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 |
|---|---|---|---|---|---|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
217
shares
|
$24,304
0.01% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
200
shares
|
$22,400
0.01% of portfolio
|
Q4 2023
Reduced 13.04%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
192
shares
|
$21,504
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
180
shares
|
$20,160
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
173
shares
|
$19,376
0.01% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
171
shares
|
$19,152
0.0% of portfolio
|
Q4 2024
Added 210.91%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
166
shares
|
$18,592
0.01% of portfolio
|
Q1 2023
Reduced 18.63%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
161
shares
|
$18,032
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
158
shares
|
$17,696
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
150
shares
|
$16,800
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
150
shares
|
$16,800
0.01% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
146
shares
|
$16,352
0.0% of portfolio
|
Q1 2023
Reduced 88.42%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
137
shares
|
$15,344
0.0% of portfolio
|
Q3 2022
Reduced 69.56%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
130
shares
|
$14,560
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
125
shares
|
$14,000
0.0% of portfolio
|
Q3 2024
Reduced 46.81%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
104
shares
|
$11,648
0.0% of portfolio
|
Q2 2024
Added 136.36%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
89
shares
|
$9,968
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
75
shares
|
$8,400
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
72
shares
|
$8,064
0.0% of portfolio
|
Q4 2024
Reduced 96.28%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
67
shares
|
$7,504
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
50
shares
|
$5,600
0.0% of portfolio
|
Q4 2024
Reduced 28.57%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
46
shares
|
$5,152
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
45
shares
|
$5,040
0.0% of portfolio
|
Q1 2023
Reduced 53.61%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
40
shares
|
$4,480
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
39
shares
|
$4,368
0.0% of portfolio
|
Q3 2024
Added 44.44%
|