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 628 institutions that hold shares in the stock, with a total of 24.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
20,236
shares
|
$2.44 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Arlington Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
20,110
shares
|
$2.42 Million
0.48% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
20,010
shares
|
$2.41 Million
0.86% of portfolio
|
Q2 2025
Reduced 26.68%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jul 15, 2025 Q2 2025 |
20,000
shares
|
$2.41 Million
0.62% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
19,998
shares
|
$2.41 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
19,967
shares
|
$2.4 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Sofi Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
19,886
shares
|
$2.39 Million
0.17% of portfolio
|
Q2 2025
Added 65.4%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
19,411
shares
|
$2.34 Million
0.03% of portfolio
|
Q2 2025
Added 12.29%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
19,226
shares
|
$2.31 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
|
$2.31 Million
0.0% of portfolio
|
Q2 2025
Reduced 61.65%
|
|
|
Boston Trust Walden Corp
|
Jul 28, 2025 Q2 2025 |
19,003
shares
|
$2.29 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jul 30, 2025 Q2 2025 |
18,886
shares
|
$2.27 Million
1.64% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
18,871
shares
|
$2.27 Million
0.02% of portfolio
|
Q2 2025
Added 25.11%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
18,414
shares
|
$2.22 Million
1.09% of portfolio
|
Q2 2023
Reduced 2.32%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
18,102
shares
|
$2.18 Million
0.18% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
17,896
shares
|
$2.15 Million
0.28% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
17,442
shares
|
$2.1 Million
0.76% of portfolio
|
Q2 2025
Reduced 18.41%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
17,286
shares
|
$2.08 Million
0.58% of portfolio
|
Q4 2020
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
17,217
shares
|
$2.07 Million
0.29% of portfolio
|
Q2 2025
Reduced 11.28%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
17,075
shares
|
$2.06 Million
0.22% of portfolio
|
Q3 2024
Reduced 7.08%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
16,975
shares
|
$2.04 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
|
$2.03 Million
0.02% of portfolio
|
Q1 2025
Added 628.26%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
16,654
shares
|
$2 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
16,648
shares
|
$2 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
|
$1.99 Million
0.05% of portfolio
|
Q2 2025
Reduced 79.07%
|