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 |
|---|---|---|---|---|---|
|
Lwm Advisors Inc
El Dorado Hills, CA |
Jul 07, 2025 Q2 2025 |
4,425
shares
|
$547,947
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
4,403
shares
|
$545,223
0.1% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Buttonwood Financial Group, LLC
|
Jul 14, 2025 Q2 2025 |
4,395
shares
|
$544,232
0.29% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
4,392
shares
|
$543,861
0.1% of portfolio
|
Q2 2025
Reduced 23.71%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
4,372
shares
|
$541,384
0.04% of portfolio
|
Q3 2023
Added 5.43%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
4,353
shares
|
$539,031
0.1% of portfolio
|
Q2 2025
Reduced 9.56%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
4,311
shares
|
$533,831
0.02% of portfolio
|
Q2 2025
Reduced 7.21%
|
|
|
Prism Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
4,274
shares
|
$529,249
0.15% of portfolio
|
Q2 2025
Reduced 20.51%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Jul 10, 2025 Q2 2025 |
4,270
shares
|
$528,754
0.22% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
4,238
shares
|
$524,791
0.07% of portfolio
|
Q2 2024
Reduced 11.51%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,224
shares
|
$523,057
0.01% of portfolio
|
Q2 2020
Reduced 3.85%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
4,219
shares
|
$522,438
0.02% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
4,216
shares
|
$522,067
0.01% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
4,200
shares
|
$520,086
0.01% of portfolio
|
Q4 2024
Reduced 14.65%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
4,197
shares
|
$519,714
0.23% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
4,179
shares
|
$517,485
0.02% of portfolio
|
Q2 2025
Added 10.94%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
4,129
shares
|
$511,294
0.03% of portfolio
|
Q2 2025
Reduced 20.41%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
4,106
shares
|
$508,445
0.0% of portfolio
|
Q1 2023
Reduced 4.69%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
4,081
shares
|
$505,350
0.05% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
4,073
shares
|
$504,359
0.13% of portfolio
|
Q4 2024
Reduced 20.6%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
4,060
shares
|
$502,749
0.03% of portfolio
|
Q2 2023
Reduced 1.22%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
4,020
shares
|
$497,796
0.03% of portfolio
|
Q3 2023
Reduced 5.83%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
3,973
shares
|
$491,976
0.03% of portfolio
|
Q2 2025
Reduced 13.31%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
3,956
shares
|
$489,871
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
3,956
shares
|
$489,871
0.32% of portfolio
|
Q4 2024
New holding
|