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 606 institutions that hold shares in the stock, with a total of 25.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gibson Capital, LLC
Wexford, PA |
Apr 15, 2025 Q1 2025 |
25,000
shares
|
$2.77 Million
0.57% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Topel & Distasi Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
24,967
shares
|
$2.77 Million
1.19% of portfolio
|
Q1 2025
Added 22.63%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
24,827
shares
|
$2.75 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
|
$2.75 Million
5.05% of portfolio
|
Q2 2022
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
24,777
shares
|
$2.75 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
24,570
shares
|
$2.72 Million
0.05% of portfolio
|
Q3 2022
Added 0.02%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
24,265
shares
|
$2.69 Million
0.08% of portfolio
|
Q1 2025
Reduced 11.82%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
May 13, 2025 Q1 2025 |
23,622
shares
|
$2.62 Million
0.97% of portfolio
|
Q1 2025
Added 7.89%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
23,562
shares
|
$2.61 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
23,413
shares
|
$2.59 Million
0.08% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Stanich Group LLC
Montauk, NY |
Apr 17, 2025 Q1 2025 |
23,398
shares
|
$2.59 Million
1.77% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Apr 15, 2025 Q1 2025 |
23,380
shares
|
$2.59 Million
0.05% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
22,990
shares
|
$2.55 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
22,674
shares
|
$2.51 Million
0.07% of portfolio
|
Q3 2022
Reduced 4.98%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
22,620
shares
|
$2.51 Million
0.07% of portfolio
|
Q2 2024
Reduced 10.1%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
22,541
shares
|
$2.5 Million
0.36% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
22,284
shares
|
$2.47 Million
0.27% of portfolio
|
Q1 2025
Reduced 13.58%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
22,169
shares
|
$2.46 Million
0.08% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
22,100
shares
|
$2.45 Million
0.09% of portfolio
|
Q2 2022
Added 0.01%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 13, 2025 Q1 2025 |
21,863
shares
|
$2.42 Million
0.42% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
21,575
shares
|
$2.39 Million
2.3% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Insights, Inc.
|
Apr 24, 2025 Q1 2025 |
21,377
shares
|
$2.37 Million
0.88% of portfolio
|
Q1 2025
Reduced 10.43%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
21,063
shares
|
$2.33 Million
0.06% of portfolio
|
Q4 2023
Added 3.96%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Apr 25, 2025 Q1 2025 |
20,857
shares
|
$2.31 Million
1.66% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
20,678
shares
|
$2.29 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.72%
|