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 |
|---|---|---|---|---|---|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
4,798
shares
|
$608,338
0.04% of portfolio
|
Q2 2022
Reduced 11.08%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Oct 10, 2025 Q3 2025 |
4,794
shares
|
$607,831
0.23% of portfolio
|
Q3 2025
Added 12.27%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
4,747
shares
|
$601,872
0.09% of portfolio
|
Q1 2025
Reduced 14.02%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
4,713
shares
|
$597,561
0.09% of portfolio
|
Q2 2024
Added 1.6%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
4,712
shares
|
$597,434
0.02% of portfolio
|
Q1 2023
Added 4.53%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
4,669
shares
|
$591,982
0.02% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
4,652
shares
|
$589,827
0.27% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 15, 2025 Q3 2025 |
4,626
shares
|
$586,530
0.08% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 06, 2025 Q3 2025 |
4,619
shares
|
$585,643
0.24% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Oct 28, 2025 Q3 2025 |
4,615
shares
|
$585,135
0.42% of portfolio
|
Q3 2025
Reduced 11.66%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
4,600
shares
|
$583,234
0.01% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
West Financial Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
4,572
shares
|
$579,683
0.1% of portfolio
|
Q3 2025
Reduced 8.03%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
4,550
shares
|
$576,894
0.0% of portfolio
|
Q2 2023
Reduced 2.15%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
4,538
shares
|
$575,373
0.04% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
4,537
shares
|
$575,246
0.03% of portfolio
|
Q3 2025
Reduced 13.76%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
4,488
shares
|
$569,033
0.08% of portfolio
|
Q3 2025
Added 73.15%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
4,473
shares
|
$567,131
0.02% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
4,464
shares
|
$565,990
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
4,462
shares
|
$565,736
0.03% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
4,432
shares
|
$561,933
0.01% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Buttonwood Financial Group, LLC
|
Nov 05, 2025 Q3 2025 |
4,425
shares
|
$561,045
0.35% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
4,417
shares
|
$560,031
0.01% of portfolio
|
Q3 2025
Added 13.14%
|
|
|
Prism Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
4,397
shares
|
$557,495
0.16% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
4,392
shares
|
$556,861
0.1% of portfolio
|
Q2 2025
Reduced 23.71%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
4,372
shares
|
$554,325
0.04% of portfolio
|
Q3 2023
Added 5.43%
|
|