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 611 institutions that hold shares in the stock, with a total of 25.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
3,441
shares
|
$400,910
0.01% of portfolio
|
Q1 2025
Added 18.41%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
3,427
shares
|
$399,279
0.04% of portfolio
|
Q3 2022
Added 166.03%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
3,361
shares
|
$391,590
0.09% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Birch Hill Investment Advisors LLC
|
Apr 18, 2025 Q1 2025 |
3,358
shares
|
$391,240
0.02% of portfolio
|
Q1 2025
Added 11.41%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
3,350
shares
|
$390,308
0.08% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Hall Laurie J Trustee
|
Jul 15, 2025 Q2 2025 |
3,350
shares
|
$390,308
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
3,349
shares
|
$390,191
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
3,346
shares
|
$389,842
0.03% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
3,319
shares
|
$386,696
0.03% of portfolio
|
Q1 2025
Added 6.86%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
3,298
shares
|
$384,249
0.01% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
3,293
shares
|
$383,667
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
|
$383,550
0.08% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,289
shares
|
$383,201
0.03% of portfolio
|
Q1 2025
Reduced 8.15%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
3,268
shares
|
$380,754
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
3,236
shares
|
$377,026
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
3,233
shares
|
$376,676
0.01% of portfolio
|
Q4 2023
Reduced 21.59%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
3,215
shares
|
$374,579
0.03% of portfolio
|
Q2 2024
Added 3.31%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
3,203
shares
|
$373,181
0.18% of portfolio
|
Q1 2025
Reduced 35.72%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
3,188
shares
|
$371,433
0.04% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
3,176
shares
|
$370,035
0.01% of portfolio
|
Q1 2025
Added 8.06%
|
|
|
Oxler Private Wealth LLC
New York, NY |
May 07, 2025 Q1 2025 |
3,173
shares
|
$369,686
0.13% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,160
shares
|
$368,171
0.03% of portfolio
|
Q1 2024
Reduced 4.24%
|
|
|
Sage Financial Management Group, Inc.
|
Apr 23, 2025 Q1 2025 |
3,160
shares
|
$368,171
0.12% of portfolio
|
Q1 2025
Reduced 23.86%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jul 15, 2025 Q2 2025 |
3,133
shares
|
$365,025
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
3,072
shares
|
$357,918
0.02% of portfolio
|
Q2 2025
Added 44.84%
|