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 |
|---|---|---|---|---|---|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
89
shares
|
$9,883
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
75
shares
|
$8,328
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
72
shares
|
$7,995
0.0% of portfolio
|
Q4 2024
Reduced 96.28%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
67
shares
|
$7,440
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
50
shares
|
$5,552
0.0% of portfolio
|
Q4 2024
Reduced 28.57%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
46
shares
|
$5,108
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
45
shares
|
$4,997
0.0% of portfolio
|
Q1 2023
Reduced 53.61%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
40
shares
|
$4,442
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
39
shares
|
$4,330
0.0% of portfolio
|
Q3 2024
Added 44.44%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
33
shares
|
$3,664
0.0% of portfolio
|
Q2 2024
Reduced 26.67%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
24
shares
|
$2,665
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
22
shares
|
$2,443
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 03, 2025 Q3 2024 |
20
shares
|
$2,221
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
17
shares
|
$1,887
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
6
shares
|
$666
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|