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 585 institutions that hold shares in the stock, with a total of 26.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
2,109
shares
|
$236,208
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
2,103
shares
|
$235,536
0.07% of portfolio
|
Q2 2024
Reduced 10.97%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
2,095
shares
|
$234,640
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
2,090
shares
|
$234,080
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
2,082
shares
|
$233,184
0.02% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
2,074
shares
|
$232,288
0.01% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
2,073
shares
|
$232,176
0.17% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
2,050
shares
|
$229,600
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,043
shares
|
$228,816
0.05% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
2,040
shares
|
$228,480
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
2,037
shares
|
$228,144
0.01% of portfolio
|
Q4 2024
Added 9.16%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
2,022
shares
|
$226,464
0.02% of portfolio
|
Q3 2024
Reduced 4.62%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
2,018
shares
|
$226,016
0.03% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
2,005
shares
|
$224,560
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
2,000
shares
|
$224,000
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
2,000
shares
|
$224,000
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 28, 2024 Q3 2024 |
1,998
shares
|
$223,776
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
1,986
shares
|
$222,432
0.11% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,956
shares
|
$219,072
0.0% of portfolio
|
Q4 2024
Reduced 8.94%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
1,954
shares
|
$218,848
0.01% of portfolio
|
Q4 2024
Reduced 4.96%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
1,937
shares
|
$216,944
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
1,934
shares
|
$216,608
0.01% of portfolio
|
Q4 2024
Reduced 22.45%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
1,907
shares
|
$213,584
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
1,906
shares
|
$213,472
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
1,887
shares
|
$211,344
0.1% of portfolio
|
Q4 2024
New holding
|