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 |
|---|---|---|---|---|---|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
700
shares
|
$88,753
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
700
shares
|
$88,753
0.0% of portfolio
|
Q4 2023
Added 52.17%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
646
shares
|
$81,906
0.03% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
629
shares
|
$79,750
0.0% of portfolio
|
Q4 2024
Reduced 9.1%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
623
shares
|
$78,990
0.01% of portfolio
|
Q2 2024
Reduced 11.58%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
606
shares
|
$76,834
0.01% of portfolio
|
Q2 2025
Reduced 15.24%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
597
shares
|
$75,693
0.03% of portfolio
|
Q3 2025
Added 27.84%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
596
shares
|
$75,566
0.01% of portfolio
|
Q3 2021
Reduced 4.79%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
550
shares
|
$69,734
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
544
shares
|
$68,973
0.0% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
510
shares
|
$64,662
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
500
shares
|
$63,395
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
493
shares
|
$62,507
0.0% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
474
shares
|
$60,098
0.01% of portfolio
|
Q1 2025
Added 15.33%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
461
shares
|
$58,450
0.01% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
413
shares
|
$52,364
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
413
shares
|
$52,364
0.0% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
410
shares
|
$51,983
0.0% of portfolio
|
Q3 2025
Added 1222.58%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
404
shares
|
$51,223
0.01% of portfolio
|
Q4 2023
Reduced 40.5%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 14, 2025 Q3 2025 |
401
shares
|
$50,842
0.03% of portfolio
|
Q3 2024
Added 55.43%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
395
shares
|
$50,082
0.05% of portfolio
|
Q3 2025
Added 5.33%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
384
shares
|
$48,687
0.0% of portfolio
|
Q3 2025
Reduced 7.91%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
380
shares
|
$48,180
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
377
shares
|
$47,799
0.0% of portfolio
|
Q3 2025
Reduced 10.66%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
356
shares
|
$45,137
0.0% of portfolio
|
Q1 2025
Reduced 33.71%
|
|