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 |
|---|---|---|---|---|---|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
1,355
shares
|
$170,635
0.07% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,354
shares
|
$170,509
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,342
shares
|
$168,998
0.0% of portfolio
|
Q2 2025
Reduced 31.39%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
1,333
shares
|
$167,864
0.07% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,300
shares
|
$163,709
0.19% of portfolio
|
Q4 2021
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,282
shares
|
$161,442
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
1,230
shares
|
$154,893
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
1,200
shares
|
$151,116
0.01% of portfolio
|
Q4 2019
Reduced 32.92%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
1,178
shares
|
$148,345
0.01% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
1,171
shares
|
$147,464
0.01% of portfolio
|
Q2 2025
Added 427.48%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
1,170
shares
|
$147,338
0.03% of portfolio
|
Q2 2025
Added 13.81%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,151
shares
|
$144,945
0.0% of portfolio
|
Q3 2025
Reduced 20.46%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
1,150
shares
|
$144,819
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
1,130
shares
|
$142,300
0.0% of portfolio
|
Q1 2025
Added 20.21%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1,093
shares
|
$137,641
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
1,083
shares
|
$136,382
0.04% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
1,034
shares
|
$130,211
0.01% of portfolio
|
Q4 2021
Reduced 42.3%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,002
shares
|
$126,181
0.01% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
985
shares
|
$124,041
0.0% of portfolio
|
Q1 2025
Reduced 20.24%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
977
shares
|
$123,033
0.02% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
961
shares
|
$121,018
0.01% of portfolio
|
Q3 2025
Reduced 79.86%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
960
shares
|
$120,892
0.05% of portfolio
|
Q2 2025
Added 120.18%
|
|
|
Adirondack Trust CO
|
Oct 20, 2025 Q3 2025 |
799
shares
|
$100,618
0.03% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
700
shares
|
$88,151
0.0% of portfolio
|
Q4 2023
Added 52.17%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
700
shares
|
$88,151
0.0% of portfolio
|
Q2 2025
New holding
|