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 615 institutions that hold shares in the stock, with a total of 27.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
16,671
shares
|
$1.72 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Revolve Wealth Partners, LLC
|
Mar 19, 2025 Q4 2024 |
16,668
shares
|
$1.72 Million
0.29% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
16,648
shares
|
$1.72 Million
0.07% of portfolio
|
Q1 2023
Reduced 0.87%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Feb 13, 2025 Q4 2024 |
16,259
shares
|
$1.68 Million
0.85% of portfolio
|
Q4 2024
Reduced 5.72%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
16,136
shares
|
$1.67 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
15,840
shares
|
$1.64 Million
0.05% of portfolio
|
Q4 2024
Reduced 47.3%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
15,704
shares
|
$1.62 Million
0.1% of portfolio
|
Q4 2022
Added 21.41%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
15,592
shares
|
$1.61 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
15,253
shares
|
$1.58 Million
0.01% of portfolio
|
Q4 2024
Reduced 13.99%
|
|
|
Boston Standard Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
15,237
shares
|
$1.57 Million
0.33% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
15,185
shares
|
$1.57 Million
0.06% of portfolio
|
Q4 2024
Added 95.03%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
15,100
shares
|
$1.56 Million
0.0% of portfolio
|
Q4 2024
Added 169.64%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
14,981
shares
|
$1.55 Million
0.37% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
14,944
shares
|
$1.54 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
14,913
shares
|
$1.54 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
14,538
shares
|
$1.5 Million
0.9% of portfolio
|
Q3 2024
Added 26.83%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
14,260
shares
|
$1.47 Million
1.0% of portfolio
|
Q4 2021
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
14,172
shares
|
$1.46 Million
0.02% of portfolio
|
Q2 2024
Added 9.32%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
13,940
shares
|
$1.44 Million
0.02% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
13,737
shares
|
$1.42 Million
0.02% of portfolio
|
Q4 2024
Added 36.71%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
13,694
shares
|
$1.41 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.65%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
13,531
shares
|
$1.4 Million
0.5% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
13,494
shares
|
$1.39 Million
0.05% of portfolio
|
Q4 2024
Added 116.32%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
13,283
shares
|
$1.37 Million
0.03% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
13,168
shares
|
$1.36 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.2%
|