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 600 institutions that hold shares in the stock, with a total of 27.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harfst & Associates, Inc.
|
Feb 04, 2025 Q4 2024 |
7,644
shares
|
$847,413
0.18% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
7,640
shares
|
$846,970
0.05% of portfolio
|
Q1 2024
Added 7.0%
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
7,632
shares
|
$846,083
0.34% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
7,626
shares
|
$845,418
0.33% of portfolio
|
Q1 2023
Added 1.06%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
7,420
shares
|
$822,581
0.01% of portfolio
|
Q4 2024
Added 35.18%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
7,407
shares
|
$821,140
0.0% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
7,400
shares
|
$820,364
0.09% of portfolio
|
Q4 2024
Reduced 26.83%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
7,372
shares
|
$817,259
0.03% of portfolio
|
Q1 2024
Reduced 3.15%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
7,331
shares
|
$812,714
0.09% of portfolio
|
Q4 2023
Reduced 1.73%
|
|
|
Verity Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
7,299
shares
|
$809,167
0.58% of portfolio
|
Q3 2023
Reduced 0.22%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
7,279
shares
|
$806,949
0.02% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
7,278
shares
|
$806,839
0.06% of portfolio
|
Q3 2023
Reduced 1.18%
|
|
|
Halter Ferguson Financial Inc.
Carmel, IN |
Feb 10, 2025 Q4 2024 |
7,237
shares
|
$802,293
0.33% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Keystone Financial Services
|
Jan 30, 2025 Q4 2024 |
7,236
shares
|
$802,182
0.31% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
7,113
shares
|
$788,547
0.04% of portfolio
|
Q3 2023
Added 1.66%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
7,105
shares
|
$787,660
0.05% of portfolio
|
Q3 2024
Added 157.89%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
7,054
shares
|
$782,006
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
7,047
shares
|
$781,230
0.06% of portfolio
|
Q2 2023
Reduced 0.3%
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
6,998
shares
|
$775,798
0.36% of portfolio
|
Q4 2024
Reduced 12.92%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
6,897
shares
|
$764,601
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
6,864
shares
|
$760,943
0.05% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
6,792
shares
|
$752,961
0.11% of portfolio
|
Q4 2024
Added 48.62%
|
|
|
Zevenbergen Capital Investments LLC
Seattle, WA |
Feb 11, 2025 Q4 2024 |
6,750
shares
|
$748,305
0.02% of portfolio
|
Q2 2024
Added 202.01%
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
6,734
shares
|
$746,531
0.29% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
6,300
shares
|
$698,418
0.01% of portfolio
|
Q4 2024
Reduced 23.29%
|