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 |
|---|---|---|---|---|---|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,160
shares
|
$400,656
0.03% of portfolio
|
Q1 2024
Reduced 4.24%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
3,089
shares
|
$391,654
0.02% of portfolio
|
Q3 2025
Reduced 22.25%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
3,074
shares
|
$389,752
0.17% of portfolio
|
Q3 2025
Added 6.96%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
3,049
shares
|
$386,582
0.1% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Gen Trust, LLC
|
Nov 06, 2025 Q3 2025 |
3,037
shares
|
$385,061
0.02% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 23, 2025 Q3 2025 |
3,029
shares
|
$384,046
0.12% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
3,026
shares
|
$383,666
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
3,022
shares
|
$383,159
0.13% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
3,005
shares
|
$381,003
0.01% of portfolio
|
Q3 2025
Reduced 15.33%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
3,000
shares
|
$380,370
0.08% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
2,982
shares
|
$378,087
0.05% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Burns J W & CO Inc
|
Oct 20, 2025 Q3 2025 |
2,900
shares
|
$367,691
0.04% of portfolio
|
Q2 2025
Added 36.53%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
2,871
shares
|
$364,014
0.2% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
2,864
shares
|
$363,126
0.02% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 28, 2025 Q3 2025 |
2,835
shares
|
$359,449
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
2,810
shares
|
$356,279
0.02% of portfolio
|
Q3 2025
Reduced 7.69%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
2,802
shares
|
$355,265
0.01% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Oct 22, 2025 Q3 2025 |
2,800
shares
|
$355,012
0.23% of portfolio
|
Q1 2024
Added 1.08%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
2,777
shares
|
$352,095
0.04% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
2,772
shares
|
$351,461
0.04% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 05, 2025 Q3 2025 |
2,762
shares
|
$350,193
0.06% of portfolio
|
Q3 2025
Reduced 38.03%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 05, 2025 Q3 2025 |
2,759
shares
|
$349,813
0.08% of portfolio
|
Q3 2025
Reduced 18.01%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
2,748
shares
|
$348,418
0.03% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
2,741
shares
|
$347,531
0.08% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Colorado Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
2,707
shares
|
$343,220
0.13% of portfolio
|
Q1 2025
New holding
|
|