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
KATHRYN MARSICO@Traphagen Investment Advisors Llc
Recent Activity
Decreased -1.08%
0.07%
$610,626
5,539 shares@ 110.25 avg price
Renee Regel@Bremer Bank National Association
Recent Activity
Decreased -64.03%
0.13%
$608,690
5,521 shares@ 110.25 avg price
JASON D. FINLEY@Finley Financial, Llc
Recent Activity
New Position
0.31%
$590,840
5,290 shares@ 111.69 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
Decreased -19.19%
0.05%
$552,329
5,010 shares@ 110.25 avg price
Laura West@West Financial Advisors, Llc
Recent Activity
Increased 2.69%
0.11%
$551,581
5,003 shares@ 110.26 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Increased 47.77%
0.01%
$549,862
4,987 shares@ 110.26 avg price
Michael McComb@Arkadios Wealth Advisors
Recent Activity
Increased 1.72%
0.03%
$541,447
4,911 shares@ 110.26 avg price
Andrew Snider@Maiden Cove Capital, Llc
Recent Activity
Increased 0.3%
0.97%
$533,178
4,836 shares@ 110.26 avg price
David Harrison@Magnus Financial Group Llc
Recent Activity
Decreased -0.94%
0.06%
$521,573
4,731 shares@ 110.25 avg price
Brandt Sakakeeny@Rockingstone Advisors Llc
Recent Activity
Decreased -2.11%
0.23%
$510,017
4,626 shares@ 110.26 avg price