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 |
|---|---|---|---|---|---|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
220
shares
|
$27,704
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
214
shares
|
$26,949
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
210
shares
|
$26,445
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
189
shares
|
$23,800
0.02% of portfolio
|
Q2 2025
Added 17.39%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
181
shares
|
$22,793
0.0% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
180
shares
|
$22,667
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
166
shares
|
$20,904
0.01% of portfolio
|
Q1 2023
Reduced 18.63%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
166
shares
|
$20,904
0.0% of portfolio
|
Q2 2025
Reduced 39.42%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
158
shares
|
$19,896
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
156
shares
|
$19,645
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
152
shares
|
$19,141
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
150
shares
|
$18,889
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
146
shares
|
$18,385
0.0% of portfolio
|
Q1 2023
Reduced 88.42%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
137
shares
|
$17,252
0.0% of portfolio
|
Q3 2022
Reduced 69.56%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
131
shares
|
$16,496
0.0% of portfolio
|
Q2 2025
Reduced 51.12%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
130
shares
|
$16,370
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
125
shares
|
$15,741
0.0% of portfolio
|
Q3 2024
Reduced 46.81%
|
|
|
Belvedere Trading LLC
|
Oct 27, 2025 Q3 2025 |
108
shares
|
$13,600
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
105
shares
|
$13,222
0.0% of portfolio
|
Q3 2025
Reduced 38.6%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
104
shares
|
$13,096
0.0% of portfolio
|
Q2 2024
Added 136.36%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
96
shares
|
$12,089
0.0% of portfolio
|
Q1 2025
Reduced 90.72%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
89
shares
|
$11,207
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
76
shares
|
$9,570
0.0% of portfolio
|
Q2 2025
Added 284.21%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
75
shares
|
$9,444
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
75
shares
|
$9,444
0.0% of portfolio
|
Q2 2024
New holding
|