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 |
| Pitcairn Co. | 0.20% | Add +3.5% | 30,343 | $3.1M |
| Shepherd Financial Partners LLC | 0.40% | Reduce -1.0% | 30,002 | $3.0M |
| Keybank National Association | 0.01% | Reduce -2.8% | 29,796 | $3.0M |
| Lido Advisors, LLC | 0.03% | Reduce -2.6% | 29,628 | $3.0M |
| Citadel Advisors | 0.00% | Reduce -33.6% | 28,943 | $2.9M |
| Susquehanna International Group, LLP | 0.00% | Add +1.1% | 28,587 | $2.9M |
| Cresset Asset Management, LLC | 0.01% | Add +1.4% | 28,376 | $2.9M |
| Raymond James Trust N.A. | 0.07% | Reduce -0.1% | 28,039 | $2.8M |
| Bangor Savings Bank | 0.29% | Reduce -0.7% | 27,992 | $2.8M |
| PFG Advisors | 0.20% | Reduce -2.1% | 27,757 | $2.8M |
| Integrated Wealth Concepts LLC | 0.04% | Add +2.2% | 26,914 | $2.7M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -3.4% | 26,023 | $2.6M |
| BBR Partners, LLC | 0.21% | Add +14.5% | 25,635 | $2.6M |
| Institute for Wealth Management, LLC. | 0.33% | Add +1.5% | 25,615 | $2.6M |
| Pennsylvania Capital Management Inc. | 1.06% | Reduce -42.7% | 25,492 | $2.6M |
| Wealthcare Capital Management LLC | 0.28% | Reduce -5.8% | 25,453 | $2.6M |
| Financial Insights, Inc. | 0.73% | Reduce -0.4% | 25,372 | $2.6M |
| Cornerstone Wealth Management, LLC | 0.21% | Add +1.0% | 25,231 | $2.5M |
| Prio Wealth Limited Partnership | 0.07% | Reduce -4.6% | 25,160 | $2.5M |
| Altfest L J & Co. Inc. | 0.36% | Add +7.1% | 25,113 | $2.5M |
| Allworth Financial LP | 0.02% | Reduce -2.1% | 25,065 | $2.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +16.4% | 23,801 | $2.4M |
| Avantax Advisory Services, Inc. | 0.02% | Add +1.7% | 23,283 | $2.3M |
| Forbes J M & Co. LLP | 0.25% | Reduce -7.9% | 23,185 | $2.3M |
| Fsa Wealth Partners, Inc. | 0.58% | Reduce -1.6% | 23,136 | $2.3M |
| Chicago Partners Investment Group LLC | 0.10% | Add +0.3% | 23,926 | $2.3M |
| Evergreen Capital Management LLC | 0.09% | Reduce -2.9% | 22,656 | $2.3M |
| Concord Wealth Partners | 0.39% | Reduce -21.7% | 21,325 | $2.1M |
| Prudential Financial Inc. | 0.00% | Reduce -3.6% | 21,245 | $2.1M |
| NewEdge Advisors, LLC | 0.02% | Reduce -6.1% | 20,505 | $2.1M |
| SigFig Wealth Management, LLC | 0.08% | Reduce -0.4% | 20,351 | $2.1M |
| Topel & Distasi Wealth Management, LLC | 0.89% | Add +0.7% | 20,050 | $2.0M |
| Petix & Botte Co | 0.50% | New | 20,050 | $2.0M |
| Arlington Financial Advisors, LLC | 0.44% | Add +0.1% | 20,017 | $2.0M |
| BigSur Wealth Management LLC | 0.63% | No change | 20,000 | $2.0M |
| Baker Avenue Asset Management, LP | 0.08% | Add +2.4% | 19,795 | $2.0M |
| Wealthfront Advisers LLC | 0.01% | Add +9.7% | 19,479 | $2.0M |
| Spire Wealth Management | 0.04% | Reduce -2.3% | 19,268 | $1.9M |
| HB Wealth Management, LLC | 0.02% | Add +0.1% | 19,226 | $1.9M |
| Dorsey & Whitney Trust CO LLC | 0.13% | Reduce -4.8% | 19,192 | $1.9M |
| Eley Financial Management, Inc | 0.83% | Reduce -20.1% | 19,159 | $1.9M |
| Boston Trust Walden Corp | 0.01% | No change | 19,097 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.0% | 18,732 | $1.9M |
| SVB Wealth LLC | 0.04% | Reduce -22.0% | 18,693 | $1.9M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -6.0% | 18,497 | $1.9M |
| Hilltop Holdings Inc. | 0.21% | Reduce -26.1% | 18,349 | $1.8M |
| Onyx Bridge Wealth Group LLC | 0.32% | Add +92.0% | 18,492 | $1.8M |
| Diversify Advisory Services, LLC | 0.11% | — | 17,819 | $1.8M |
