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 640 institutions that hold shares in the stock, with a total of 24.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
69,138
shares
|
$8.75 Million
0.09% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
65,344
shares
|
$8.27 Million
2.15% of portfolio
|
Q3 2025
Reduced 27.19%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
64,757
shares
|
$8.2 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.38%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
64,547
shares
|
$8.17 Million
0.02% of portfolio
|
Q3 2025
Added 22.8%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
63,917
shares
|
$8.09 Million
0.43% of portfolio
|
Q4 2023
Reduced 1.33%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
60,972
shares
|
$7.72 Million
0.0% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
59,745
shares
|
$7.56 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jul 25, 2025 Q2 2025 |
59,451
shares
|
$7.53 Million
1.06% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
59,117
shares
|
$7.48 Million
0.31% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
58,446
shares
|
$7.4 Million
1.04% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
57,851
shares
|
$7.32 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
52,287
shares
|
$6.62 Million
1.33% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
51,029
shares
|
$6.46 Million
0.14% of portfolio
|
Q3 2025
Added 6.06%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
50,445
shares
|
$6.39 Million
0.27% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 12, 2025 Q3 2025 |
49,841
shares
|
$6.31 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Allianz Se
Munich, 2M |
Nov 12, 2025 Q3 2025 |
49,498
shares
|
$6.27 Million
0.14% of portfolio
|
Q3 2025
Added 9.31%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
48,615
shares
|
$6.15 Million
0.13% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
48,554
shares
|
$6.15 Million
0.01% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
47,242
shares
|
$5.98 Million
0.03% of portfolio
|
Q3 2025
Added 5.54%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
45,700
shares
|
$5.79 Million
0.54% of portfolio
|
Q1 2024
Reduced 4.2%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
45,056
shares
|
$5.7 Million
1.91% of portfolio
|
Q4 2022
Reduced 1.63%
|
|
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
Sep 30, 2025 Q2 2025 |
44,558
shares
|
$5.64 Million
4.29% of portfolio
|
Q2 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
44,464
shares
|
$5.63 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.75%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
42,692
shares
|
$5.4 Million
0.35% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
42,620
shares
|
$5.4 Million
0.74% of portfolio
|
Q3 2025
Reduced 0.83%
|