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 589 institutions that hold shares in the stock, with a total of 26.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
3,215
shares
|
$359,533
0.03% of portfolio
|
Q2 2024
Added 3.31%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
3,209
shares
|
$358,862
0.04% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
3,200
shares
|
$357,856
0.02% of portfolio
|
Q4 2024
Added 333.02%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
3,171
shares
|
$354,612
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oxler Private Wealth LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
3,165
shares
|
$353,941
0.13% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,160
shares
|
$353,382
0.03% of portfolio
|
Q1 2024
Reduced 4.24%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jan 21, 2025 Q4 2024 |
3,133
shares
|
$350,363
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
3,106
shares
|
$347,343
0.03% of portfolio
|
Q4 2024
Reduced 8.49%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
3,100
shares
|
$346,673
0.09% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
3,076
shares
|
$343,989
0.03% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
3,062
shares
|
$342,423
0.09% of portfolio
|
Q2 2024
Reduced 6.93%
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
3,037
shares
|
$339,627
0.01% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
3,022
shares
|
$337,950
0.05% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Birch Hill Investment Advisors LLC
|
Jan 28, 2025 Q4 2024 |
3,014
shares
|
$337,055
0.02% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
3,000
shares
|
$335,490
0.1% of portfolio
|
Q2 2022
New holding
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
3,000
shares
|
$335,490
0.09% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
2,924
shares
|
$326,990
0.04% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
2,909
shares
|
$325,313
0.2% of portfolio
|
Q4 2024
Added 9.2%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
2,894
shares
|
$323,636
0.0% of portfolio
|
Q3 2024
Reduced 11.53%
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
2,890
shares
|
$323,188
0.02% of portfolio
|
Q4 2024
Added 23.08%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
2,843
shares
|
$317,932
0.03% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
2,835
shares
|
$317,038
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
2,822
shares
|
$315,584
0.01% of portfolio
|
Q3 2024
Added 7.79%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
2,800
shares
|
$313,124
0.21% of portfolio
|
Q1 2024
Added 1.08%
|
|
|
Arbor Investment Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
2,773
shares
|
$310,104
0.04% of portfolio
|
Q4 2024
Added 0.07%
|