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 552 institutions that hold shares in the stock, with a total of 26.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.87 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
4,764,450
shares
|
$517 Million
0.04% of portfolio
|
Q1 2024
Added 1.08%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
2,419,750
shares
|
$263 Million
0.09% of portfolio
|
Q2 2024
Added 0.06%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
1,632,633
shares
|
$177 Million
0.02% of portfolio
|
Q2 2024
Added 4.25%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
1,547,394
shares
|
$168 Million
0.01% of portfolio
|
Q2 2024
Reduced 5.13%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
1,000,862
shares
|
$109 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
833,826
shares
|
$90.5 Million
0.04% of portfolio
|
Q2 2024
Added 2.37%
|
|
Syntrinsic LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
804,959
shares
|
$87.4 Million
27.72% of portfolio
|
Q2 2024
Added 1.69%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
697,971
shares
|
$75.8 Million
0.28% of portfolio
|
Q2 2024
Reduced 0.68%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
492,226
shares
|
$53.4 Million
0.01% of portfolio
|
Q2 2024
Reduced 5.87%
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
447,015
shares
|
$48.5 Million
0.12% of portfolio
|
Q2 2024
Reduced 8.76%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
304,195
shares
|
$33 Million
0.06% of portfolio
|
Q2 2024
Added 1.33%
|
|
Sei Investments CO
Oaks, PA |
Aug 13, 2024 Q2 2024 |
275,690
shares
|
$29.9 Million
0.04% of portfolio
|
Q2 2024
Reduced 10.82%
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
266,602
shares
|
$28.9 Million
0.0% of portfolio
|
Q2 2024
Reduced 21.42%
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
266,486
shares
|
$28.9 Million
0.07% of portfolio
|
Q2 2024
Added 1.36%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
260,983
shares
|
$28.3 Million
0.01% of portfolio
|
Q2 2024
Added 1.43%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
248,334
shares
|
$27 Million
0.06% of portfolio
|
Q3 2023
Reduced 40.87%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
245,309
shares
|
$26.6 Million
0.06% of portfolio
|
Q2 2024
Added 16.2%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
217,580
shares
|
$23.6 Million
0.04% of portfolio
|
Q2 2024
Added 6.87%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
204,946
shares
|
$22.2 Million
0.03% of portfolio
|
Q2 2024
Reduced 1.82%
|
|
Park Avenue Securities LLC
|
Jul 09, 2024 Q2 2024 |
198,196
shares
|
$21.5 Million
0.25% of portfolio
|
Q2 2024
Added 1.35%
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
185,675
shares
|
$20.2 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.46%
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
175,647
shares
|
$19.1 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
Dunhill Financial, LLC
London, X0 |
Aug 09, 2024 Q2 2024 |
165,970
shares
|
$18 Million
10.7% of portfolio
|
Q2 2024
Reduced 5.38%
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
163,827
shares
|
$17.8 Million
0.31% of portfolio
|
Q3 2022
Reduced 8.32%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
155,801
shares
|
$16.9 Million
0.05% of portfolio
|
Q2 2024
Added 8.04%
|