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 |
|---|---|---|---|---|---|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
623
shares
|
$72,585
0.01% of portfolio
|
Q2 2024
Reduced 11.58%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
596
shares
|
$69,439
0.01% of portfolio
|
Q3 2021
Reduced 4.79%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
550
shares
|
$64,080
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
542
shares
|
$63,148
0.0% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
521
shares
|
$60,701
0.02% of portfolio
|
Q1 2025
Added 9.68%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
514
shares
|
$59,886
0.0% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
510
shares
|
$59,420
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
500
shares
|
$58,255
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
474
shares
|
$55,225
0.01% of portfolio
|
Q1 2025
Added 15.33%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
467
shares
|
$54,410
0.01% of portfolio
|
Q4 2024
Reduced 23.94%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
462
shares
|
$53,827
0.01% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
436
shares
|
$50,798
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
413
shares
|
$48,118
0.0% of portfolio
|
Q1 2025
Reduced 54.67%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
404
shares
|
$47,070
0.01% of portfolio
|
Q4 2023
Reduced 40.5%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
403
shares
|
$46,953
0.02% of portfolio
|
Q1 2025
Added 15.47%
|
|
|
Dougherty Wealth Advisers LLC
|
Apr 25, 2025 Q1 2025 |
401
shares
|
$46,720
0.03% of portfolio
|
Q3 2024
Added 55.43%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
380
shares
|
$44,273
0.0% of portfolio
|
Q3 2023
Added 33.8%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
356
shares
|
$41,477
0.0% of portfolio
|
Q1 2025
Reduced 33.71%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
326
shares
|
$37,982
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
304
shares
|
$35,419
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
302
shares
|
$35,186
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
297
shares
|
$34,603
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
296
shares
|
$34,486
0.0% of portfolio
|
Q1 2025
Reduced 33.63%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
275
shares
|
$32,040
0.0% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
274
shares
|
$31,923
0.0% of portfolio
|
Q1 2025
Added 7.87%
|