ISHARES ESG MSCI KLD 400 ETF DSI
$141.41
-0.5% 52w: $110.36 – $144.17
Latest 13F among current holders filed 12 days ago (Jun 23, 2026)
Price — last 12 months
research preview data110.36127.27144.17
Jun 20, 2025 Jul 2, 2026
Institutional holders
590
-24 QoQ
13F value
$2.95B
-6.6% QoQ
Smart-money holders
9
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
puts only
— calls / $258K puts
Institutional value by quarter
Number of holders
Who owns DSI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 4.0M | $481.3M | 0.0% | +2.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.8M | $215.0M | 0.1% | -6.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.5M | $180.7M | 0.0% | -11.4% |
| Bank of New York Mellon Corp | Diversified mechanical | 1.3M | $152.0M | 0.0% | +57.7% |
| LPL Financial LLC | Bank broker | 1.2M | $149.4M | 0.0% | -2.1% |
| JPMORGAN CHASE & CO | Bank broker | 1.2M | $139.9M | 0.0% | -2.8% |
| AMERIPRISE FINANCIAL INC | Bank broker | 834.8K | $101.1M | 0.0% | -3.3% |
| UBS Group AG | Bank broker | 416.3K | $50.4M | 0.0% | -0.5% |
| IMA Advisory Services, Inc. | Wealth advisor | 412.6K | $49.7M | 4.9% | +1.1% |
| Betterment LLC | Wealth advisor | 349.7K | $42.4M | 0.1% | -5.1% |
| Mariner, LLC | Diversified mechanical | 334.7K | $40.6M | 0.0% | -3.3% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 326.1K | $39.5M | 0.2% | -10.4% |
| US BANCORP \DE\ | Wealth advisor | 323.1K | $39.2M | 0.0% | -1.2% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 300.6K | $36.4M | 0.1% | +1.2% |
| SEI INVESTMENTS CO | Diversified mechanical | 282.6K | $34.2M | 0.0% | -0.9% |
| GOLDMAN SACHS GROUP INC | Bank broker | 247.1K | $29.9M | 0.0% | +27.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 228.3K | $27.7M | 0.0% | +3.9% |
| WELLS FARGO & COMPANY/MN | Bank broker | 221.4K | $26.8M | 0.0% | -12.8% |
| Creative Planning | Wealth advisor | 216.5K | $26.2M | 0.0% | +21.7% |
| NORTHSTAR ASSET MANAGEMENT INC ★2 | Fundamental diversified | 212.3K | $25.7M | 7.9% | +107.3% |
| Cetera Investment Advisers | Wealth advisor | 203.5K | $24.7M | 0.0% | -5.5% |
| ROYAL BANK OF CANADA | Bank broker | 176.8K | $21.4M | 0.0% | -10.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 174.2K | $21.1M | 0.0% | -15.5% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 174.1K | $21.1M | 0.0% | -3.0% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 166.9K | $20.2M | 0.2% | -5.3% |
| National Philanthropic Trust | Other | 164.0K | $19.9M | 0.2% | +70.6% |
| Cerity Partners LLC | Diversified mechanical | 163.7K | $19.8M | 0.0% | +21.6% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 156.9K | $19.0M | 0.0% | +1.3% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 145.4K | $17.6M | 0.1% | +40.1% |
| Gemmer Asset Management LLC | Wealth advisor | 138.7K | $16.8M | 1.3% | +1.6% |
| Focus Partners Wealth | Wealth advisor | 136.8K | $16.6M | 0.0% | -3.9% |
| Fiduciary Trust Co | Other | 136.7K | $16.6M | 0.2% | -0.1% |
| Manchester Capital Management LLC | Diversified mechanical | 135.1K | $16.4M | 2.4% | -2.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 128.4K | $15.6M | 0.0% | -18.1% |
| Johnson Financial Group, Inc. | Wealth advisor | 113.7K | $13.8M | 0.5% | +19.2% |
| NATURAL INVESTMENTS, LLC | Other | 97.8K | $11.9M | 2.9% | -0.9% |
| PFG Investments, LLC | Diversified mechanical | 96.0K | $11.6M | 0.5% | +2.7% |
| Ameritas Advisory Services, LLC | Wealth advisor | 95.6K | $11.6M | 0.4% | -2.3% |
| HighTower Advisors, LLC | Diversified mechanical | 92.3K | $11.2M | 0.0% | +13.9% |
| Francis Financial, Inc. | Wealth advisor | 91.6K | $11.1M | 2.1% | -1.4% |
| Private Advisor Group, LLC | Wealth advisor | 90.1K | $10.9M | 0.1% | -1.1% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 88.8K | $10.8M | 0.0% | -17.6% |
| Thrivent Financial for Lutherans | Diversified mechanical | 84.1K | $10.1M | 0.0% | +0.8% |
| TRILLIUM ASSET MANAGEMENT, LLC | Other | 132.6K | $9.5M | 0.3% | -3.1% |
| Mascoma Wealth Management LLC | Wealth advisor | 72.5K | $8.8M | 1.8% | -8.5% |
| Composition Wealth, LLC | Wealth advisor | 70.8K | $8.6M | 0.1% | -9.5% |
| Brio Consultants, LLC | Wealth advisor | 62.9K | $8.6M | 1.0% | +6.8% |
| FIFTH THIRD BANCORP | Diversified mechanical | 70.1K | $8.5M | 0.0% | +650.3% |
| SCS Capital Management LLC | Wealth advisor | 69.1K | $8.4M | 0.1% | Held |
| CWM, LLC | Wealth advisor | 68.2K | $8.3M | 0.0% | -1.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.