iShares ESG MSCI KLD 400 ETFDSIETF
13F holders, Q3 2024 (September 30)539holders +18
35new positions
19sold out
3famous investors
$118.51avg. 13F price*
At the end of Q3 2024, 539 institutions reported holding iShares ESG MSCI KLD 400 ETF (DSI) in their 13F filings, up 18 from Q2 2024. 35 opened new positions and 19 sold out. The largest holders were Morgan Stanley ($529.8M), McClarren Financial Advisors, Inc. ($263.4M) and Envestnet Asset Management Inc. ($237.6M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Bill Nygren (0.0% of Harris Associates (Oakmark Funds)'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $16.3M |
| Exits | 19 | $6.6M |
All 13F filers, Q2 2024 → Q3 2024: 801,361 shares bought and 1,337,137 shares sold, net −535,776 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 539 holders
| Morgan Stanley | 0.04% | Add +2.2% | 4,869,627 | $529.8M |
| McClarren Financial Advisors, Inc. | 33.11% | Add +4031.6% | 21,443 | $263.4M |
| Envestnet Asset Management Inc. | 0.08% | Reduce -9.8% | 2,183,703 | $237.6M |
| Bank of America Corp. | 0.01% | Reduce -4.5% | 1,558,323 | $169.5M |
| JPMorgan Chase & Co. | 0.01% | Reduce -1.3% | 1,526,691 | $166.1M |
| Ameriprise Financial Inc. | 0.03% | Reduce -1.8% | 982,720 | $106.9M |
| Bank of New York Mellon Corp | 0.02% | Add +2.5% | 973,248 | $105.9M |
| LPL Financial LLC | 0.04% | Reduce -1.9% | 818,117 | $89.0M |
| Syntrinsic LLC | 23.25% | Reduce -20.0% | 643,654 | $69.9M |
| Envestnet Portfolio Solutions, Inc. | 0.22% | Reduce -11.6% | 617,245 | $67.2M |
| UBS Group AG | 0.01% | Reduce -2.0% | 482,323 | $52.5M |
| Betterment LLC | 0.11% | Reduce -1.6% | 439,974 | $47.9M |
| US Bancorp \de | 0.05% | Add +121.9% | 389,695 | $42.4M |
| Mariner, LLC | 0.06% | Add +1.6% | 309,137 | $33.6M |
| Wells Fargo & Company | 0.01% | Add +10.2% | 287,695 | $31.3M |
| Sei Investments Co. | 0.04% | Add +3.8% | 286,062 | $31.1M |
| Cerity Partners LLC | 0.06% | Reduce -1.0% | 263,827 | $28.7M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -2.6% | 259,699 | $28.3M |
| Osaic Holdings, Inc. | 0.06% | Reduce -4.1% | 235,320 | $25.6M |
| National Philanthropic Trust | 0.46% | Reduce -12.9% | 232,481 | $25.3M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -0.0% | 217,563 | $23.7M |
| Truist Financial Corp. | 0.03% | Reduce -6.9% | 190,751 | $20.8M |
| Creative Planning | 0.02% | Reduce -0.6% | 184,636 | $20.1M |
| Park Avenue Securities LLC | 0.22% | Reduce -10.3% | 177,834 | $19.3M |
| Rockefeller Capital Management L.P. | 0.05% | Add +5.6% | 164,592 | $17.9M |
| Captrust Financial Advisors | 0.05% | Reduce -1.6% | 147,644 | $16.1M |
| Fiduciary Trust Co | 0.22% | Reduce -0.6% | 145,302 | $15.8M |
| Cetera Investment Advisers | 0.03% | Reduce -3.9% | 144,581 | $15.7M |
| Royal Bank of Canada | 0.00% | Reduce -5.5% | 138,816 | $15.1M |
| Private Advisor Group, LLC | 0.09% | Reduce -3.0% | 129,223 | $14.1M |
| MML Investors Services, LLC | 0.05% | Reduce -13.8% | 129,173 | $14.1M |
| Dunhill Financial, LLC | 7.17% | Reduce -22.7% | 128,317 | $14.0M |
| Gemmer Asset Management LLC | 1.38% | Add +5.3% | 126,972 | $13.8M |
| Thrivent Financial for Lutherans | 0.03% | Add +35.4% | 125,975 | $13.7M |
| Manchester Capital Management LLC | 1.59% | Add +4.9% | 124,859 | $13.6M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -2.8% | 123,380 | $13.3M |
| Ameritas Advisory Services, LLC | 0.57% | Reduce -7.1% | 121,551 | $13.2M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -8.2% | 115,658 | $12.6M |
| Francis Financial, Inc. | 3.05% | Reduce -13.2% | 106,118 | $11.5M |
| Hill Island Financial LLC | 3.45% | Add +0.4% | 104,935 | $11.4M |
| Mascoma Wealth Management LLC | 2.81% | Reduce -3.2% | 103,787 | $11.3M |
| PFG Investments, LLC | 0.65% | Add +4.9% | 91,840 | $10.0M |
| Cwm, LLC | 0.04% | Reduce -28.4% | 91,022 | $9.9M |
| Advisory Services Network, LLC | 0.20% | No change | 94,466 | $9.8M |