| 1832 Asset Management L.P. | 0.00% | Add +78.0% | 17,445 | $1.8M |
| NewEdge Wealth, LLC | 0.04% | No change | 18,193 | $1.8M |
| Vicus Capital | 0.16% | Reduce -0.6% | 17,361 | $1.8M |
| Annapolis Financial Services, LLC | 0.57% | No change | 17,286 | $1.7M |
| Ameritas Investment Partners, Inc. | 0.06% | Reduce -0.5% | 17,244 | $1.7M |
| Sage Financial Group Inc. | 0.16% | Reduce -0.6% | 17,198 | $1.7M |
| Coldstream Capital Management Inc. | 0.04% | Add +5.1% | 17,167 | $1.7M |
| White Lighthouse Investment Management Inc. | 0.35% | Reduce -1.6% | 17,095 | $1.7M |
| Charter Oak Capital Management, LLC | 0.18% | Add +0.8% | 16,846 | $1.7M |
| Conscious Wealth Investments, LLC | 1.20% | Add +8.4% | 16,351 | $1.6M |
| MainStreet Investment Advisors LLC | 0.19% | No change | 15,544 | $1.6M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -3.0% | 15,204 | $1.5M |
| Investors Research Corp | 0.35% | Reduce -0.7% | 14,766 | $1.5M |
| Idaho Trust Co | 1.43% | New | 14,733 | $1.5M |
| Fingerlakes Wealth Management, Inc. | 1.43% | Reduce -0.0% | 14,733 | $1.5M |
| Boston Standard Wealth Management, LLC | 0.33% | Add +11.1% | 14,647 | $1.5M |
| National Bank of Canada | 0.00% | Add +8.4% | 14,769 | $1.5M |
| Revolve Wealth Partners, LLC | 0.25% | Add +5.6% | 14,290 | $1.4M |
| Ulland Investment Advisors, LLC | 1.16% | No change | 14,260 | $1.4M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -1.2% | 14,170 | $1.4M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | Reduce -4.9% | 14,023 | $1.4M |
| Concord Asset Management, LLC | 0.37% | Reduce -21.7% | 13,874 | $1.4M |
| Whittier Trust Co. | 0.02% | No change | 13,767 | $1.4M |
| Renaissance Technologies | 0.00% | Reduce -21.7% | 13,700 | $1.4M |
| Austin Private Wealth, LLC | 0.16% | Add +5.1% | 13,835 | $1.4M |
| CX Institutional | 0.07% | Reduce -61.9% | 13,583 | $1.4M |
| Retirement Income Solutions, Inc. | 0.31% | No change | 13,369 | $1.3M |
| TCWP LLC | 3.54% | Add +3.3% | 13,206 | $1.3M |
| Mgo One Seven LLC | 0.07% | Add +3.3% | 13,206 | $1.3M |
| NorthRock Partners, LLC | 0.05% | Reduce -34.4% | 13,032 | $1.3M |
| Buckingham Strategic Wealth, LLC | 0.01% | Add +0.0% | 12,964 | $1.3M |
| Continuum Advisory, LLC | 0.19% | Add +27.7% | 13,039 | $1.3M |
| Focus Financial Network, Inc. | 0.06% | — | 13,504 | $1.3M |
| Bensler, LLC | 0.19% | Add +4.3% | 12,758 | $1.3M |
| Tempus Wealth Planning, LLC | 0.56% | Reduce -1.7% | 12,659 | $1.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.20% | Reduce -7.3% | 12,452 | $1.3M |
| BNP Paribas Financial Markets | 0.00% | Add +6.1% | 12,305 | $1.2M |
| Clear Harbor Asset Management, LLC | 0.11% | Add +15.6% | 12,026 | $1.2M |
| MA Private Wealth | 0.25% | No change | 12,010 | $1.2M |
| Bordeaux Wealth Advisors LLC | 0.40% | No change | 12,000 | $1.2M |
| Great Diamond Partners, LLC | 0.28% | Reduce -1.3% | 11,886 | $1.2M |
| Townsquare Capital LLC | 0.02% | Add +24.5% | 11,631 | $1.2M |
| Regal Investment Advisors LLC | 0.08% | Reduce -1.9% | 11,618 | $1.2M |
| Credential Qtrade Securities Inc. | 0.06% | Reduce -46.4% | 11,582 | $1.2M |
| Wealth Alliance, LLC | 0.15% | Reduce -1.9% | 11,448 | $1.2M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.2% | 11,153 | $1.1M |
| Wealth Management Partners, LLC | 0.56% | No change | 11,033 | $1.1M |
| Bond & Devick Financial Network, Inc. | 0.60% | Reduce -5.2% | 11,003 | $1.1M |
| Long Run Wealth Advisors, LLC | 0.29% | Add +2.6% | 10,821 | $1.1M |
