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 |
|---|---|---|---|---|---|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
1,175
shares
|
$130,201
0.01% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
1,150
shares
|
$127,431
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
1,130
shares
|
$125,215
0.0% of portfolio
|
Q1 2025
Added 20.21%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1,093
shares
|
$121,115
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
1,085
shares
|
$120,228
0.01% of portfolio
|
Q1 2025
Added 3187.88%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
1,078
shares
|
$119,453
0.04% of portfolio
|
Q1 2025
Added 35.26%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
1,034
shares
|
$114,577
0.01% of portfolio
|
Q4 2021
Reduced 42.3%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
1,028
shares
|
$113,912
0.02% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
1,026
shares
|
$113,691
0.01% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
985
shares
|
$109,147
0.0% of portfolio
|
Q1 2025
Reduced 20.24%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
944
shares
|
$104,604
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
855
shares
|
$94,742
0.01% of portfolio
|
Q4 2024
Added 37.68%
|
|
|
Adirondack Trust CO
|
Apr 03, 2025 Q1 2025 |
799
shares
|
$88,537
0.03% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
715
shares
|
$79,229
0.01% of portfolio
|
Q1 2025
Reduced 42.01%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
700
shares
|
$77,567
0.0% of portfolio
|
Q4 2023
Added 52.17%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
641
shares
|
$71,029
0.02% of portfolio
|
Q4 2024
Reduced 17.61%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
629
shares
|
$69,699
0.0% of portfolio
|
Q4 2024
Reduced 9.1%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
623
shares
|
$69,034
0.01% of portfolio
|
Q2 2024
Reduced 11.58%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
623
shares
|
$69,034
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
596
shares
|
$66,042
0.01% of portfolio
|
Q3 2021
Reduced 4.79%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
550
shares
|
$60,945
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
542
shares
|
$60,059
0.0% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
521
shares
|
$57,732
0.02% of portfolio
|
Q1 2025
Added 9.68%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
514
shares
|
$56,956
0.0% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
510
shares
|
$56,513
0.01% of portfolio
|
Q1 2022
New holding
|