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 616 institutions that hold shares in the stock, with a total of 27.6 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 |
|---|---|---|---|---|---|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,300
shares
|
$132,613
0.19% of portfolio
|
Q4 2021
New holding
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
1,235
shares
|
$125,982
0.01% of portfolio
|
Q4 2022
Reduced 42.69%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
1,233
shares
|
$125,778
0.01% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
1,230
shares
|
$125,472
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
1,222
shares
|
$124,656
0.01% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
1,158
shares
|
$118,127
0.02% of portfolio
|
Q4 2024
Reduced 9.32%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
1,150
shares
|
$117,311
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1,093
shares
|
$111,496
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
1,068
shares
|
$108,946
0.02% of portfolio
|
Q2 2024
Reduced 1.29%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
1,034
shares
|
$105,478
0.03% of portfolio
|
Q4 2024
Reduced 23.41%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
1,034
shares
|
$105,478
0.01% of portfolio
|
Q4 2021
Reduced 42.3%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
1,024
shares
|
$104,458
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
1,013
shares
|
$103,336
0.01% of portfolio
|
Q4 2024
Added 74.66%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
1,000
shares
|
$102,010
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
967
shares
|
$98,643
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
940
shares
|
$95,889
0.0% of portfolio
|
Q2 2024
Added 16.77%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
911
shares
|
$92,931
0.0% of portfolio
|
Q4 2024
Added 84.04%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
897
shares
|
$91,502
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
855
shares
|
$87,218
0.01% of portfolio
|
Q4 2024
Added 37.68%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
797
shares
|
$81,301
0.03% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
780
shares
|
$79,567
0.03% of portfolio
|
Q4 2024
Added 13.04%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
700
shares
|
$71,407
0.0% of portfolio
|
Q4 2023
Added 52.17%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
641
shares
|
$65,388
0.02% of portfolio
|
Q4 2024
Reduced 17.61%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
629
shares
|
$64,164
0.0% of portfolio
|
Q4 2024
Reduced 9.1%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
623
shares
|
$63,552
0.01% of portfolio
|
Q2 2024
Reduced 11.58%
|