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 27.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.79 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
|
$484 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
2,033,072
shares
|
$207 Million
0.07% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,691,058
shares
|
$172 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
|
$142 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
|
$102 Million
0.05% of portfolio
|
Q4 2024
Added 22.93%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
940,619
shares
|
$95.7 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Feb 14, 2025 Q4 2024 |
851,724
shares
|
$86.7 Million
11.32% of portfolio
|
Q4 2024
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
643,654
shares
|
$65.5 Million
23.25% of portfolio
|
Q3 2024
Reduced 20.04%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
497,697
shares
|
$50.7 Million
0.01% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
445,608
shares
|
$45.4 Million
0.19% of portfolio
|
Q1 2025
Reduced 21.35%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
425,114
shares
|
$43.3 Million
0.11% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
401,934
shares
|
$40.9 Million
0.06% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
323,324
shares
|
$32.9 Million
0.06% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
292,513
shares
|
$29.8 Million
0.06% of portfolio
|
Q1 2025
Added 8.52%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
281,446
shares
|
$28.6 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
252,040
shares
|
$25.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
250,533
shares
|
$25.5 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
|
$25.3 Million
0.06% of portfolio
|
Q3 2023
Reduced 40.87%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
238,654
shares
|
$24.3 Million
0.04% of portfolio
|
Q4 2024
Added 9.69%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
236,455
shares
|
$24.1 Million
0.07% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
233,601
shares
|
$23.8 Million
0.17% of portfolio
|
Q4 2024
Added 6218.66%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
190,488
shares
|
$19.4 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
|
$19.3 Million
0.06% of portfolio
|
Q4 2024
Added 14.92%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
188,833
shares
|
$19.2 Million
0.03% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
183,832
shares
|
$18.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.44%
|