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 |
|---|---|---|---|---|---|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,785
shares
|
$214,860
0.0% of portfolio
|
Q2 2025
Reduced 16.39%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
1,780
shares
|
$214,258
0.0% of portfolio
|
Q4 2024
Reduced 8.2%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
1,767
shares
|
$212,693
0.12% of portfolio
|
Q3 2022
Added 23.48%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,759
shares
|
$211,730
0.01% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
1,759
shares
|
$211,730
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
1,757
shares
|
$211,490
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
1,754
shares
|
$211,128
0.02% of portfolio
|
Q1 2023
Reduced 39.83%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
1,750
shares
|
$210,647
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
1,743
shares
|
$209,804
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
1,740
shares
|
$209,443
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
1,731
shares
|
$208,360
0.01% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
1,648
shares
|
$198,369
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
|
$197,406
0.12% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,447
shares
|
$174,175
0.0% of portfolio
|
Q2 2025
Reduced 35.17%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
1,403
shares
|
$168,879
0.03% of portfolio
|
Q1 2025
Reduced 25.25%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,388
shares
|
$167,073
0.06% of portfolio
|
Q3 2024
Reduced 12.59%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
1,355
shares
|
$163,101
0.03% of portfolio
|
Q3 2024
Reduced 26.76%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
1,355
shares
|
$163,101
0.07% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,354
shares
|
$162,980
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,342
shares
|
$161,536
0.0% of portfolio
|
Q2 2025
Reduced 31.39%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
1,330
shares
|
$160,092
0.06% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,300
shares
|
$156,481
0.19% of portfolio
|
Q4 2021
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,282
shares
|
$154,314
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
1,230
shares
|
$148,055
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
1,178
shares
|
$141,795
0.01% of portfolio
|
Q2 2025
Added 0.26%
|