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 593 institutions that hold shares in the stock, with a total of 26.5 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 |
|---|---|---|---|---|---|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
9,186
shares
|
$1.02 Million
0.86% of portfolio
|
Q2 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
9,089
shares
|
$1.01 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
8,989
shares
|
$998,228
0.02% of portfolio
|
Q4 2024
Reduced 7.51%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
8,960
shares
|
$995,008
0.0% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
8,952
shares
|
$994,119
0.16% of portfolio
|
Q4 2024
Added 8.54%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
8,827
shares
|
$980,238
0.03% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
8,774
shares
|
$974,352
0.07% of portfolio
|
Q4 2024
Reduced 9.33%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
8,748
shares
|
$971,465
0.03% of portfolio
|
Q3 2024
Reduced 12.34%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
8,728
shares
|
$969,244
0.04% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
8,632
shares
|
$958,583
0.01% of portfolio
|
Q3 2024
Reduced 9.62%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
8,612
shares
|
$956,362
0.01% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
8,487
shares
|
$942,481
0.2% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
8,319
shares
|
$923,824
0.11% of portfolio
|
Q4 2024
Reduced 16.88%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
8,229
shares
|
$913,830
0.05% of portfolio
|
Q4 2024
Added 10.59%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
8,133
shares
|
$903,169
0.05% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
8,080
shares
|
$897,284
0.11% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
7,995
shares
|
$887,844
0.25% of portfolio
|
Q4 2024
Added 133.91%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
7,909
shares
|
$878,294
0.39% of portfolio
|
Q1 2024
Added 0.13%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
7,906
shares
|
$877,961
0.01% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
7,786
shares
|
$864,635
0.03% of portfolio
|
Q3 2024
Added 1817.73%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
7,706
shares
|
$855,751
0.01% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Harfst & Associates, Inc.
|
Feb 04, 2025 Q4 2024 |
7,644
shares
|
$848,866
0.18% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
7,640
shares
|
$848,422
0.05% of portfolio
|
Q1 2024
Added 7.0%
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
7,632
shares
|
$847,533
0.34% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
7,626
shares
|
$846,867
0.33% of portfolio
|
Q1 2023
Added 1.06%
|