| Vontobel Holding Ltd. | 0.01% | Reduce -3.5% | 10,809 | $1.1M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.6% | 10,805 | $1.1M |
| Schneider Downs Wealth Management Advisors, LP | 0.24% | No change | 10,379 | $1.0M |
| Concourse Financial Group Securities, Inc. | 0.07% | Add +10.6% | 10,147 | $1.0M |
| Millennium Management | 0.00% | New | 10,102 | $1.0M |
| Fifth Third Bancorp | 0.00% | No change | 10,058 | $1.0M |
| Sigma Planning Corp | 0.03% | Add +40.9% | 9,858 | $994K |
| World Investment Advisors | 0.14% | Reduce -3.5% | 9,821 | $990K |
| Dynamic Advisor Solutions LLC | 0.03% | Add +5.2% | 9,575 | $965K |
| D.A. Davidson & Co. | 0.01% | Add +10.1% | 9,402 | $948K |
| Elevation Point Wealth Partners, LLC | 0.07% | Reduce -1.6% | 9,302 | $938K |
| Farther Finance Advisors, LLC | 0.06% | Reduce -0.2% | 9,277 | $935K |
| FMR LLC | 0.00% | Reduce -10.4% | 9,158 | $923K |
| Destination Wealth Management | 0.03% | Reduce -1.0% | 9,138 | $921K |
| Rogco, LP | 0.37% | Reduce -6.8% | 8,989 | $906K |
| Bigelow Investment Advisors, LLC | 0.43% | Reduce -0.5% | 8,743 | $881K |
| Valmark Advisers, Inc. | 0.02% | Add +4.6% | 8,590 | $866K |
| Kingswood Wealth Advisors, LLC | 0.10% | No change | 8,461 | $853K |
| Heck Capital Advisors, LLC | 0.13% | Reduce -0.5% | 8,443 | $851K |
| Acropolis Investment Management, LLC | 0.06% | Reduce -7.2% | 8,421 | $849K |
| Harfst & Associates, Inc. | 0.20% | Add +1.2% | 8,403 | $847K |
| Mission Creek Capital Partners, Inc. | 0.22% | Reduce -5.0% | 8,342 | $841K |
| Strategic Blueprint, LLC | 0.06% | Add +3.2% | 8,134 | $820K |
| Brookstone Capital Management | 0.01% | Reduce -6.1% | 8,017 | $808K |
| Main Street Group, LTD | 0.39% | Add +0.1% | 7,909 | $797K |
| Keystone Financial Services | 0.35% | Reduce -2.8% | 7,872 | $794K |
| Harbour Investments, Inc. | 0.03% | Reduce -30.2% | 7,820 | $788K |
| Allen Capital Group, LLC | 0.11% | No change | 7,817 | $788K |
| One Wealth Management Investment & Advisory Services, LLC | 0.32% | Reduce -5.7% | 7,730 | $779K |
| Rede Wealth, LLC | 0.32% | Reduce -0.2% | 7,687 | $775K |
| Cobblestone Capital Advisors LLC | 0.05% | Add +7.0% | 7,640 | $770K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -9.4% | 7,499 | $756K |
| Stratos Wealth Advisors, LLC | 0.04% | Reduce -7.5% | 7,421 | $748K |
| BlackRock Inc. | 0.00% | Reduce -93.3% | 7,415 | $748K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +40.4% | 9,137 | $747K |
| Cambridge Trust Co. | 0.03% | Reduce -3.1% | 7,372 | $743K |
| Romano Brothers and Company | 0.10% | No change | 7,350 | $741K |
| Grant/GrossMendelsohn, LLC | 0.34% | Add +108.5% | 7,428 | $740K |
| Willow Creek Wealth Management Inc. | 0.09% | No change | 7,331 | $739K |
| VERITY Wealth Advisors | 0.56% | No change | 7,299 | $736K |
| Hills Bank & Trust Co | 0.06% | No change | 7,278 | $734K |
| Consolidated Portfolio Review Corp | 0.19% | Reduce -0.1% | 7,275 | $733K |
| BIP Wealth, LLC | 0.05% | Add +63.3% | 7,105 | $716K |
| Principle Wealth Partners LLC | 0.06% | No change | 7,047 | $710K |
| WNY Asset Management, LLC | 0.11% | Reduce -3.1% | 7,011 | $707K |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -74.4% | 6,962 | $702K |
| Mutual Advisors, LLC | 0.02% | Add +3.3% | 6,952 | $701K |
| WealthShield Partners, LLC | 0.11% | Reduce -0.8% | 6,921 | $698K |
| Kathmere Capital Management, LLC | 0.08% | New | 6,867 | $692K |
