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 615 institutions that hold shares in the stock, with a total of 27.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
254
shares
|
$26,494
0.0% of portfolio
|
Q4 2024
Reduced 12.41%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
246
shares
|
$25,660
0.02% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
222
shares
|
$23,156
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
217
shares
|
$22,635
0.01% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Copia Wealth Management
Bend, OR |
Mar 06, 2025 Q4 2024 |
210
shares
|
$21,905
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
189
shares
|
$19,714
0.0% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
183
shares
|
$19,088
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
180
shares
|
$18,775
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
173
shares
|
$18,045
0.01% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
171
shares
|
$17,837
0.0% of portfolio
|
Q4 2024
Added 210.91%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
166
shares
|
$17,315
0.01% of portfolio
|
Q1 2023
Reduced 18.63%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
161
shares
|
$16,793
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
160
shares
|
$16,689
0.01% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
158
shares
|
$16,480
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
152
shares
|
$15,855
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
150
shares
|
$15,646
0.01% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
150
shares
|
$15,646
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
146
shares
|
$15,229
0.0% of portfolio
|
Q1 2023
Reduced 88.42%
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
137
shares
|
$14,290
0.0% of portfolio
|
Q3 2022
Reduced 69.56%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
130
shares
|
$13,560
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
125
shares
|
$13,038
0.0% of portfolio
|
Q3 2024
Reduced 46.81%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
116
shares
|
$12,099
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
104
shares
|
$10,848
0.0% of portfolio
|
Q2 2024
Added 136.36%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
89
shares
|
$9,283
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
75
shares
|
$7,823
0.0% of portfolio
|
Q2 2024
New holding
|