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 |
|---|---|---|---|---|---|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
16,362
shares
|
$2.06 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
16,297
shares
|
$2.05 Million
0.03% of portfolio
|
Q2 2025
Reduced 9.96%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
16,043
shares
|
$2.02 Million
0.0% of portfolio
|
Q2 2025
Added 15.78%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
15,757
shares
|
$1.98 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
15,704
shares
|
$1.98 Million
0.1% of portfolio
|
Q4 2022
Added 21.41%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
15,135
shares
|
$1.91 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
15,037
shares
|
$1.89 Million
0.79% of portfolio
|
Q2 2025
Reduced 7.46%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
14,766
shares
|
$1.86 Million
0.05% of portfolio
|
Q2 2025
Added 165.48%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
14,580
shares
|
$1.84 Million
0.07% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
14,538
shares
|
$1.83 Million
0.88% of portfolio
|
Q3 2024
Added 26.83%
|
|
|
Main Street Investment Advisors LLC
|
Aug 11, 2025 Q2 2025 |
14,429
shares
|
$1.82 Million
0.24% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
14,307
shares
|
$1.8 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.85%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
14,228
shares
|
$1.79 Million
0.04% of portfolio
|
Q3 2025
Added 3.83%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
14,172
shares
|
$1.78 Million
0.02% of portfolio
|
Q2 2024
Added 9.32%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
14,136
shares
|
$1.78 Million
0.03% of portfolio
|
Q3 2025
Added 11.08%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
14,104
shares
|
$1.78 Million
0.0% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
13,974
shares
|
$1.76 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
13,940
shares
|
$1.76 Million
0.02% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
13,722
shares
|
$1.73 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.99%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
13,676
shares
|
$1.72 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.74%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
13,658
shares
|
$1.72 Million
0.11% of portfolio
|
Q2 2025
Reduced 68.2%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
13,494
shares
|
$1.7 Million
0.05% of portfolio
|
Q4 2024
Added 116.32%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
13,206
shares
|
$1.66 Million
0.09% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
13,132
shares
|
$1.65 Million
0.14% of portfolio
|
Q3 2025
Added 8.39%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
13,051
shares
|
$1.64 Million
0.06% of portfolio
|
Q2 2025
Reduced 64.07%
|