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 612 institutions that hold shares in the stock, with a total of 28 Million shares, which have been reported (via 13F filing form) to have a value of $3.17 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
4,271
shares
|
$483,007
0.07% of portfolio
|
Q4 2024
Reduced 64.9%
|
|
Sk Wealth Management, LLC
Providence, RI |
Dec 30, 2024 Q3 2024 |
4,251
shares
|
$480,745
0.24% of portfolio
|
Q3 2024
New holding
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
4,238
shares
|
$479,275
0.07% of portfolio
|
Q2 2024
Reduced 11.51%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,224
shares
|
$477,692
0.01% of portfolio
|
Q2 2020
Reduced 3.85%
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
4,216
shares
|
$476,787
0.01% of portfolio
|
Q3 2024
Added 1.44%
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
4,213
shares
|
$476,448
0.02% of portfolio
|
Q4 2024
Added 12.32%
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
4,200
shares
|
$474,978
0.01% of portfolio
|
Q4 2024
Reduced 14.65%
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
4,177
shares
|
$472,376
0.04% of portfolio
|
Q1 2023
Added 1.46%
|
|
Hilltop Partners LLC
Mishawaka, IN |
Feb 05, 2025 Q4 2024 |
4,164
shares
|
$470,906
0.16% of portfolio
|
Q3 2024
Added 11.88%
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
4,159
shares
|
$470,341
0.13% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
Sage Financial Management Group, Inc.
|
Jan 23, 2025 Q4 2024 |
4,150
shares
|
$469,323
0.17% of portfolio
|
Q4 2024
Added 12.07%
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
4,108
shares
|
$464,573
0.05% of portfolio
|
Q4 2024
Reduced 39.79%
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
4,106
shares
|
$464,347
0.0% of portfolio
|
Q1 2023
Reduced 4.69%
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
4,073
shares
|
$460,615
0.13% of portfolio
|
Q4 2024
Reduced 20.6%
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
4,060
shares
|
$459,145
0.03% of portfolio
|
Q2 2023
Reduced 1.22%
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
4,041
shares
|
$456,996
0.02% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
Eq LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
4,034
shares
|
$456,205
0.21% of portfolio
|
Q4 2024
Reduced 6.32%
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
4,020
shares
|
$454,621
0.03% of portfolio
|
Q3 2023
Reduced 5.83%
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
3,968
shares
|
$448,741
0.18% of portfolio
|
Q4 2024
Added 8.71%
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
3,956
shares
|
$447,384
0.34% of portfolio
|
Q4 2024
New holding
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
3,934
shares
|
$444,896
0.1% of portfolio
|
Q4 2024
Added 10.85%
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
3,877
shares
|
$438,449
0.01% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
Rossmore Private Capital
Glastonbury, CT |
Feb 13, 2025 Q4 2024 |
3,867
shares
|
$437,319
0.05% of portfolio
|
Q4 2024
Added 17.9%
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
3,813
shares
|
$431,212
0.39% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
Myecfo, LLC
La Jolla, CA |
Jan 13, 2025 Q4 2024 |
3,810
shares
|
$430,872
0.23% of portfolio
|
Q4 2024
Added 20.57%
|