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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
147,644
shares
|
$16.5 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
145,302
shares
|
$16.3 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
144,581
shares
|
$16.2 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
138,816
shares
|
$15.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
131,871
shares
|
$14.8 Million
1.75% of portfolio
|
Q4 2024
Added 5.62%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
129,173
shares
|
$14.5 Million
0.05% of portfolio
|
Q3 2024
Reduced 13.85%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
128,852
shares
|
$14.4 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
128,368
shares
|
$14.4 Million
0.13% of portfolio
|
Q2 2022
Reduced 0.76%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
128,317
shares
|
$14.4 Million
7.17% of portfolio
|
Q3 2024
Reduced 22.69%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
126,319
shares
|
$14.1 Million
1.42% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
125,975
shares
|
$14.1 Million
0.03% of portfolio
|
Q3 2024
Added 35.43%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
123,380
shares
|
$13.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
115,658
shares
|
$13 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.15%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
106,118
shares
|
$11.9 Million
3.35% of portfolio
|
Q3 2024
Reduced 13.2%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Oct 24, 2024 Q3 2024 |
104,935
shares
|
$11.8 Million
3.45% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
103,787
shares
|
$11.6 Million
2.82% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
94,466
shares
|
$10.6 Million
0.21% of portfolio
|
Q2 2024
Reduced 3.65%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
92,668
shares
|
$10.4 Million
0.64% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
91,022
shares
|
$10.2 Million
0.04% of portfolio
|
Q3 2024
Reduced 28.37%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
83,206
shares
|
$9.32 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
83,090
shares
|
$9.31 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
80,767
shares
|
$9.05 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
73,935
shares
|
$8.28 Million
0.2% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
70,218
shares
|
$7.86 Million
0.09% of portfolio
|
Q4 2024
Reduced 8.82%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
70,179
shares
|
$7.86 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.33%
|