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 583 institutions that hold shares in the stock, with a total of 26.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
2,547
shares
|
$286,053
0.02% of portfolio
|
Q3 2024
Reduced 11.44%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
2,543
shares
|
$285,604
0.11% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
2,531
shares
|
$284,256
0.03% of portfolio
|
Q3 2024
Reduced 10.72%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 17, 2025 Q4 2024 |
2,508
shares
|
$281,673
0.21% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Somerset Group LLC
Wayzata, MN |
Nov 12, 2024 Q3 2024 |
2,476
shares
|
$278,079
0.25% of portfolio
|
Q2 2024
Added 21.02%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
2,467
shares
|
$277,068
0.0% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
4 Thought Financial Group Inc.
|
Oct 24, 2024 Q3 2024 |
2,438
shares
|
$273,811
0.17% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
2,415
shares
|
$271,228
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
2,408
shares
|
$270,442
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
2,379
shares
|
$267,185
0.04% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
2,345
shares
|
$263,366
0.03% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
2,338
shares
|
$262,580
0.05% of portfolio
|
Q1 2024
Reduced 11.27%
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 15, 2024 Q3 2024 |
2,262
shares
|
$254,045
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Zevin Asset Management LLC
|
Nov 07, 2024 Q3 2024 |
2,235
shares
|
$251,012
0.04% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
2,232
shares
|
$250,675
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
2,226
shares
|
$250,002
0.06% of portfolio
|
Q4 2024
Reduced 16.6%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,226
shares
|
$250,002
0.01% of portfolio
|
Q3 2024
Added 23.8%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
2,223
shares
|
$249,665
0.01% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
2,220
shares
|
$249,328
0.02% of portfolio
|
Q3 2021
Added 69.79%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
2,220
shares
|
$249,328
0.08% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Jan 30, 2025 Q4 2024 |
2,204
shares
|
$247,531
0.17% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Jan 23, 2025 Q4 2024 |
2,168
shares
|
$243,488
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
2,151
shares
|
$241,578
0.24% of portfolio
|
Q3 2024
Added 9.47%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
2,148
shares
|
$241,241
0.01% of portfolio
|
Q3 2024
Reduced 9.14%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
2,143
shares
|
$240,680
0.12% of portfolio
|
Q4 2024
Added 0.23%
|