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 642 institutions that hold shares in the stock, with a total of 24.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
28,707
shares
|
$3.64 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
28,619
shares
|
$3.63 Million
0.03% of portfolio
|
Q2 2023
Reduced 6.05%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
28,472
shares
|
$3.61 Million
0.03% of portfolio
|
Q3 2025
Added 11.83%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
28,445
shares
|
$3.61 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
28,139
shares
|
$3.57 Million
0.07% of portfolio
|
Q2 2024
Added 0.36%
|
|
|
Forbes J M & CO LLP
|
Oct 28, 2025 Q3 2025 |
28,115
shares
|
$3.56 Million
0.31% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Sofi Wealth, LLC
|
Oct 22, 2025 Q3 2025 |
27,616
shares
|
$3.5 Million
0.24% of portfolio
|
Q3 2025
Added 38.87%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
26,872
shares
|
$3.41 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Pennsylvania Capital Management Inc
|
Nov 06, 2025 Q3 2025 |
26,352
shares
|
$3.34 Million
1.03% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
26,269
shares
|
$3.33 Million
0.19% of portfolio
|
Q3 2025
Reduced 5.67%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
25,814
shares
|
$3.27 Million
0.0% of portfolio
|
Q2 2025
Reduced 19.06%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
25,810
shares
|
$3.27 Million
0.13% of portfolio
|
Q3 2025
Added 8.37%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 07, 2025 Q3 2025 |
25,801
shares
|
$3.27 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
25,502
shares
|
$3.23 Million
0.01% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
25,447
shares
|
$3.23 Million
1.58% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
25,334
shares
|
$3.21 Million
0.27% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 24, 2025 Q3 2025 |
25,124
shares
|
$3.19 Million
0.62% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
24,827
shares
|
$3.15 Million
0.15% of portfolio
|
Q4 2023
Added 5.64%
|
|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
24,810
shares
|
$3.15 Million
5.05% of portfolio
|
Q2 2022
New holding
|
|
|
Impact Investors, Inc
San Francisco, CA |
Oct 29, 2025 Q3 2025 |
24,756
shares
|
$3.14 Million
2.05% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
24,731
shares
|
$3.14 Million
1.37% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
24,602
shares
|
$3.12 Million
0.45% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
24,570
shares
|
$3.12 Million
0.05% of portfolio
|
Q3 2022
Added 0.02%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
24,115
shares
|
$3.06 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.85%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
23,380
shares
|
$2.96 Million
0.05% of portfolio
|
Q1 2025
Added 1.01%
|
|