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 |
|---|---|---|---|---|---|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
31,293
shares
|
$3.65 Million
0.61% of portfolio
|
Q1 2025
Reduced 6.01%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
31,168
shares
|
$3.63 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
31,077
shares
|
$3.62 Million
0.03% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
31,066
shares
|
$3.62 Million
0.18% of portfolio
|
Q4 2022
Added 3.33%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
30,692
shares
|
$3.58 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.02%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
30,234
shares
|
$3.52 Million
0.19% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
29,169
shares
|
$3.4 Million
0.03% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
29,168
shares
|
$3.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
28,991
shares
|
$3.38 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
28,983
shares
|
$3.38 Million
0.08% of portfolio
|
Q1 2025
Reduced 14.3%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
28,764
shares
|
$3.35 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
28,636
shares
|
$3.34 Million
0.38% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
28,619
shares
|
$3.33 Million
0.03% of portfolio
|
Q2 2023
Reduced 6.05%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
28,487
shares
|
$3.32 Million
0.02% of portfolio
|
Q1 2025
Added 16.29%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
28,139
shares
|
$3.28 Million
0.07% of portfolio
|
Q2 2024
Added 0.36%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
27,292
shares
|
$3.18 Million
1.32% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
27,096
shares
|
$3.16 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Forbes J M & CO LLP
|
Jul 18, 2025 Q2 2025 |
26,938
shares
|
$3.14 Million
0.3% of portfolio
|
Q2 2025
Added 5.21%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
26,534
shares
|
$3.09 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Pennsylvania Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
26,242
shares
|
$3.06 Million
1.01% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
25,887
shares
|
$3.02 Million
0.02% of portfolio
|
Q1 2025
Added 26.14%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
25,694
shares
|
$2.99 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
25,622
shares
|
$2.99 Million
1.37% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
25,493
shares
|
$2.97 Million
0.27% of portfolio
|
Q1 2025
Added 6.63%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
25,085
shares
|
$2.92 Million
0.11% of portfolio
|
Q1 2025
Added 65.2%
|