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 |
|---|---|---|---|---|---|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
3,059
shares
|
$356,404
0.13% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
3,055
shares
|
$355,938
0.05% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
3,055
shares
|
$355,938
0.09% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
3,044
shares
|
$354,656
0.02% of portfolio
|
Q2 2025
Added 9.42%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
3,037
shares
|
$353,840
0.02% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
3,028
shares
|
$352,792
0.03% of portfolio
|
Q1 2025
Added 64.39%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
3,001
shares
|
$349,646
0.01% of portfolio
|
Q1 2025
Added 23.55%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
3,000
shares
|
$349,530
0.08% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
3,000
shares
|
$349,530
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
2,976
shares
|
$346,733
0.03% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
2,900
shares
|
$337,879
0.04% of portfolio
|
Q2 2025
Added 36.53%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
2,881
shares
|
$335,665
0.2% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
2,874
shares
|
$334,849
0.16% of portfolio
|
Q2 2025
Added 15.98%
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
2,841
shares
|
$331,004
0.02% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
2,838
shares
|
$330,655
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
May 15, 2025 Q1 2025 |
2,835
shares
|
$330,305
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
2,808
shares
|
$327,160
0.01% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
2,800
shares
|
$326,228
0.23% of portfolio
|
Q1 2024
Added 1.08%
|
|
|
Arbor Investment Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
2,774
shares
|
$323,198
0.04% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
2,771
shares
|
$322,849
0.04% of portfolio
|
Q2 2025
Reduced 15.18%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
2,735
shares
|
$318,654
0.09% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
2,707
shares
|
$315,392
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
2,698
shares
|
$314,343
0.12% of portfolio
|
Q2 2025
Reduced 18.56%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
2,694
shares
|
$313,877
0.02% of portfolio
|
Q1 2025
Reduced 23.92%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
2,673
shares
|
$311,431
0.03% of portfolio
|
Q1 2025
Reduced 5.98%
|