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 572 institutions that hold shares in the stock, with a total of 26 Million shares, which have been reported (via 13F filing form) to have a value of $2.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
2,056
shares
|
$229,552
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Oct 10, 2024 Q3 2024 |
2,054
shares
|
$229,329
0.11% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
2,050
shares
|
$228,882
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,043
shares
|
$228,100
0.05% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
2,040
shares
|
$227,766
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Ridgecrest Wealth Partners, LLC
|
Nov 04, 2024 Q3 2024 |
2,040
shares
|
$227,766
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
2,022
shares
|
$225,756
0.02% of portfolio
|
Q3 2024
Reduced 4.62%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 07, 2024 Q3 2024 |
2,010
shares
|
$224,416
0.03% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
2,005
shares
|
$223,858
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
2,000
shares
|
$223,300
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
2,000
shares
|
$223,300
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 28, 2024 Q3 2024 |
1,998
shares
|
$223,076
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
1,940
shares
|
$216,601
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
1,939
shares
|
$216,489
0.0% of portfolio
|
Q2 2024
Added 509.75%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
1,937
shares
|
$216,266
0.04% of portfolio
|
Q3 2024
Reduced 16.04%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Oct 18, 2024 Q3 2024 |
1,930
shares
|
$215,484
0.13% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
1,907
shares
|
$212,916
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
1,906
shares
|
$212,804
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
1,882
shares
|
$210,125
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
1,877
shares
|
$209,567
0.05% of portfolio
|
Q2 2021
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
1,875
shares
|
$209,343
0.01% of portfolio
|
Q3 2024
Reduced 6.34%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
1,866
shares
|
$208,338
0.01% of portfolio
|
Q3 2024
Reduced 15.83%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
1,860
shares
|
$207,669
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
1,854
shares
|
$206,999
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
1,850
shares
|
$206,552
0.04% of portfolio
|
Q1 2023
Added 19.35%
|