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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
11,320
shares
|
$1.27 Million
0.05% of portfolio
|
Q3 2024
Added 10.81%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
11,241
shares
|
$1.26 Million
0.07% of portfolio
|
Q4 2024
Reduced 28.92%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
11,153
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.17%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
10,881
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
10,806
shares
|
$1.21 Million
0.32% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
10,805
shares
|
$1.21 Million
0.52% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
10,712
shares
|
$1.2 Million
0.59% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
10,670
shares
|
$1.2 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
10,407
shares
|
$1.17 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
10,310
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
10,196
shares
|
$1.15 Million
0.02% of portfolio
|
Q2 2024
Added 53.93%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
10,114
shares
|
$1.14 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
10,048
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
10,008
shares
|
$1.12 Million
0.13% of portfolio
|
Q3 2024
Reduced 12.65%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
9,842
shares
|
$1.11 Million
0.03% of portfolio
|
Q4 2024
Added 62.89%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
9,702
shares
|
$1.09 Million
0.1% of portfolio
|
Q4 2024
Added 41.28%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
9,446
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
9,377
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.96%
|
|
|
Long Run Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
9,310
shares
|
$1.05 Million
0.25% of portfolio
|
Q4 2024
Reduced 5.62%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
9,189
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
9,186
shares
|
$1.03 Million
0.86% of portfolio
|
Q2 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
9,158
shares
|
$1.03 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.6%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
8,989
shares
|
$1.01 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.51%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
8,960
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
8,952
shares
|
$1.01 Million
0.16% of portfolio
|
Q4 2024
Added 8.54%
|