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 578 institutions that hold shares in the stock, with a total of 26.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
4,869,627
shares
|
$563 Million
0.04% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
2,183,703
shares
|
$253 Million
0.08% of portfolio
|
Q3 2024
Reduced 9.76%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,558,323
shares
|
$180 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
1,526,691
shares
|
$177 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
982,720
shares
|
$114 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
818,117
shares
|
$94.6 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
643,654
shares
|
$74.4 Million
23.25% of portfolio
|
Q3 2024
Reduced 20.04%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
617,245
shares
|
$71.4 Million
0.24% of portfolio
|
Q3 2024
Reduced 11.57%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
482,323
shares
|
$55.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
439,974
shares
|
$50.9 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
389,695
shares
|
$45.1 Million
0.05% of portfolio
|
Q3 2024
Added 121.86%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
309,137
shares
|
$35.8 Million
0.06% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
287,695
shares
|
$33.3 Million
0.01% of portfolio
|
Q3 2024
Added 10.24%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
286,062
shares
|
$33.1 Million
0.04% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
263,827
shares
|
$30.5 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
259,699
shares
|
$30 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
248,334
shares
|
$28.7 Million
0.06% of portfolio
|
Q3 2023
Reduced 40.87%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
235,320
shares
|
$27.2 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
217,563
shares
|
$25.2 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
190,751
shares
|
$22.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.93%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
190,531
shares
|
$22 Million
0.76% of portfolio
|
Q4 2024
Added 56.75%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
184,636
shares
|
$21.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
166,729
shares
|
$19.3 Million
0.19% of portfolio
|
Q4 2024
Reduced 6.24%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
164,592
shares
|
$19 Million
0.05% of portfolio
|
Q3 2024
Added 5.64%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
163,827
shares
|
$18.9 Million
0.31% of portfolio
|
Q3 2022
Reduced 8.32%
|