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 |
|---|---|---|---|---|---|
|
Arlington Financial Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
20,095
shares
|
$2.53 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
|
$2.52 Million
0.67% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
19,998
shares
|
$2.52 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
19,950
shares
|
$2.51 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
|
$2.49 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
19,680
shares
|
$2.48 Million
0.19% of portfolio
|
Q3 2025
Added 8.72%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
19,226
shares
|
$2.42 Million
0.02% of portfolio
|
Q1 2024
Added 0.14%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
19,176
shares
|
$2.41 Million
0.0% of portfolio
|
Q2 2025
Reduced 61.65%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
19,168
shares
|
$2.41 Million
1.58% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
19,065
shares
|
$2.4 Million
0.81% of portfolio
|
Q3 2025
Reduced 4.72%
|
|
|
Boston Trust Walden Corp
|
Oct 17, 2025 Q3 2025 |
19,003
shares
|
$2.39 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
18,986
shares
|
$2.39 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
18,871
shares
|
$2.38 Million
0.02% of portfolio
|
Q2 2025
Added 25.11%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
18,414
shares
|
$2.32 Million
1.09% of portfolio
|
Q2 2023
Reduced 2.32%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
17,459
shares
|
$2.2 Million
0.27% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
17,442
shares
|
$2.2 Million
0.76% of portfolio
|
Q2 2025
Reduced 18.41%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
17,286
shares
|
$2.18 Million
0.58% of portfolio
|
Q4 2020
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
17,217
shares
|
$2.17 Million
0.29% of portfolio
|
Q2 2025
Reduced 11.28%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
17,075
shares
|
$2.15 Million
0.22% of portfolio
|
Q3 2024
Reduced 7.08%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
16,975
shares
|
$2.14 Million
0.12% of portfolio
|
Q4 2023
Reduced 4.63%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
16,852
shares
|
$2.12 Million
0.02% of portfolio
|
Q1 2025
Added 628.26%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
16,654
shares
|
$2.1 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
16,654
shares
|
$2.1 Million
0.02% of portfolio
|
Q3 2025
Added 7.13%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
16,648
shares
|
$2.1 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
|
$2.08 Million
0.05% of portfolio
|
Q2 2025
Reduced 79.07%
|