
|
$15.6 Million
0.03% of portfolio
|
Q3 2025
Reduced 55.01%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
119,623
shares
|
$15.1 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
115,658
shares
|
$14.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.15%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
113,492
shares
|
$14.3 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
98,854
shares
|
$12.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 15.74%
|
|
|
Francis Financial, Inc.
New York, NY |
Aug 08, 2025 Q2 2025 |
98,133
shares
|
$12.4 Million
3.23% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
94,410
shares
|
$11.9 Million
0.62% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
89,751
shares
|
$11.3 Million
3.02% of portfolio
|
Q2 2025
Reduced 11.93%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
88,426
shares
|
$11.1 Million
0.11% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
87,900
shares
|
$11.1 Million
0.18% of portfolio
|
Q2 2025
Reduced 16.38%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
85,162
shares
|
$10.7 Million
0.53% of portfolio
|
Q2 2025
Reduced 32.84%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
79,945
shares
|
$10.1 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
78,347
shares
|
$9.87 Million
2.26% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
72,741
shares
|
$9.16 Million
0.34% of portfolio
|
Q3 2025
Added 8.51%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
72,647
shares
|
$9.15 Million
0.23% of portfolio
|
Q2 2025
Reduced 31.19%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
72,565
shares
|
$9.14 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
72,323
shares
|
$9.11 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
71,182
shares
|
$8.96 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.47%
|