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 593 institutions that hold shares in the stock, with a total of 26.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arbor Investment Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
2,773
shares
|
$307,941
0.04% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
2,678
shares
|
$297,391
0.16% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,651
shares
|
$294,393
0.02% of portfolio
|
Q3 2024
Reduced 27.25%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
2,615
shares
|
$290,395
0.01% of portfolio
|
Q3 2024
Reduced 5.6%
|
|
|
Peoples Bank
|
Feb 03, 2025 Q4 2024 |
2,611
shares
|
$289,951
0.17% of portfolio
|
Q4 2024
Reduced 29.15%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
2,564
shares
|
$284,732
0.02% of portfolio
|
Q4 2023
Reduced 17.32%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
2,543
shares
|
$282,400
0.11% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
2,531
shares
|
$281,067
0.03% of portfolio
|
Q3 2024
Reduced 10.72%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 17, 2025 Q4 2024 |
2,508
shares
|
$278,513
0.21% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Somerset Group LLC
Wayzata, MN |
Nov 12, 2024 Q3 2024 |
2,476
shares
|
$274,959
0.25% of portfolio
|
Q2 2024
Added 21.02%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Feb 06, 2025 Q4 2024 |
2,471
shares
|
$274,404
0.08% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
2,467
shares
|
$273,960
0.0% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
2,429
shares
|
$269,740
0.01% of portfolio
|
Q4 2024
Added 9.27%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
2,415
shares
|
$268,185
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
2,408
shares
|
$267,408
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
2,379
shares
|
$264,187
0.04% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
2,345
shares
|
$260,412
0.03% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
2,338
shares
|
$259,634
0.05% of portfolio
|
Q1 2024
Reduced 11.27%
|
|
|
4 Thought Financial Group Inc.
|
Jan 30, 2025 Q4 2024 |
2,275
shares
|
$252,638
0.16% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Brown Financial Advisors
Milford, OH |
Feb 04, 2025 Q4 2024 |
2,262
shares
|
$251,195
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Zevin Asset Management LLC
|
Nov 07, 2024 Q3 2024 |
2,235
shares
|
$248,196
0.04% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,232
shares
|
$247,863
0.01% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
2,232
shares
|
$247,863
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
2,226
shares
|
$247,197
0.06% of portfolio
|
Q4 2024
Reduced 16.6%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
2,220
shares
|
$246,531
0.08% of portfolio
|
Q3 2024
Reduced 2.63%
|