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 606 institutions that hold shares in the stock, with a total of 25.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
43,777
shares
|
$4.85 Million
0.01% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
43,722
shares
|
$4.84 Million
0.69% of portfolio
|
Q1 2025
Reduced 7.21%
|
|
|
Umpqua Bank
Lake Oswego, OR |
May 13, 2025 Q1 2025 |
42,541
shares
|
$4.71 Million
1.51% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
42,102
shares
|
$4.67 Million
1.74% of portfolio
|
Q4 2023
Added 1.76%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
42,089
shares
|
$4.66 Million
0.0% of portfolio
|
Q1 2025
Reduced 25.81%
|
|
|
Allianz Se
Munich, 2M |
May 09, 2025 Q1 2025 |
41,900
shares
|
$4.64 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
41,880
shares
|
$4.64 Million
0.18% of portfolio
|
Q1 2025
Reduced 33.22%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
40,502
shares
|
$4.49 Million
2.63% of portfolio
|
Q1 2025
Reduced 35.78%
|
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
40,037
shares
|
$4.44 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
38,505
shares
|
$4.27 Million
0.06% of portfolio
|
Q4 2022
Added 1.14%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
37,813
shares
|
$4.19 Million
0.04% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
37,226
shares
|
$4.13 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.46%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Apr 24, 2025 Q1 2025 |
37,190
shares
|
$4.12 Million
2.63% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
36,325
shares
|
$4.03 Million
0.13% of portfolio
|
Q1 2025
Reduced 9.14%
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
36,218
shares
|
$4.01 Million
0.86% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Neumann Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
36,098
shares
|
$4 Million
1.28% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Moment Partners, LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
34,336
shares
|
$3.8 Million
0.7% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
34,281
shares
|
$3.8 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
34,213
shares
|
$3.79 Million
0.22% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
34,122
shares
|
$3.78 Million
0.0% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
32,425
shares
|
$3.59 Million
0.99% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
31,891
shares
|
$3.53 Million
0.0% of portfolio
|
Q4 2023
Reduced 3.04%
|
|
|
Bbr Partners, LLC
New York, NY |
May 14, 2025 Q1 2025 |
31,513
shares
|
$3.49 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
31,293
shares
|
$3.47 Million
0.61% of portfolio
|
Q1 2025
Reduced 6.01%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
31,168
shares
|
$3.45 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.79%
|