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 655 institutions that hold shares in the stock, with a total of 24.5 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 |
|---|---|---|---|---|---|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
19,595
shares
|
$2.48 Million
0.14% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
19,591
shares
|
$2.48 Million
0.08% of portfolio
|
Q4 2025
Reduced 0.97%
|
|
|
Hb Wealth Management, LLC
|
Jan 28, 2026 Q4 2025 |
19,226
shares
|
$2.44 Million
0.02% of portfolio
|
Q1 2024
Added 0.14%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
19,168
shares
|
$2.43 Million
1.58% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
19,131
shares
|
$2.43 Million
1.25% of portfolio
|
Q4 2025
Reduced 4.11%
|
|
|
Arlington Financial Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
19,099
shares
|
$2.42 Million
0.47% of portfolio
|
Q4 2025
Reduced 4.96%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
19,065
shares
|
$2.42 Million
0.81% of portfolio
|
Q3 2025
Reduced 4.72%
|
|
|
Boston Trust Walden Corp
|
Jan 28, 2026 Q4 2025 |
19,003
shares
|
$2.41 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Modera Wealth Management, LLC
|
Jan 21, 2026 Q4 2025 |
18,986
shares
|
$2.41 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
18,871
shares
|
$2.39 Million
0.02% of portfolio
|
Q2 2025
Added 25.11%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
18,414
shares
|
$2.33 Million
1.09% of portfolio
|
Q2 2023
Reduced 2.32%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
18,222
shares
|
$2.31 Million
0.19% of portfolio
|
Q3 2025
Added 33.42%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
18,042
shares
|
$2.29 Million
0.06% of portfolio
|
Q3 2025
Reduced 19.05%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 20, 2026 Q4 2025 |
17,983
shares
|
$2.28 Million
0.28% of portfolio
|
Q4 2025
Added 3.0%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
17,963
shares
|
$2.28 Million
0.0% of portfolio
|
Q3 2025
Added 11.97%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
17,442
shares
|
$2.21 Million
0.76% of portfolio
|
Q2 2025
Reduced 18.41%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
17,286
shares
|
$2.19 Million
0.58% of portfolio
|
Q4 2020
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
17,242
shares
|
$2.19 Million
0.03% of portfolio
|
Q3 2025
Added 102.47%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
17,075
shares
|
$2.16 Million
0.22% of portfolio
|
Q3 2024
Reduced 7.08%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
16,975
shares
|
$2.15 Million
0.12% of portfolio
|
Q4 2023
Reduced 4.63%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
16,852
shares
|
$2.14 Million
0.02% of portfolio
|
Q1 2025
Added 628.26%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
16,648
shares
|
$2.11 Million
0.07% of portfolio
|
Q1 2023
Reduced 0.87%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
16,547
shares
|
$2.1 Million
0.05% of portfolio
|
Q2 2025
Reduced 79.07%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
16,298
shares
|
$2.07 Million
0.03% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Financial Services Advisory Inc
|
Jan 30, 2026 Q4 2025 |
16,084
shares
|
$2.04 Million
0.72% of portfolio
|
Q4 2025
Added 64.06%
|
|