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 615 institutions that hold shares in the stock, with a total of 27.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
4,926
shares
|
$508,363
0.03% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
4,911
shares
|
$506,815
0.03% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
4,899
shares
|
$505,576
0.18% of portfolio
|
Q2 2022
Reduced 1.41%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
4,836
shares
|
$499,075
0.96% of portfolio
|
Q4 2024
Reduced 14.64%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
4,821
shares
|
$497,527
0.04% of portfolio
|
Q4 2024
Reduced 4.42%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
4,819
shares
|
$497,320
0.01% of portfolio
|
Q3 2024
Reduced 10.41%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
4,801
shares
|
$495,463
0.01% of portfolio
|
Q4 2024
Reduced 10.4%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
4,798
shares
|
$495,153
0.04% of portfolio
|
Q2 2022
Reduced 11.08%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
4,782
shares
|
$493,502
0.0% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
4,780
shares
|
$493,296
0.11% of portfolio
|
Q4 2024
Added 5.87%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
4,744
shares
|
$489,580
0.1% of portfolio
|
Q4 2024
Added 717.93%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
4,731
shares
|
$488,239
0.05% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
4,713
shares
|
$486,381
0.03% of portfolio
|
Q2 2024
Added 1.6%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
4,712
shares
|
$486,278
0.02% of portfolio
|
Q1 2023
Added 4.53%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
4,641
shares
|
$478,951
0.02% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jan 14, 2025 Q4 2024 |
4,626
shares
|
$477,403
0.23% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Feb 07, 2025 Q4 2024 |
4,608
shares
|
$475,545
0.03% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
4,550
shares
|
$469,560
0.0% of portfolio
|
Q2 2023
Reduced 2.15%
|
|
|
Kbc Group Nv
|
Jan 22, 2025 Q4 2024 |
4,513
shares
|
$465,741
0.0% of portfolio
|
Q4 2024
Added 41.3%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
4,468
shares
|
$461,097
0.02% of portfolio
|
Q4 2024
Reduced 15.02%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
4,464
shares
|
$460,684
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Buttonwood Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
4,450
shares
|
$459,240
0.29% of portfolio
|
Q4 2024
Reduced 8.38%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
4,372
shares
|
$451,190
0.04% of portfolio
|
Q3 2023
Added 5.43%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Feb 13, 2025 Q4 2024 |
4,325
shares
|
$446,340
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
4,271
shares
|
$440,767
0.07% of portfolio
|
Q4 2024
Reduced 64.9%
|