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 606 institutions that hold shares in the stock, with a total of 25.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
16,648
shares
|
$1.84 Million
0.07% of portfolio
|
Q1 2023
Reduced 0.87%
|
|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
16,557
shares
|
$1.83 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
16,250
shares
|
$1.8 Million
0.82% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
16,230
shares
|
$1.8 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.27%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
16,084
shares
|
$1.78 Million
0.0% of portfolio
|
Q1 2025
Added 1470.7%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
15,924
shares
|
$1.76 Million
0.05% of portfolio
|
Q1 2025
Reduced 7.08%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
15,815
shares
|
$1.75 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
15,704
shares
|
$1.74 Million
0.1% of portfolio
|
Q4 2022
Added 21.41%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
15,364
shares
|
$1.7 Million
0.06% of portfolio
|
Q1 2025
Added 21.2%
|
|
|
White Lighthouse Investment Management Inc.
|
May 12, 2025 Q1 2025 |
15,215
shares
|
$1.69 Million
0.28% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
15,084
shares
|
$1.67 Million
0.01% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
15,059
shares
|
$1.67 Million
0.34% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
14,896
shares
|
$1.65 Million
0.05% of portfolio
|
Q1 2025
Reduced 10.65%
|
|
|
Boston Standard Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
14,851
shares
|
$1.65 Million
0.33% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
14,708
shares
|
$1.63 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.15%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
14,557
shares
|
$1.61 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
14,538
shares
|
$1.61 Million
0.88% of portfolio
|
Q3 2024
Added 26.83%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
14,172
shares
|
$1.57 Million
0.02% of portfolio
|
Q2 2024
Added 9.32%
|
|
|
Main Street Investment Advisors LLC
|
Apr 30, 2025 Q1 2025 |
14,101
shares
|
$1.56 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
14,025
shares
|
$1.55 Million
0.03% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
13,940
shares
|
$1.54 Million
0.02% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
13,857
shares
|
$1.54 Million
0.0% of portfolio
|
Q1 2025
Reduced 74.87%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
13,738
shares
|
$1.52 Million
0.0% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
13,494
shares
|
$1.5 Million
0.05% of portfolio
|
Q4 2024
Added 116.32%
|
|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
13,056
shares
|
$1.45 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.43%
|