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 646 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 |
|---|---|---|---|---|---|
|
Theory Financial LLC
Fort Collins, CO |
Oct 28, 2025 Q3 2025 |
5,739
shares
|
$727,647
0.28% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
5,701
shares
|
$722,829
0.03% of portfolio
|
Q3 2025
Reduced 4.76%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
5,648
shares
|
$716,109
0.64% of portfolio
|
Q3 2025
Reduced 5.54%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
5,600
shares
|
$710,024
0.07% of portfolio
|
Q1 2025
Reduced 24.32%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Oct 22, 2025 Q3 2025 |
5,507
shares
|
$698,232
0.6% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
5,500
shares
|
$697,345
0.57% of portfolio
|
Q4 2025
Reduced 5.98%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
5,471
shares
|
$693,668
0.02% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
5,463
shares
|
$692,653
0.07% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
5,435
shares
|
$689,103
0.28% of portfolio
|
Q3 2025
Reduced 11.97%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
5,401
shares
|
$684,792
0.05% of portfolio
|
Q4 2025
Reduced 13.04%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
5,390
shares
|
$683,398
0.01% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
5,384
shares
|
$682,637
0.08% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Members Trust CO
|
Nov 14, 2025 Q3 2025 |
5,349
shares
|
$678,199
0.02% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
5,349
shares
|
$678,199
0.06% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
5,290
shares
|
$670,719
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,213
shares
|
$660,956
0.01% of portfolio
|
Q4 2023
Added 2.76%
|
|
|
Burns J W & CO Inc
|
Jan 12, 2026 Q4 2025 |
5,150
shares
|
$652,968
0.07% of portfolio
|
Q4 2025
Added 77.59%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
5,142
shares
|
$651,954
0.04% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
5,142
shares
|
$651,954
0.0% of portfolio
|
Q1 2025
Added 13.94%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
5,114
shares
|
$648,404
0.01% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
5,105
shares
|
$647,262
0.05% of portfolio
|
Q4 2025
Added 0.57%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
5,066
shares
|
$642,318
0.05% of portfolio
|
Q2 2024
Added 0.54%
|
|
|
Northstar Asset Management Inc
Boston, MA |
Oct 30, 2025 Q3 2025 |
4,997
shares
|
$633,569
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
4,899
shares
|
$621,144
0.18% of portfolio
|
Q2 2022
Reduced 1.41%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
4,895
shares
|
$620,637
0.26% of portfolio
|
Q1 2025
Reduced 0.73%
|
|