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
Andy Peters@Goldstein Advisors, Llc
Recent Activity
Decreased -2.26%
0.05%
$333,176
3,022 shares@ 110.26 avg price
Peter N. Bunitsky@Burns J W & Co Inc Ny
Recent Activity
Decreased -3.94%
0.05%
$322,371
2,924 shares@ 110.25 avg price
Timothy Monaco@Mra Advisory Group
Recent Activity
Increased 5.4%
0.16%
$295,250
2,678 shares@ 110.26 avg price
Cassandra Kirby@Braun-bostich & Associates Inc.
Recent Activity
Decreased -5.25%
0.2%
$276,507
2,508 shares@ 110.25 avg price
Jennifer Street@Claro Advisors Llc
Recent Activity
Decreased -1.2%
0.04%
$262,285
2,379 shares@ 110.26 avg price
Rhonda Carter@Well Done, Llc
Recent Activity
0.05%
$254,351
2,338 shares@ 108.79 avg price
travis weaver@Weaver Consulting Group
Recent Activity
0.08%
$244,755
2,220 shares@ 110.25 avg price
Fredrick Williams@Old Port Advisors
Recent Activity
0.07%
$231,856
2,103 shares@ 110.26 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Increased 9.17%
0.01%
$224,620
2,037 shares@ 110.28 avg price
Camille Mobley@Insight Wealth Strategies, Llc
Recent Activity
Increased 0.4%
0.03%
$222,507
2,018 shares@ 110.27 avg price