| Flow Traders U.S. LLC | 0.04% | New | 6,847 | $690K |
| Prism Advisors, Inc. | 0.20% | Reduce -1.8% | 6,636 | $669K |
| Citizens Financial Group Inc. | 0.02% | New | 6,624 | $668K |
| Financial Counselors Inc. | 0.01% | Reduce -0.4% | 6,380 | $643K |
| Peak Financial Management, Inc. | 0.20% | Reduce -0.3% | 6,290 | $634K |
| AdvisorNet Financial, Inc | 0.06% | Reduce -6.5% | 6,247 | $630K |
| Aspiriant, LLC | 0.03% | New | 6,238 | $629K |
| Brooklyn FI, LLC | 0.26% | Reduce -8.3% | 6,214 | $626K |
| Kesler, Norman & Wride, LLC | 0.13% | No change | 6,068 | $612K |
| Rollins Financial Advisors, LLC | 0.11% | No change | 6,035 | $608K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +0.2% | 5,994 | $604K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +1564.5% | 5,959 | $601K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -10.1% | 5,806 | $585K |
| Frisch Financial Group, Inc. | 0.19% | Add +0.2% | 5,783 | $583K |
| Western Wealth Management, LLC | 0.05% | Reduce -1.9% | 5,774 | $582K |
| HM Payson & Co. | 0.01% | No change | 5,770 | $582K |
| Copperleaf Capital, LLC | 0.50% | Add +1.2% | 5,679 | $573K |
| Aurora Private Wealth, Inc. | 0.49% | Add +0.3% | 5,678 | $572K |
| Traphagen Investment Advisors LLC | 0.06% | Add +2.8% | 5,635 | $568K |
| West Wealth Group, LLC | 0.21% | Reduce -4.8% | 5,498 | $554K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +4.8% | 5,463 | $551K |
| Montecito Bank & Trust | 0.11% | New | 5,443 | $549K |
| Members Trust Co | 0.02% | Reduce -0.3% | 5,374 | $542K |
| Venturi Wealth Management, LLC | 0.03% | Reduce -9.8% | 5,246 | $529K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 5,184 | $523K |
| Addison Advisors LLC | 0.18% | Reduce -6.3% | 5,130 | $517K |
| Lindbrook Capital, LLC | 0.05% | No change | 5,039 | $508K |
| Fielder Capital Group LLC | 0.22% | Reduce -35.6% | 4,966 | $501K |
| Altus Wealth Group LLC | 0.25% | No change | 4,931 | $497K |
| Parsons Capital Management Inc. | 0.03% | No change | 4,911 | $495K |
| Tiaa Trust, National Association | 0.00% | Reduce -4.9% | 4,889 | $493K |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.12% | Reduce -3.9% | 4,883 | $492K |
| Geller Advisors LLC | 0.04% | Reduce -9.7% | 4,872 | $491K |
| Buttonwood Financial Group, LLC | 0.29% | Add +29.1% | 4,800 | $484K |
| Callan Capital, LLC | 0.04% | No change | 4,798 | $484K |
| Mayflower Financial Advisors, LLC | 0.08% | No change | 4,789 | $483K |
| LifePlan Investment Advisors, Inc. | 0.38% | Add +0.1% | 4,765 | $480K |
| Rockingstone Advisors LLC | 0.25% | Reduce -3.3% | 4,726 | $476K |
| Midland Wealth Advisors, LLC | 0.03% | Add +13.1% | 4,706 | $474K |
| Citigroup Inc. | 0.00% | Add +9.5% | 4,689 | $473K |
| West Financial Advisors, LLC | 0.10% | Reduce -0.3% | 4,690 | $473K |
| Flputnam Investment Management Co. | 0.01% | Reduce -1.1% | 4,679 | $472K |
| Ellevest, Inc. | 0.03% | No change | 4,639 | $468K |
| Walkner Condon Financial Advisors LLC | 0.10% | No change | 4,599 | $464K |
| Deutsche Bank AG | 0.00% | No change | 4,550 | $459K |
| Peoples Bank | 0.25% | Reduce -18.6% | 4,496 | $453K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -77.0% | 4,492 | $453K |
| KFA Private Wealth Group, LLC | 0.14% | Add +23.6% | 4,489 | $453K |
| Joel Isaacson & Co., LLC | 0.02% | No change | 4,464 | $450K |
| Magnus Financial Group LLC | 0.05% | Add +0.2% | 4,428 | $446K |
| Halter Ferguson Financial Inc. | 0.35% | Add +4.2% | 4,424 | $446K |
