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 |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
169,546
shares
|
$20.4 Million
0.0% of portfolio
|
Q2 2025
Added 6.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
168,897
shares
|
$20.3 Million
0.04% of portfolio
|
Q2 2025
Added 62.72%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
163,827
shares
|
$19.7 Million
0.31% of portfolio
|
Q3 2022
Reduced 8.32%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
151,893
shares
|
$18.3 Million
0.04% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
144,040
shares
|
$17.3 Million
2.28% of portfolio
|
Q2 2025
Reduced 13.8%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
140,983
shares
|
$17 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
130,422
shares
|
$15.7 Million
1.4% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
128,368
shares
|
$15.5 Million
0.13% of portfolio
|
Q2 2022
Reduced 0.76%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
119,623
shares
|
$14.4 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
|
$13.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.15%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
113,492
shares
|
$13.7 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Natural Investments, LLC
|
Jul 24, 2025 Q2 2025 |
99,643
shares
|
$12 Million
2.99% of portfolio
|
Q2 2025
Added 5.97%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
98,854
shares
|
$11.9 Million
0.02% of portfolio
|
Q2 2025
Reduced 15.74%
|
|
|
Francis Financial, Inc.
New York, NY |
Aug 08, 2025 Q2 2025 |
98,133
shares
|
$11.8 Million
3.23% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
94,359
shares
|
$11.4 Million
0.64% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
89,751
shares
|
$10.8 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
|
$10.6 Million
0.11% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
87,900
shares
|
$10.6 Million
0.18% of portfolio
|
Q2 2025
Reduced 16.38%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
85,162
shares
|
$10.3 Million
0.53% of portfolio
|
Q2 2025
Reduced 32.84%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
81,238
shares
|
$9.78 Million
0.17% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
80,032
shares
|
$9.63 Million
2.23% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
75,821
shares
|
$9.13 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
72,647
shares
|
$8.74 Million
0.23% of portfolio
|
Q2 2025
Reduced 31.19%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
72,323
shares
|
$8.71 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
71,182
shares
|
$8.57 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.47%
|