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iShares MSCI KLD 400 Social ETF Institutional Ownership (NYSEARCA:DSI)

$96.79
+1.12 (+1.17 %)
(As of 03/30/2020 10:36 AM ET)
Add
Today's Range
$96.56
Now: $96.79
$96.79
50-Day Range
$84.34
MA: $111.87
$127.98
52-Week Range
$82.98
Now: $96.79
$128.15
Volume3 shs
Average Volume92,247 shs
Market Capitalization$1.54 billion
P/E RatioN/A
Dividend Yield1.79%
BetaN/A

Institutional Ownership

Institutional Ownership Changes (13F Filings) for iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

 

Institutional Buying and Selling by Quarter

iShares MSCI KLD 400 Social ETF (NYSEARCA DSI) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
3/24/2020SVB Wealth Advisory Inc.274$33K0.0%N/A0.002%
3/16/2020Tempus Wealth Planning LLC5,395$0.65M0.6%N/A0.034%
2/27/2020Institute for Wealth Management LLC.241$29K0.0%N/A0.002%
2/21/2020DeDora Capital Inc.14,062$1.69M1.0%+1.5%0.090%
2/20/2020Cornerstone Wealth Management LLC3,755$0.45M0.1%-48.9%0.024%
2/18/2020Equitable Holdings Inc.2,666$0.32M0.0%N/A0.017%
2/18/2020Titus Wealth Management2,215$0.27M0.3%-9.4%0.014%
2/18/2020Colony Group LLC2,357$0.28M0.0%-18.2%0.015%
2/18/2020Ameritas Investment Company LLC46,599$5.60M1.2%+137.5%0.299%
2/17/2020Hilltop Holdings Inc.9,502$1.14M0.2%+47.6%0.061%
2/15/2020Tiedemann Advisors LLC3,984$0.48M0.0%+15.3%0.026%
2/14/2020Punch & Associates Investment Management Inc.590$71K0.0%N/A0.004%
2/14/2020Captrust Financial Advisors6,243$0.76M0.0%+9.7%0.040%
2/14/2020Orion Portfolio Solutions LLC788$95K0.0%N/A0.005%
2/14/2020Advisory Alpha LLC965$0.12M0.0%-26.6%0.006%
2/14/2020First Republic Investment Management Inc.125,195$15.04M0.1%+0.9%0.803%
2/14/2020Ancora Advisors LLC575$69K0.0%N/A0.004%
2/14/2020Bank of America Corp DE847,776$101.84M0.0%+22.7%5.434%
2/14/2020Bank of New York Mellon Corp140,115$16.83M0.0%+12.7%0.898%
2/14/2020Goldman Sachs Group Inc.216,001$25.95M0.0%-11.5%1.385%
2/14/2020UBS Group AG282,379$33.92M0.0%+9.8%1.810%
2/13/2020Mariner LLC92,987$11.17M0.1%+2.2%0.596%
2/13/2020Boston Private Wealth LLC11,013$1.32M0.0%+12.9%0.071%
2/13/2020Northwestern Mutual Wealth Management Co.13,053$1.57M0.0%+13.9%0.084%
2/13/2020Capital Asset Advisory Services LLC2,635$0.33M0.1%N/A0.017%
2/13/2020Mercer Global Advisors Inc. ADV13,212$1.59M0.0%+223.1%0.085%
2/13/2020Personal Capital Advisors Corp146,293$17.57M0.1%+16.3%0.938%
2/13/2020Stifel Financial Corp9,112$1.10M0.0%-13.4%0.058%
2/13/2020Thrivent Financial for Lutherans5,663$0.68M0.0%+7.5%0.036%
2/13/2020Renaissance Technologies LLC4,900$0.59M0.0%N/A0.031%
2/12/2020Advisor Group Inc.14,815$1.78M0.0%+21.7%0.095%
2/12/2020Destination Wealth Management29,328$3.52M0.2%+7.3%0.188%
2/12/2020Raymond James & Associates33,933$4.08M0.0%+18.6%0.218%
2/12/2020Raymond James Financial Services Advisors Inc.40,315$4.84M0.0%+12.9%0.258%
2/12/2020Citigroup Inc.5,241$0.63M0.0%+15.1%0.034%
2/12/2020Wealthsource Partners LLC3,002$0.36M0.0%N/A0.019%
2/12/2020Mine & Arao Wealth Creation & Management LLC.932$0.11M0.1%N/A0.006%
2/11/2020First Foundation Advisors2,071$0.25M0.0%-27.7%0.013%
2/11/2020Abbrea Capital LLC1,671$0.20M0.0%N/A0.011%
2/11/2020Capital One National Association2,438$0.29M0.0%N/A0.016%
2/11/2020Watson Rebecca6,239$0.75M0.5%N/A0.040%
2/11/2020Envestnet Asset Management Inc.258,381$31.04M0.0%+27.7%1.656%
2/11/2020KBC Group NV3,670$0.44M0.0%+141.4%0.024%
2/11/2020Vivaldi Capital Management LLC5,048$0.61M0.1%N/A0.032%
2/11/2020Mandatum Life Insurance Co Ltd15,010$1.80M0.4%+15.2%0.096%
