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 643 institutions that hold shares in the stock, with a total of 24.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
3,806,077
shares
|
$483 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,925,456
shares
|
$244 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,373,759
shares
|
$174 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.65%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
1,241,260
shares
|
$157 Million
0.01% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,213,685
shares
|
$154 Million
0.05% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
888,927
shares
|
$113 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.61%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
643,654
shares
|
$81.6 Million
23.25% of portfolio
|
Q3 2024
Reduced 20.04%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
431,551
shares
|
$54.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.06%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
419,800
shares
|
$53.2 Million
5.34% of portfolio
|
Q3 2025
Added 4.43%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
382,197
shares
|
$48.5 Million
0.1% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
368,274
shares
|
$46.7 Million
0.19% of portfolio
|
Q3 2025
Reduced 6.45%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
340,240
shares
|
$43.1 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
320,642
shares
|
$40.7 Million
0.05% of portfolio
|
Q3 2025
Reduced 6.51%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
287,057
shares
|
$36.4 Million
0.08% of portfolio
|
Q3 2025
Added 28.0%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
285,785
shares
|
$36.2 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
248,334
shares
|
$31.5 Million
0.06% of portfolio
|
Q3 2023
Reduced 40.87%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
221,043
shares
|
$28 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
215,209
shares
|
$27.3 Million
0.03% of portfolio
|
Q3 2025
Added 20.96%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
203,340
shares
|
$25.8 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
202,387
shares
|
$25.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 11.46%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
192,740
shares
|
$24.4 Million
0.03% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
183,642
shares
|
$23.3 Million
0.01% of portfolio
|
Q3 2025
Added 6.87%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
181,872
shares
|
$23.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
174,555
shares
|
$22.1 Million
0.17% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
169,821
shares
|
$21.5 Million
0.0% of portfolio
|
Q2 2025
Added 6.08%
|
|