| Prospera Financial Services Inc | 0.01% | No change | 4,421 | $446K |
| Gould Asset Management LLC | 0.11% | Reduce -0.9% | 4,397 | $443K |
| Trustmark Bank Trust Department | 0.04% | No change | 4,372 | $441K |
| AlTi Global, Inc. | 0.01% | No change | 4,370 | $441K |
| Wedbush Securities Inc. | 0.02% | Add +1.4% | 4,331 | $437K |
| Per Stirling Capital Management, LLC. | 0.07% | Reduce -12.7% | 4,298 | $433K |
| CoreCap Advisors, LLC | 0.02% | Reduce -3.4% | 4,289 | $432K |
| Hengehold Capital Management LLC | 0.04% | No change | 4,177 | $421K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -4.8% | 4,156 | $419K |
| Perennial Investment Advisors, LLC | 0.06% | Add +6.6% | 4,103 | $414K |
| Ascent Group, LLC | 0.04% | Add +0.0% | 4,086 | $412K |
| Diversified, LLC | 0.06% | Add +0.6% | 4,082 | $412K |
| NBT Bank, N.A. | 0.03% | Reduce -0.4% | 4,072 | $410K |
| Argent Trust Co | 0.02% | No change | 3,992 | $402K |
| Parkside Advisors LLC | 0.10% | Add +0.0% | 3,952 | $398K |
| Eagle Strategies LLC | 0.09% | New | 3,922 | $395K |
| Verus Capital Partners, LLC | 0.04% | Add +3.5% | 3,915 | $395K |
| TrinityBridge Ltd | 0.01% | No change | 3,879 | $391K |
| Buck Wealth Strategies, LLC | 0.13% | New | 3,821 | $385K |
| Wesbanco Bank Inc. | 0.01% | Reduce -0.7% | 3,810 | $384K |
| Blume Capital Management, Inc. | 0.09% | Reduce -1.3% | 3,788 | $382K |
| Buffington Mohr McNeal | 0.07% | No change | 3,778 | $381K |
| Trust Co. of Vermont | 0.02% | No change | 3,774 | $380K |
| Sage Financial Management Group, Inc. | 0.18% | No change | 3,752 | $378K |
| Van Hulzen Asset Management, LLC | 0.02% | Add +38.9% | 3,742 | $377K |
| Abbrea Capital, LLC | 0.05% | No change | 3,732 | $376K |
| Meridian Wealth Management, LLC | 0.06% | Add +10.0% | 3,793 | $374K |
| WBH Advisory Inc. | 0.04% | Add +5.6% | 3,694 | $372K |
| W.H. Cornerstone Investments Inc. | 0.26% | Reduce -1.3% | 3,624 | $365K |
| JSF Financial, LLC | 0.11% | New | 3,568 | $360K |
| Gen-Wealth Partners Inc | 0.18% | — | 3,507 | $354K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 3,500 | $353K |
| GeoWealth Management, LLC | 0.01% | Reduce -80.7% | 3,494 | $352K |
| AE Wealth Management LLC | 0.00% | Reduce -79.1% | 3,402 | $343K |
| Tennessee Valley Asset Management Partners | 0.08% | Add +11.5% | 3,380 | $341K |
| TruNorth Capital Management, LLC | 0.12% | — | 3,349 | $338K |
| Centurion Wealth Management LLC | 0.13% | Reduce -13.4% | 3,346 | $337K |
| Prostatis Group LLC | 0.13% | Reduce -1.6% | 3,334 | $336K |
| Beacon Financial Group | 0.04% | Add +1.5% | 3,303 | $333K |
| Arkadios Wealth Advisors | 0.03% | Reduce -1.5% | 3,296 | $332K |
| Milestone Investment Advisors LLC | 0.09% | Reduce -0.2% | 3,290 | $332K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.09% | Reduce -3.2% | 3,275 | $330K |
| Hilltop Wealth Advisors, LLC | 0.17% | No change | 3,268 | $329K |
| Merit Financial Group, LLC | 0.01% | Add +5.4% | 3,375 | $329K |
| Hilltop Partners LLC | 0.12% | New | 3,252 | $328K |
| First Foundation Advisors | 0.01% | No change | 3,233 | $326K |
| Rossmore Private Capital | 0.04% | Add +0.8% | 3,213 | $324K |
| Birch Hill Investment Advisors LLC | 0.02% | Add +1.9% | 3,209 | $323K |
| My Legacy Advisors, LLC | 0.11% | Add +34.1% | 3,198 | $322K |
| Wealth Architects, LLC | 0.04% | New | 3,192 | $322K |
| Goldstein Advisors, LLC | 0.05% | Reduce -0.9% | 3,167 | $319K |
