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 |
|---|---|---|---|---|---|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
18,772
shares
|
$2.11 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
18,414
shares
|
$2.07 Million
1.09% of portfolio
|
Q2 2023
Reduced 2.32%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
18,238
shares
|
$2.05 Million
0.18% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
18,206
shares
|
$2.04 Million
0.0% of portfolio
|
Q4 2024
Added 8.43%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
18,194
shares
|
$2.04 Million
0.04% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
17,955
shares
|
$2.02 Million
0.0% of portfolio
|
Q3 2024
Reduced 54.84%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
17,733
shares
|
$1.99 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 31, 2024 Q3 2024 |
17,632
shares
|
$1.98 Million
1.6% of portfolio
|
Q3 2024
Added 13.76%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
17,475
shares
|
$1.96 Million
0.29% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
17,286
shares
|
$1.94 Million
0.58% of portfolio
|
Q4 2020
New holding
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
17,245
shares
|
$1.94 Million
0.87% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
17,138
shares
|
$1.92 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
17,095
shares
|
$1.92 Million
0.05% of portfolio
|
Q3 2024
Reduced 10.3%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
17,075
shares
|
$1.92 Million
0.22% of portfolio
|
Q3 2024
Reduced 7.08%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
17,075
shares
|
$1.92 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
16,975
shares
|
$1.91 Million
0.12% of portfolio
|
Q4 2023
Reduced 4.63%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
16,671
shares
|
$1.87 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
16,668
shares
|
$1.87 Million
0.2% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
16,648
shares
|
$1.87 Million
0.07% of portfolio
|
Q1 2023
Reduced 0.87%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Oct 24, 2024 Q3 2024 |
16,579
shares
|
$1.86 Million
1.25% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
16,356
shares
|
$1.84 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
15,840
shares
|
$1.78 Million
0.05% of portfolio
|
Q4 2024
Reduced 47.3%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
15,704
shares
|
$1.76 Million
0.1% of portfolio
|
Q4 2022
Added 21.41%
|
|
|
Boston Standard Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
15,237
shares
|
$1.71 Million
0.33% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
White Lighthouse Investment Management Inc.
|
Oct 30, 2024 Q3 2024 |
15,123
shares
|
$1.7 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.84%
|