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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
71,137
shares
|
$8.56 Million
0.03% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
69,138
shares
|
$8.32 Million
0.09% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
67,036
shares
|
$8.07 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
64,757
shares
|
$7.79 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.38%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
63,917
shares
|
$7.69 Million
0.43% of portfolio
|
Q4 2023
Reduced 1.33%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
59,745
shares
|
$7.19 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jul 25, 2025 Q2 2025 |
59,451
shares
|
$7.16 Million
1.06% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
59,117
shares
|
$7.12 Million
0.31% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
59,027
shares
|
$7.11 Million
0.0% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
58,652
shares
|
$7.06 Million
0.09% of portfolio
|
Q2 2025
Reduced 10.29%
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
56,812
shares
|
$6.84 Million
0.99% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
52,561
shares
|
$6.33 Million
0.02% of portfolio
|
Q2 2025
Added 20.07%
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
52,287
shares
|
$6.29 Million
1.33% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Aug 14, 2025 Q2 2025 |
52,207
shares
|
$6.28 Million
0.05% of portfolio
|
Q1 2025
Reduced 11.92%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
51,194
shares
|
$6.16 Million
0.14% of portfolio
|
Q2 2025
Added 6.16%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
49,577
shares
|
$5.97 Million
0.26% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
48,115
shares
|
$5.79 Million
0.13% of portfolio
|
Q2 2025
Reduced 19.63%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
47,685
shares
|
$5.74 Million
0.01% of portfolio
|
Q2 2025
Added 13.3%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
47,024
shares
|
$5.66 Million
0.01% of portfolio
|
Q2 2025
Added 5.66%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
45,700
shares
|
$5.5 Million
0.54% of portfolio
|
Q1 2024
Reduced 4.2%
|
|
|
Allianz Se
Munich, 2M |
Aug 08, 2025 Q2 2025 |
45,284
shares
|
$5.45 Million
0.12% of portfolio
|
Q2 2025
Added 8.08%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
45,056
shares
|
$5.42 Million
1.91% of portfolio
|
Q4 2022
Reduced 1.63%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
44,763
shares
|
$5.39 Million
0.02% of portfolio
|
Q4 2024
Added 6.59%
|
|
|
Bbr Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
44,345
shares
|
$5.34 Million
0.34% of portfolio
|
Q2 2025
Added 40.72%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
44,190
shares
|
$5.32 Million
0.01% of portfolio
|
Q2 2025
Reduced 57.7%
|