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 552 institutions that hold shares in the stock, with a total of 26.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.87 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Castleview Partners, LLC
Dallas, TX |
Jul 31, 2024 Q2 2024 |
441
shares
|
$47,866
0.03% of portfolio
|
Q2 2024
Added 0.23%
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
436
shares
|
$47,323
0.02% of portfolio
|
Q3 2023
New holding
|
|
Salomon & Ludwin, LLC
|
Jul 25, 2024 Q2 2024 |
411
shares
|
$44,609
0.0% of portfolio
|
Q2 2024
Reduced 82.91%
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
406
shares
|
$44,067
0.0% of portfolio
|
Q2 2024
Reduced 88.38%
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
404
shares
|
$43,850
0.01% of portfolio
|
Q4 2023
Reduced 40.5%
|
|
Baldwin Brothers LLC
|
Jul 12, 2024 Q2 2024 |
400
shares
|
$43,416
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
380
shares
|
$41,245
0.0% of portfolio
|
Q3 2023
Added 33.8%
|
|
Hall Laurie J Trustee
|
Jul 22, 2024 Q2 2024 |
350
shares
|
$37,989
0.01% of portfolio
|
Q1 2024
Reduced 53.33%
|
|
Archer Investment Corp
|
Aug 02, 2024 Q2 2024 |
304
shares
|
$32,996
0.01% of portfolio
|
Q2 2023
New holding
|
|
Central Trust CO
Jefferson City, MO |
Aug 05, 2024 Q2 2024 |
290
shares
|
$31,476
0.0% of portfolio
|
Q1 2024
Added 101.39%
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
273
shares
|
$29,631
0.0% of portfolio
|
Q2 2024
New holding
|
|
Dougherty Wealth Advisers LLC
|
Jul 11, 2024 Q2 2024 |
258
shares
|
$28,003
0.02% of portfolio
|
Q2 2024
Reduced 4.09%
|
|
Eagle Bay Advisors LLC
New York, NY |
Jul 26, 2024 Q2 2024 |
246
shares
|
$26,700
0.02% of portfolio
|
Q2 2024
Added 100.0%
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jul 29, 2024 Q2 2024 |
235
shares
|
$25,506
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
Hollencrest Capital Management
|
Aug 12, 2024 Q2 2024 |
222
shares
|
$24,095
0.0% of portfolio
|
Q4 2022
New holding
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 09, 2024 Q2 2024 |
218
shares
|
$23,661
0.0% of portfolio
|
Q2 2024
New holding
|
|
Psi Advisors, LLC
|
Jul 23, 2024 Q2 2024 |
216
shares
|
$23,444
0.01% of portfolio
|
Q2 2024
Added 0.47%
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 29, 2024 Q2 2024 |
208
shares
|
$22,576
0.01% of portfolio
|
Q2 2024
Added 2.46%
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Aug 09, 2024 Q2 2024 |
200
shares
|
$21,708
0.01% of portfolio
|
Q2 2024
New holding
|
|
Heritage Wealth Advisors
|
Aug 05, 2024 Q2 2024 |
180
shares
|
$19,537
0.0% of portfolio
|
Q4 2023
New holding
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
166
shares
|
$18,017
0.01% of portfolio
|
Q1 2023
Reduced 18.63%
|
|
Cva Family Office, LLC
|
Jul 09, 2024 Q2 2024 |
158
shares
|
$17,149
0.0% of portfolio
|
Q4 2023
New holding
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2024 Q2 2024 |
150
shares
|
$16,281
0.01% of portfolio
|
Q4 2023
New holding
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
146
shares
|
$15,846
0.0% of portfolio
|
Q1 2023
Reduced 88.42%
|
|
Ballast Advisors LLC
|
Jul 26, 2024 Q2 2024 |
137
shares
|
$14,869
0.0% of portfolio
|
Q3 2022
Reduced 69.56%
|