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 639 institutions that hold shares in the stock, with a total of 24.7 Million shares, which have been reported (via 13F filing form) to have a value of $3.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
24,602
shares
|
$3.1 Million
0.45% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
24,570
shares
|
$3.09 Million
0.05% of portfolio
|
Q3 2022
Added 0.02%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
24,115
shares
|
$3.04 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.85%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
23,817
shares
|
$3 Million
0.12% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
23,380
shares
|
$2.94 Million
0.05% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Stanich Group LLC
Montauk, NY |
Oct 15, 2025 Q3 2025 |
23,267
shares
|
$2.93 Million
1.79% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
22,912
shares
|
$2.89 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
22,811
shares
|
$2.87 Million
0.0% of portfolio
|
Q3 2025
Added 12.72%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
22,689
shares
|
$2.86 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
22,674
shares
|
$2.86 Million
0.07% of portfolio
|
Q3 2022
Reduced 4.98%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
22,620
shares
|
$2.85 Million
0.07% of portfolio
|
Q2 2024
Reduced 10.1%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Aug 12, 2025 Q2 2025 |
22,582
shares
|
$2.84 Million
1.01% of portfolio
|
Q2 2025
Reduced 4.4%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
22,287
shares
|
$2.81 Million
0.08% of portfolio
|
Q2 2025
Reduced 8.15%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
22,100
shares
|
$2.78 Million
0.09% of portfolio
|
Q2 2022
Added 0.01%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
21,921
shares
|
$2.76 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
21,874
shares
|
$2.75 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Jul 31, 2025 Q2 2025 |
21,863
shares
|
$2.75 Million
0.39% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 15, 2025 Q3 2025 |
21,502
shares
|
$2.71 Million
1.77% of portfolio
|
Q3 2025
Reduced 36.35%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
21,063
shares
|
$2.65 Million
0.06% of portfolio
|
Q4 2023
Added 3.96%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
20,960
shares
|
$2.64 Million
0.06% of portfolio
|
Q2 2025
Added 878.07%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
20,875
shares
|
$2.63 Million
0.27% of portfolio
|
Q2 2025
Reduced 6.32%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Aug 01, 2025 Q2 2025 |
20,586
shares
|
$2.59 Million
1.59% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
20,438
shares
|
$2.57 Million
0.01% of portfolio
|
Q1 2025
Reduced 20.6%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
20,437
shares
|
$2.57 Million
0.15% of portfolio
|
Q2 2025
Reduced 13.26%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
20,423
shares
|
$2.57 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.43%
|