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 585 institutions that hold shares in the stock, with a total of 26.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
4,093
shares
|
$458,416
0.01% of portfolio
|
Q2 2024
Reduced 6.34%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
4,073
shares
|
$456,176
0.03% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
4,060
shares
|
$454,720
0.03% of portfolio
|
Q2 2023
Reduced 1.22%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
4,041
shares
|
$452,592
0.02% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
4,027
shares
|
$451,024
0.06% of portfolio
|
Q3 2024
Reduced 6.5%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
4,020
shares
|
$450,240
0.03% of portfolio
|
Q3 2023
Reduced 5.83%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
3,968
shares
|
$444,416
0.18% of portfolio
|
Q4 2024
Added 8.71%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
3,934
shares
|
$440,608
0.1% of portfolio
|
Q4 2024
Added 10.85%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
3,918
shares
|
$438,816
0.19% of portfolio
|
Q3 2024
Added 8.53%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jan 13, 2025 Q4 2024 |
3,810
shares
|
$426,720
0.23% of portfolio
|
Q4 2024
Added 20.57%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
3,807
shares
|
$426,384
0.05% of portfolio
|
Q2 2024
Added 2.01%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
3,804
shares
|
$426,048
0.1% of portfolio
|
Q4 2024
Added 86.47%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
3,785
shares
|
$423,920
0.02% of portfolio
|
Q2 2024
Reduced 5.19%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
3,763
shares
|
$421,456
0.09% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
3,754
shares
|
$420,448
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Buffington Mohr Mc Neal
|
Jan 22, 2025 Q4 2024 |
3,743
shares
|
$419,216
0.07% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
3,727
shares
|
$417,424
0.01% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Close Asset Management LTD
|
Jan 28, 2025 Q4 2024 |
3,715
shares
|
$416,080
0.01% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
3,710
shares
|
$415,520
0.02% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
3,697
shares
|
$414,064
0.17% of portfolio
|
Q3 2024
Reduced 5.42%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
3,662
shares
|
$410,144
0.05% of portfolio
|
Q3 2024
Reduced 39.49%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
3,637
shares
|
$407,344
0.03% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Jan 30, 2025 Q4 2024 |
3,579
shares
|
$400,848
0.27% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
3,538
shares
|
$396,256
0.07% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
3,511
shares
|
$393,232
1.0% of portfolio
|
Q2 2023
Reduced 3.12%
|