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 |
|---|---|---|---|---|---|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
550
shares
|
$61,770
0.01% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
537
shares
|
$60,310
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
510
shares
|
$57,278
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
500
shares
|
$56,155
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
498
shares
|
$55,930
0.01% of portfolio
|
Q3 2024
Reduced 7.61%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
495
shares
|
$55,593
0.0% of portfolio
|
Q3 2024
Reduced 57.14%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
489
shares
|
$54,919
0.0% of portfolio
|
Q3 2024
Added 6.3%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
476
shares
|
$53,459
0.0% of portfolio
|
Q1 2024
Reduced 20.0%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
446
shares
|
$50,090
0.0% of portfolio
|
Q3 2024
Reduced 13.9%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
443
shares
|
$49,753
0.03% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
436
shares
|
$48,967
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
433
shares
|
$48,630
0.01% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
411
shares
|
$46,159
0.0% of portfolio
|
Q2 2024
Reduced 82.91%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
404
shares
|
$45,373
0.01% of portfolio
|
Q4 2023
Reduced 40.5%
|
|
|
Dougherty Wealth Advisers LLC
|
Jan 24, 2025 Q4 2024 |
401
shares
|
$45,036
0.03% of portfolio
|
Q3 2024
Added 55.43%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
400
shares
|
$44,924
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
385
shares
|
$43,239
0.0% of portfolio
|
Q3 2024
Reduced 87.83%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
380
shares
|
$42,677
0.0% of portfolio
|
Q3 2023
Added 33.8%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
348
shares
|
$39,083
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
304
shares
|
$34,142
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
273
shares
|
$30,660
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
254
shares
|
$28,526
0.0% of portfolio
|
Q4 2024
Reduced 12.41%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
246
shares
|
$27,628
0.02% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
222
shares
|
$24,932
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
217
shares
|
$24,371
0.01% of portfolio
|
Q4 2024
Added 0.46%
|