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 |
|---|---|---|---|---|---|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
16,460
shares
|
$1.98 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
16,297
shares
|
$1.96 Million
0.03% of portfolio
|
Q2 2025
Reduced 9.96%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
16,043
shares
|
$1.93 Million
0.0% of portfolio
|
Q2 2025
Added 15.78%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
15,757
shares
|
$1.9 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
15,704
shares
|
$1.89 Million
0.1% of portfolio
|
Q4 2022
Added 21.41%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
15,545
shares
|
$1.87 Million
0.02% of portfolio
|
Q2 2025
Added 30.3%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
15,166
shares
|
$1.83 Million
0.36% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
15,037
shares
|
$1.81 Million
0.79% of portfolio
|
Q2 2025
Reduced 7.46%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
15,036
shares
|
$1.81 Million
0.05% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
14,766
shares
|
$1.78 Million
0.05% of portfolio
|
Q2 2025
Added 165.48%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
14,538
shares
|
$1.75 Million
0.88% of portfolio
|
Q3 2024
Added 26.83%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
14,443
shares
|
$1.74 Million
0.06% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Main Street Investment Advisors LLC
|
Aug 11, 2025 Q2 2025 |
14,429
shares
|
$1.74 Million
0.24% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
14,376
shares
|
$1.73 Million
0.06% of portfolio
|
Q2 2025
Reduced 9.72%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
14,172
shares
|
$1.71 Million
0.02% of portfolio
|
Q2 2024
Added 9.32%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
14,104
shares
|
$1.7 Million
0.0% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
13,940
shares
|
$1.68 Million
0.02% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
13,703
shares
|
$1.65 Million
0.04% of portfolio
|
Q2 2025
Reduced 8.01%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
13,676
shares
|
$1.65 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.74%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
13,658
shares
|
$1.64 Million
0.11% of portfolio
|
Q2 2025
Reduced 68.2%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
13,494
shares
|
$1.62 Million
0.05% of portfolio
|
Q4 2024
Added 116.32%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
13,051
shares
|
$1.57 Million
0.06% of portfolio
|
Q2 2025
Reduced 64.07%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
12,930
shares
|
$1.56 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
White Lighthouse Investment Management Inc.
|
Jul 30, 2025 Q2 2025 |
12,789
shares
|
$1.54 Million
0.24% of portfolio
|
Q2 2025
Reduced 15.94%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
12,731
shares
|
$1.53 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.49%
|