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 |
|---|---|---|---|---|---|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
6,095
shares
|
$676,849
0.13% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
6,063
shares
|
$673,296
0.11% of portfolio
|
Q4 2024
Reduced 16.84%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
6,035
shares
|
$670,186
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Jan 30, 2025 Q4 2024 |
5,957
shares
|
$661,524
0.54% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
5,946
shares
|
$660,303
0.15% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
5,941
shares
|
$659,748
0.13% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
5,894
shares
|
$654,528
0.44% of portfolio
|
Q2 2022
New holding
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
5,883
shares
|
$653,307
0.03% of portfolio
|
Q4 2024
Reduced 9.04%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
5,814
shares
|
$645,644
0.19% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
5,786
shares
|
$642,535
0.01% of portfolio
|
Q4 2024
Reduced 6.15%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
5,763
shares
|
$639,981
0.01% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
5,757
shares
|
$639,314
0.13% of portfolio
|
Q2 2024
Reduced 56.94%
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
5,725
shares
|
$635,761
0.47% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
5,600
shares
|
$621,880
0.0% of portfolio
|
Q3 2024
Reduced 24.32%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
5,570
shares
|
$618,548
0.01% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 24, 2025 Q4 2024 |
5,561
shares
|
$617,549
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
5,539
shares
|
$615,105
0.07% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
5,521
shares
|
$613,107
0.12% of portfolio
|
Q4 2024
Reduced 64.04%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
5,489
shares
|
$609,553
0.01% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Feb 03, 2025 Q4 2024 |
5,460
shares
|
$606,333
0.26% of portfolio
|
Q4 2024
Added 112.04%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
5,443
shares
|
$604,445
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
5,401
shares
|
$599,781
0.04% of portfolio
|
Q4 2024
Reduced 29.01%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
5,373
shares
|
$596,671
0.07% of portfolio
|
Q3 2024
Reduced 16.2%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
5,358
shares
|
$595,005
0.01% of portfolio
|
Q3 2024
Reduced 74.49%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
5,353
shares
|
$594,450
0.01% of portfolio
|
Q4 2024
Added 0.28%
|