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 |
|---|---|---|---|---|---|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
4,515
shares
|
$504,099
0.1% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
4,464
shares
|
$498,405
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
4,402
shares
|
$491,483
0.1% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
4,372
shares
|
$488,133
0.04% of portfolio
|
Q3 2023
Added 5.43%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 07, 2024 Q3 2024 |
4,306
shares
|
$480,764
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
4,254
shares
|
$474,959
0.02% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
4,238
shares
|
$473,172
0.07% of portfolio
|
Q2 2024
Reduced 11.51%
|
|
|
Jsf Financial, LLC
|
Nov 12, 2024 Q3 2024 |
4,232
shares
|
$472,502
0.12% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,224
shares
|
$471,609
0.01% of portfolio
|
Q2 2020
Reduced 3.85%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
4,216
shares
|
$470,716
0.01% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
4,177
shares
|
$466,362
0.04% of portfolio
|
Q1 2023
Added 1.46%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 12, 2024 Q3 2024 |
4,164
shares
|
$464,910
0.15% of portfolio
|
Q3 2024
Added 11.88%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
4,106
shares
|
$458,434
0.0% of portfolio
|
Q1 2023
Reduced 4.69%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
4,093
shares
|
$456,983
0.01% of portfolio
|
Q2 2024
Reduced 6.34%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
4,073
shares
|
$454,750
0.03% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
4,060
shares
|
$453,299
0.03% of portfolio
|
Q2 2023
Reduced 1.22%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
4,027
shares
|
$449,614
0.06% of portfolio
|
Q3 2024
Reduced 6.5%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
4,020
shares
|
$448,833
0.03% of portfolio
|
Q3 2023
Reduced 5.83%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
3,918
shares
|
$437,444
0.19% of portfolio
|
Q3 2024
Added 8.53%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 08, 2024 Q3 2024 |
3,886
shares
|
$433,871
0.42% of portfolio
|
Q3 2024
Added 8.28%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
3,842
shares
|
$428,959
0.01% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
3,807
shares
|
$425,051
0.05% of portfolio
|
Q2 2024
Added 2.01%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
3,785
shares
|
$422,595
0.02% of portfolio
|
Q2 2024
Reduced 5.19%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
3,763
shares
|
$420,138
0.09% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
3,754
shares
|
$419,134
0.01% of portfolio
|
Q2 2024
New holding
|