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 606 institutions that hold shares in the stock, with a total of 25.4 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 |
|---|---|---|---|---|---|
|
Figure 8 Investment Strategies LLC
Boise, ID |
Apr 22, 2025 Q1 2025 |
2,126
shares
|
$235,582
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Burns J W & CO Inc
|
Apr 08, 2025 Q1 2025 |
2,124
shares
|
$235,360
0.03% of portfolio
|
Q1 2025
Reduced 27.36%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 09, 2025 Q1 2025 |
2,121
shares
|
$235,028
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
2,121
shares
|
$235,028
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
2,114
shares
|
$234,252
0.04% of portfolio
|
Q1 2025
Reduced 9.58%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
2,109
shares
|
$233,698
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Old Port Advisors
|
May 06, 2025 Q1 2025 |
2,103
shares
|
$233,033
0.06% of portfolio
|
Q2 2024
Reduced 10.97%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
2,095
shares
|
$232,146
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
4 Thought Financial Group Inc.
|
Apr 23, 2025 Q1 2025 |
2,093
shares
|
$231,925
0.14% of portfolio
|
Q1 2025
Reduced 8.0%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
2,090
shares
|
$231,592
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
2,088
shares
|
$231,371
0.02% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
2,079
shares
|
$230,373
0.01% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Smith & Howard Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
2,078
shares
|
$230,263
0.06% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
2,073
shares
|
$229,709
0.17% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
2,052
shares
|
$227,382
0.09% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Roof Eidam & Maycock
|
May 09, 2025 Q1 2025 |
2,050
shares
|
$227,160
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,043
shares
|
$226,384
0.05% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
2,040
shares
|
$226,052
0.01% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
2,038
shares
|
$225,830
0.11% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
2,025
shares
|
$224,390
0.02% of portfolio
|
Q4 2024
Reduced 23.61%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
2,021
shares
|
$223,947
0.01% of portfolio
|
Q1 2025
Added 27.43%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
2,005
shares
|
$222,174
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
2,000
shares
|
$221,620
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Marco Investment Management LLC
|
May 07, 2025 Q1 2025 |
2,000
shares
|
$221,620
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Apr 29, 2025 Q1 2025 |
1,998
shares
|
$221,398
0.08% of portfolio
|
Q3 2024
New holding
|