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 574 institutions that hold shares in the stock, with a total of 26 Million shares, which have been reported (via 13F filing form) to have a value of $2.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
70,054
shares
|
$7.98 Million
0.01% of portfolio
|
Q3 2024
Reduced 15.12%
|
|
|
First Affirmative Financial Network
|
Oct 10, 2024 Q3 2024 |
69,382
shares
|
$7.91 Million
4.23% of portfolio
|
Q3 2024
Added 70.19%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
67,288
shares
|
$7.67 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Oct 15, 2024 Q3 2024 |
64,115
shares
|
$7.31 Million
1.15% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
63,917
shares
|
$7.28 Million
0.43% of portfolio
|
Q4 2023
Reduced 1.33%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
63,648
shares
|
$7.25 Million
0.35% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
63,170
shares
|
$7.2 Million
0.01% of portfolio
|
Q3 2024
Added 4.82%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
60,183
shares
|
$6.86 Million
0.0% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
58,234
shares
|
$6.64 Million
0.39% of portfolio
|
Q3 2024
Added 12.84%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
56,374
shares
|
$6.42 Million
0.02% of portfolio
|
Q2 2024
Added 98.67%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
53,226
shares
|
$6.07 Million
0.26% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
52,756
shares
|
$6.01 Million
0.16% of portfolio
|
Q3 2024
Added 32.26%
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
51,839
shares
|
$5.91 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Brio Consultants, LLC
|
Oct 18, 2024 Q3 2024 |
51,700
shares
|
$5.89 Million
0.9% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
51,032
shares
|
$5.82 Million
0.87% of portfolio
|
Q3 2024
Reduced 12.07%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
50,481
shares
|
$5.75 Million
1.06% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
49,732
shares
|
$5.67 Million
1.24% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
46,808
shares
|
$5.33 Million
0.03% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
45,700
shares
|
$5.21 Million
0.54% of portfolio
|
Q1 2024
Reduced 4.2%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
45,692
shares
|
$5.21 Million
0.06% of portfolio
|
Q3 2024
Added 67.37%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
45,056
shares
|
$5.13 Million
1.91% of portfolio
|
Q4 2022
Reduced 1.63%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
44,020
shares
|
$5.02 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.78%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
43,681
shares
|
$4.98 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.08%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
43,367
shares
|
$4.94 Million
0.9% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
42,102
shares
|
$4.8 Million
1.74% of portfolio
|
Q4 2023
Added 1.76%
|