iShares ESG MSCI KLD 400 ETFDSIETF
13F holders, Q1 2026 (March 31)595holders −22
21new positions
40sold out
$120.84avg. 13F price*
At the end of Q1 2026, 595 institutions reported holding iShares ESG MSCI KLD 400 ETF (DSI) in their 13F filings, down 22 from Q4 2025. 21 opened new positions and 40 sold out. The largest holders were Morgan Stanley ($481.3M), Envestnet Asset Management Inc. ($215.0M) and Bank of America Corp. ($180.7M).
- Company
- iShares ESG MSCI KLD 400 ETF
- CUSIP
- 464288570
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $10.1M |
| Exits | 40 | $21.5M |
All 13F filers, Q4 2025 → Q1 2026: 1,462,227 shares bought and 1,135,751 shares sold, net +326,476 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 595 holders
| Morgan Stanley | 0.03% | Add +2.7% | 3,971,726 | $481.3M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -6.2% | 1,774,477 | $215.0M |
| Bank of America Corp. | 0.01% | Reduce -11.4% | 1,490,807 | $180.7M |
| Bank of New York Mellon Corp | 0.03% | Add +57.8% | 1,254,533 | $152.0M |
| LPL Financial LLC | 0.04% | Reduce -2.1% | 1,232,859 | $149.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -2.8% | 1,189,990 | $139.9M |
| Ameriprise Financial Inc. | 0.02% | Reduce -3.3% | 834,824 | $101.1M |
| UBS Group AG | 0.01% | Reduce -0.5% | 416,264 | $50.4M |
| IMA Advisory Services, Inc. | 4.86% | Add +1.1% | 412,576 | $49.7M |
| Betterment LLC | 0.08% | Reduce -5.1% | 349,749 | $42.4M |
| Mariner, LLC | 0.05% | Reduce -3.3% | 334,677 | $40.6M |
| Envestnet Portfolio Solutions, Inc. | 0.22% | Reduce -10.4% | 326,059 | $39.5M |
| US Bancorp \de | 0.05% | Reduce -1.2% | 323,131 | $39.2M |
| Rockefeller Capital Management L.P. | 0.06% | Add +1.2% | 300,562 | $36.4M |
| Sei Investments Co. | 0.03% | Reduce -0.9% | 282,552 | $34.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +27.0% | 247,083 | $29.9M |
| Commonwealth Equity Services, LLC | 0.04% | Add +3.9% | 228,315 | $27.7M |
| Wells Fargo & Company | 0.01% | Reduce -12.8% | 221,434 | $26.8M |
| Creative Planning | 0.02% | Add +21.6% | 216,456 | $26.2M |
| Northstar Asset Management Inc. | 7.89% | Add +107.3% | 212,270 | $25.7M |
| Cetera Investment Advisers | 0.03% | Reduce -5.5% | 203,543 | $24.7M |
| Royal Bank of Canada | 0.00% | Reduce -10.7% | 176,824 | $21.4M |
| Raymond James Financial Inc. | 0.01% | Reduce -15.4% | 174,241 | $21.1M |
| Captrust Financial Advisors | 0.04% | Reduce -3.0% | 174,144 | $21.1M |
| Park Avenue Securities LLC | 0.16% | Reduce -5.3% | 166,917 | $20.2M |
| National Philanthropic Trust | 0.21% | Add +70.6% | 164,023 | $19.9M |
| Cerity Partners LLC | 0.03% | Add +21.6% | 163,687 | $19.8M |
| Truist Financial Corp. | 0.03% | Add +1.3% | 156,910 | $19.0M |
| Beacon Pointe Advisors, LLC | 0.09% | Add +40.1% | 145,400 | $17.6M |
| Gemmer Asset Management LLC | 1.33% | Add +1.6% | 138,689 | $16.8M |
