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 |
|---|---|---|---|---|---|
|
Buffington Mohr Mc Neal
|
Jan 22, 2025 Q4 2024 |
3,743
shares
|
$414,948
0.07% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
3,727
shares
|
$413,175
0.01% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Close Asset Management LTD
|
Jan 28, 2025 Q4 2024 |
3,715
shares
|
$411,844
0.01% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
3,710
shares
|
$411,290
0.02% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
3,662
shares
|
$405,969
0.05% of portfolio
|
Q3 2024
Reduced 39.49%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
3,637
shares
|
$403,197
0.03% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
3,581
shares
|
$396,989
0.03% of portfolio
|
Q4 2024
Added 4.86%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Jan 30, 2025 Q4 2024 |
3,579
shares
|
$396,767
0.27% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
3,541
shares
|
$392,555
0.03% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
3,538
shares
|
$392,222
0.07% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
3,511
shares
|
$389,229
1.0% of portfolio
|
Q2 2023
Reduced 3.12%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
3,500
shares
|
$388,010
0.09% of portfolio
|
Q4 2024
Reduced 6.99%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
3,500
shares
|
$388,010
0.0% of portfolio
|
Q1 2023
Reduced 14.24%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,464
shares
|
$384,019
0.01% of portfolio
|
Q3 2024
Reduced 13.12%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
3,412
shares
|
$378,254
0.08% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Parkside Advisors LLC
|
Jan 13, 2025 Q4 2024 |
3,360
shares
|
$372,489
0.09% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
3,355
shares
|
$371,935
0.03% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
3,349
shares
|
$371,270
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
3,335
shares
|
$369,718
0.01% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
3,280
shares
|
$363,620
0.04% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
3,270
shares
|
$362,512
0.08% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jan 08, 2025 Q4 2024 |
3,268
shares
|
$362,290
0.18% of portfolio
|
Q2 2023
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
3,266
shares
|
$362,068
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 22, 2025 Q4 2024 |
3,261
shares
|
$361,514
0.32% of portfolio
|
Q4 2024
Reduced 16.08%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
3,247
shares
|
$359,962
0.14% of portfolio
|
Q4 2024
Reduced 9.73%
|