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 $2.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
940
shares
|
$103,794
0.0% of portfolio
|
Q2 2024
Added 16.77%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
884
shares
|
$97,611
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
795
shares
|
$87,783
0.03% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
780
shares
|
$86,127
0.21% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
778
shares
|
$85,906
0.02% of portfolio
|
Q3 2024
Reduced 12.88%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
739
shares
|
$81,600
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
700
shares
|
$77,294
0.0% of portfolio
|
Q4 2023
Added 52.17%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
692
shares
|
$76,410
0.0% of portfolio
|
Q1 2024
Reduced 62.76%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
690
shares
|
$76,189
0.03% of portfolio
|
Q1 2023
Added 4.55%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
623
shares
|
$68,791
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
621
shares
|
$68,570
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
614
shares
|
$67,797
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
596
shares
|
$65,810
0.01% of portfolio
|
Q3 2021
Reduced 4.79%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
580
shares
|
$64,043
0.03% of portfolio
|
Q3 2024
Reduced 88.04%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
580
shares
|
$64,043
0.01% of portfolio
|
Q3 2023
Reduced 5.54%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
572
shares
|
$63,160
0.0% of portfolio
|
Q3 2024
Reduced 71.51%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
550
shares
|
$60,731
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
550
shares
|
$60,731
0.01% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
537
shares
|
$59,295
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
510
shares
|
$56,314
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
500
shares
|
$55,210
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
498
shares
|
$54,989
0.01% of portfolio
|
Q3 2024
Reduced 7.61%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
495
shares
|
$54,657
0.0% of portfolio
|
Q3 2024
Reduced 57.14%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
489
shares
|
$53,995
0.0% of portfolio
|
Q3 2024
Added 6.3%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
476
shares
|
$52,559
0.0% of portfolio
|
Q1 2024
Reduced 20.0%
|