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 646 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 |
|---|---|---|---|---|---|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
3,887
shares
|
$492,832
0.04% of portfolio
|
Q2 2025
Reduced 6.94%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 23, 2025 Q3 2025 |
3,879
shares
|
$491,818
0.02% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
3,877
shares
|
$491,564
0.07% of portfolio
|
Q3 2025
Reduced 13.01%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
3,867
shares
|
$490,296
0.05% of portfolio
|
Q4 2024
Added 17.9%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
3,840
shares
|
$486,873
0.35% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
3,811
shares
|
$483,196
0.06% of portfolio
|
Q3 2025
Reduced 77.86%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
3,807
shares
|
$482,689
0.05% of portfolio
|
Q2 2024
Added 2.01%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
3,801
shares
|
$481,928
0.02% of portfolio
|
Q3 2025
Reduced 7.94%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
3,767
shares
|
$477,617
0.02% of portfolio
|
Q3 2025
Reduced 9.86%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
3,765
shares
|
$477,364
0.07% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
West Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
3,765
shares
|
$477,364
0.12% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
3,754
shares
|
$475,969
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Close Asset Management LTD
|
Nov 12, 2025 Q3 2025 |
3,715
shares
|
$471,024
0.01% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
3,715
shares
|
$471,024
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
3,687
shares
|
$467,474
0.02% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
3,677
shares
|
$466,206
0.04% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
3,642
shares
|
$461,769
0.22% of portfolio
|
Q3 2025
Reduced 13.22%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
3,633
shares
|
$460,628
0.03% of portfolio
|
Q3 2025
Added 9.3%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 09, 2025 Q3 2025 |
3,631
shares
|
$460,374
0.23% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Ledyard National Bank
|
Nov 05, 2025 Q3 2025 |
3,624
shares
|
$459,486
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
3,619
shares
|
$458,853
0.01% of portfolio
|
Q3 2025
Added 10.34%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 09, 2026 Q4 2025 |
3,601
shares
|
$456,570
0.02% of portfolio
|
Q4 2025
Added 7.88%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Nov 05, 2025 Q3 2025 |
3,574
shares
|
$453,147
0.29% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
3,568
shares
|
$452,386
0.01% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
3,527
shares
|
$447,188
0.15% of portfolio
|
Q3 2025
Added 4.94%
|
|