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 |
|---|---|---|---|---|---|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
4,789
shares
|
$531,818
0.0% of portfolio
|
Q2 2024
Reduced 2.05%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
4,780
shares
|
$530,819
0.11% of portfolio
|
Q4 2024
Added 5.87%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
4,744
shares
|
$526,821
0.1% of portfolio
|
Q4 2024
Added 717.93%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
4,731
shares
|
$525,377
0.05% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
4,713
shares
|
$523,378
0.03% of portfolio
|
Q2 2024
Added 1.6%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
4,712
shares
|
$523,267
0.02% of portfolio
|
Q1 2023
Added 4.53%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
4,699
shares
|
$521,823
0.07% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
4,644
shares
|
$515,716
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jan 14, 2025 Q4 2024 |
4,626
shares
|
$513,717
0.23% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Feb 07, 2025 Q4 2024 |
4,608
shares
|
$511,718
0.03% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
4,550
shares
|
$505,277
0.0% of portfolio
|
Q2 2023
Reduced 2.15%
|
|
|
Kbc Group Nv
|
Jan 22, 2025 Q4 2024 |
4,513
shares
|
$501,168
0.0% of portfolio
|
Q4 2024
Added 41.3%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
4,468
shares
|
$496,171
0.02% of portfolio
|
Q4 2024
Reduced 15.02%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
4,464
shares
|
$495,727
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Buttonwood Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
4,450
shares
|
$494,172
0.29% of portfolio
|
Q4 2024
Reduced 8.38%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
4,372
shares
|
$485,510
0.04% of portfolio
|
Q3 2023
Added 5.43%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
4,271
shares
|
$474,294
0.07% of portfolio
|
Q4 2024
Reduced 64.9%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Dec 30, 2024 Q3 2024 |
4,251
shares
|
$472,073
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
4,238
shares
|
$470,629
0.07% of portfolio
|
Q2 2024
Reduced 11.51%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,224
shares
|
$469,075
0.01% of portfolio
|
Q2 2020
Reduced 3.85%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
4,216
shares
|
$468,186
0.01% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
4,213
shares
|
$467,853
0.02% of portfolio
|
Q4 2024
Added 12.32%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
4,200
shares
|
$466,410
0.01% of portfolio
|
Q4 2024
Reduced 14.65%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
4,177
shares
|
$463,855
0.04% of portfolio
|
Q1 2023
Added 1.46%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Feb 05, 2025 Q4 2024 |
4,164
shares
|
$462,412
0.16% of portfolio
|
Q3 2024
Added 11.88%
|