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 |
|---|---|---|---|---|---|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
2,220
shares
|
$267,221
0.08% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
2,220
shares
|
$267,221
0.02% of portfolio
|
Q3 2021
Added 69.79%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
2,197
shares
|
$264,452
0.05% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
4 Thought Financial Group Inc.
|
Jul 22, 2025 Q2 2025 |
2,182
shares
|
$262,647
0.14% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Jul 22, 2025 Q2 2025 |
2,168
shares
|
$260,962
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Aug 01, 2025 Q2 2025 |
2,139
shares
|
$257,471
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Figure 8 Investment Strategies LLC
Boise, ID |
Jul 21, 2025 Q2 2025 |
2,126
shares
|
$255,906
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
2,123
shares
|
$255,545
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
2,103
shares
|
$253,138
0.07% of portfolio
|
Q2 2024
Reduced 10.97%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
2,095
shares
|
$252,175
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
2,093
shares
|
$251,934
0.02% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
2,090
shares
|
$251,573
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
2,081
shares
|
$250,489
0.04% of portfolio
|
Q2 2025
Reduced 37.34%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
2,079
shares
|
$250,249
0.01% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
2,073
shares
|
$249,527
0.17% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Roof Eidam & Maycock
|
Jul 29, 2025 Q2 2025 |
2,050
shares
|
$246,758
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jul 29, 2025 Q2 2025 |
2,049
shares
|
$246,638
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,043
shares
|
$245,915
0.05% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jul 15, 2025 Q2 2025 |
2,038
shares
|
$245,314
0.13% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,038
shares
|
$245,314
0.07% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
2,029
shares
|
$244,230
0.06% of portfolio
|
Q2 2025
Reduced 28.51%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
2,025
shares
|
$243,749
0.01% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
2,025
shares
|
$243,749
0.02% of portfolio
|
Q4 2024
Reduced 23.61%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
2,022
shares
|
$243,388
0.03% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
2,021
shares
|
$243,267
0.01% of portfolio
|
Q2 2025
Reduced 0.54%
|