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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
510
shares
|
$61,388
0.0% of portfolio
|
Q2 2025
Reduced 59.72%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
500
shares
|
$60,185
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
474
shares
|
$57,055
0.01% of portfolio
|
Q1 2025
Added 15.33%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
467
shares
|
$56,212
0.03% of portfolio
|
Q2 2025
Reduced 10.36%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
462
shares
|
$55,610
0.01% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
422
shares
|
$50,796
0.0% of portfolio
|
Q2 2025
Added 53.45%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
417
shares
|
$50,194
0.0% of portfolio
|
Q2 2025
Reduced 61.57%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
416
shares
|
$50,073
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
404
shares
|
$48,629
0.01% of portfolio
|
Q4 2023
Reduced 40.5%
|
|
|
Dougherty Wealth Advisers LLC
|
Jul 22, 2025 Q2 2025 |
401
shares
|
$48,268
0.03% of portfolio
|
Q3 2024
Added 55.43%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
375
shares
|
$45,138
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
356
shares
|
$42,851
0.0% of portfolio
|
Q1 2025
Reduced 33.71%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
326
shares
|
$39,240
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
304
shares
|
$36,592
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
304
shares
|
$36,592
0.01% of portfolio
|
Q2 2025
Reduced 24.57%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
302
shares
|
$36,351
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
296
shares
|
$35,629
0.0% of portfolio
|
Q1 2025
Reduced 33.63%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
220
shares
|
$26,481
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
214
shares
|
$25,759
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
210
shares
|
$25,277
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
189
shares
|
$22,749
0.02% of portfolio
|
Q2 2025
Added 17.39%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
181
shares
|
$21,786
0.0% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
180
shares
|
$21,666
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
171
shares
|
$20,583
0.0% of portfolio
|
Q4 2024
Added 210.91%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
166
shares
|
$19,981
0.0% of portfolio
|
Q2 2025
Reduced 39.42%
|