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 |
|---|---|---|---|---|---|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
2,703
shares
|
$342,713
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
2,698
shares
|
$342,079
0.12% of portfolio
|
Q2 2025
Reduced 18.56%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 10, 2025 Q3 2025 |
2,694
shares
|
$341,572
0.02% of portfolio
|
Q1 2025
Reduced 23.92%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
2,660
shares
|
$337,261
0.01% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
2,637
shares
|
$334,345
0.06% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
2,564
shares
|
$325,089
0.02% of portfolio
|
Q4 2023
Reduced 17.32%
|
|
|
Myecfo, LLC
La Jolla, CA |
Oct 10, 2025 Q3 2025 |
2,560
shares
|
$324,582
0.15% of portfolio
|
Q2 2025
Reduced 34.36%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Oct 27, 2025 Q3 2025 |
2,534
shares
|
$321,285
0.2% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Somerset Group LLC
Wayzata, MN |
Nov 10, 2025 Q3 2025 |
2,532
shares
|
$321,032
0.26% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
2,515
shares
|
$318,876
0.06% of portfolio
|
Q3 2025
Added 35.87%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
2,514
shares
|
$318,750
0.12% of portfolio
|
Q3 2025
Added 7.85%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
2,500
shares
|
$316,975
0.06% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
2,500
shares
|
$316,975
0.0% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 05, 2025 Q3 2025 |
2,488
shares
|
$315,453
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
2,411
shares
|
$305,690
0.02% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
2,364
shares
|
$299,731
0.01% of portfolio
|
Q3 2025
Added 17.61%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
2,348
shares
|
$297,702
0.03% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
2,330
shares
|
$295,420
0.0% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
2,302
shares
|
$291,870
0.0% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 14, 2025 Q3 2025 |
2,300
shares
|
$291,617
0.11% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Nov 03, 2025 Q3 2025 |
2,263
shares
|
$286,925
0.2% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 07, 2025 Q3 2025 |
2,256
shares
|
$286,038
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
2,254
shares
|
$285,784
0.0% of portfolio
|
Q3 2025
Reduced 6.86%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
2,232
shares
|
$282,995
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
2,220
shares
|
$281,473
0.02% of portfolio
|
Q3 2021
Added 69.79%
|
|