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 574 institutions that hold shares in the stock, with a total of 26 Million shares, which have been reported (via 13F filing form) to have a value of $2.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
1,854
shares
|
$204,718
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
1,819
shares
|
$200,853
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
1,805
shares
|
$199,308
0.0% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
1,767
shares
|
$195,112
0.11% of portfolio
|
Q3 2022
Added 23.48%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
1,754
shares
|
$193,676
0.03% of portfolio
|
Q1 2023
Reduced 39.83%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,690
shares
|
$186,609
0.11% of portfolio
|
Q3 2024
Added 65.36%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
1,679
shares
|
$185,395
0.01% of portfolio
|
Q3 2024
Reduced 15.12%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
1,565
shares
|
$172,807
0.01% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
1,388
shares
|
$153,262
0.07% of portfolio
|
Q3 2024
Reduced 12.59%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
1,358
shares
|
$149,950
0.07% of portfolio
|
Q2 2024
Reduced 0.44%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
1,355
shares
|
$149,619
0.03% of portfolio
|
Q3 2024
Reduced 26.76%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,354
shares
|
$149,508
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
1,350
shares
|
$149,067
0.03% of portfolio
|
Q4 2023
Added 1.96%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,320
shares
|
$145,754
0.07% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,300
shares
|
$143,546
0.19% of portfolio
|
Q4 2021
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
1,277
shares
|
$141,006
0.02% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
1,235
shares
|
$136,368
0.01% of portfolio
|
Q4 2022
Reduced 42.69%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,233
shares
|
$136,147
0.01% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
1,230
shares
|
$135,816
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
1,229
shares
|
$135,706
0.01% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
1,150
shares
|
$126,983
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,093
shares
|
$120,689
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
1,068
shares
|
$117,928
0.02% of portfolio
|
Q2 2024
Reduced 1.29%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
1,034
shares
|
$114,174
0.01% of portfolio
|
Q4 2021
Reduced 42.3%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$110,420
0.03% of portfolio
|
Q3 2024
New holding
|