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 |
|---|---|---|---|---|---|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
1,235
shares
|
$138,702
0.01% of portfolio
|
Q4 2022
Reduced 42.69%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,233
shares
|
$138,478
0.01% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
1,230
shares
|
$138,141
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
1,229
shares
|
$138,028
0.01% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
1,150
shares
|
$129,156
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,093
shares
|
$122,754
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
1,068
shares
|
$119,947
0.02% of portfolio
|
Q2 2024
Reduced 1.29%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
1,034
shares
|
$116,128
0.01% of portfolio
|
Q4 2021
Reduced 42.3%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$112,310
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
967
shares
|
$108,603
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
940
shares
|
$105,571
0.0% of portfolio
|
Q2 2024
Added 16.77%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
855
shares
|
$96,025
0.01% of portfolio
|
Q4 2024
Added 37.68%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
795
shares
|
$89,286
0.03% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
780
shares
|
$87,601
0.21% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
780
shares
|
$87,601
0.03% of portfolio
|
Q4 2024
Added 13.04%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
778
shares
|
$87,377
0.02% of portfolio
|
Q3 2024
Reduced 12.88%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
739
shares
|
$82,997
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
700
shares
|
$78,617
0.0% of portfolio
|
Q4 2023
Added 52.17%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
692
shares
|
$77,718
0.0% of portfolio
|
Q1 2024
Reduced 62.76%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
623
shares
|
$69,969
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
614
shares
|
$68,958
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
596
shares
|
$66,936
0.01% of portfolio
|
Q3 2021
Reduced 4.79%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
580
shares
|
$65,139
0.01% of portfolio
|
Q3 2023
Reduced 5.54%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
572
shares
|
$64,241
0.0% of portfolio
|
Q3 2024
Reduced 71.51%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
550
shares
|
$61,770
0.0% of portfolio
|
Q3 2022
New holding
|