iShares ESG MSCI KLD 400 ETFDSIETF
13F holders, Q1 2024 (March 31)505holders
3famous investors
$100.79avg. 13F price*
At the end of Q1 2024, 505 institutions reported holding iShares ESG MSCI KLD 400 ETF (DSI) in their 13F filings. The largest holders were Morgan Stanley ($458.9M), Envestnet Asset Management Inc. ($243.8M) and JPMorgan Chase & Co. ($164.4M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- iShares ESG MSCI KLD 400 ETF
- CUSIP
- 464288570
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $14.5M |
| Exits | 23 | $13.3M |
Ownership 505 holders
| Morgan Stanley | 0.04% | Add +1.1% | 4,552,034 | $458.9M |
| Envestnet Asset Management Inc. | 0.09% | Reduce -0.8% | 2,418,227 | $243.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -2.6% | 1,631,136 | $164.4M |
| Bank of America Corp. | 0.02% | Reduce -16.3% | 1,566,089 | $157.9M |
| Ameriprise Financial Inc. | 0.03% | Reduce -4.3% | 1,005,918 | $101.5M |
| Bank of New York Mellon Corp | 0.02% | Reduce -21.0% | 957,906 | $96.6M |
| LPL Financial LLC | 0.04% | Add +5.8% | 814,516 | $82.1M |
| Syntrinsic LLC | 26.71% | Add +2.7% | 791,587 | $79.7M |
| Envestnet Portfolio Solutions, Inc. | 0.27% | Reduce -6.6% | 702,754 | $70.8M |
| UBS Group AG | 0.02% | Add +1.8% | 522,942 | $52.7M |
| Betterment LLC | 0.13% | Reduce -4.7% | 489,953 | $49.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +17.1% | 339,275 | $34.2M |
| Sei Investments Co. | 0.05% | Reduce -16.4% | 309,155 | $31.2M |
| Mariner, LLC | 0.06% | Add +21.3% | 300,202 | $30.3M |
| Cerity Partners LLC | 0.07% | Reduce -2.9% | 262,912 | $26.5M |
| National Philanthropic Trust | 0.57% | Add +47.0% | 260,454 | $26.3M |
| Wells Fargo & Company | 0.01% | Reduce -24.0% | 257,314 | $25.9M |
| Osaic Holdings, Inc. | 0.05% | Reduce -44.3% | 211,114 | $21.3M |
| Truist Financial Corp. | 0.03% | Reduce -4.6% | 208,754 | $21.0M |
| Commonwealth Equity Services, LLC | 0.03% | Add +1.1% | 203,595 | $20.5M |
| Park Avenue Securities LLC | 0.25% | Reduce -2.9% | 195,557 | $19.7M |
| Creative Planning | 0.02% | Reduce -1.7% | 188,421 | $19.0M |
| US Bancorp \de | 0.02% | Add +0.8% | 176,410 | $17.8M |
| Dunhill Financial, LLC | 13.13% | Reduce -10.3% | 175,415 | $17.7M |
| MML Investors Services, LLC | 0.07% | Add +4.0% | 157,878 | $15.9M |
| Cwm, LLC | 0.08% | Reduce -9.5% | 154,991 | $15.6M |
| Cetera Investment Advisers | 0.04% | Add +78.1% | 151,830 | $15.3M |
| Fiduciary Trust Co | 0.23% | Reduce -1.0% | 146,570 | $14.8M |
| Royal Bank of Canada | 0.00% | Reduce -7.8% | 146,278 | $14.7M |
| Captrust Financial Advisors | 0.05% | Reduce -8.3% | 145,442 | $14.7M |
| Rockefeller Capital Management L.P. | 0.04% | Add +10.4% | 144,210 | $14.5M |
| Private Advisor Group, LLC | 0.10% | Add +6.1% | 135,656 | $13.7M |
| Francis Financial, Inc. | 4.34% | Reduce -1.8% | 133,147 | $13.4M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -6.0% | 128,207 | $12.9M |
| Ameritas Advisory Services, LLC | 0.52% | Add +38.4% | 124,977 | $12.6M |
| Manchester Capital Management LLC | 1.54% | Add +0.8% | 124,193 | $12.5M |
| Gemmer Asset Management LLC | 1.29% | Add +4.2% | 109,925 | $11.1M |
| Hill Island Financial LLC | 3.48% | Reduce -1.5% | 104,565 | $10.5M |
| Mascoma Wealth Management LLC | 2.95% | Add +5.3% | 102,958 | $10.4M |
| Advisory Services Network, LLC | 0.22% | Add +0.0% | 98,043 | $9.9M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +1.1% | 95,776 | $9.7M |
| PFG Investments, LLC | 0.57% | Add +24.4% | 92,953 | $9.4M |
| Beacon Pointe Advisors, LLC | 0.10% | Add +66.7% | 87,426 | $8.8M |
| First Horizon Advisors, Inc. | 0.26% | Reduce -2.0% | 84,583 | $8.5M |
| Atria Wealth Solutions, Inc. | 0.10% | Add +1.4% | 84,545 | $8.5M |
| Thrivent Financial for Lutherans | 0.02% | Add +3.9% | 81,257 | $8.2M |
