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 639 institutions that hold shares in the stock, with a total of 24.7 Million shares, which have been reported (via 13F filing form) to have a value of $3.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
2,005
shares
|
$252,489
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Zevin Asset Management LLC
|
Aug 06, 2025 Q2 2025 |
2,003
shares
|
$252,237
0.03% of portfolio
|
Q2 2025
Reduced 14.66%
|
|
|
Marco Investment Management LLC
|
Aug 06, 2025 Q2 2025 |
2,000
shares
|
$251,860
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
2,000
shares
|
$251,860
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 22, 2025 Q3 2025 |
1,998
shares
|
$251,608
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
1,986
shares
|
$250,096
0.11% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 06, 2025 Q3 2025 |
1,963
shares
|
$247,200
0.03% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
1,940
shares
|
$244,304
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
1,937
shares
|
$243,926
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
1,928
shares
|
$242,793
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Jul 31, 2025 Q2 2025 |
1,907
shares
|
$240,148
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
1,906
shares
|
$240,022
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,901
shares
|
$239,392
0.0% of portfolio
|
Q1 2025
Added 11.17%
|
|
|
Bahl & Gaynor Inc
|
Aug 12, 2025 Q2 2025 |
1,886
shares
|
$237,503
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jsf Financial, LLC
|
Nov 03, 2025 Q3 2025 |
1,874
shares
|
$235,992
0.05% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jul 16, 2025 Q2 2025 |
1,866
shares
|
$234,985
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Aug 04, 2025 Q2 2025 |
1,864
shares
|
$234,733
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
1,851
shares
|
$233,096
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
1,830
shares
|
$230,451
0.08% of portfolio
|
Q2 2025
Reduced 10.82%
|
|
|
Black Diamond Financial, LLC
|
Jul 30, 2025 Q2 2025 |
1,826
shares
|
$229,948
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
1,824
shares
|
$229,696
0.01% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
1,819
shares
|
$229,066
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
1,809
shares
|
$227,807
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Snider Financial Group
Bellevue, WA |
Aug 05, 2025 Q2 2025 |
1,809
shares
|
$227,807
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
1,794
shares
|
$225,918
0.07% of portfolio
|
Q3 2025
Added 0.45%
|