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 |
|---|---|---|---|---|---|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
166
shares
|
$19,981
0.01% of portfolio
|
Q1 2023
Reduced 18.63%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
158
shares
|
$19,018
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
152
shares
|
$18,296
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
150
shares
|
$18,055
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
146
shares
|
$17,574
0.0% of portfolio
|
Q1 2023
Reduced 88.42%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
137
shares
|
$16,490
0.0% of portfolio
|
Q3 2022
Reduced 69.56%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
131
shares
|
$15,768
0.0% of portfolio
|
Q2 2025
Reduced 51.12%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
130
shares
|
$15,648
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Aug 04, 2025 Q2 2025 |
125
shares
|
$15,046
0.0% of portfolio
|
Q3 2024
Reduced 46.81%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
104
shares
|
$12,518
0.0% of portfolio
|
Q2 2024
Added 136.36%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
96
shares
|
$11,555
0.0% of portfolio
|
Q1 2025
Reduced 90.72%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
89
shares
|
$10,712
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
76
shares
|
$9,148
0.0% of portfolio
|
Q2 2025
Added 284.21%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
75
shares
|
$9,027
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
75
shares
|
$9,027
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
72
shares
|
$8,666
0.0% of portfolio
|
Q4 2024
Reduced 96.28%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
55
shares
|
$6,620
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
45
shares
|
$5,416
0.0% of portfolio
|
Q1 2023
Reduced 53.61%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
31
shares
|
$3,731
0.0% of portfolio
|
Q2 2025
Reduced 92.49%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
20
shares
|
$2,407
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
17
shares
|
$2,046
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
16
shares
|
$1,925
0.0% of portfolio
|
Q2 2025
Reduced 67.35%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
9
shares
|
$1,083
0.0% of portfolio
|
Q1 2025
Reduced 80.43%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
6
shares
|
$722
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
2
shares
|
$240
0.0% of portfolio
|
Q2 2025
New holding
|