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 572 institutions that hold shares in the stock, with a total of 26 Million shares, which have been reported (via 13F filing form) to have a value of $2.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
8,632
shares
|
$963,762
0.01% of portfolio
|
Q3 2024
Reduced 9.62%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
8,612
shares
|
$961,529
0.01% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
8,329
shares
|
$929,932
0.23% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
8,248
shares
|
$920,889
0.2% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
8,213
shares
|
$916,981
0.01% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
8,186
shares
|
$913,966
0.05% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
8,100
shares
|
$904,365
0.11% of portfolio
|
Q2 2024
Added 10.2%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
8,036
shares
|
$897,219
0.39% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
7,909
shares
|
$883,039
0.39% of portfolio
|
Q1 2024
Added 0.13%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
7,906
shares
|
$882,704
0.01% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
7,786
shares
|
$869,306
0.03% of portfolio
|
Q3 2024
Added 1817.73%
|
|
|
Harfst & Associates, Inc.
|
Oct 18, 2024 Q3 2024 |
7,769
shares
|
$867,408
0.19% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
7,762
shares
|
$866,627
0.01% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
7,721
shares
|
$862,049
0.33% of portfolio
|
Q3 2024
Reduced 15.51%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
7,640
shares
|
$853,006
0.05% of portfolio
|
Q1 2024
Added 7.0%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
7,626
shares
|
$851,442
0.33% of portfolio
|
Q1 2023
Added 1.06%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
7,608
shares
|
$849,433
0.06% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
7,441
shares
|
$830,787
0.05% of portfolio
|
Q3 2024
Added 24.14%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
7,440
shares
|
$830,676
0.02% of portfolio
|
Q2 2024
Reduced 18.57%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
7,407
shares
|
$826,991
0.05% of portfolio
|
Q3 2024
Reduced 9.85%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
7,407
shares
|
$826,991
0.0% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
7,372
shares
|
$823,083
0.03% of portfolio
|
Q1 2024
Reduced 3.15%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
7,331
shares
|
$818,506
0.09% of portfolio
|
Q4 2023
Reduced 1.73%
|
|
|
Verity Wealth Advisors
|
Oct 02, 2024 Q3 2024 |
7,299
shares
|
$814,933
0.56% of portfolio
|
Q3 2023
Reduced 0.22%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
7,291
shares
|
$814,040
0.13% of portfolio
|
Q3 2024
Reduced 51.23%
|