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 |
|---|---|---|---|---|---|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
12,930
shares
|
$1.51 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
12,771
shares
|
$1.49 Million
0.06% of portfolio
|
Q1 2025
Added 593.7%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
12,726
shares
|
$1.48 Million
0.03% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
12,643
shares
|
$1.47 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Potentia Wealth
San Jose, CA |
May 09, 2025 Q1 2025 |
12,195
shares
|
$1.42 Million
0.59% of portfolio
|
Q1 2025
Added 24.83%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
12,174
shares
|
$1.42 Million
0.11% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
12,057
shares
|
$1.4 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Sofi Wealth, LLC
|
Apr 21, 2025 Q1 2025 |
12,023
shares
|
$1.4 Million
0.11% of portfolio
|
Q1 2025
Added 649.56%
|
|
|
Wood Trust Financial Corp
|
Apr 22, 2025 Q1 2025 |
12,018
shares
|
$1.4 Million
0.17% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
12,000
shares
|
$1.4 Million
0.23% of portfolio
|
Q3 2022
New holding
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
11,935
shares
|
$1.39 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.12%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
11,932
shares
|
$1.39 Million
0.09% of portfolio
|
Q1 2025
Added 228.07%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
11,930
shares
|
$1.39 Million
0.02% of portfolio
|
Q1 2025
Added 139.22%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
11,767
shares
|
$1.37 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
11,593
shares
|
$1.35 Million
0.05% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
11,546
shares
|
$1.35 Million
0.1% of portfolio
|
Q1 2025
Added 7.43%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
11,521
shares
|
$1.34 Million
0.03% of portfolio
|
Q1 2025
Added 17.06%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
11,386
shares
|
$1.33 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
11,370
shares
|
$1.32 Million
0.0% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Ma Private Wealth
|
May 01, 2025 Q1 2025 |
11,343
shares
|
$1.32 Million
0.22% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Boston Standard Wealth Management, LLC
|
Jul 02, 2025 Q2 2025 |
11,204
shares
|
$1.31 Million
0.23% of portfolio
|
Q2 2025
Reduced 24.56%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
10,881
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
10,870
shares
|
$1.27 Million
0.5% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Feb 11, 2025 Q4 2024 |
10,710
shares
|
$1.25 Million
1.04% of portfolio
|
Q4 2024
Added 16.59%
|
|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
10,623
shares
|
$1.24 Million
0.3% of portfolio
|
Q1 2025
Reduced 1.69%
|