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 |
|---|---|---|---|---|---|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,586
shares
|
$176,125
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,564
shares
|
$173,682
0.01% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
1,388
shares
|
$154,137
0.07% of portfolio
|
Q3 2024
Reduced 12.59%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
1,358
shares
|
$150,805
0.07% of portfolio
|
Q2 2024
Reduced 0.44%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
1,355
shares
|
$150,472
0.03% of portfolio
|
Q3 2024
Reduced 26.76%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,354
shares
|
$150,361
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
1,324
shares
|
$147,030
0.07% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,300
shares
|
$144,365
0.19% of portfolio
|
Q4 2021
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
1,277
shares
|
$141,810
0.02% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
1,235
shares
|
$137,146
0.01% of portfolio
|
Q4 2022
Reduced 42.69%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
1,233
shares
|
$136,924
0.01% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
1,230
shares
|
$136,591
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
1,222
shares
|
$135,703
0.01% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
1,150
shares
|
$127,707
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,093
shares
|
$121,377
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
1,068
shares
|
$118,601
0.02% of portfolio
|
Q2 2024
Reduced 1.29%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
1,034
shares
|
$114,825
0.01% of portfolio
|
Q4 2021
Reduced 42.3%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
1,034
shares
|
$114,825
0.03% of portfolio
|
Q4 2024
Reduced 23.41%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$111,050
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
967
shares
|
$107,385
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
940
shares
|
$104,387
0.0% of portfolio
|
Q2 2024
Added 16.77%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
897
shares
|
$99,611
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
855
shares
|
$94,947
0.01% of portfolio
|
Q4 2024
Added 37.68%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
797
shares
|
$88,506
0.03% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
780
shares
|
$86,619
0.03% of portfolio
|
Q4 2024
Added 13.04%
|