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 |
|---|---|---|---|---|---|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
1,355
shares
|
$171,800
0.07% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
1,355
shares
|
$171,800
0.03% of portfolio
|
Q3 2024
Reduced 26.76%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,354
shares
|
$171,673
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
1,333
shares
|
$169,011
0.07% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,325
shares
|
$167,996
0.0% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,300
shares
|
$164,827
0.19% of portfolio
|
Q4 2021
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
1,230
shares
|
$155,951
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
1,200
shares
|
$152,148
0.01% of portfolio
|
Q4 2019
Reduced 32.92%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
1,180
shares
|
$149,612
0.01% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
1,171
shares
|
$148,471
0.01% of portfolio
|
Q2 2025
Added 427.48%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
1,170
shares
|
$148,344
0.03% of portfolio
|
Q2 2025
Added 13.81%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,151
shares
|
$145,935
0.0% of portfolio
|
Q3 2025
Reduced 20.46%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
1,150
shares
|
$145,808
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
1,130
shares
|
$143,272
0.0% of portfolio
|
Q1 2025
Added 20.21%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1,093
shares
|
$138,581
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
1,083
shares
|
$137,313
0.04% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,049
shares
|
$133,002
0.01% of portfolio
|
Q3 2025
Reduced 40.36%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
1,034
shares
|
$131,100
0.01% of portfolio
|
Q4 2021
Reduced 42.3%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
996
shares
|
$126,282
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
985
shares
|
$124,888
0.0% of portfolio
|
Q1 2025
Reduced 20.24%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
977
shares
|
$123,873
0.02% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
961
shares
|
$121,845
0.01% of portfolio
|
Q3 2025
Reduced 79.86%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
960
shares
|
$121,718
0.05% of portfolio
|
Q2 2025
Added 120.18%
|
|
|
Adirondack Trust CO
|
Oct 20, 2025 Q3 2025 |
799
shares
|
$101,305
0.03% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
795
shares
|
$100,798
0.01% of portfolio
|
Q3 2025
Reduced 65.54%
|
|