| Composition Wealth, LLC | 0.20% | Add +15.2% | 79,910 | $8.1M |
| HighTower Advisors, LLC | 0.01% | Reduce -8.1% | 79,284 | $8.0M |
| Choreo, LLC | 0.19% | Reduce -1.3% | 71,930 | $7.3M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +3.3% | 71,749 | $7.2M |
| Comerica Bank | 0.03% | Add +1.8% | 69,103 | $7.0M |
| Lincoln National Corp. | 0.11% | Add +3.0% | 67,939 | $6.8M |
| Strategic Point Investment Advisors, LLC | 1.18% | Reduce -2.3% | 64,690 | $6.5M |
| Corient Private Wealth LP | 0.01% | Reduce -0.3% | 60,186 | $6.1M |
| One Wealth Advisors, LLC | 1.05% | Reduce -1.4% | 59,994 | $6.0M |
| SOA Wealth Advisors, LLC. | 1.25% | Reduce -2.2% | 59,845 | $6.0M |
| Bank of Montreal | 0.00% | Reduce -0.8% | 59,228 | $6.0M |
| Johnson Financial Group, Inc. | 0.31% | Reduce -2.0% | 56,581 | $5.7M |
| Trillium Asset Management, LLC | 0.14% | Reduce -68.9% | 53,496 | $5.4M |
| Gradient Investments LLC | 0.12% | Add +2.5% | 52,071 | $5.2M |
| Fifth Third Wealth Advisors LLC | 0.81% | Add +1366.1% | 51,315 | $5.2M |
| Focus Partners Wealth | 0.04% | Add +33.8% | 49,338 | $5.0M |
| Dohj, LLC | 1.28% | Reduce -9.0% | 47,751 | $4.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +5.1% | 47,407 | $4.8M |
| Brio Consultants, LLC | 0.80% | Reduce -4.5% | 46,987 | $4.7M |
| Wealthcare Advisory Partners LLC | 0.15% | Add +3.2% | 46,524 | $4.7M |
| Strategic Wealth Partners Group, LLC | 0.51% | Reduce -4.2% | 45,700 | $4.6M |
| Litman Gregory Wealth Management LLC | 0.41% | No change | 44,813 | $4.5M |
| Orion Porfolio Solutions, LLC | 0.05% | Reduce -7.7% | 43,666 | $4.4M |
| Orion Portfolio Solutions, LLC | 0.05% | Reduce -7.7% | 43,666 | $4.4M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -5.0% | 42,778 | $4.3M |
| Bremer Bank National Association | 0.79% | Add +116.6% | 42,368 | $4.3M |
| Blair William & Co. | 0.01% | Reduce -3.8% | 41,628 | $4.2M |
| Headinvest, LLC | 0.82% | Add +1.7% | 41,593 | $4.2M |
| Gibson Capital, LLC | 0.90% | Reduce -2.4% | 40,874 | $4.1M |
| Laurel Wealth Planning LLC | 2.73% | Reduce -1.3% | 40,734 | $4.1M |
| First Affirmative Financial Network | 3.02% | Reduce -16.8% | 40,635 | $4.1M |
| Columbia Bank | 1.67% | — | 40,336 | $4.1M |
| Stifel Financial Corp. | 0.00% | Reduce -20.1% | 40,218 | $4.1M |
| One Capital Management, LLC | 0.14% | Add +1.8% | 39,320 | $4.0M |
| Accredited Investors Inc. | 0.25% | Reduce -6.9% | 38,399 | $3.9M |
| Wealthspire Advisors, LLC | 0.05% | Reduce -4.6% | 37,717 | $3.8M |
| Cranbrook Wealth Management, LLC | 0.96% | Reduce -0.4% | 37,668 | $3.8M |
| Assetmark, Inc. | 0.01% | Add +3.8% | 37,290 | $3.8M |
| Horst & Graben Wealth Management LLC | 0.74% | Add +7.7% | 35,938 | $3.6M |
| Equitable Holdings, Inc. | 0.04% | Reduce -4.3% | 35,418 | $3.6M |
| Allianz SE | 0.11% | — | 35,159 | $3.5M |
| Northern Trust Corp. | 0.00% | Reduce -8.7% | 35,003 | $3.5M |
| Neumann Capital Management, LLC | 1.26% | Add +5.3% | 34,968 | $3.5M |
| Bailard, Inc. | 0.09% | Reduce -1.4% | 33,973 | $3.4M |
| St Germain D J Co. Inc. | 0.17% | Add +2.8% | 33,795 | $3.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.7% | 33,491 | $3.4M |
| Raymond James & Associates | 0.00% | Reduce -11.2% | 32,858 | $3.3M |
| Perigon Wealth Management, LLC | 0.10% | Add +115.0% | 32,405 | $3.3M |
| Snowden Capital Advisors LLC | 0.10% | Add +0.4% | 32,341 | $3.3M |
| Childress Capital Advisors, LLC | 0.94% | Add +8.9% | 31,671 | $3.2M |
| Franklin Resources Inc. | 0.00% | No change | 31,891 | $3.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.4% | 31,445 | $3.2M |
| McClarren Financial Advisors, Inc. | 2.26% | Add +0.3% | 31,243 | $3.1M |
| Sharkey, Howes & Javer | 0.51% | Reduce -3.6% | 30,897 | $3.1M |
"% of holder's portfolio" is DSI's weight in each manager's 13F, not the share of iShares ESG MSCI KLD 400 ETF the manager owns.