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 574 institutions that hold shares in the stock, with a total of 26 Million shares, which have been reported (via 13F filing form) to have a value of $2.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
19,045
shares
|
$2.17 Million
0.14% of portfolio
|
Q3 2024
Added 7.79%
|
|
|
Arlington Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
18,972
shares
|
$2.16 Million
0.52% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
18,772
shares
|
$2.14 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
18,414
shares
|
$2.1 Million
1.09% of portfolio
|
Q2 2023
Reduced 2.32%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
18,238
shares
|
$2.08 Million
0.18% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
18,194
shares
|
$2.07 Million
0.04% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
17,955
shares
|
$2.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 54.84%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
17,733
shares
|
$2.02 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
17,661
shares
|
$2.01 Million
0.07% of portfolio
|
Q3 2024
Added 11.74%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 31, 2024 Q3 2024 |
17,632
shares
|
$2.01 Million
1.6% of portfolio
|
Q3 2024
Added 13.76%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
17,286
shares
|
$1.97 Million
0.58% of portfolio
|
Q4 2020
New holding
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
17,245
shares
|
$1.97 Million
0.87% of portfolio
|
Q3 2024
New holding
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
17,096
shares
|
$1.95 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
17,095
shares
|
$1.95 Million
0.05% of portfolio
|
Q3 2024
Reduced 10.3%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
17,075
shares
|
$1.95 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
17,075
shares
|
$1.95 Million
0.22% of portfolio
|
Q3 2024
Reduced 7.08%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
16,979
shares
|
$1.93 Million
0.29% of portfolio
|
Q3 2024
Reduced 15.45%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
16,975
shares
|
$1.93 Million
0.12% of portfolio
|
Q4 2023
Reduced 4.63%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
16,791
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2024
Reduced 16.87%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
16,749
shares
|
$1.91 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
16,648
shares
|
$1.9 Million
0.07% of portfolio
|
Q1 2023
Reduced 0.87%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Oct 24, 2024 Q3 2024 |
16,579
shares
|
$1.89 Million
1.25% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
16,549
shares
|
$1.89 Million
0.29% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
16,356
shares
|
$1.86 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
15,815
shares
|
$1.8 Million
0.09% of portfolio
|
Q3 2024
Reduced 9.77%
|