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 |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
3,904
shares
|
$483,432
0.01% of portfolio
|
Q2 2025
Added 30.09%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 11, 2025 Q2 2025 |
3,892
shares
|
$481,946
0.39% of portfolio
|
Q2 2025
Reduced 4.68%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
3,887
shares
|
$481,327
0.04% of portfolio
|
Q2 2025
Reduced 6.94%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
3,867
shares
|
$478,850
0.05% of portfolio
|
Q4 2024
Added 17.9%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
3,821
shares
|
$473,154
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
3,813
shares
|
$472,163
0.06% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
3,807
shares
|
$471,420
0.05% of portfolio
|
Q2 2024
Added 2.01%
|
|
|
Birch Hill Investment Advisors LLC
|
Jul 30, 2025 Q2 2025 |
3,798
shares
|
$470,306
0.02% of portfolio
|
Q2 2025
Added 13.1%
|
|
|
West Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
3,756
shares
|
$465,105
0.12% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
3,754
shares
|
$464,857
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Close Asset Management LTD
|
Aug 12, 2025 Q2 2025 |
3,715
shares
|
$460,028
0.01% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
3,710
shares
|
$459,409
0.02% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jul 21, 2025 Q2 2025 |
3,696
shares
|
$457,675
0.23% of portfolio
|
Q1 2025
Reduced 20.1%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
3,683
shares
|
$456,065
0.04% of portfolio
|
Q2 2025
Added 7.47%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
3,662
shares
|
$453,465
0.05% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
3,633
shares
|
$449,874
0.06% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
3,629
shares
|
$449,379
0.13% of portfolio
|
Q2 2025
Reduced 8.66%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Aug 08, 2025 Q2 2025 |
3,612
shares
|
$447,273
0.28% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
3,599
shares
|
$445,664
0.01% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
3,577
shares
|
$442,939
0.0% of portfolio
|
Q2 2025
Reduced 14.98%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
3,549
shares
|
$439,472
0.01% of portfolio
|
Q2 2025
Reduced 12.09%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
3,536
shares
|
$437,862
0.15% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
3,511
shares
|
$434,767
1.0% of portfolio
|
Q2 2023
Reduced 3.12%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
3,500
shares
|
$433,405
0.0% of portfolio
|
Q2 2025
Added 52.17%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
3,473
shares
|
$430,061
0.3% of portfolio
|
Q2 2025
Reduced 5.73%
|