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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
41,872
shares
|
$4.77 Million
0.01% of portfolio
|
Q3 2024
Added 6.53%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
41,732
shares
|
$4.76 Million
0.0% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
41,206
shares
|
$4.7 Million
0.13% of portfolio
|
Q3 2024
Reduced 51.19%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
40,748
shares
|
$4.64 Million
0.37% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
40,286
shares
|
$4.59 Million
0.15% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
40,234
shares
|
$4.58 Million
0.13% of portfolio
|
Q3 2024
Reduced 9.99%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Oct 30, 2024 Q3 2024 |
39,266
shares
|
$4.47 Million
1.56% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 28, 2024 Q3 2024 |
38,750
shares
|
$4.42 Million
2.75% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
38,505
shares
|
$4.39 Million
0.06% of portfolio
|
Q4 2022
Added 1.14%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
38,209
shares
|
$4.35 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
37,834
shares
|
$4.31 Million
0.24% of portfolio
|
Q3 2024
Added 699.2%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 14, 2024 Q3 2024 |
37,755
shares
|
$4.3 Million
0.05% of portfolio
|
Q2 2023
Reduced 0.12%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
37,455
shares
|
$4.27 Million
0.93% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
37,235
shares
|
$4.24 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Neumann Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
36,848
shares
|
$4.2 Million
1.34% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
35,039
shares
|
$3.99 Million
0.04% of portfolio
|
Q3 2024
Reduced 13.17%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
34,935
shares
|
$3.98 Million
0.0% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
34,122
shares
|
$3.89 Million
0.0% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 25, 2024 Q3 2024 |
33,930
shares
|
$3.87 Million
1.01% of portfolio
|
Q3 2024
Added 16.68%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
33,643
shares
|
$3.83 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
33,117
shares
|
$3.77 Million
0.67% of portfolio
|
Q3 2024
Reduced 7.9%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
32,314
shares
|
$3.68 Million
0.27% of portfolio
|
Q3 2024
Reduced 7.33%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
31,891
shares
|
$3.63 Million
0.0% of portfolio
|
Q4 2023
Reduced 3.04%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
31,482
shares
|
$3.59 Million
0.03% of portfolio
|
Q3 2024
Reduced 11.19%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
31,066
shares
|
$3.54 Million
0.18% of portfolio
|
Q4 2022
Added 3.33%
|