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 646 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
2,220
shares
|
$281,473
0.09% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
2,193
shares
|
$278,050
0.04% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Well Done, LLC
|
Jan 13, 2026 Q4 2025 |
2,170
shares
|
$275,134
0.04% of portfolio
|
Q4 2025
Reduced 0.14%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Oct 20, 2025 Q3 2025 |
2,168
shares
|
$274,880
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
2,133
shares
|
$270,443
0.01% of portfolio
|
Q3 2025
Added 22.38%
|
|
|
Figure 8 Investment Strategies LLC
Boise, ID |
Oct 28, 2025 Q3 2025 |
2,126
shares
|
$269,555
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Old Port Advisors
|
Jan 08, 2026 Q4 2025 |
2,112
shares
|
$267,780
0.07% of portfolio
|
Q4 2025
Added 0.43%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
2,108
shares
|
$267,273
0.02% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
2,105
shares
|
$266,892
0.0% of portfolio
|
Q3 2025
Reduced 18.0%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
2,095
shares
|
$265,625
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
2,090
shares
|
$264,991
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
4 Thought Financial Group Inc.
|
Nov 03, 2025 Q3 2025 |
2,087
shares
|
$264,610
0.14% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
2,086
shares
|
$264,483
0.01% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 08, 2026 Q4 2025 |
2,074
shares
|
$262,962
0.09% of portfolio
|
Q4 2025
New holding
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
2,073
shares
|
$262,835
0.17% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Roof Eidam & Maycock
|
Oct 27, 2025 Q3 2025 |
2,050
shares
|
$259,919
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,043
shares
|
$259,031
0.05% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
2,038
shares
|
$258,398
0.12% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Smith & Howard Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
2,038
shares
|
$258,398
0.07% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
2,037
shares
|
$258,271
0.0% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Wrapmanager Inc
|
Nov 10, 2025 Q3 2025 |
2,036
shares
|
$258,144
0.08% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
2,025
shares
|
$256,749
0.02% of portfolio
|
Q4 2024
Reduced 23.61%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 24, 2025 Q3 2025 |
2,016
shares
|
$255,608
0.14% of portfolio
|
Q3 2025
New holding
|
|