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 583 institutions that hold shares in the stock, with a total of 26.1 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 |
|---|---|---|---|---|---|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
30,663
shares
|
$3.44 Million
0.1% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
30,359
shares
|
$3.41 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
30,226
shares
|
$3.39 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
30,116
shares
|
$3.38 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
30,032
shares
|
$3.37 Million
0.42% of portfolio
|
Q4 2024
Added 6.36%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
29,654
shares
|
$3.33 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
28,619
shares
|
$3.21 Million
0.03% of portfolio
|
Q2 2023
Reduced 6.05%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
28,409
shares
|
$3.19 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
28,139
shares
|
$3.16 Million
0.07% of portfolio
|
Q2 2024
Added 0.36%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
27,390
shares
|
$3.08 Million
0.28% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
27,126
shares
|
$3.05 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
26,909
shares
|
$3.02 Million
1.51% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Pennsylvania Capital Management Inc
|
Jan 24, 2025 Q4 2024 |
26,816
shares
|
$3.01 Million
1.09% of portfolio
|
Q4 2024
Added 4.14%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
26,240
shares
|
$2.95 Million
0.43% of portfolio
|
Q3 2024
Reduced 13.23%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
25,785
shares
|
$2.9 Million
0.34% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Forbes J M & CO LLP
|
Jan 28, 2025 Q4 2024 |
25,532
shares
|
$2.87 Million
0.28% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Financial Services Advisory Inc
|
Oct 31, 2024 Q3 2024 |
25,196
shares
|
$2.83 Million
0.67% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 10, 2024 Q3 2024 |
25,159
shares
|
$2.83 Million
0.59% of portfolio
|
Q3 2024
Reduced 7.92%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
24,827
shares
|
$2.79 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
|
$2.79 Million
5.05% of portfolio
|
Q2 2022
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
24,570
shares
|
$2.76 Million
0.05% of portfolio
|
Q3 2022
Added 0.02%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
24,502
shares
|
$2.75 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
24,196
shares
|
$2.72 Million
0.35% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
24,061
shares
|
$2.7 Million
0.86% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
24,008
shares
|
$2.7 Million
0.18% of portfolio
|
Q4 2024
Reduced 4.89%
|