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 643 institutions that hold shares in the stock, with a total of 24.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
337
shares
|
$42,728
0.0% of portfolio
|
Q3 2025
Reduced 99.6%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
304
shares
|
$38,544
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
299
shares
|
$37,910
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
296
shares
|
$37,529
0.0% of portfolio
|
Q1 2025
Reduced 33.63%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
279
shares
|
$35,374
0.0% of portfolio
|
Q3 2025
Reduced 98.11%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
220
shares
|
$27,893
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
214
shares
|
$27,133
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
210
shares
|
$26,625
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
189
shares
|
$23,963
0.02% of portfolio
|
Q2 2025
Added 17.39%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
181
shares
|
$22,948
0.0% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
180
shares
|
$22,822
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
170
shares
|
$21,554
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
166
shares
|
$21,047
0.01% of portfolio
|
Q1 2023
Reduced 18.63%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
158
shares
|
$20,032
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
156
shares
|
$19,779
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
152
shares
|
$19,272
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
150
shares
|
$19,018
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
146
shares
|
$18,511
0.0% of portfolio
|
Q1 2023
Reduced 88.42%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
146
shares
|
$18,511
0.0% of portfolio
|
Q3 2025
Reduced 12.05%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
142
shares
|
$18,004
0.0% of portfolio
|
Q3 2025
Reduced 72.16%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
137
shares
|
$17,370
0.0% of portfolio
|
Q3 2022
Reduced 69.56%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
132
shares
|
$16,736
0.0% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
130
shares
|
$16,482
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
125
shares
|
$15,848
0.0% of portfolio
|
Q3 2024
Reduced 46.81%
|
|
|
Belvedere Trading LLC
|
Oct 27, 2025 Q3 2025 |
108
shares
|
$13,693
0.0% of portfolio
|
Q3 2025
New holding
|
|