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 643 institutions that hold shares in the stock, with a total of 24.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marco Investment Management LLC
|
Nov 04, 2025 Q3 2025 |
2,000
shares
|
$253,580
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Banco Santander, S.A.
|
Nov 12, 2025 Q3 2025 |
2,000
shares
|
$253,580
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 22, 2025 Q3 2025 |
1,998
shares
|
$253,326
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
1,986
shares
|
$251,804
0.11% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 02, 2026 Q4 2025 |
1,952
shares
|
$247,494
0.03% of portfolio
|
Q4 2025
Reduced 0.56%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
1,946
shares
|
$246,733
0.01% of portfolio
|
Q4 2025
Reduced 4.0%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
1,940
shares
|
$245,972
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
1,907
shares
|
$241,788
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
1,906
shares
|
$241,661
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
1,905
shares
|
$241,534
0.07% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Jsf Financial, LLC
|
Nov 03, 2025 Q3 2025 |
1,874
shares
|
$237,604
0.05% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,874
shares
|
$237,604
0.0% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Nov 06, 2025 Q3 2025 |
1,866
shares
|
$236,590
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Nov 14, 2025 Q3 2025 |
1,864
shares
|
$236,336
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advantage, Inc.
|
Jan 07, 2026 Q4 2025 |
1,861
shares
|
$235,956
0.04% of portfolio
|
Q4 2025
Reduced 14.79%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
1,860
shares
|
$235,829
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bahl & Gaynor Inc
|
Nov 12, 2025 Q3 2025 |
1,845
shares
|
$233,927
0.0% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
1,830
shares
|
$232,025
0.08% of portfolio
|
Q2 2025
Reduced 10.82%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
1,824
shares
|
$231,264
0.01% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
1,819
shares
|
$230,631
0.0% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
1,819
shares
|
$230,631
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
1,809
shares
|
$229,363
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
1,794
shares
|
$227,461
0.07% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
1,780
shares
|
$225,686
0.0% of portfolio
|
Q4 2024
Reduced 8.2%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
1,769
shares
|
$224,291
0.06% of portfolio
|
Q3 2025
Added 0.68%
|
|