| Myecfo, LLC | 0.19% | No change | 3,160 | $319K |
| Private Ocean, LLC | 0.03% | Reduce -4.2% | 3,160 | $319K |
| Oxler Private Wealth LLC | 0.12% | Add +0.3% | 3,139 | $316K |
| Affinity Wealth Management LLC | 0.06% | No change | 3,133 | $316K |
| GYL Financial Synergies, LLC | 0.02% | No change | 3,112 | $314K |
| Journey Strategic Wealth LLC | 0.01% | New | 3,110 | $314K |
| Transcend Capital Advisors, LLC | 0.03% | Add +16.9% | 3,100 | $313K |
| Landaas & Co. /Wi | 0.10% | Add +0.3% | 3,084 | $311K |
| Burns J W & Co. Inc. | 0.04% | No change | 3,044 | $307K |
| Ritter Daniher Financial Advisory LLC / DE | 0.10% | No change | 3,000 | $302K |
| Sterling Investment Advisors, Ltd. | 0.09% | No change | 3,000 | $302K |
| Creative Financial Designs Inc. | 0.03% | Reduce -8.3% | 2,991 | $302K |
| GenTrust, LLC | 0.02% | No change | 2,970 | $299K |
| Smartleaf Asset Management LLC | 0.06% | No change | 2,966 | $299K |
| DDFG, Inc | 0.09% | Reduce -9.3% | 2,946 | $297K |
| JNBA Financial Advisors | 0.03% | Add +3.1% | 2,914 | $294K |
| JB Capital LLC | 0.02% | Add +7.9% | 2,858 | $288K |
| Sage Capital Management, LLC | 0.16% | No change | 2,835 | $286K |
| Wilson & Boucher Capital Management, LLC | 0.22% | Add +1.1% | 2,800 | $282K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -4.8% | 2,786 | $281K |
| Arbor Investment Advisors, LLC | 0.04% | Add +0.1% | 2,768 | $279K |
| Theory Financial LLC | 0.14% | New | 2,707 | $273K |
| Hoxton Planning & Management, LLC | 0.13% | Reduce -5.5% | 2,703 | $272K |
| Gateway Wealth Partners, LLC | 0.10% | Reduce -6.9% | 2,650 | $267K |
| 4Thought Financial Group Inc. | 0.17% | Add +30.2% | 2,624 | $264K |
| Keel Point, LLC | 0.03% | No change | 2,564 | $258K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 2,551 | $257K |
| Claro Advisors Inc. | 0.04% | New | 2,512 | $253K |
| Hart & Patterson Financial Group LLC | 0.13% | Reduce -43.1% | 2,504 | $252K |
| Sapient Capital LLC | 0.01% | No change | 2,477 | $250K |
| Capital Analysts, LLC | 0.01% | Add +20.5% | 2,456 | $248K |
| Principal Securities, Inc. | 0.01% | Reduce -5.6% | 2,429 | $245K |
| CRA Financial Services, LLC | 0.05% | No change | 2,408 | $243K |
| Salomon & Ludwin, LLC | 0.02% | Add +3.5% | 2,405 | $242K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -0.1% | 2,399 | $242K |
| Old Port Advisors | 0.07% | Reduce -0.9% | 2,362 | $238K |
| Well Done, LLC | 0.05% | Reduce -11.3% | 2,338 | $236K |
| Sugarloaf Wealth Management, LLC | 0.05% | Add +9.3% | 2,307 | $233K |
| Cibc World Market Inc. | 0.00% | New | 2,291 | $231K |
| Weaver Consulting Group | 0.09% | No change | 2,280 | $230K |
| Zevenbergen Capital Investments LLC | 0.00% | Reduce -45.7% | 2,235 | $225K |
| M&T Bank Corp | 0.00% | No change | 2,232 | $225K |
| Zevin Asset Management LLC | 0.04% | Reduce -8.3% | 2,236 | $225K |
| MRA Advisory Group | 0.13% | Reduce -4.9% | 2,224 | $224K |
| Prentiss Smith & Co. Inc. | 0.15% | New | 2,168 | $219K |
| Smith & Howard Wealth Management, LLC | 0.07% | New | 2,160 | $218K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 2,136 | $215K |
| Wealthspan Partners, LLC | 0.13% | New | 2,130 | $215K |
| Baron Financial Group, LLC | 0.13% | Reduce -6.0% | 2,110 | $213K |
| Credit Suisse AG/ | 0.00% | New | 2,095 | $211K |
| Emergent Wealth Advisors, LLC | 0.18% | Reduce -20.5% | 2,086 | $210K |
| Howe & Rusling Inc. | 0.02% | Add +0.1% | 2,085 | $210K |
