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 |
|---|---|---|---|---|---|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
3,500
shares
|
$392,000
0.0% of portfolio
|
Q1 2023
Reduced 14.24%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,500
shares
|
$392,000
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,464
shares
|
$387,968
0.01% of portfolio
|
Q3 2024
Reduced 13.12%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
3,415
shares
|
$382,480
0.03% of portfolio
|
Q3 2024
Reduced 8.2%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
3,412
shares
|
$382,144
0.08% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Parkside Advisors LLC
|
Jan 13, 2025 Q4 2024 |
3,360
shares
|
$376,320
0.09% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
3,349
shares
|
$375,088
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
3,337
shares
|
$373,744
0.03% of portfolio
|
Q3 2024
Reduced 22.79%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
3,335
shares
|
$373,520
0.01% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
3,304
shares
|
$370,048
0.01% of portfolio
|
Q3 2024
Reduced 23.71%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
3,291
shares
|
$368,592
0.03% of portfolio
|
Q3 2024
Added 9.19%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
3,280
shares
|
$367,360
0.04% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
3,270
shares
|
$366,240
0.08% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jan 08, 2025 Q4 2024 |
3,268
shares
|
$366,016
0.18% of portfolio
|
Q2 2023
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
3,266
shares
|
$365,792
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
3,264
shares
|
$365,568
0.11% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 22, 2025 Q4 2024 |
3,261
shares
|
$365,232
0.32% of portfolio
|
Q4 2024
Reduced 16.08%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
3,247
shares
|
$363,664
0.14% of portfolio
|
Q4 2024
Reduced 9.73%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
3,233
shares
|
$362,096
0.01% of portfolio
|
Q4 2023
Reduced 21.59%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
3,215
shares
|
$360,080
0.03% of portfolio
|
Q2 2024
Added 3.31%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
3,209
shares
|
$359,408
0.04% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
3,171
shares
|
$355,152
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oxler Private Wealth LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
3,165
shares
|
$354,480
0.13% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,160
shares
|
$353,920
0.03% of portfolio
|
Q1 2024
Reduced 4.24%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jan 21, 2025 Q4 2024 |
3,133
shares
|
$350,896
0.07% of portfolio
|
Q4 2022
New holding
|