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 642 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 |
|---|---|---|---|---|---|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
4,353
shares
|
$551,916
0.1% of portfolio
|
Q2 2025
Reduced 9.56%
|
|
|
Lwm Advisors Inc
El Dorado Hills, CA |
Oct 06, 2025 Q3 2025 |
4,352
shares
|
$551,790
0.49% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Parsons Capital Management Inc
|
Oct 29, 2025 Q3 2025 |
4,327
shares
|
$548,620
0.03% of portfolio
|
Q3 2025
Reduced 10.34%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
4,308
shares
|
$546,211
0.0% of portfolio
|
Q3 2025
Reduced 27.03%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Nov 04, 2025 Q3 2025 |
4,286
shares
|
$543,421
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
4,277
shares
|
$542,280
0.0% of portfolio
|
Q3 2025
Reduced 5.58%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
4,265
shares
|
$540,759
0.09% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
4,251
shares
|
$538,984
0.0% of portfolio
|
Q3 2025
Reduced 14.98%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,224
shares
|
$535,560
0.01% of portfolio
|
Q2 2020
Reduced 3.85%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
4,218
shares
|
$534,800
0.02% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
4,216
shares
|
$534,546
0.01% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
4,211
shares
|
$533,912
0.01% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
4,191
shares
|
$531,376
0.02% of portfolio
|
Q3 2025
Added 16.45%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 17, 2025 Q3 2025 |
4,179
shares
|
$529,855
0.16% of portfolio
|
Q3 2025
Reduced 6.82%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
4,176
shares
|
$529,475
0.03% of portfolio
|
Q3 2025
Reduced 35.63%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
4,147
shares
|
$525,798
0.02% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
4,113
shares
|
$521,487
0.05% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
4,106
shares
|
$520,599
0.0% of portfolio
|
Q1 2023
Reduced 4.69%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
4,082
shares
|
$517,556
0.02% of portfolio
|
Q3 2025
Reduced 22.92%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
4,060
shares
|
$514,767
0.03% of portfolio
|
Q2 2023
Reduced 1.22%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
4,020
shares
|
$509,695
0.03% of portfolio
|
Q3 2023
Reduced 5.83%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
3,994
shares
|
$506,399
0.32% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
3,956
shares
|
$501,581
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
3,953
shares
|
$501,200
0.13% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
3,887
shares
|
$492,832
0.04% of portfolio
|
Q2 2025
Reduced 6.94%
|
|