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 |
|---|---|---|---|---|---|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
2,226
shares
|
$246,774
0.06% of portfolio
|
Q4 2024
Reduced 16.6%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
2,220
shares
|
$246,109
0.02% of portfolio
|
Q3 2021
Added 69.79%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
2,220
shares
|
$246,109
0.08% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Jan 30, 2025 Q4 2024 |
2,204
shares
|
$244,335
0.17% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Jan 23, 2025 Q4 2024 |
2,168
shares
|
$240,344
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
2,151
shares
|
$238,459
0.24% of portfolio
|
Q3 2024
Added 9.47%
|
|
|
Bahl & Gaynor Inc
|
Feb 06, 2025 Q4 2024 |
2,147
shares
|
$238,016
0.0% of portfolio
|
Q4 2024
Reduced 56.26%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
2,143
shares
|
$237,572
0.12% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
2,143
shares
|
$237,572
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Figure 8 Investment Strategies LLC
Boise, ID |
Jan 29, 2025 Q4 2024 |
2,126
shares
|
$235,688
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Smith & Howard Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
2,123
shares
|
$235,355
0.07% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
2,109
shares
|
$233,803
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
2,103
shares
|
$233,138
0.07% of portfolio
|
Q2 2024
Reduced 10.97%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
2,095
shares
|
$232,251
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
2,090
shares
|
$231,697
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
2,088
shares
|
$231,475
0.02% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
2,074
shares
|
$229,923
0.01% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
2,073
shares
|
$229,812
0.17% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
2,050
shares
|
$227,263
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,043
shares
|
$226,486
0.05% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
2,040
shares
|
$226,154
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
2,037
shares
|
$225,821
0.01% of portfolio
|
Q4 2024
Added 9.16%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
2,025
shares
|
$224,491
0.02% of portfolio
|
Q4 2024
Reduced 23.61%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
2,018
shares
|
$223,715
0.03% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
2,005
shares
|
$222,274
0.01% of portfolio
|
Q1 2024
New holding
|