| Composition Wealth, LLC | 0.21% | Add +1.9% | 83,501 | $9.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -1.2% | 83,206 | $9.1M |
| Beacon Pointe Advisors, LLC | 0.10% | Reduce -2.1% | 80,767 | $8.8M |
| Atria Wealth Solutions, Inc. | 0.09% | Reduce -6.4% | 77,011 | $8.4M |
| Trillium Asset Management, LLC | 0.20% | Reduce -4.1% | 73,935 | $8.0M |
| Choreo, LLC | 0.11% | Reduce -0.1% | 71,850 | $7.7M |
| HighTower Advisors, LLC | 0.01% | Reduce -15.1% | 70,054 | $7.6M |
| First Affirmative Financial Network | 4.13% | Add +70.2% | 69,382 | $7.5M |
| Comerica Bank | 0.03% | Reduce -2.7% | 67,288 | $7.3M |
| Strategic Point Investment Advisors, LLC | 1.15% | Reduce -0.5% | 64,115 | $7.0M |
| SageView Advisory Group, LLC | 0.35% | Reduce -5.7% | 63,648 | $6.9M |
| Corient Private Wealth LP | 0.01% | Add +4.8% | 63,170 | $6.9M |
| Bank of Montreal | 0.00% | Add +3.0% | 60,183 | $6.5M |
| Fifth Third Wealth Advisors LLC | 0.39% | Add +12.8% | 58,234 | $6.3M |
| Cresset Asset Management, LLC | 0.02% | No change | 56,374 | $6.1M |
| Johnson Financial Group, Inc. | 0.26% | Reduce -2.9% | 53,226 | $5.8M |
| Perigon Wealth Management, LLC | 0.15% | Add +32.3% | 52,756 | $5.7M |
| Gradient Investments LLC | 0.12% | Reduce -1.5% | 51,839 | $5.6M |
| Brio Consultants, LLC | 0.89% | Add +2.3% | 51,700 | $5.6M |
| One Wealth Advisors, LLC | 0.85% | Reduce -12.1% | 51,032 | $5.6M |
| SOA Wealth Advisors, LLC. | 1.05% | Reduce -3.0% | 50,481 | $5.5M |
| Dohj, LLC | 1.25% | Add +4.1% | 49,732 | $5.3M |
| Integrated Wealth Concepts LLC | 0.06% | Add +67.4% | 45,692 | $5.0M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -6.8% | 44,020 | $4.8M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -8.1% | 43,681 | $4.8M |
| Headinvest, LLC | 0.87% | Add +0.8% | 43,367 | $4.7M |
| Assetmark, Inc. | 0.01% | Add +6.5% | 41,872 | $4.6M |
| Stifel Financial Corp. | 0.00% | Add +3.4% | 41,732 | $4.5M |
| First Horizon Advisors, Inc. | 0.12% | Reduce -51.2% | 41,206 | $4.5M |
| Focus Partners Wealth | 0.01% | Reduce -59.8% | 41,018 | $4.5M |
| Litman Gregory Wealth Management LLC | 0.37% | Reduce -11.1% | 40,748 | $4.4M |
| One Capital Management, LLC | 0.14% | Add +0.6% | 40,286 | $4.4M |
| Wealthcare Advisory Partners LLC | 0.12% | Reduce -10.0% | 40,234 | $4.4M |
| Allianz SE | 0.12% | Reduce -1.1% | 39,427 | $4.3M |
| Columbia Bank | 1.56% | Add +0.1% | 39,266 | $4.3M |
| Laurel Wealth Planning LLC | 2.75% | Reduce -2.2% | 38,750 | $4.2M |
| Wealthspire Advisors, LLC | 0.04% | Reduce -2.9% | 38,209 | $4.2M |
| Accredited Investors Inc. | 0.24% | Reduce -3.1% | 37,834 | $4.1M |
| Erste Asset Management GmbH | 0.05% | New | 37,755 | $4.1M |
| Cranbrook Wealth Management, LLC | 0.93% | Reduce -0.6% | 37,455 | $4.1M |
| St Germain D J Co. Inc. | 0.19% | Reduce -0.9% | 37,235 | $4.1M |
| Neumann Capital Management, LLC | 1.33% | Add +3.8% | 36,848 | $4.0M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -13.2% | 35,039 | $3.8M |
| Orion Portfolio Solutions, LLC | 0.04% | Reduce -13.2% | 35,039 | $3.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.8% | 34,935 | $3.8M |
| Raymond James & Associates | 0.00% | Add +4.6% | 34,122 | $3.7M |
| Childress Capital Advisors, LLC | 1.00% | Add +16.7% | 33,930 | $3.7M |
| Bailard, Inc. | 0.10% | Reduce -0.1% | 33,643 | $3.7M |
| Horst & Graben Wealth Management LLC | 0.65% | Reduce -7.9% | 33,117 | $3.6M |
| Franklin Resources Inc. | 0.00% | No change | 31,891 | $3.5M |
| BBR Partners, LLC | 0.27% | Reduce -7.3% | 32,314 | $3.5M |
| Equitable Holdings, Inc. | 0.03% | Reduce -11.2% | 31,482 | $3.4M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -16.6% | 30,116 | $3.4M |
| Snowden Capital Advisors LLC | 0.10% | Reduce -4.0% | 30,663 | $3.3M |
| Pitcairn Co. | 0.20% | Reduce -0.3% | 30,359 | $3.3M |
| Lido Advisors, LLC | 0.02% | Reduce -3.6% | 30,226 | $3.3M |
"% 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.