| Flagship Private Wealth, LLC | 0.14% | New | 2,084 | $210K |
| Smithfield Trust Co | 0.01% | Reduce -80.2% | 2,069 | $209K |
| Unionview, LLC | 0.17% | New | 2,056 | $207K |
| Roof Eidam Maycock Peralta, LLC | 0.06% | New | 2,050 | $207K |
| Somerset Group LLC | 0.19% | New | 2,046 | $206K |
| Ridgecrest Wealth Partners, LLC | 0.12% | New | 2,040 | $206K |
| Sovereign Financial Group, Inc. | 0.05% | New | 2,040 | $206K |
| Mission Wealth Management, LP | 0.01% | New | 2,039 | $206K |
| GPS Wealth Strategies Group, LLC | 0.03% | No change | 2,033 | $205K |
| Simplicity Wealth,LLC | 0.00% | New | 2,018 | $203K |
| Brown Brothers Harriman & Co. | 0.00% | Add +251.1% | 2,008 | $202K |
| Evoke Wealth, LLC | 0.01% | New | 2,005 | $202K |
| Baker Tilly Wealth Management, LLC | 0.04% | Reduce -14.3% | 2,002 | $202K |
| Marco Investment Management LLC | 0.02% | New | 2,000 | $202K |
| Banco Santander, S.A. | 0.00% | New | 2,000 | $202K |
| Snider Financial Group | 0.08% | New | 1,995 | $201K |
| Tilson Financial Group, Inc. | 0.11% | New | 1,998 | $201K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,890 | $191K |
| JFS Wealth Advisors, LLC | 0.02% | Reduce -7.6% | 1,889 | $190K |
| Clearstead Trust, LLC | 0.05% | No change | 1,877 | $189K |
| Westside Investment Management, Inc. | 0.04% | No change | 1,850 | $186K |
| Creative Capital Management Investments LLC | 0.09% | No change | 1,819 | $183K |
| AllSquare Wealth Management LLC | 0.10% | No change | 1,767 | $178K |
| Atlas Capital Advisors Inc. | 0.03% | No change | 1,754 | $177K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -18.8% | 1,724 | $174K |
| Lowe Wealth Advisors, LLC | 0.07% | Reduce -11.2% | 1,588 | $160K |
| Global Retirement Partners, LLC | 0.01% | Add +27.6% | 1,520 | $153K |
| Avior Wealth Management, LLC | 0.01% | Add +46.3% | 1,480 | $149K |
| Jones Financial Companies LLLP | 0.00% | Add +16.8% | 1,407 | $142K |
| McIlrath & Eck, LLC | 0.02% | Reduce -2.1% | 1,366 | $138K |
| Evergreen Private Wealth LLC | 0.07% | Add +22.0% | 1,364 | $138K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 1,350 | $136K |
| Rise Advisors, LLC | 0.07% | Add +0.2% | 1,313 | $132K |
| Norwood Financial Corp | 0.19% | No change | 1,300 | $131K |
| Pittenger & Anderson Inc. | 0.01% | No change | 1,235 | $125K |
| Private Trust Co. NA | 0.01% | Add +0.1% | 1,232 | $124K |
| Parkside Financial Bank & Trust | 0.02% | No change | 1,230 | $124K |
| TD Capital Management LLC | 0.01% | Reduce -3.5% | 1,225 | $123K |
| Caldwell Trust Co | 0.01% | No change | 1,200 | $121K |
| Ancora Advisors LLC | 0.00% | No change | 1,150 | $116K |
| TD Waterhouse Canada Inc. | 0.00% | Add +83.9% | 1,028 | $110K |
| PrairieView Partners, LLC | 0.01% | No change | 1,034 | $105K |
| Matrix Private Capital Group LLC | 0.07% | No change | 1,022 | $103K |
| EPG Wealth Management LLC | 0.02% | No change | 1,000 | $101K |
| Palisade Asset Management, LLC | 0.01% | New | 996 | $100K |
| Private Capital Management LLC | 0.02% | No change | 976 | $98K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 1,002 | $96K |
| Oliver Lagore Vanvalin Investment Group | 0.03% | Reduce -1.3% | 930 | $94K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.04% | Add +0.2% | 826 | $83K |
| Bessemer Group Inc. | 0.00% | No change | 805 | $81K |
| Financial Perspectives, Inc | 0.03% | Add +0.1% | 790 | $80K |
| LGT Financial Advisors LLC | 0.09% | Add +0.3% | 776 | $78K |
