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 $3.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
4,753,008
shares
|
$519 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
2,019,500
shares
|
$220 Million
0.07% of portfolio
|
Q4 2024
Reduced 7.52%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,691,058
shares
|
$184 Million
0.02% of portfolio
|
Q4 2024
Added 8.52%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,390,912
shares
|
$152 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.89%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,005,714
shares
|
$110 Million
0.05% of portfolio
|
Q4 2024
Added 22.93%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
940,619
shares
|
$103 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Feb 14, 2025 Q4 2024 |
851,724
shares
|
$92.9 Million
11.32% of portfolio
|
Q4 2024
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
643,654
shares
|
$70.2 Million
23.25% of portfolio
|
Q3 2024
Reduced 20.04%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
566,551
shares
|
$61.8 Million
0.22% of portfolio
|
Q4 2024
Reduced 8.21%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
497,697
shares
|
$54.3 Million
0.01% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
425,114
shares
|
$46.4 Million
0.11% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
401,934
shares
|
$43.9 Million
0.06% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
323,324
shares
|
$35.3 Million
0.06% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
281,446
shares
|
$30.7 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
269,557
shares
|
$29.4 Million
0.07% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
252,040
shares
|
$27.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
250,533
shares
|
$27.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 12.92%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
248,334
shares
|
$27.1 Million
0.06% of portfolio
|
Q3 2023
Reduced 40.87%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
238,654
shares
|
$26 Million
0.04% of portfolio
|
Q4 2024
Added 9.69%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
236,455
shares
|
$25.8 Million
0.07% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
233,601
shares
|
$25.5 Million
0.17% of portfolio
|
Q4 2024
Added 6218.66%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
190,531
shares
|
$20.8 Million
0.76% of portfolio
|
Q4 2024
Added 56.75%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
190,488
shares
|
$20.8 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
189,142
shares
|
$20.6 Million
0.06% of portfolio
|
Q4 2024
Added 14.92%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
187,788
shares
|
$20.5 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.55%
|