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 611 institutions that hold shares in the stock, with a total of 25.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
1,355
shares
|
$157,871
0.07% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,354
shares
|
$157,754
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
1,330
shares
|
$154,958
0.06% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,300
shares
|
$151,463
0.19% of portfolio
|
Q4 2021
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,266
shares
|
$147,501
0.0% of portfolio
|
Q1 2025
Added 165.97%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
1,230
shares
|
$143,307
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
1,198
shares
|
$139,578
0.02% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
1,175
shares
|
$136,899
0.01% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
1,150
shares
|
$133,986
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
1,130
shares
|
$131,656
0.0% of portfolio
|
Q1 2025
Added 20.21%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1,093
shares
|
$127,345
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
1,085
shares
|
$126,413
0.01% of portfolio
|
Q1 2025
Added 3187.88%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
1,078
shares
|
$125,597
0.04% of portfolio
|
Q1 2025
Added 35.26%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
1,034
shares
|
$120,471
0.01% of portfolio
|
Q4 2021
Reduced 42.3%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
1,028
shares
|
$119,772
0.02% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
1,026
shares
|
$119,539
0.01% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
985
shares
|
$114,762
0.0% of portfolio
|
Q1 2025
Reduced 20.24%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
944
shares
|
$109,985
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
855
shares
|
$99,616
0.01% of portfolio
|
Q4 2024
Added 37.68%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
799
shares
|
$93,091
0.03% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
715
shares
|
$83,304
0.01% of portfolio
|
Q1 2025
Reduced 42.01%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
700
shares
|
$81,557
0.0% of portfolio
|
Q4 2023
Added 52.17%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
646
shares
|
$75,265
0.03% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
629
shares
|
$73,284
0.0% of portfolio
|
Q4 2024
Reduced 9.1%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
623
shares
|
$72,585
0.0% of portfolio
|
Q1 2025
New holding
|