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 |
|---|---|---|---|---|---|
|
Stanich Group LLC
Montauk, NY |
Oct 15, 2025 Q3 2025 |
23,267
shares
|
$2.95 Million
1.79% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2025 Q3 2025 |
23,078
shares
|
$2.93 Million
1.05% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
22,912
shares
|
$2.91 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
22,811
shares
|
$2.89 Million
0.0% of portfolio
|
Q3 2025
Added 12.72%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
22,674
shares
|
$2.87 Million
0.07% of portfolio
|
Q3 2022
Reduced 4.98%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
22,620
shares
|
$2.87 Million
0.07% of portfolio
|
Q2 2024
Reduced 10.1%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
22,582
shares
|
$2.86 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
22,550
shares
|
$2.86 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.84%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
22,175
shares
|
$2.81 Million
0.0% of portfolio
|
Q3 2025
Reduced 17.0%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
22,100
shares
|
$2.8 Million
0.09% of portfolio
|
Q2 2022
Added 0.01%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
21,921
shares
|
$2.78 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
21,874
shares
|
$2.77 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 17, 2025 Q3 2025 |
21,863
shares
|
$2.77 Million
0.34% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
21,586
shares
|
$2.74 Million
0.01% of portfolio
|
Q3 2025
Reduced 18.79%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 15, 2025 Q3 2025 |
21,502
shares
|
$2.73 Million
1.77% of portfolio
|
Q3 2025
Reduced 36.35%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
21,063
shares
|
$2.67 Million
0.06% of portfolio
|
Q4 2023
Added 3.96%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
20,960
shares
|
$2.66 Million
0.05% of portfolio
|
Q2 2025
Added 878.07%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Nov 07, 2025 Q3 2025 |
20,930
shares
|
$2.65 Million
1.61% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
20,912
shares
|
$2.65 Million
0.01% of portfolio
|
Q3 2025
Reduced 24.97%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
20,469
shares
|
$2.6 Million
0.01% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
20,364
shares
|
$2.58 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Arlington Financial Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
20,095
shares
|
$2.55 Million
0.47% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
20,000
shares
|
$2.54 Million
0.67% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
19,950
shares
|
$2.53 Million
1.42% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
19,782
shares
|
$2.51 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.93%
|
|