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 |
|---|---|---|---|---|---|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
1,887
shares
|
$211,928
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
1,882
shares
|
$211,367
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jan 21, 2025 Q4 2024 |
1,880
shares
|
$211,142
0.13% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
1,877
shares
|
$210,805
0.05% of portfolio
|
Q2 2021
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
1,875
shares
|
$210,581
0.01% of portfolio
|
Q3 2024
Reduced 6.34%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
1,860
shares
|
$208,896
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
1,854
shares
|
$208,222
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
1,825
shares
|
$204,965
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
1,819
shares
|
$204,291
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
1,805
shares
|
$202,719
0.0% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
1,780
shares
|
$199,911
0.0% of portfolio
|
Q4 2024
Reduced 8.2%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
1,767
shares
|
$198,451
0.11% of portfolio
|
Q3 2022
Added 23.48%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
1,754
shares
|
$196,991
0.03% of portfolio
|
Q1 2023
Reduced 39.83%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
1,697
shares
|
$190,590
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,690
shares
|
$189,803
0.11% of portfolio
|
Q3 2024
Added 65.36%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
1,679
shares
|
$188,568
0.01% of portfolio
|
Q3 2024
Reduced 15.12%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,564
shares
|
$175,652
0.01% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
1,388
shares
|
$155,886
0.07% of portfolio
|
Q3 2024
Reduced 12.59%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
1,358
shares
|
$152,516
0.07% of portfolio
|
Q2 2024
Reduced 0.44%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
1,355
shares
|
$152,180
0.03% of portfolio
|
Q3 2024
Reduced 26.76%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,354
shares
|
$152,067
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
1,350
shares
|
$151,618
0.03% of portfolio
|
Q4 2023
Added 1.96%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
1,324
shares
|
$148,698
0.07% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,300
shares
|
$146,003
0.19% of portfolio
|
Q4 2021
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
1,277
shares
|
$143,419
0.02% of portfolio
|
Q3 2024
Reduced 3.7%
|