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 615 institutions that hold shares in the stock, with a total of 27.6 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 |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
78,755
shares
|
$8.06 Million
0.01% of portfolio
|
Q4 2024
Added 12.42%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
75,036
shares
|
$7.68 Million
0.03% of portfolio
|
Q4 2024
Reduced 17.56%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
72,154
shares
|
$7.38 Million
0.03% of portfolio
|
Q4 2024
Added 7.23%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
71,661
shares
|
$7.33 Million
0.09% of portfolio
|
Q4 2024
Reduced 11.27%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
70,218
shares
|
$7.18 Million
0.09% of portfolio
|
Q4 2024
Reduced 8.82%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
70,179
shares
|
$7.18 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
67,086
shares
|
$6.86 Million
0.4% of portfolio
|
Q4 2024
Added 15.2%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
64,807
shares
|
$6.63 Million
0.18% of portfolio
|
Q4 2024
Added 22.84%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jan 23, 2025 Q4 2024 |
64,161
shares
|
$6.56 Million
1.15% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
63,917
shares
|
$6.54 Million
0.43% of portfolio
|
Q4 2023
Reduced 1.33%
|
|
|
First Affirmative Financial Network
|
Jan 23, 2025 Q4 2024 |
63,064
shares
|
$6.45 Million
4.15% of portfolio
|
Q4 2024
Reduced 9.11%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
62,713
shares
|
$6.42 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
60,739
shares
|
$6.21 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
59,961
shares
|
$6.13 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Feb 10, 2025 Q4 2024 |
59,274
shares
|
$6.06 Million
0.0% of portfolio
|
Q4 2024
Added 57.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
56,733
shares
|
$5.8 Million
0.01% of portfolio
|
Q4 2024
Added 35.95%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
55,693
shares
|
$5.7 Million
0.97% of portfolio
|
Q4 2024
Added 7.72%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
54,563
shares
|
$5.58 Million
0.29% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
52,044
shares
|
$5.32 Million
0.15% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
49,883
shares
|
$5.1 Million
1.28% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
49,595
shares
|
$5.07 Million
1.06% of portfolio
|
Q4 2024
Added 14.36%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
49,115
shares
|
$5.02 Million
1.02% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
47,712
shares
|
$4.88 Million
0.02% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
47,117
shares
|
$4.82 Million
0.78% of portfolio
|
Q4 2024
Reduced 7.67%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
45,700
shares
|
$4.68 Million
0.54% of portfolio
|
Q1 2024
Reduced 4.2%
|