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 552 institutions that hold shares in the stock, with a total of 26.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.87 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
31,357
shares
|
$3.4 Million
0.02% of portfolio
|
Q2 2024
Added 5.84%
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
31,066
shares
|
$3.37 Million
0.18% of portfolio
|
Q4 2022
Added 3.33%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
30,637
shares
|
$3.33 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.57%
|
|
Pitcairn CO
Jenkintown, PA |
Aug 13, 2024 Q2 2024 |
30,441
shares
|
$3.3 Million
0.2% of portfolio
|
Q2 2024
Added 0.32%
|
|
Sharkey, Howes & Javer
|
Jul 17, 2024 Q2 2024 |
30,241
shares
|
$3.28 Million
0.53% of portfolio
|
Q2 2024
Reduced 2.12%
|
|
Keybank National Association
|
Jul 31, 2024 Q2 2024 |
29,358
shares
|
$3.19 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.47%
|
|
Childress Capital Advisors, LLC
Houston, TX |
Aug 05, 2024 Q2 2024 |
29,080
shares
|
$3.16 Million
0.87% of portfolio
|
Q2 2024
Reduced 8.18%
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 07, 2024 Q2 2024 |
28,646
shares
|
$3.11 Million
0.38% of portfolio
|
Q2 2024
Reduced 4.52%
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
28,619
shares
|
$3.11 Million
0.03% of portfolio
|
Q2 2023
Reduced 6.05%
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
28,139
shares
|
$3.05 Million
0.07% of portfolio
|
Q2 2024
Added 0.36%
|
|
Bangor Savings Bank
Bangor, ME |
Jul 15, 2024 Q2 2024 |
27,747
shares
|
$3.01 Million
0.29% of portfolio
|
Q2 2024
Reduced 0.88%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
27,342
shares
|
$2.97 Million
0.03% of portfolio
|
Q2 2024
Added 5.07%
|
|
Gibson Capital, LLC
Wexford, PA |
Jul 15, 2024 Q2 2024 |
27,323
shares
|
$2.97 Million
0.67% of portfolio
|
Q2 2024
Reduced 33.15%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
27,300
shares
|
$2.96 Million
0.04% of portfolio
|
Q2 2024
Added 1.43%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
27,243
shares
|
$2.96 Million
0.02% of portfolio
|
Q2 2024
Added 14.46%
|
|
Creekside Partners
Petaluma, CA |
Aug 30, 2024 Q2 2024 |
26,851
shares
|
$2.91 Million
1.54% of portfolio
|
Q2 2024
New holding
|
|
Pfg Advisors
|
Aug 07, 2024 Q2 2024 |
26,821
shares
|
$2.91 Million
0.19% of portfolio
|
Q2 2024
Reduced 3.37%
|
|
Institute For Wealth Management, Llc.
|
Jul 25, 2024 Q2 2024 |
26,643
shares
|
$2.89 Million
0.38% of portfolio
|
Q2 2024
Added 4.01%
|
|
Financial Services Advisory Inc
|
Jul 30, 2024 Q2 2024 |
25,630
shares
|
$2.78 Million
0.73% of portfolio
|
Q2 2024
Added 10.78%
|
|
Pennsylvania Capital Management Inc
|
Jul 12, 2024 Q2 2024 |
25,570
shares
|
$2.78 Million
1.03% of portfolio
|
Q2 2024
Added 0.31%
|
|
Cornerstone Wealth Management, LLC
|
Jul 16, 2024 Q2 2024 |
25,284
shares
|
$2.74 Million
0.21% of portfolio
|
Q2 2024
Added 0.21%
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Aug 09, 2024 Q2 2024 |
24,988
shares
|
$2.71 Million
0.28% of portfolio
|
Q2 2024
Reduced 1.83%
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
24,827
shares
|
$2.69 Million
0.15% of portfolio
|
Q4 2023
Added 5.64%
|
|
Financial Insights, Inc.
|
Jul 16, 2024 Q2 2024 |
24,812
shares
|
$2.69 Million
0.72% of portfolio
|
Q2 2024
Reduced 2.21%
|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
24,810
shares
|
$2.69 Million
5.05% of portfolio
|
Q2 2022
New holding
|