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 642 institutions that hold shares in the stock, with a total of 24.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
42,620
shares
|
$5.4 Million
0.74% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
42,102
shares
|
$5.34 Million
1.74% of portfolio
|
Q4 2023
Added 1.76%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
41,568
shares
|
$5.27 Million
0.39% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
41,310
shares
|
$5.24 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
40,689
shares
|
$5.16 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
37,813
shares
|
$4.79 Million
0.04% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Nov 06, 2025 Q3 2025 |
37,363
shares
|
$4.74 Million
0.83% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
36,631
shares
|
$4.64 Million
1.29% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
Neumann Capital Management, LLC
|
Oct 15, 2025 Q3 2025 |
36,468
shares
|
$4.62 Million
1.35% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
36,042
shares
|
$4.57 Million
0.93% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
35,357
shares
|
$4.48 Million
0.04% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
35,207
shares
|
$4.46 Million
0.3% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
35,007
shares
|
$4.44 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 20, 2025 Q3 2025 |
34,596
shares
|
$4.39 Million
2.42% of portfolio
|
Q3 2025
Reduced 4.98%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
34,535
shares
|
$4.38 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
34,389
shares
|
$4.36 Million
0.03% of portfolio
|
Q3 2025
Added 8.37%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
34,122
shares
|
$4.33 Million
0.0% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
32,425
shares
|
$4.11 Million
0.8% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
31,817
shares
|
$4.03 Million
0.01% of portfolio
|
Q3 2025
Added 55.79%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
31,066
shares
|
$3.94 Million
0.18% of portfolio
|
Q4 2022
Added 3.33%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
30,751
shares
|
$3.9 Million
0.09% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
30,703
shares
|
$3.89 Million
0.03% of portfolio
|
Q3 2025
Added 6.69%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
29,871
shares
|
$3.79 Million
0.66% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
29,168
shares
|
$3.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
28,803
shares
|
$3.65 Million
0.02% of portfolio
|
Q3 2025
Added 14.69%
|
|