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 611 institutions that hold shares in the stock, with a total of 25.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
8,138
shares
|
$948,158
0.1% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
8,018
shares
|
$934,177
0.05% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
8,010
shares
|
$933,245
0.0% of portfolio
|
Q1 2025
Reduced 10.6%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
7,891
shares
|
$919,380
0.18% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
7,837
shares
|
$913,088
0.02% of portfolio
|
Q1 2025
Added 7.8%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
7,779
shares
|
$906,331
0.17% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
7,771
shares
|
$905,399
0.01% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
7,723
shares
|
$899,806
0.34% of portfolio
|
Q2 2025
Reduced 8.74%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
7,640
shares
|
$890,136
0.04% of portfolio
|
Q1 2024
Added 7.0%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
7,626
shares
|
$888,505
0.33% of portfolio
|
Q1 2023
Added 1.06%
|
|
|
Harfst & Associates, Inc.
|
May 13, 2025 Q1 2025 |
7,494
shares
|
$873,125
0.18% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
7,407
shares
|
$862,989
0.0% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
7,372
shares
|
$858,911
0.03% of portfolio
|
Q1 2024
Reduced 3.15%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
7,361
shares
|
$857,630
0.08% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Verity Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
7,299
shares
|
$850,406
0.56% of portfolio
|
Q3 2023
Reduced 0.22%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
7,289
shares
|
$849,241
0.02% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
7,278
shares
|
$847,959
0.05% of portfolio
|
Q3 2023
Reduced 1.18%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
7,236
shares
|
$843,066
0.4% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Halter Ferguson Financial Inc.
Carmel, IN |
Jul 11, 2025 Q2 2025 |
7,152
shares
|
$833,279
0.29% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Keystone Financial Services
|
Apr 22, 2025 Q1 2025 |
7,115
shares
|
$828,968
0.28% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
7,113
shares
|
$828,735
0.04% of portfolio
|
Q3 2023
Added 1.66%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
7,065
shares
|
$823,143
0.05% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
7,054
shares
|
$821,861
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
7,047
shares
|
$821,045
0.06% of portfolio
|
Q2 2023
Reduced 0.3%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
6,517
shares
|
$759,295
0.07% of portfolio
|
Q1 2025
Reduced 3.39%
|