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 |
|---|---|---|---|---|---|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
42,976
shares
|
$5.17 Million
0.74% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
42,217
shares
|
$5.08 Million
0.39% of portfolio
|
Q2 2025
Added 5.44%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
42,102
shares
|
$5.07 Million
1.74% of portfolio
|
Q4 2023
Added 1.76%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
41,951
shares
|
$5.05 Million
0.11% of portfolio
|
Q2 2025
Reduced 15.45%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
41,072
shares
|
$4.94 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
40,502
shares
|
$4.88 Million
2.63% of portfolio
|
Q1 2025
Reduced 35.78%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Aug 12, 2025 Q2 2025 |
38,261
shares
|
$4.61 Million
1.36% of portfolio
|
Q2 2025
Reduced 10.06%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
38,183
shares
|
$4.6 Million
0.83% of portfolio
|
Q2 2025
Added 11.2%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
37,813
shares
|
$4.55 Million
0.04% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
36,811
shares
|
$4.43 Million
0.91% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
36,508
shares
|
$4.39 Million
0.19% of portfolio
|
Q2 2025
Added 185.87%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Aug 08, 2025 Q2 2025 |
36,411
shares
|
$4.38 Million
2.5% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
36,148
shares
|
$4.35 Million
1.33% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
35,435
shares
|
$4.27 Million
0.0% of portfolio
|
Q2 2025
Added 15.45%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
35,295
shares
|
$4.25 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.19%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
34,360
shares
|
$4.14 Million
0.3% of portfolio
|
Q2 2025
Added 20.11%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
34,122
shares
|
$4.11 Million
0.0% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
33,814
shares
|
$4.07 Million
0.04% of portfolio
|
Q2 2025
Added 8.49%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Aug 07, 2025 Q2 2025 |
33,779
shares
|
$4.07 Million
2.79% of portfolio
|
Q2 2025
Added 56.57%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
32,425
shares
|
$3.9 Million
0.99% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
31,734
shares
|
$3.82 Million
0.03% of portfolio
|
Q2 2025
Added 8.79%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
31,066
shares
|
$3.74 Million
0.18% of portfolio
|
Q4 2022
Added 3.33%
|
|
|
Dohj, LLC
Seattle, WA |
Jul 23, 2025 Q2 2025 |
30,860
shares
|
$3.71 Million
0.96% of portfolio
|
Q2 2025
Reduced 38.28%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
30,685
shares
|
$3.69 Million
0.08% of portfolio
|
Q2 2025
Reduced 10.49%
|
|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
29,797
shares
|
$3.59 Million
0.63% of portfolio
|
Q2 2025
Reduced 4.78%
|