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 |
|---|---|---|---|---|---|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
72
shares
|
$9,066
0.0% of portfolio
|
Q4 2024
Reduced 96.28%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
55
shares
|
$6,926
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
45
shares
|
$5,666
0.0% of portfolio
|
Q1 2023
Reduced 53.61%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
31
shares
|
$3,903
0.0% of portfolio
|
Q2 2025
Reduced 92.49%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
20
shares
|
$2,518
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
17
shares
|
$2,140
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
16
shares
|
$2,014
0.0% of portfolio
|
Q2 2025
Reduced 67.35%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
9
shares
|
$1,133
0.0% of portfolio
|
Q1 2025
Reduced 80.43%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
6
shares
|
$755
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
2
shares
|
$251
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|