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 574 institutions that hold shares in the stock, with a total of 26 Million shares, which have been reported (via 13F filing form) to have a value of $2.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
460
shares
|
$52,417
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
457
shares
|
$52,075
0.01% of portfolio
|
Q3 2024
Reduced 13.77%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
446
shares
|
$50,821
0.0% of portfolio
|
Q3 2024
Reduced 13.9%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
443
shares
|
$50,479
0.03% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
436
shares
|
$49,682
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
411
shares
|
$46,833
0.0% of portfolio
|
Q2 2024
Reduced 82.91%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
404
shares
|
$46,035
0.01% of portfolio
|
Q4 2023
Reduced 40.5%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 30, 2024 Q3 2024 |
401
shares
|
$45,693
0.03% of portfolio
|
Q3 2024
Added 55.43%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
400
shares
|
$45,580
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
385
shares
|
$43,870
0.0% of portfolio
|
Q3 2024
Reduced 87.83%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
380
shares
|
$43,301
0.0% of portfolio
|
Q3 2023
Added 33.8%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
304
shares
|
$34,640
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
290
shares
|
$33,045
0.0% of portfolio
|
Q1 2024
Added 101.39%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
273
shares
|
$31,108
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hall Laurie J Trustee
|
Oct 08, 2024 Q3 2024 |
250
shares
|
$28,487
0.01% of portfolio
|
Q3 2024
Reduced 28.57%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
246
shares
|
$28,031
0.02% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
222
shares
|
$25,296
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
216
shares
|
$24,613
0.01% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
200
shares
|
$22,790
0.01% of portfolio
|
Q4 2023
Reduced 13.04%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
192
shares
|
$21,878
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
180
shares
|
$20,511
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
180
shares
|
$20,511
0.01% of portfolio
|
Q3 2024
Reduced 13.46%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
166
shares
|
$18,915
0.01% of portfolio
|
Q1 2023
Reduced 18.63%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Nov 04, 2024 Q3 2024 |
161
shares
|
$18,345
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
158
shares
|
$18,004
0.0% of portfolio
|
Q4 2023
New holding
|