| ICA Group Wealth Management, LLC | 0.02% | Add +3.8% | 768 | $77K |
| Sandy Spring Bank | 0.00% | No change | 700 | $71K |
| Adirondack Trust Co. | 0.03% | No change | 690 | $70K |
| Clearstead Advisors, LLC | 0.00% | Reduce -62.8% | 692 | $69K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 580 | $58K |
| FAS Wealth Partners, Inc. | 0.00% | Add +22.0% | 549 | $55K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | Reduce -0.2% | 539 | $54K |
| Bank of New Hampshire | 0.01% | No change | 510 | $51K |
| Bradley & Co. Private Wealth Management, LLC | 0.04% | No change | 506 | $51K |
| Colonial Trust Advisors | 0.01% | No change | 500 | $50K |
| IFP Advisors, Inc | 0.00% | Reduce -20.0% | 476 | $48K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 470 | $47K |
| Parallel Advisors, LLC | 0.00% | Add +820.0% | 460 | $46K |
| Castleview Partners, LLC | 0.02% | Add +0.2% | 440 | $44K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 436 | $44K |
| Retirement Group, LLC | 0.01% | No change | 404 | $41K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 400 | $40K |
| Quadrant Capital Group LLC | 0.00% | No change | 380 | $38K |
| Hall Laurie J Trustee | 0.01% | Reduce -53.3% | 350 | $35K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -71.9% | 338 | $34K |
| Global Assets Advisory, LLC | 0.02% | New | 320 | $32K |
| Archer Investment Corp | 0.01% | No change | 304 | $31K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 318 | $30K |
| CENTRAL TRUST Co | 0.00% | Add +101.4% | 290 | $29K |
| Legacies Wealth LLC | 0.02% | Reduce -8.8% | 269 | $27K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -98.8% | 289 | $26K |
| Hollencrest Capital Management | 0.00% | No change | 222 | $22K |
| PSI Advisors, LLC | 0.01% | Reduce -31.3% | 215 | $22K |
| Aspire Private Capital, LLC | 0.01% | Reduce -4.9% | 214 | $22K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 212 | $21K |
| Global Financial Private Client, LLC | 0.01% | Reduce -1.0% | 203 | $20K |
| Heritage Wealth Advisors | 0.00% | No change | 180 | $18K |
| Ransom Advisory, Ltd | 0.01% | — | 170 | $17K |
| CVA Family Office, LLC | 0.00% | No change | 158 | $16K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 150 | $15K |
| Ballast Advisors LLC | 0.00% | No change | 137 | $14K |
| Evermay Wealth Management LLC | 0.00% | No change | 130 | $13K |
| Eagle Bay Advisors LLC | 0.01% | No change | 123 | $12K |
| Realta Investment Advisors | 0.00% | New | 104 | $10K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -41.4% | 85 | $9K |
| Hanson & Doremus Investment Management | 0.00% | New | 55 | $6K |
| Barrett & Company, Inc. | 0.00% | No change | 56 | $6K |
| SouthState Bank Corp | 0.00% | New | 50 | $5K |
| Asset Dedication, LLC | 0.00% | No change | 45 | $5K |
| Tortoise Investment Management, LLC | 0.00% | No change | 45 | $5K |
| FinTrust Capital Advisors, LLC | 0.00% | Add +83.3% | 44 | $4K |
| Hexagon Capital Partners LLC | 0.00% | No change | 40 | $4K |
| Macroview Investment Management LLC | 0.00% | No change | 39 | $4K |
| Kelly Financial Services LLC | 0.00% | No change | 37 | $4K |
| Mather Group, Llc. | 0.00% | New | 39 | $4K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 37 | $4K |
| PFG Private Wealth Management, LLC | 0.00% | No change | 27 | $3K |
| Blue Trust, Inc. | 0.00% | No change | 13 | $1K |
"% 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.