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 |
|---|---|---|---|---|---|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
268
shares
|
$31,224
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
222
shares
|
$25,865
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
210
shares
|
$24,467
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
181
shares
|
$21,088
0.0% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
180
shares
|
$20,971
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
171
shares
|
$19,923
0.0% of portfolio
|
Q4 2024
Added 210.91%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
166
shares
|
$19,340
0.01% of portfolio
|
Q1 2023
Reduced 18.63%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
161
shares
|
$18,758
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
158
shares
|
$18,408
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
152
shares
|
$17,709
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
150
shares
|
$17,476
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
146
shares
|
$17,010
0.0% of portfolio
|
Q1 2023
Reduced 88.42%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
137
shares
|
$15,961
0.0% of portfolio
|
Q3 2022
Reduced 69.56%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
130
shares
|
$15,146
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
125
shares
|
$14,563
0.0% of portfolio
|
Q3 2024
Reduced 46.81%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
104
shares
|
$12,117
0.0% of portfolio
|
Q2 2024
Added 136.36%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
96
shares
|
$11,184
0.0% of portfolio
|
Q1 2025
Reduced 90.72%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
89
shares
|
$10,369
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
76
shares
|
$8,854
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
75
shares
|
$8,738
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
72
shares
|
$8,388
0.0% of portfolio
|
Q4 2024
Reduced 96.28%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
55
shares
|
$6,408
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
49
shares
|
$5,708
0.0% of portfolio
|
Q1 2025
Reduced 74.07%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
45
shares
|
$5,242
0.0% of portfolio
|
Q1 2023
Reduced 53.61%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
40
shares
|
$4,660
0.0% of portfolio
|
Q4 2020
Added 100.0%
|