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 628 institutions that hold shares in the stock, with a total of 24.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
1,171
shares
|
$140,953
0.01% of portfolio
|
Q2 2025
Added 427.48%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
1,170
shares
|
$140,832
0.03% of portfolio
|
Q2 2025
Added 13.81%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
1,151
shares
|
$138,545
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
1,150
shares
|
$138,425
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
1,130
shares
|
$136,018
0.0% of portfolio
|
Q1 2025
Added 20.21%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1,093
shares
|
$131,564
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
1,080
shares
|
$129,999
0.04% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
1,034
shares
|
$124,462
0.01% of portfolio
|
Q4 2021
Reduced 42.3%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,002
shares
|
$120,610
0.01% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
989
shares
|
$119,045
0.02% of portfolio
|
Q2 2025
Reduced 17.45%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
985
shares
|
$118,564
0.0% of portfolio
|
Q1 2025
Reduced 20.24%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
960
shares
|
$115,555
0.05% of portfolio
|
Q2 2025
Added 120.18%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
855
shares
|
$102,916
0.01% of portfolio
|
Q4 2024
Added 37.68%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
799
shares
|
$96,175
0.03% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
700
shares
|
$84,259
0.0% of portfolio
|
Q4 2023
Added 52.17%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
700
shares
|
$84,259
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
646
shares
|
$77,759
0.03% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
629
shares
|
$75,712
0.0% of portfolio
|
Q4 2024
Reduced 9.1%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
623
shares
|
$74,990
0.01% of portfolio
|
Q2 2024
Reduced 11.58%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
606
shares
|
$72,944
0.01% of portfolio
|
Q2 2025
Reduced 15.24%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
596
shares
|
$71,740
0.01% of portfolio
|
Q3 2021
Reduced 4.79%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
550
shares
|
$66,203
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
543
shares
|
$65,360
0.01% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
514
shares
|
$61,870
0.0% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
510
shares
|
$61,388
0.01% of portfolio
|
Q1 2022
New holding
|