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 |
|---|---|---|---|---|---|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
20,511
shares
|
$2.39 Million
0.01% of portfolio
|
Q1 2025
Reduced 20.15%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
20,438
shares
|
$2.38 Million
0.01% of portfolio
|
Q1 2025
Reduced 20.6%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
20,282
shares
|
$2.36 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.38%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
May 13, 2025 Q1 2025 |
20,271
shares
|
$2.36 Million
1.48% of portfolio
|
Q1 2025
Added 7.4%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
20,236
shares
|
$2.36 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
20,067
shares
|
$2.34 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jul 15, 2025 Q2 2025 |
20,000
shares
|
$2.33 Million
0.62% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
19,967
shares
|
$2.33 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Arlington Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
19,822
shares
|
$2.31 Million
0.42% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
19,407
shares
|
$2.26 Million
0.3% of portfolio
|
Q1 2025
Added 11.06%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Apr 23, 2025 Q1 2025 |
19,318
shares
|
$2.25 Million
1.46% of portfolio
|
Q1 2025
Added 14.18%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
19,226
shares
|
$2.24 Million
0.02% of portfolio
|
Q1 2024
Added 0.14%
|
|
|
Boston Trust Walden Corp
|
Apr 21, 2025 Q1 2025 |
19,067
shares
|
$2.22 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
18,944
shares
|
$2.21 Million
0.11% of portfolio
|
Q1 2025
Reduced 9.68%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Apr 30, 2025 Q1 2025 |
18,788
shares
|
$2.19 Million
1.64% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
18,414
shares
|
$2.15 Million
1.09% of portfolio
|
Q2 2023
Reduced 2.32%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
18,102
shares
|
$2.11 Million
0.18% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
18,100
shares
|
$2.11 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
17,313
shares
|
$2.02 Million
0.27% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
17,286
shares
|
$2.01 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
17,286
shares
|
$2.01 Million
0.58% of portfolio
|
Q4 2020
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
17,075
shares
|
$1.99 Million
0.22% of portfolio
|
Q3 2024
Reduced 7.08%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
16,975
shares
|
$1.98 Million
0.12% of portfolio
|
Q4 2023
Reduced 4.63%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
16,852
shares
|
$1.96 Million
0.02% of portfolio
|
Q1 2025
Added 628.26%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
16,763
shares
|
$1.95 Million
0.02% of portfolio
|
Q1 2025
Added 491.7%
|