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 615 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 $2.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
596
shares
|
$63,974
0.01% of portfolio
|
Q3 2021
Reduced 4.79%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
553
shares
|
$59,359
0.01% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
550
shares
|
$59,037
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
537
shares
|
$57,641
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
529
shares
|
$56,782
0.0% of portfolio
|
Q4 2024
Added 8.18%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
510
shares
|
$54,743
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
500
shares
|
$53,670
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
489
shares
|
$52,489
0.01% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
476
shares
|
$51,093
0.0% of portfolio
|
Q1 2024
Reduced 20.0%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
475
shares
|
$50,986
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
446
shares
|
$47,873
0.0% of portfolio
|
Q3 2024
Reduced 13.9%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
443
shares
|
$47,551
0.03% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
436
shares
|
$46,800
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
433
shares
|
$46,478
0.01% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
411
shares
|
$44,116
0.0% of portfolio
|
Q2 2024
Reduced 82.91%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
404
shares
|
$43,365
0.01% of portfolio
|
Q4 2023
Reduced 40.5%
|
|
|
Dougherty Wealth Advisers LLC
|
Jan 24, 2025 Q4 2024 |
401
shares
|
$43,043
0.03% of portfolio
|
Q3 2024
Added 55.43%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
400
shares
|
$42,936
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
380
shares
|
$40,789
0.0% of portfolio
|
Q3 2023
Added 33.8%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
349
shares
|
$37,461
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
348
shares
|
$37,354
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
326
shares
|
$34,992
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
304
shares
|
$32,631
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
302
shares
|
$32,416
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
274
shares
|
$29,411
0.0% of portfolio
|
Q4 2024
Added 0.37%
|