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 |
|---|---|---|---|---|---|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
15,840
shares
|
$1.76 Million
0.05% of portfolio
|
Q4 2024
Reduced 47.3%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
15,704
shares
|
$1.74 Million
0.1% of portfolio
|
Q4 2022
Added 21.41%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
15,592
shares
|
$1.73 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
15,253
shares
|
$1.69 Million
0.01% of portfolio
|
Q4 2024
Reduced 13.99%
|
|
|
Boston Standard Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
15,237
shares
|
$1.69 Million
0.33% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
15,092
shares
|
$1.68 Million
0.01% of portfolio
|
Q3 2024
Added 8.29%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
14,981
shares
|
$1.66 Million
0.37% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
14,944
shares
|
$1.66 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
14,829
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
14,538
shares
|
$1.61 Million
0.9% of portfolio
|
Q3 2024
Added 26.83%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
14,260
shares
|
$1.58 Million
1.0% of portfolio
|
Q4 2021
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
14,172
shares
|
$1.57 Million
0.02% of portfolio
|
Q2 2024
Added 9.32%
|
|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
14,078
shares
|
$1.56 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.99%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
13,767
shares
|
$1.53 Million
0.02% of portfolio
|
Q3 2023
Reduced 12.82%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
13,531
shares
|
$1.5 Million
0.5% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
13,494
shares
|
$1.5 Million
0.05% of portfolio
|
Q4 2024
Added 116.32%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
13,204
shares
|
$1.47 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
13,168
shares
|
$1.46 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
13,112
shares
|
$1.46 Million
0.12% of portfolio
|
Q4 2024
Reduced 23.3%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
12,930
shares
|
$1.44 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
12,677
shares
|
$1.41 Million
0.06% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
12,308
shares
|
$1.37 Million
0.06% of portfolio
|
Q3 2024
Reduced 6.03%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
12,287
shares
|
$1.36 Million
0.17% of portfolio
|
Q3 2024
Reduced 7.8%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
12,173
shares
|
$1.35 Million
0.11% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
12,000
shares
|
$1.33 Million
0.21% of portfolio
|
Q3 2022
New holding
|