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 643 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 |
|---|---|---|---|---|---|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
3,511
shares
|
$445,159
1.0% of portfolio
|
Q2 2023
Reduced 3.12%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 13, 2025 Q3 2025 |
3,466
shares
|
$439,454
0.29% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Oct 28, 2025 Q3 2025 |
3,426
shares
|
$434,382
0.15% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
3,390
shares
|
$429,818
0.03% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 07, 2026 Q4 2025 |
3,388
shares
|
$429,564
0.1% of portfolio
|
Q4 2025
Reduced 0.65%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
3,361
shares
|
$426,141
0.09% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
3,350
shares
|
$424,746
0.08% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
3,349
shares
|
$424,619
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
3,338
shares
|
$423,225
0.01% of portfolio
|
Q3 2025
Added 8.66%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
3,338
shares
|
$423,225
0.02% of portfolio
|
Q3 2025
Added 8.66%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
3,332
shares
|
$422,464
0.0% of portfolio
|
Q3 2025
Reduced 82.62%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
3,305
shares
|
$419,040
0.03% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
3,293
shares
|
$417,519
0.07% of portfolio
|
Q1 2025
Reduced 12.02%
|
|
|
Hilltop Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
3,268
shares
|
$414,349
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 04, 2025 Q3 2025 |
3,257
shares
|
$412,955
0.1% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 14, 2025 Q3 2025 |
3,246
shares
|
$411,560
0.08% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
3,233
shares
|
$409,912
0.02% of portfolio
|
Q4 2023
Reduced 21.59%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
3,233
shares
|
$409,912
0.01% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
3,215
shares
|
$407,629
0.03% of portfolio
|
Q2 2024
Added 3.31%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
3,203
shares
|
$406,108
0.18% of portfolio
|
Q1 2025
Reduced 35.72%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,194
shares
|
$404,967
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Oxler Private Wealth LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
3,188
shares
|
$404,206
0.13% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
3,187
shares
|
$404,079
0.04% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
3,161
shares
|
$400,783
0.05% of portfolio
|
Q3 2025
Reduced 12.99%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,160
shares
|
$400,656
0.03% of portfolio
|
Q1 2024
Reduced 4.24%
|
|