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 |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
73,354
shares
|
$8.55 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.86%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
72,984
shares
|
$8.5 Million
0.05% of portfolio
|
Q1 2025
Added 100.14%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
69,568
shares
|
$8.11 Million
0.02% of portfolio
|
Q1 2025
Reduced 19.02%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
68,769
shares
|
$8.01 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
67,722
shares
|
$7.89 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
67,086
shares
|
$7.82 Million
0.36% of portfolio
|
Q4 2024
Added 15.2%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
65,381
shares
|
$7.62 Million
0.1% of portfolio
|
Q1 2025
Reduced 6.84%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
63,917
shares
|
$7.45 Million
0.43% of portfolio
|
Q4 2023
Reduced 1.33%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Apr 21, 2025 Q1 2025 |
63,671
shares
|
$7.42 Million
1.09% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
62,538
shares
|
$7.29 Million
0.02% of portfolio
|
Q1 2025
Reduced 46.5%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
59,961
shares
|
$6.99 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
58,998
shares
|
$6.87 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
56,831
shares
|
$6.62 Million
0.29% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Brio Consultants, LLC
|
Jul 07, 2025 Q1 2025 |
55,516
shares
|
$6.47 Million
0.91% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
52,561
shares
|
$6.12 Million
0.02% of portfolio
|
Q2 2025
Added 20.07%
|
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
52,244
shares
|
$6.09 Million
1.08% of portfolio
|
Q1 2025
Added 5.34%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
May 14, 2025 Q1 2025 |
52,207
shares
|
$6.08 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.92%
|
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
49,998
shares
|
$5.83 Million
1.17% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
49,997
shares
|
$5.83 Million
0.0% of portfolio
|
Q1 2025
Added 588.0%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
49,577
shares
|
$5.78 Million
0.26% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
48,223
shares
|
$5.62 Million
0.14% of portfolio
|
Q1 2025
Added 14.98%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
48,115
shares
|
$5.61 Million
0.13% of portfolio
|
Q2 2025
Reduced 19.63%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
46,509
shares
|
$5.42 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
45,700
shares
|
$5.32 Million
0.54% of portfolio
|
Q1 2024
Reduced 4.2%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
45,056
shares
|
$5.25 Million
1.91% of portfolio
|
Q4 2022
Reduced 1.63%
|