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 655 institutions that hold shares in the stock, with a total of 24.5 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 |
|---|---|---|---|---|---|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
65,344
shares
|
$8.28 Million
2.15% of portfolio
|
Q3 2025
Reduced 27.19%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
64,547
shares
|
$8.18 Million
0.02% of portfolio
|
Q3 2025
Added 22.8%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
64,157
shares
|
$8.13 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
63,917
shares
|
$8.1 Million
0.43% of portfolio
|
Q4 2023
Reduced 1.33%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
62,212
shares
|
$7.89 Million
0.04% of portfolio
|
Q3 2025
Reduced 12.6%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
60,972
shares
|
$7.73 Million
0.0% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
60,513
shares
|
$7.67 Million
0.01% of portfolio
|
Q3 2025
Reduced 38.79%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
59,665
shares
|
$7.56 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jan 15, 2026 Q4 2025 |
58,501
shares
|
$7.42 Million
0.99% of portfolio
|
Q4 2025
Reduced 1.97%
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
58,446
shares
|
$7.41 Million
1.04% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 23, 2026 Q4 2025 |
57,863
shares
|
$7.34 Million
0.09% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
Aspiriant, LLC
|
Jan 20, 2026 Q4 2025 |
54,846
shares
|
$6.95 Million
0.21% of portfolio
|
Q4 2025
Added 306.45%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
54,328
shares
|
$6.89 Million
0.26% of portfolio
|
Q3 2025
Reduced 8.1%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
53,810
shares
|
$6.82 Million
0.13% of portfolio
|
Q4 2025
Added 5.45%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 14, 2025 Q3 2025 |
53,277
shares
|
$6.75 Million
1.42% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
51,873
shares
|
$6.58 Million
0.01% of portfolio
|
Q4 2025
Added 6.84%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
50,445
shares
|
$6.4 Million
0.27% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 12, 2025 Q3 2025 |
49,841
shares
|
$6.32 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Allianz Se
Munich, 2M |
Nov 12, 2025 Q3 2025 |
49,498
shares
|
$6.28 Million
0.14% of portfolio
|
Q3 2025
Added 9.31%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
47,358
shares
|
$6 Million
0.12% of portfolio
|
Q4 2025
Reduced 2.59%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
47,242
shares
|
$5.99 Million
0.03% of portfolio
|
Q3 2025
Added 5.54%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
45,700
shares
|
$5.79 Million
0.54% of portfolio
|
Q1 2024
Reduced 4.2%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
45,056
shares
|
$5.71 Million
1.91% of portfolio
|
Q4 2022
Reduced 1.63%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
44,464
shares
|
$5.64 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.75%
|
|
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
Jan 23, 2026 Q4 2025 |
43,886
shares
|
$5.56 Million
4.25% of portfolio
|
Q4 2025
Added 1.12%
|
|