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 614 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 $2.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
13,112
shares
|
$1.41 Million
0.12% of portfolio
|
Q4 2024
Reduced 23.3%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
13,040
shares
|
$1.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 30.53%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
12,930
shares
|
$1.39 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
12,677
shares
|
$1.36 Million
0.06% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
12,173
shares
|
$1.31 Million
0.11% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
12,083
shares
|
$1.3 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
12,000
shares
|
$1.29 Million
0.21% of portfolio
|
Q3 2022
New holding
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
11,894
shares
|
$1.28 Million
0.12% of portfolio
|
Q4 2024
Reduced 4.29%
|
|
|
Wood Trust Financial Corp
|
Feb 06, 2025 Q4 2024 |
11,881
shares
|
$1.28 Million
0.18% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
11,811
shares
|
$1.27 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
11,592
shares
|
$1.24 Million
0.03% of portfolio
|
Q4 2024
Added 122.11%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
11,449
shares
|
$1.23 Million
0.05% of portfolio
|
Q4 2024
Reduced 6.98%
|
|
|
Ma Private Wealth
|
Jan 24, 2025 Q4 2024 |
11,343
shares
|
$1.22 Million
0.23% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
11,241
shares
|
$1.21 Million
0.07% of portfolio
|
Q4 2024
Reduced 28.92%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
11,153
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.17%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
10,881
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
10,806
shares
|
$1.16 Million
0.32% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
10,805
shares
|
$1.16 Million
0.52% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
10,747
shares
|
$1.15 Million
0.09% of portfolio
|
Q4 2024
Reduced 9.29%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
10,712
shares
|
$1.15 Million
0.59% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Feb 11, 2025 Q4 2024 |
10,710
shares
|
$1.15 Million
1.04% of portfolio
|
Q4 2024
Added 16.59%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
10,670
shares
|
$1.15 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
10,436
shares
|
$1.12 Million
0.06% of portfolio
|
Q4 2024
Reduced 19.41%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
10,423
shares
|
$1.12 Million
0.07% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
10,066
shares
|
$1.08 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.28%
|