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 |
|---|---|---|---|---|---|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
646
shares
|
$81,350
0.03% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
629
shares
|
$79,209
0.0% of portfolio
|
Q4 2024
Reduced 9.1%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
623
shares
|
$78,454
0.01% of portfolio
|
Q2 2024
Reduced 11.58%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
606
shares
|
$76,313
0.01% of portfolio
|
Q2 2025
Reduced 15.24%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
596
shares
|
$75,054
0.01% of portfolio
|
Q3 2021
Reduced 4.79%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
550
shares
|
$69,261
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
544
shares
|
$68,505
0.0% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
514
shares
|
$64,728
0.0% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
510
shares
|
$64,224
0.0% of portfolio
|
Q2 2025
Reduced 59.72%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
510
shares
|
$64,224
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
500
shares
|
$62,965
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
474
shares
|
$59,690
0.01% of portfolio
|
Q1 2025
Added 15.33%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
467
shares
|
$58,809
0.03% of portfolio
|
Q2 2025
Reduced 10.36%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
461
shares
|
$58,053
0.01% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
422
shares
|
$53,142
0.0% of portfolio
|
Q2 2025
Added 53.45%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
417
shares
|
$52,512
0.0% of portfolio
|
Q2 2025
Reduced 61.57%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
416
shares
|
$52,386
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
404
shares
|
$50,875
0.01% of portfolio
|
Q4 2023
Reduced 40.5%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 14, 2025 Q3 2025 |
401
shares
|
$50,497
0.03% of portfolio
|
Q3 2024
Added 55.43%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
395
shares
|
$49,742
0.05% of portfolio
|
Q3 2025
Added 5.33%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
356
shares
|
$44,831
0.0% of portfolio
|
Q1 2025
Reduced 33.71%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
326
shares
|
$41,053
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
304
shares
|
$38,282
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
304
shares
|
$38,282
0.01% of portfolio
|
Q2 2025
Reduced 24.57%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
296
shares
|
$37,275
0.0% of portfolio
|
Q1 2025
Reduced 33.63%
|