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 585 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 $2.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
5,894
shares
|
$660,128
0.44% of portfolio
|
Q2 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
5,893
shares
|
$660,016
0.0% of portfolio
|
Q3 2024
Added 234.64%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
5,814
shares
|
$651,168
0.19% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
5,786
shares
|
$648,032
0.01% of portfolio
|
Q4 2024
Reduced 6.15%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
5,763
shares
|
$645,456
0.01% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
5,757
shares
|
$644,784
0.13% of portfolio
|
Q2 2024
Reduced 56.94%
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
5,725
shares
|
$641,200
0.47% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
5,600
shares
|
$627,200
0.0% of portfolio
|
Q3 2024
Reduced 24.32%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
5,570
shares
|
$623,840
0.01% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 24, 2025 Q4 2024 |
5,561
shares
|
$622,832
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
5,539
shares
|
$620,368
0.07% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
5,521
shares
|
$618,352
0.12% of portfolio
|
Q4 2024
Reduced 64.04%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
5,489
shares
|
$614,768
0.01% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
5,443
shares
|
$609,616
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
5,401
shares
|
$604,912
0.04% of portfolio
|
Q4 2024
Reduced 29.01%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
5,373
shares
|
$601,776
0.07% of portfolio
|
Q3 2024
Reduced 16.2%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
5,358
shares
|
$600,096
0.01% of portfolio
|
Q3 2024
Reduced 74.49%
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
5,349
shares
|
$599,088
0.02% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
5,338
shares
|
$597,856
0.01% of portfolio
|
Q3 2024
Reduced 8.14%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
5,290
shares
|
$592,480
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
5,235
shares
|
$586,320
0.03% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
5,219
shares
|
$584,528
0.01% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,213
shares
|
$583,856
0.01% of portfolio
|
Q4 2023
Added 2.76%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
5,171
shares
|
$579,152
0.02% of portfolio
|
Q3 2024
Reduced 30.5%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
5,130
shares
|
$574,560
0.16% of portfolio
|
Q1 2024
Reduced 6.27%
|