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 614 institutions that hold shares in the stock, with a total of 27.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
33,294
shares
|
$3.57 Million
0.68% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Bbr Partners, LLC
New York, NY |
Feb 06, 2025 Q4 2024 |
32,339
shares
|
$3.47 Million
0.25% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
31,891
shares
|
$3.42 Million
0.0% of portfolio
|
Q4 2023
Reduced 3.04%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
31,736
shares
|
$3.41 Million
0.04% of portfolio
|
Q4 2024
Reduced 30.54%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
31,066
shares
|
$3.33 Million
0.18% of portfolio
|
Q4 2022
Added 3.33%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
30,063
shares
|
$3.23 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Pitcairn CO
Jenkintown, PA |
Feb 12, 2025 Q4 2024 |
30,059
shares
|
$3.23 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
30,032
shares
|
$3.22 Million
0.42% of portfolio
|
Q4 2024
Added 6.36%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
29,959
shares
|
$3.22 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
29,743
shares
|
$3.19 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
29,265
shares
|
$3.14 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
29,168
shares
|
$3.13 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
28,619
shares
|
$3.07 Million
0.03% of portfolio
|
Q2 2023
Reduced 6.05%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
28,409
shares
|
$3.05 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
28,139
shares
|
$3.02 Million
0.07% of portfolio
|
Q2 2024
Added 0.36%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
27,639
shares
|
$2.97 Million
0.04% of portfolio
|
Q4 2024
Added 396.21%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
27,517
shares
|
$2.95 Million
0.1% of portfolio
|
Q4 2024
Reduced 10.26%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
27,414
shares
|
$2.94 Million
0.03% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
27,390
shares
|
$2.94 Million
0.28% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
27,316
shares
|
$2.93 Million
1.15% of portfolio
|
Q4 2024
New holding
|
|
|
Pennsylvania Capital Management Inc
|
Jan 24, 2025 Q4 2024 |
26,816
shares
|
$2.88 Million
1.09% of portfolio
|
Q4 2024
Added 4.14%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
26,348
shares
|
$2.83 Million
1.51% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
25,785
shares
|
$2.77 Million
0.34% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Financial Services Advisory Inc
|
Feb 06, 2025 Q4 2024 |
25,764
shares
|
$2.77 Million
0.67% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
25,742
shares
|
$2.76 Million
0.02% of portfolio
|
Q4 2024
Reduced 54.34%
|