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 |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
29,168
shares
|
$3.51 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
28,991
shares
|
$3.49 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
28,778
shares
|
$3.46 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.4%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
28,636
shares
|
$3.45 Million
0.38% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
28,619
shares
|
$3.44 Million
0.03% of portfolio
|
Q2 2023
Reduced 6.05%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
28,139
shares
|
$3.39 Million
0.07% of portfolio
|
Q2 2024
Added 0.36%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
27,872
shares
|
$3.35 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
27,849
shares
|
$3.35 Million
0.19% of portfolio
|
Q2 2025
Reduced 18.6%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
27,322
shares
|
$3.29 Million
0.03% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Forbes J M & CO LLP
|
Jul 18, 2025 Q2 2025 |
26,938
shares
|
$3.24 Million
0.3% of portfolio
|
Q2 2025
Added 5.21%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
26,716
shares
|
$3.22 Million
0.0% of portfolio
|
Q2 2025
Added 66.1%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
26,580
shares
|
$3.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Pennsylvania Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
26,242
shares
|
$3.16 Million
1.01% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jul 22, 2025 Q2 2025 |
25,993
shares
|
$3.13 Million
0.33% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Aug 07, 2025 Q2 2025 |
25,866
shares
|
$3.11 Million
1.58% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
25,814
shares
|
$3.11 Million
0.0% of portfolio
|
Q2 2025
Reduced 19.06%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
25,694
shares
|
$3.09 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Jul 21, 2025 Q2 2025 |
25,510
shares
|
$3.07 Million
2.09% of portfolio
|
Q2 2025
Added 22.31%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
25,459
shares
|
$3.06 Million
0.03% of portfolio
|
Q2 2025
Reduced 46.55%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
25,291
shares
|
$3.04 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.07%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Jul 25, 2025 Q2 2025 |
25,124
shares
|
$3.02 Million
0.61% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
25,113
shares
|
$3.02 Million
0.02% of portfolio
|
Q2 2025
Added 23.82%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
24,827
shares
|
$2.99 Million
0.15% of portfolio
|
Q4 2023
Added 5.64%
|
|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
24,810
shares
|
$2.99 Million
5.05% of portfolio
|
Q2 2022
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
24,731
shares
|
$2.98 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.19%
|