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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
2,621
shares
|
$305,372
0.02% of portfolio
|
Q1 2025
Reduced 7.32%
|
|
|
Somerset Group LLC
Wayzata, MN |
May 13, 2025 Q1 2025 |
2,576
shares
|
$300,129
0.24% of portfolio
|
Q1 2025
Added 8.78%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
2,564
shares
|
$298,731
0.02% of portfolio
|
Q4 2023
Reduced 17.32%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
2,560
shares
|
$298,265
0.15% of portfolio
|
Q2 2025
Reduced 34.36%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
2,558
shares
|
$298,032
0.06% of portfolio
|
Q1 2025
Added 14.91%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,531
shares
|
$294,886
0.02% of portfolio
|
Q3 2024
Reduced 10.72%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Apr 15, 2025 Q1 2025 |
2,488
shares
|
$289,876
0.19% of portfolio
|
Q1 2025
Added 12.89%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
2,484
shares
|
$289,410
0.0% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
2,428
shares
|
$282,886
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
2,368
shares
|
$275,895
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
2,350
shares
|
$273,798
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Zevin Asset Management LLC
|
May 06, 2025 Q1 2025 |
2,347
shares
|
$273,448
0.04% of portfolio
|
Q1 2025
Reduced 16.06%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
2,346
shares
|
$273,332
0.03% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
2,336
shares
|
$272,167
0.2% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Brown Financial Advisors
Milford, OH |
May 12, 2025 Q1 2025 |
2,300
shares
|
$267,973
0.1% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
2,300
shares
|
$267,973
0.0% of portfolio
|
Q1 2025
Reduced 84.77%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
2,275
shares
|
$265,060
0.04% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
2,268
shares
|
$264,244
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Jul 17, 2025 Q2 2025 |
2,256
shares
|
$262,846
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
2,245
shares
|
$261,564
0.03% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
2,232
shares
|
$260,050
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,232
shares
|
$260,050
0.01% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
2,220
shares
|
$258,652
0.02% of portfolio
|
Q3 2021
Added 69.79%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
2,220
shares
|
$258,652
0.08% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
2,201
shares
|
$256,438
0.09% of portfolio
|
Q1 2025
Reduced 6.7%
|