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 615 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 $2.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Roof Eidam & Maycock
|
Feb 13, 2025 Q4 2024 |
2,050
shares
|
$209,120
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,043
shares
|
$208,406
0.05% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
2,040
shares
|
$208,100
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
2,037
shares
|
$207,794
0.01% of portfolio
|
Q4 2024
Added 9.16%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
2,025
shares
|
$206,570
0.02% of portfolio
|
Q4 2024
Reduced 23.61%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
2,018
shares
|
$205,856
0.03% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
2,005
shares
|
$204,530
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
2,000
shares
|
$204,020
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Marco Investment Management LLC
|
Feb 06, 2025 Q4 2024 |
2,000
shares
|
$204,020
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Feb 07, 2025 Q4 2024 |
1,998
shares
|
$203,815
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
1,986
shares
|
$202,591
0.11% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
1,966
shares
|
$200,551
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,956
shares
|
$199,531
0.0% of portfolio
|
Q4 2024
Reduced 8.94%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
1,956
shares
|
$199,531
0.02% of portfolio
|
Q4 2024
Reduced 41.38%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
1,954
shares
|
$199,327
0.01% of portfolio
|
Q4 2024
Reduced 4.96%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
1,949
shares
|
$198,817
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
1,937
shares
|
$197,593
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
1,937
shares
|
$197,593
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
1,934
shares
|
$197,287
0.01% of portfolio
|
Q4 2024
Reduced 22.45%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
1,914
shares
|
$195,247
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Feb 13, 2025 Q4 2024 |
1,907
shares
|
$194,533
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
1,906
shares
|
$194,431
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
1,887
shares
|
$192,492
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
1,882
shares
|
$191,982
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jan 21, 2025 Q4 2024 |
1,880
shares
|
$191,778
0.13% of portfolio
|
Q4 2024
Reduced 2.59%
|