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 |
|---|---|---|---|---|---|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
20,974
shares
|
$2.19 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Feb 04, 2025 Q4 2024 |
20,718
shares
|
$2.16 Million
1.77% of portfolio
|
Q4 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
20,525
shares
|
$2.14 Million
0.15% of portfolio
|
Q4 2024
Added 7.77%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
20,522
shares
|
$2.14 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.53%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Jan 30, 2025 Q4 2024 |
20,360
shares
|
$2.12 Million
0.96% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
20,091
shares
|
$2.09 Million
0.08% of portfolio
|
Q4 2024
Reduced 3.97%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jan 16, 2025 Q4 2024 |
20,000
shares
|
$2.08 Million
0.65% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Arlington Financial Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
19,627
shares
|
$2.05 Million
0.51% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
19,226
shares
|
$2 Million
0.02% of portfolio
|
Q1 2024
Added 0.14%
|
|
|
Boston Trust Walden Corp
|
Jan 24, 2025 Q4 2024 |
19,097
shares
|
$1.99 Million
0.02% of portfolio
|
Q4 2023
Added 0.07%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Feb 04, 2025 Q4 2024 |
18,875
shares
|
$1.97 Million
1.44% of portfolio
|
Q4 2024
Added 13.85%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jan 31, 2025 Q4 2024 |
18,769
shares
|
$1.96 Million
1.68% of portfolio
|
Q4 2024
Added 6.45%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
18,414
shares
|
$1.92 Million
1.09% of portfolio
|
Q2 2023
Reduced 2.32%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
18,206
shares
|
$1.9 Million
0.0% of portfolio
|
Q4 2024
Added 8.43%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
18,194
shares
|
$1.9 Million
0.04% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
18,103
shares
|
$1.89 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
17,475
shares
|
$1.82 Million
0.29% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
17,286
shares
|
$1.8 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
17,286
shares
|
$1.8 Million
0.58% of portfolio
|
Q4 2020
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
17,138
shares
|
$1.79 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
17,132
shares
|
$1.79 Million
0.02% of portfolio
|
Q4 2024
Added 394.57%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
17,075
shares
|
$1.78 Million
0.22% of portfolio
|
Q3 2024
Reduced 7.08%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
16,975
shares
|
$1.77 Million
0.12% of portfolio
|
Q4 2023
Reduced 4.63%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Feb 03, 2025 Q4 2024 |
16,919
shares
|
$1.76 Million
1.56% of portfolio
|
Q4 2024
New holding
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
16,671
shares
|
$1.74 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.47%
|