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 628 institutions that hold shares in the stock, with a total of 24.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
5,600
shares
|
$693,448
0.07% of portfolio
|
Q1 2025
Reduced 24.32%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
5,530
shares
|
$684,779
0.0% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
5,470
shares
|
$677,350
0.02% of portfolio
|
Q2 2025
Added 132.77%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
5,443
shares
|
$674,006
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
5,424
shares
|
$671,653
0.08% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
5,390
shares
|
$667,443
0.06% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
5,376
shares
|
$665,710
0.07% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Members Trust CO
|
Jul 30, 2025 Q2 2025 |
5,349
shares
|
$662,366
0.02% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
5,314
shares
|
$658,032
0.01% of portfolio
|
Q2 2025
Added 64.22%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
5,296
shares
|
$655,803
0.02% of portfolio
|
Q2 2025
Reduced 40.39%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
5,290
shares
|
$655,060
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
5,261
shares
|
$651,469
0.04% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Aug 11, 2025 Q2 2025 |
5,224
shares
|
$646,887
0.43% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,213
shares
|
$645,525
0.01% of portfolio
|
Q4 2023
Added 2.76%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
5,182
shares
|
$641,687
0.12% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
5,142
shares
|
$636,733
0.0% of portfolio
|
Q1 2025
Added 13.94%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
5,136
shares
|
$635,990
0.04% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
5,112
shares
|
$633,018
0.01% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jul 09, 2025 Q2 2025 |
5,102
shares
|
$631,780
0.2% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
5,066
shares
|
$627,322
0.05% of portfolio
|
Q2 2024
Added 0.54%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
5,000
shares
|
$619,150
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
4,971
shares
|
$615,558
0.1% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
4,899
shares
|
$606,643
0.18% of portfolio
|
Q2 2022
Reduced 1.41%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
4,895
shares
|
$606,147
0.26% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
4,894
shares
|
$606,024
0.06% of portfolio
|
Q2 2025
Added 79.4%
|