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 |
|---|---|---|---|---|---|
|
Forbes J M & CO LLP
|
Jan 28, 2025 Q4 2024 |
25,532
shares
|
$2.74 Million
0.28% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
25,319
shares
|
$2.72 Million
0.41% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Feb 12, 2025 Q4 2024 |
25,104
shares
|
$2.69 Million
0.6% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
24,827
shares
|
$2.66 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
|
$2.66 Million
5.05% of portfolio
|
Q2 2022
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
24,801
shares
|
$2.66 Million
0.02% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
24,570
shares
|
$2.64 Million
0.05% of portfolio
|
Q3 2022
Added 0.02%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
24,496
shares
|
$2.63 Million
0.02% of portfolio
|
Q4 2024
Added 28.51%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
24,008
shares
|
$2.58 Million
0.18% of portfolio
|
Q4 2024
Reduced 4.89%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
23,968
shares
|
$2.57 Million
0.02% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
23,907
shares
|
$2.57 Million
0.27% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Financial Insights, Inc.
|
Mar 05, 2025 Q4 2024 |
23,867
shares
|
$2.56 Million
1.03% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Stanich Group LLC
Montauk, NY |
Jan 30, 2025 Q4 2024 |
23,662
shares
|
$2.54 Million
1.95% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
23,360
shares
|
$2.51 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
23,147
shares
|
$2.48 Million
0.05% of portfolio
|
Q3 2024
Added 834.48%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
23,122
shares
|
$2.48 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
22,844
shares
|
$2.45 Million
0.36% of portfolio
|
Q4 2024
Reduced 5.59%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
22,674
shares
|
$2.43 Million
0.07% of portfolio
|
Q3 2022
Reduced 4.98%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
22,620
shares
|
$2.43 Million
0.07% of portfolio
|
Q2 2024
Reduced 10.1%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
22,579
shares
|
$2.42 Million
0.48% of portfolio
|
Q2 2024
Added 117.55%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
22,168
shares
|
$2.38 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
22,100
shares
|
$2.37 Million
0.09% of portfolio
|
Q2 2022
Added 0.01%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Feb 13, 2025 Q4 2024 |
21,895
shares
|
$2.35 Million
0.94% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
21,337
shares
|
$2.29 Million
0.22% of portfolio
|
Q4 2024
Added 24.96%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
21,063
shares
|
$2.26 Million
0.06% of portfolio
|
Q4 2023
Added 3.96%
|