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 |
|---|---|---|---|---|---|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
2,197
shares
|
$255,972
0.05% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Apr 21, 2025 Q1 2025 |
2,168
shares
|
$252,593
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
2,143
shares
|
$249,680
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
2,139
shares
|
$249,214
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
2,135
shares
|
$248,748
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Figure 8 Investment Strategies LLC
Boise, ID |
Apr 22, 2025 Q1 2025 |
2,126
shares
|
$247,700
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
2,121
shares
|
$247,117
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
2,103
shares
|
$245,020
0.07% of portfolio
|
Q2 2024
Reduced 10.97%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
2,095
shares
|
$244,088
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
2,093
shares
|
$243,855
0.02% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
4 Thought Financial Group Inc.
|
Apr 23, 2025 Q1 2025 |
2,093
shares
|
$243,855
0.14% of portfolio
|
Q1 2025
Reduced 8.0%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
2,090
shares
|
$243,505
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
2,081
shares
|
$242,457
0.04% of portfolio
|
Q2 2025
Reduced 37.34%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
2,079
shares
|
$242,224
0.01% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
2,073
shares
|
$241,525
0.17% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
2,052
shares
|
$239,078
0.09% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Roof Eidam & Maycock
|
May 09, 2025 Q1 2025 |
2,050
shares
|
$238,845
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,043
shares
|
$238,029
0.05% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jul 15, 2025 Q2 2025 |
2,038
shares
|
$237,447
0.13% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,038
shares
|
$237,447
0.07% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
2,025
shares
|
$235,932
0.02% of portfolio
|
Q4 2024
Reduced 23.61%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
2,025
shares
|
$235,932
0.01% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
2,022
shares
|
$235,583
0.03% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
2,021
shares
|
$235,466
0.01% of portfolio
|
Q1 2025
Added 27.43%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
2,005
shares
|
$233,602
0.01% of portfolio
|
Q1 2024
New holding
|