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 615 institutions that hold shares in the stock, with a total of 27.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
45,056
shares
|
$4.65 Million
1.91% of portfolio
|
Q4 2022
Reduced 1.63%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Feb 11, 2025 Q4 2024 |
42,436
shares
|
$4.38 Million
1.61% of portfolio
|
Q4 2024
Added 8.07%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
42,373
shares
|
$4.37 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
42,316
shares
|
$4.37 Million
0.01% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
42,179
shares
|
$4.35 Million
0.22% of portfolio
|
Q4 2024
Added 13.28%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
42,102
shares
|
$4.34 Million
1.74% of portfolio
|
Q4 2023
Added 1.76%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
41,942
shares
|
$4.33 Million
0.13% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
40,236
shares
|
$4.15 Million
0.38% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
40,113
shares
|
$4.14 Million
0.09% of portfolio
|
Q4 2024
Added 10318.96%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
39,980
shares
|
$4.13 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
39,799
shares
|
$4.11 Million
0.04% of portfolio
|
Q4 2024
Reduced 8.89%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
38,505
shares
|
$3.97 Million
0.06% of portfolio
|
Q4 2022
Added 1.14%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Feb 03, 2025 Q4 2024 |
38,021
shares
|
$3.92 Million
2.7% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Allianz Se
Munich, 2M |
Feb 12, 2025 Q4 2024 |
37,735
shares
|
$3.89 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
36,954
shares
|
$3.81 Million
0.95% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
36,771
shares
|
$3.79 Million
0.04% of portfolio
|
Q4 2024
Added 4.94%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
36,467
shares
|
$3.76 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
35,964
shares
|
$3.71 Million
0.24% of portfolio
|
Q4 2024
Reduced 4.94%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
35,898
shares
|
$3.7 Million
1.32% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
35,192
shares
|
$3.63 Million
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
34,447
shares
|
$3.55 Million
0.1% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
34,122
shares
|
$3.52 Million
0.0% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
33,930
shares
|
$3.5 Million
1.06% of portfolio
|
Q3 2024
Added 16.68%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
33,818
shares
|
$3.49 Million
0.11% of portfolio
|
Q4 2024
Reduced 17.93%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
33,369
shares
|
$3.44 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.48%
|