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 |
|---|---|---|---|---|---|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
23,907
shares
|
$2.68 Million
0.27% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
23,360
shares
|
$2.62 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
23,266
shares
|
$2.61 Million
0.01% of portfolio
|
Q3 2024
Reduced 46.85%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
23,147
shares
|
$2.6 Million
0.05% of portfolio
|
Q3 2024
Added 834.48%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 29, 2025 Q4 2024 |
23,069
shares
|
$2.59 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
22,938
shares
|
$2.58 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
22,674
shares
|
$2.55 Million
0.07% of portfolio
|
Q3 2022
Reduced 4.98%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
22,620
shares
|
$2.54 Million
0.07% of portfolio
|
Q2 2024
Reduced 10.1%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
22,579
shares
|
$2.54 Million
0.51% of portfolio
|
Q2 2024
Added 117.55%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
22,472
shares
|
$2.52 Million
0.01% of portfolio
|
Q3 2024
Reduced 17.51%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
22,236
shares
|
$2.5 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
22,100
shares
|
$2.48 Million
0.09% of portfolio
|
Q2 2022
Added 0.01%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
21,303
shares
|
$2.39 Million
0.15% of portfolio
|
Q3 2024
Reduced 20.57%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
21,063
shares
|
$2.37 Million
0.06% of portfolio
|
Q4 2023
Added 3.96%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
21,028
shares
|
$2.36 Million
0.0% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2024 Q3 2024 |
20,985
shares
|
$2.36 Million
0.92% of portfolio
|
Q3 2024
Added 10.24%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
20,921
shares
|
$2.35 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
20,760
shares
|
$2.33 Million
0.01% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
20,515
shares
|
$2.3 Million
0.93% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jan 16, 2025 Q4 2024 |
20,000
shares
|
$2.25 Million
0.65% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Arlington Financial Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
19,627
shares
|
$2.2 Million
0.51% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
19,226
shares
|
$2.16 Million
0.02% of portfolio
|
Q1 2024
Added 0.14%
|
|
|
Boston Trust Walden Corp
|
Jan 24, 2025 Q4 2024 |
19,097
shares
|
$2.14 Million
0.02% of portfolio
|
Q4 2023
Added 0.07%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
19,061
shares
|
$2.14 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
19,045
shares
|
$2.14 Million
0.14% of portfolio
|
Q3 2024
Added 7.79%
|