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
Jeffrey A. Smith@Atomi Financial Group, Inc.
Recent Activity
Increased 12.32%
0.03%
$464,501
4,213 shares@ 110.26 avg price
Martin R. Curiel@Myecfo, Llc
Recent Activity
Increased 20.57%
0.23%
$420,053
3,810 shares@ 110.26 avg price
Deanna Hutchinson@Sovereign Financial Group, Inc.
Recent Activity
Increased 86.48%
0.1%
$419,391
3,804 shares@ 110.25 avg price
Anthony Habbit@Wesbanco Bank Inc
Recent Activity
Decreased -2.99%
0.02%
$410,902
3,727 shares@ 110.26 avg price
Andrea Freeman@Trust Co Of Vermont
Recent Activity
Decreased -0.13%
0.02%
$409,028
3,710 shares@ 110.26 avg price
Trevor Hodges@Sax Wealth Advisors, Llc
Recent Activity
Increased 3.27%
0.04%
$400,979
3,637 shares@ 110.25 avg price
Jill Martin@Parkside Advisors Llc
Recent Activity
Decreased -2.52%
0.09%
$370,439
3,360 shares@ 110.25 avg price
Matthew Hargreaves@Leonard Rickey Investment Advisors P.l.l.c.
Recent Activity
Decreased -0.15%
0.09%
$360,479
3,270 shares@ 110.24 avg price
Wesley Pitman@Hilltop Wealth Advisors, Llc
Recent Activity
0.19%
$360,297
3,268 shares@ 110.25 avg price
Michael DeRosa@My Legacy Advisors, Llc
Recent Activity
Decreased -9.73%
0.15%
$362,657
3,247 shares@ 111.69 avg price