DSI

Ishares Msci Kld 400 Social

Latest period2024 - Q4Total superinvestors80

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 80 superinvestors own shares of Ishares Msci Kld 400 Social (DSI), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ishares Msci Kld 400 Social (DSI), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ishares Msci Kld 400 Social (DSI) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ishares Msci Kld 400 Social (DSI) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Increased 56.75%
0.73%
$21.006M
190,531 shares@ 110.26 avg price
Lisa Rolon@Fifth Third Wealth Advisors Llc
Recent Activity
Increased 15.21%
0.41%
$7.396M
67,086 shares@ 110.25 avg price
John Fortier III@St Germain D J Co Inc
Recent Activity
Increased 13.28%
0.22%
$4.65M
42,179 shares@ 110.26 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 4.25%
0.13%
$4.624M
41,942 shares@ 110.25 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 8.43%
0.01%
$1.981M
18,206 shares@ 108.79 avg price
Shanda Gentry@Aspiriant, Llc
Recent Activity
Increased 116.32%
0.06%
$1.488M
13,494 shares@ 110.26 avg price
Ian Armstrong@Clear Harbor Asset Management, Llc
Recent Activity
Increased 1.2%
0.11%
$1.342M
12,173 shares@ 110.26 avg price
Amy King@Kathmere Capital Management, Llc
Recent Activity
Increased 41.29%
0.1%
$1.07M
9,702 shares@ 110.26 avg price
Jacqueline Kruger@First Pacific Financial
Recent Activity
Increased 133.91%
0.21%
$881,449
7,995 shares@ 110.26 avg price
Laura West@West Financial Advisors, Llc
Recent Activity
Increased 2.69%
0.11%
$551,581
5,003 shares@ 110.26 avg price