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
James Krause@Wealthcare Capital Management Llc
Recent Activity
Decreased -4.01%
0.27%
$2.636M
23,907 shares@ 110.26 avg price
Pablo Brezman@Bigsur Wealth Management Llc
Recent Activity
0.64%
$2.205M
20,000 shares@ 110.25 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
0.03%
$2.12M
19,226 shares@ 110.26 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
Daken Vanderburg@Massmutual Private Wealth & Trust, Fsb
Recent Activity
Decreased -47.3%
0.05%
$1.746M
15,840 shares@ 110.25 avg price
Michael Little@Grant Grossmendelsohn, Llc
Recent Activity
0.84%
$1.603M
14,538 shares@ 110.26 avg price
James RG Skjong@Ulland Investment Advisors, Llc
Recent Activity
1.01%
$1.572M
14,260 shares@ 110.24 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
Janice M. Powell@Diversify Advisory Services, Llc
Recent Activity
Decreased -28.92%
0.07%
$1.227M
11,241 shares@ 109.15 avg price