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 |
|---|---|---|---|---|---|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2025 Q2 2025 |
4,876
shares
|
$603,795
0.07% of portfolio
|
Q2 2025
Reduced 12.03%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
4,836
shares
|
$598,841
0.96% of portfolio
|
Q4 2024
Reduced 14.64%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
4,826
shares
|
$597,603
0.04% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
4,811
shares
|
$595,746
0.08% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
4,805
shares
|
$595,003
0.05% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
4,798
shares
|
$594,136
0.04% of portfolio
|
Q2 2022
Reduced 11.08%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
4,771
shares
|
$590,792
0.04% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
4,747
shares
|
$587,821
0.09% of portfolio
|
Q1 2025
Reduced 14.02%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
4,713
shares
|
$583,610
0.09% of portfolio
|
Q2 2024
Added 1.6%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
4,712
shares
|
$583,486
0.02% of portfolio
|
Q1 2023
Added 4.53%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
4,675
shares
|
$578,905
0.02% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
4,651
shares
|
$575,933
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Eq LLC
Mercer Island, WA |
Aug 11, 2025 Q2 2025 |
4,616
shares
|
$571,599
0.25% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
4,585
shares
|
$567,760
0.03% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
4,579
shares
|
$567,017
0.01% of portfolio
|
Q2 2025
Added 199.28%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
4,551
shares
|
$563,550
0.01% of portfolio
|
Q2 2025
Reduced 13.33%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
4,550
shares
|
$563,426
0.0% of portfolio
|
Q2 2023
Reduced 2.15%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
4,530
shares
|
$560,949
0.0% of portfolio
|
Q2 2025
Reduced 8.11%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
4,524
shares
|
$560,206
0.04% of portfolio
|
Q2 2025
Reduced 12.88%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Aug 25, 2025 Q2 2025 |
4,485
shares
|
$555,377
0.16% of portfolio
|
Q2 2025
Added 23.08%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
4,476
shares
|
$554,263
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
4,473
shares
|
$553,891
0.02% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
4,464
shares
|
$552,777
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
4,457
shares
|
$551,910
0.08% of portfolio
|
Q2 2025
Reduced 4.4%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
4,457
shares
|
$551,910
0.08% of portfolio
|
Q2 2025
Added 25.66%
|