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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,785
shares
|
$224,785
0.0% of portfolio
|
Q2 2025
Reduced 16.39%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
1,780
shares
|
$224,155
0.0% of portfolio
|
Q4 2024
Reduced 8.2%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
1,769
shares
|
$222,770
0.06% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
1,767
shares
|
$222,518
0.12% of portfolio
|
Q3 2022
Added 23.48%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
1,763
shares
|
$222,014
0.02% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Basepoint Wealth LLC
Cedar Rapids, IA |
Oct 16, 2025 Q2 2025 |
1,761
shares
|
$221,762
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,759
shares
|
$221,510
0.01% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
1,754
shares
|
$220,881
0.02% of portfolio
|
Q1 2023
Reduced 39.83%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
1,750
shares
|
$220,377
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
1,744
shares
|
$219,621
0.01% of portfolio
|
Q3 2025
Reduced 9.54%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
1,743
shares
|
$219,495
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
1,734
shares
|
$218,362
0.02% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
1,731
shares
|
$217,984
0.01% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
1,713
shares
|
$215,718
0.04% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 14, 2025 Q3 2025 |
1,710
shares
|
$215,340
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Sterling Manor Financial, LLC
|
Oct 08, 2025 Q3 2025 |
1,674
shares
|
$210,806
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
1,663
shares
|
$209,421
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Blvd Private Wealth, LLC
Prospect, KY |
Oct 29, 2025 Q3 2025 |
1,657
shares
|
$208,666
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
1,656
shares
|
$208,540
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
1,648
shares
|
$207,532
0.0% of portfolio
|
Q1 2025
Added 5.98%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,640
shares
|
$206,525
0.12% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Flagship Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
1,638
shares
|
$206,273
0.08% of portfolio
|
Q3 2025
Reduced 14.46%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
1,630
shares
|
$205,265
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
1,403
shares
|
$176,679
0.03% of portfolio
|
Q1 2025
Reduced 25.25%
|