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 |
|---|---|---|---|---|---|
|
Gsa Capital Partners LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
1,956
shares
|
$217,213
0.02% of portfolio
|
Q4 2024
Reduced 41.38%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,956
shares
|
$217,213
0.0% of portfolio
|
Q4 2024
Reduced 8.94%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
1,954
shares
|
$216,991
0.01% of portfolio
|
Q4 2024
Reduced 4.96%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
1,949
shares
|
$216,436
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
1,937
shares
|
$215,103
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
1,934
shares
|
$214,770
0.01% of portfolio
|
Q4 2024
Reduced 22.45%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
1,907
shares
|
$211,772
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
1,906
shares
|
$211,661
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
1,887
shares
|
$209,551
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
1,882
shares
|
$208,996
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jan 21, 2025 Q4 2024 |
1,880
shares
|
$208,774
0.13% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
1,877
shares
|
$208,440
0.05% of portfolio
|
Q2 2021
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
1,860
shares
|
$206,553
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
1,855
shares
|
$205,997
0.01% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
1,854
shares
|
$205,886
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
1,825
shares
|
$202,666
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
1,819
shares
|
$201,999
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
1,805
shares
|
$200,445
0.0% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
1,780
shares
|
$197,669
0.0% of portfolio
|
Q4 2024
Reduced 8.2%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
1,767
shares
|
$196,225
0.11% of portfolio
|
Q3 2022
Added 23.48%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
1,764
shares
|
$195,892
0.01% of portfolio
|
Q4 2024
Added 5.06%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
1,754
shares
|
$194,781
0.03% of portfolio
|
Q1 2023
Reduced 39.83%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
1,697
shares
|
$188,451
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,690
shares
|
$187,674
0.11% of portfolio
|
Q3 2024
Added 65.36%
|
|
|
Sofi Wealth, LLC
|
Feb 04, 2025 Q4 2024 |
1,604
shares
|
$178,124
0.02% of portfolio
|
Q4 2024
New holding
|