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 618 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 $2.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
326
shares
|
$31,507
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
304
shares
|
$29,381
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
302
shares
|
$29,188
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
274
shares
|
$26,482
0.0% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
274
shares
|
$26,482
0.0% of portfolio
|
Q1 2025
Added 7.87%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
246
shares
|
$23,775
0.02% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
222
shares
|
$21,456
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
217
shares
|
$20,973
0.01% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
210
shares
|
$20,296
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
189
shares
|
$18,266
0.0% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
183
shares
|
$17,686
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
180
shares
|
$17,397
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
179
shares
|
$17,300
0.01% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
171
shares
|
$16,527
0.0% of portfolio
|
Q4 2024
Added 210.91%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
166
shares
|
$16,043
0.01% of portfolio
|
Q1 2023
Reduced 18.63%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
161
shares
|
$15,560
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
160
shares
|
$15,464
0.01% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
158
shares
|
$15,270
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
152
shares
|
$14,690
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
150
shares
|
$14,497
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
150
shares
|
$14,497
0.01% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
146
shares
|
$14,110
0.0% of portfolio
|
Q1 2023
Reduced 88.42%
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
137
shares
|
$13,241
0.0% of portfolio
|
Q3 2022
Reduced 69.56%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
130
shares
|
$12,564
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
125
shares
|
$12,081
0.0% of portfolio
|
Q3 2024
Reduced 46.81%
|