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 |
|---|---|---|---|---|---|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
5,349
shares
|
$594,006
0.02% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
5,290
shares
|
$587,454
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
5,235
shares
|
$581,346
0.03% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
5,219
shares
|
$579,569
0.01% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,213
shares
|
$578,903
0.01% of portfolio
|
Q4 2023
Added 2.76%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
5,171
shares
|
$574,239
0.02% of portfolio
|
Q3 2024
Reduced 30.5%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
5,137
shares
|
$570,463
0.12% of portfolio
|
Q4 2024
Added 16.7%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
5,066
shares
|
$562,579
0.05% of portfolio
|
Q2 2024
Added 0.54%
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
5,052
shares
|
$561,024
0.17% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
5,010
shares
|
$556,360
0.05% of portfolio
|
Q4 2024
Reduced 19.19%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
5,003
shares
|
$555,583
0.11% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
4,987
shares
|
$553,806
0.01% of portfolio
|
Q4 2024
Added 47.76%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
4,983
shares
|
$553,362
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,967
shares
|
$551,585
0.03% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Feb 05, 2025 Q4 2024 |
4,966
shares
|
$551,474
0.17% of portfolio
|
Q1 2024
Reduced 35.62%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
4,931
shares
|
$547,587
0.23% of portfolio
|
Q3 2023
Reduced 37.8%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
4,926
shares
|
$547,032
0.03% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
4,911
shares
|
$545,366
0.03% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
4,899
shares
|
$544,033
0.18% of portfolio
|
Q2 2022
Reduced 1.41%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
4,847
shares
|
$538,259
0.03% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
4,836
shares
|
$537,037
0.96% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
4,821
shares
|
$535,372
0.04% of portfolio
|
Q4 2024
Reduced 4.42%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
4,819
shares
|
$535,149
0.01% of portfolio
|
Q3 2024
Reduced 10.41%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
4,798
shares
|
$532,817
0.04% of portfolio
|
Q2 2022
Reduced 11.08%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
4,789
shares
|
$531,818
0.0% of portfolio
|
Q2 2024
Reduced 2.05%
|