2/11/2020Cranbrook Wealth Management LLC12,589$1.51M0.4%+101.0%0.081%
2/10/2020Western Wealth Management LLC11,919$1.43M0.2%+139.7%0.076%
2/10/2020Firestone Capital Management500$0.14M0.1%N/A0.003%
2/10/2020Columbia Trust Co 0101201611,906$1.43M1.3%N/A0.076%
2/10/2020C J Advisory Inc32,109$3.86M2.3%+2.3%0.206%
2/10/2020Miracle Mile Advisors LLC4,913$0.59M0.0%N/A0.031%
2/10/2020Prio Wealth Limited Partnership12,050$1.45M0.1%+13.6%0.077%
2/10/2020Bank of Montreal Can8,355$1M0.0%+3.6%0.054%
2/10/2020JNBA Financial Advisors1,587$0.19M0.0%+19.7%0.010%
2/10/2020Trillium Asset Management LLC28,884$3.47M0.2%+4.2%0.186%
2/10/2020BerganKDV Wealth Management LLC2,477$0.30M0.1%+30.0%0.016%
2/10/2020First Allied Advisory Services Inc.1,752$0.21M0.0%-75.8%0.011%
2/10/2020Strategic Wealth Advisors Group LLC12,604$1.51M0.1%-8.2%0.081%
2/10/2020Private Advisor Group LLC41,904$5.03M0.1%+23.3%0.269%
2/10/2020Cetera Advisors LLC3,265$0.39M0.0%-13.2%0.021%
2/10/2020Cetera Investment Advisers1,699$0.20M0.0%N/A0.011%
2/10/2020Cetera Advisor Networks LLC5,824$0.70M0.0%+14.6%0.037%
2/8/2020Liberty Wealth Management LLC412$49K0.0%+312.0%0.003%
2/8/2020Dorsey & Whitney Trust CO LLC27,706$3.33M0.4%+6.0%0.178%
2/7/2020FMR LLC789$95K0.0%+170.2%0.005%
2/7/2020Adviser Investments LLC14,495$1.74M0.2%+45.5%0.093%
2/7/2020Forbes J M & Co. LLP15,473$1.86M0.3%+1.9%0.100%
2/7/2020ETRADE Capital Management LLC85,038$10.22M0.2%+16.4%0.547%
2/7/2020Financial Insights Inc.15,128$1.82M1.6%+48.4%0.097%
2/7/2020Lincoln National Corp16,865$2.03M0.1%+2.1%0.108%
2/7/2020Tower Research Capital LLC TRC3,206$0.39M0.0%+1,377.4%0.021%
2/7/2020Cobblestone Capital Advisors LLC NY3,570$0.43M0.0%-4.0%0.023%
2/7/2020Independent Advisor Alliance12,510$1.50M0.1%N/A0.080%
2/7/2020Great Diamond Partners LLC1,904$0.23M0.1%N/A0.012%
2/6/2020CLS Investments LLC13,008$1.56M0.1%-3.6%0.084%
2/6/2020Sei Investments Co.61,115$7.35M0.0%+4.0%0.394%
2/6/2020Trust Co. of Vermont2,097$0.25M0.0%+5.0%0.014%
2/5/2020Private Ocean LLC3,860$0.46M0.1%-7.2%0.025%
2/5/2020Quest Capital Management Inc. ADV19,709$2.37M0.6%+1.9%0.127%
2/5/2020Howard Wealth Management LLC458$55K0.0%N/A0.003%
2/4/2020Regentatlantic Capital LLC13,699$1.65M0.1%-2.6%0.088%
2/4/2020Buckingham Asset Management LLC8,764$1.05M0.1%+1.8%0.057%
2/4/2020US Bancorp DE123,068$14.78M0.0%+2.2%0.794%
2/4/2020Advisory Services Network LLC6,819$0.82M0.0%+38.7%0.044%
2/4/2020Vicus Capital3,157$0.38M0.1%+5.6%0.020%
2/4/2020Cambridge Investment Research Advisors Inc.38,877$4.67M0.0%-2.6%0.251%
2/4/2020Partnervest Advisory Services LLC1,791$0.22M0.1%-63.1%0.012%
2/4/2020Fiduciary Trust Co.51,211$6.15M0.1%+0.3%0.330%
2/3/2020MainStreet Investment Advisors LLC4,220$0.51M0.1%+25.6%0.027%
1/31/2020Bailard Inc.22,280$2.68M0.2%+6.4%0.144%
1/31/2020Financial Enhancement Group LLC458$55K0.0%-16.3%0.003%
1/31/2020Whittier Trust Co.6,060$0.73M0.0%+46.6%0.039%
1/31/2020Financial Advisory Service Inc.1,001$0.12M0.0%N/A0.006%
1/31/2020Shepherd Financial Partners LLC20,394$2.45M0.6%+2.3%0.132%
1/30/2020Parallel Advisors LLC49,931$6M0.4%+0.2%0.322%
1/30/2020Trustcore Financial Services LLC2,396$0.29M0.1%+4.9%0.015%
1/30/2020Creative Planning104,473$12.55M0.0%-0.4%0.674%
1/30/2020Litman Gregory Asset Management LLC25,392$3.05M0.7%+1.4%0.164%
1/29/2020Brookstone Capital Management6,202$0.75M0.0%+30.1%0.040%
1/29/2020Wealthcare Capital Management LLC13,386$1.61M0.2%-2.9%0.086%
(Data available from 1/1/2016 forward)
This page was last updated on 3/30/2020 by MarketBeat.com Staff

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