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 |
|---|---|---|---|---|---|
|
Fielder Capital Group LLC
Nashville, TN |
Jul 31, 2025 Q2 2025 |
3,365
shares
|
$416,687
0.1% of portfolio
|
Q2 2025
Reduced 32.24%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
3,361
shares
|
$416,192
0.14% of portfolio
|
Q4 2024
Reduced 30.32%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
3,361
shares
|
$416,192
0.09% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
3,359
shares
|
$415,944
0.03% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
3,350
shares
|
$414,830
0.08% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Hall Laurie J Trustee
|
Jul 15, 2025 Q2 2025 |
3,350
shares
|
$414,830
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
3,349
shares
|
$414,706
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
3,324
shares
|
$411,610
0.03% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,304
shares
|
$409,134
0.03% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
3,298
shares
|
$408,391
0.01% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
3,293
shares
|
$407,772
0.07% of portfolio
|
Q1 2025
Reduced 12.02%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 14, 2025 Q2 2025 |
3,292
shares
|
$407,648
0.08% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
3,280
shares
|
$406,162
0.01% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
3,268
shares
|
$404,676
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
3,233
shares
|
$400,342
0.01% of portfolio
|
Q4 2023
Reduced 21.59%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
3,215
shares
|
$398,113
0.03% of portfolio
|
Q2 2024
Added 3.31%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
3,203
shares
|
$396,627
0.18% of portfolio
|
Q1 2025
Reduced 35.72%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
3,200
shares
|
$396,256
0.02% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
3,188
shares
|
$394,770
0.04% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
3,180
shares
|
$393,779
0.13% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,160
shares
|
$391,302
0.03% of portfolio
|
Q1 2024
Reduced 4.24%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
3,154
shares
|
$390,559
0.08% of portfolio
|
Q2 2025
Reduced 18.71%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jul 15, 2025 Q2 2025 |
3,133
shares
|
$387,959
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Landaas & CO
Milwaukee, WI |
Aug 11, 2025 Q2 2025 |
3,125
shares
|
$386,968
0.09% of portfolio
|
Q2 2025
Reduced 17.37%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
3,072
shares
|
$380,405
0.01% of portfolio
|
Q2 2025
Added 44.84%
|