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 655 institutions that hold shares in the stock, with a total of 24.5 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 |
|---|---|---|---|---|---|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
15,738
shares
|
$2 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
15,704
shares
|
$1.99 Million
0.1% of portfolio
|
Q4 2022
Added 21.41%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 23, 2026 Q4 2025 |
15,645
shares
|
$1.98 Million
0.16% of portfolio
|
Q4 2025
Reduced 4.38%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
15,178
shares
|
$1.92 Million
0.37% of portfolio
|
Q4 2025
Added 0.28%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
15,050
shares
|
$1.91 Million
0.02% of portfolio
|
Q4 2025
Added 6.47%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
15,037
shares
|
$1.91 Million
0.79% of portfolio
|
Q2 2025
Reduced 7.46%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
14,747
shares
|
$1.87 Million
0.05% of portfolio
|
Q4 2025
Added 3.08%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 16, 2026 Q4 2025 |
14,736
shares
|
$1.87 Million
0.48% of portfolio
|
Q4 2025
Reduced 1.59%
|
|
|
Main Street Investment Advisors LLC
|
Nov 10, 2025 Q3 2025 |
14,609
shares
|
$1.85 Million
0.26% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Pfg Advisors
|
Jan 27, 2026 Q4 2025 |
14,561
shares
|
$1.85 Million
0.1% of portfolio
|
Q4 2025
Reduced 10.19%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
14,538
shares
|
$1.84 Million
0.88% of portfolio
|
Q3 2024
Added 26.83%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
14,354
shares
|
$1.82 Million
0.06% of portfolio
|
Q4 2025
Reduced 1.55%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
14,228
shares
|
$1.8 Million
0.04% of portfolio
|
Q3 2025
Added 3.83%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
14,172
shares
|
$1.8 Million
0.02% of portfolio
|
Q2 2024
Added 9.32%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
13,974
shares
|
$1.77 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
13,760
shares
|
$1.74 Million
0.01% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
13,722
shares
|
$1.74 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.99%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
13,678
shares
|
$1.73 Million
0.08% of portfolio
|
Q4 2025
Added 3.57%
|
|
|
Whittier Trust CO
|
Jan 26, 2026 Q4 2025 |
13,478
shares
|
$1.71 Million
0.02% of portfolio
|
Q4 2025
Reduced 3.31%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
13,202
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.4%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
12,930
shares
|
$1.64 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 13, 2026 Q4 2025 |
12,836
shares
|
$1.63 Million
1.02% of portfolio
|
Q4 2025
Reduced 40.3%
|
|
|
White Lighthouse Investment Management Inc.
|
Nov 13, 2025 Q3 2025 |
12,791
shares
|
$1.62 Million
0.25% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Austin Private Wealth, LLC
|
Jan 20, 2026 Q4 2025 |
12,697
shares
|
$1.61 Million
0.13% of portfolio
|
Q4 2025
Reduced 3.31%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 20, 2026 Q4 2025 |
12,574
shares
|
$1.59 Million
0.17% of portfolio
|
Q4 2025
Reduced 0.55%
|
|