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 |
|---|---|---|---|---|---|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
1,767
shares
|
$224,037
0.12% of portfolio
|
Q3 2022
Added 23.48%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
1,763
shares
|
$223,530
0.02% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Basepoint Wealth LLC
Cedar Rapids, IA |
Nov 13, 2025 Q3 2025 |
1,762
shares
|
$223,403
0.16% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
1,754
shares
|
$222,389
0.02% of portfolio
|
Q1 2023
Reduced 39.83%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 13, 2025 Q3 2025 |
1,750
shares
|
$221,882
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
1,744
shares
|
$221,121
0.01% of portfolio
|
Q3 2025
Reduced 9.54%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
1,734
shares
|
$219,853
0.02% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
1,713
shares
|
$217,191
0.04% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
1,711
shares
|
$216,937
0.03% of portfolio
|
Q3 2025
Reduced 45.39%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 14, 2025 Q3 2025 |
1,710
shares
|
$216,810
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Sterling Manor Financial, LLC
|
Oct 08, 2025 Q3 2025 |
1,674
shares
|
$212,246
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
1,663
shares
|
$210,851
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Blvd Private Wealth, LLC
Prospect, KY |
Oct 29, 2025 Q3 2025 |
1,657
shares
|
$210,091
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
1,656
shares
|
$209,964
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
1,650
shares
|
$209,203
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,640
shares
|
$207,935
0.11% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Flagship Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
1,638
shares
|
$207,682
0.08% of portfolio
|
Q3 2025
Reduced 14.46%
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2025 Q3 2025 |
1,632
shares
|
$206,921
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
1,630
shares
|
$206,667
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
1,627
shares
|
$206,287
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,609
shares
|
$204,005
0.01% of portfolio
|
Q3 2025
Reduced 7.05%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Nov 07, 2025 Q3 2025 |
1,608
shares
|
$203,878
0.06% of portfolio
|
Q3 2025
Reduced 24.82%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
1,548
shares
|
$196,270
0.0% of portfolio
|
Q3 2025
Reduced 6.07%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
1,403
shares
|
$177,886
0.03% of portfolio
|
Q1 2025
Reduced 25.25%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
1,388
shares
|
$175,984
0.06% of portfolio
|
Q3 2024
Reduced 12.59%
|
|