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 |
|---|---|---|---|---|---|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
4,930
shares
|
$574,394
0.0% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
4,899
shares
|
$570,782
0.18% of portfolio
|
Q2 2022
Reduced 1.41%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
4,895
shares
|
$570,316
0.24% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
4,894
shares
|
$570,199
0.06% of portfolio
|
Q2 2025
Added 79.4%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
4,836
shares
|
$563,442
0.96% of portfolio
|
Q4 2024
Reduced 14.64%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
4,826
shares
|
$562,277
0.04% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
4,813
shares
|
$560,762
0.11% of portfolio
|
Q1 2025
Reduced 14.48%
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
4,811
shares
|
$560,529
0.08% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
4,805
shares
|
$559,830
0.03% of portfolio
|
Q1 2025
Reduced 8.21%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
4,805
shares
|
$559,830
0.05% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
4,798
shares
|
$559,014
0.04% of portfolio
|
Q2 2022
Reduced 11.08%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
4,771
shares
|
$555,869
0.04% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
4,747
shares
|
$553,072
0.09% of portfolio
|
Q1 2025
Reduced 14.02%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
4,713
shares
|
$549,111
0.03% of portfolio
|
Q2 2024
Added 1.6%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
4,712
shares
|
$548,995
0.02% of portfolio
|
Q1 2023
Added 4.53%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
4,662
shares
|
$543,169
0.08% of portfolio
|
Q1 2025
Reduced 23.11%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
4,651
shares
|
$541,888
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
4,646
shares
|
$541,305
0.02% of portfolio
|
Q1 2025
Added 37.7%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
4,608
shares
|
$536,878
0.02% of portfolio
|
Q1 2025
Reduced 6.17%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
4,583
shares
|
$533,965
0.03% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
4,566
shares
|
$531,984
0.1% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
4,550
shares
|
$530,120
0.0% of portfolio
|
Q2 2023
Reduced 2.15%
|
|
|
Eq LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
4,516
shares
|
$526,159
0.22% of portfolio
|
Q1 2025
Added 11.95%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
4,464
shares
|
$520,100
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Lwm Advisors Inc
El Dorado Hills, CA |
Jul 07, 2025 Q2 2025 |
4,425
shares
|
$515,556
0.49% of portfolio
|
Q4 2024
New holding
|