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 |
|---|---|---|---|---|---|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Apr 03, 2025 Q1 2025 |
1,997
shares
|
$221,287
0.03% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
1,986
shares
|
$220,068
0.11% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
1,975
shares
|
$218,849
0.0% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,956
shares
|
$216,744
0.0% of portfolio
|
Q4 2024
Reduced 8.94%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,901
shares
|
$210,649
0.0% of portfolio
|
Q1 2025
Added 11.17%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,850
shares
|
$204,998
0.01% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
1,819
shares
|
$201,563
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
1,780
shares
|
$197,241
0.0% of portfolio
|
Q4 2024
Reduced 8.2%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
1,767
shares
|
$195,801
0.11% of portfolio
|
Q3 2022
Added 23.48%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,759
shares
|
$194,914
0.01% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
1,754
shares
|
$194,360
0.02% of portfolio
|
Q1 2023
Reduced 39.83%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
1,750
shares
|
$193,917
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,690
shares
|
$187,268
0.11% of portfolio
|
Q3 2024
Added 65.36%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
1,648
shares
|
$182,614
0.0% of portfolio
|
Q1 2025
Added 5.98%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,530
shares
|
$169,539
0.01% of portfolio
|
Q1 2025
Reduced 66.62%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
1,403
shares
|
$155,466
0.04% of portfolio
|
Q1 2025
Reduced 25.25%
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
1,388
shares
|
$153,804
0.06% of portfolio
|
Q3 2024
Reduced 12.59%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
1,355
shares
|
$150,147
0.03% of portfolio
|
Q3 2024
Reduced 26.76%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
May 01, 2025 Q1 2025 |
1,355
shares
|
$150,147
0.06% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,354
shares
|
$150,036
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
1,327
shares
|
$147,044
0.06% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,300
shares
|
$144,053
0.19% of portfolio
|
Q4 2021
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,266
shares
|
$140,285
0.0% of portfolio
|
Q1 2025
Added 165.97%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
1,230
shares
|
$136,296
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
1,198
shares
|
$132,750
0.02% of portfolio
|
Q1 2025
Added 3.45%
|