| Focus Partners Wealth | 0.02% | Reduce -3.9% | 136,822 | $16.6M |
| Fiduciary Trust Co | 0.20% | Reduce -0.1% | 136,725 | $16.6M |
| Manchester Capital Management LLC | 2.36% | Reduce -2.5% | 135,121 | $16.4M |
| Osaic Holdings, Inc. | 0.02% | Reduce -18.1% | 128,358 | $15.6M |
| Johnson Financial Group, Inc. | 0.50% | Add +19.2% | 113,725 | $13.8M |
| Natural Investments, LLC | 2.92% | Reduce -0.9% | 97,849 | $11.9M |
| PFG Investments, LLC | 0.54% | Add +2.7% | 95,999 | $11.6M |
| Ameritas Advisory Services, LLC | 0.45% | Reduce -2.3% | 95,633 | $11.6M |
| HighTower Advisors, LLC | 0.01% | Add +13.9% | 92,336 | $11.2M |
| Francis Financial, Inc. | 2.06% | Reduce -1.4% | 91,578 | $11.1M |
| Private Advisor Group, LLC | 0.05% | Reduce -1.1% | 90,054 | $10.9M |
| MML Investors Services, LLC | 0.03% | Reduce -17.6% | 88,810 | $10.8M |
| Thrivent Financial for Lutherans | 0.02% | Add +0.8% | 84,081 | $10.1M |
| Trillium Asset Management, LLC | 0.32% | Reduce -3.1% | 132,556 | $9.5M |
| Mascoma Wealth Management LLC | 1.82% | Reduce -8.5% | 72,480 | $8.8M |
| Composition Wealth, LLC | 0.12% | Reduce -9.5% | 70,771 | $8.6M |
| Brio Consultants, LLC | 1.05% | Add +6.8% | 62,899 | $8.6M |
| Fifth Third Bancorp | 0.02% | Add +650.3% | 70,112 | $8.5M |
| SCS Capital Management LLC | 0.09% | No change | 69,138 | $8.4M |
| Cwm, LLC | 0.02% | Reduce -1.4% | 68,193 | $8.3M |
| Mercer Global Advisors Inc. | 0.01% | Add +8.1% | 66,795 | $8.1M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -4.3% | 65,836 | $8.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +204.2% | 65,586 | $7.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -5.1% | 64,530 | $7.8M |
| Bank of Montreal | 0.00% | Add +4.4% | 64,315 | $7.8M |
| St Germain D J Co. Inc. | 0.29% | Add +3.4% | 61,507 | $7.5M |
| Advisory Services Network, LLC | 0.10% | Reduce -30.9% | 60,882 | $7.4M |
| Corient Private Wealth LP | 0.01% | Add +2.3% | 61,751 | $7.4M |
| Allianz SE | 0.08% | Add +7.5% | 57,368 | $7.0M |
| Strategic Point Investment Advisors, LLC | 0.99% | Reduce -4.0% | 56,187 | $6.8M |
| Choreo, LLC | 0.08% | Reduce -4.2% | 55,461 | $6.7M |
| Headinvest, LLC | 1.37% | Reduce -2.4% | 54,930 | $6.7M |
| Perigon Wealth Management, LLC | 0.12% | Add +2.1% | 54,922 | $6.7M |
| Aspiriant, LLC | 0.19% | No change | 54,846 | $6.6M |
| Dunhill Financial, LLC | 1.50% | Reduce -10.2% | 52,521 | $6.4M |
| Stifel Financial Corp. | 0.01% | Reduce -4.4% | 48,852 | $5.9M |
| Wealthcare Advisory Partners LLC | 0.11% | Reduce -2.5% | 46,200 | $5.6M |
| Assetmark, Inc. | 0.01% | Reduce -11.9% | 45,714 | $5.5M |
| Avise Financial Cooperative, Inc. | 4.53% | Add +11.2% | 44,888 | $5.4M |
| Kestra Advisory Services, LLC | 0.02% | Add +49.9% | 44,257 | $5.4M |
| Gradient Investments LLC | 0.08% | Reduce -1.2% | 43,245 | $5.2M |
| Sofi Wealth, LLC | 0.25% | Add +24.7% | 42,790 | $5.2M |
| Gilbert Capital Group, Inc. | 3.97% | Reduce -3.3% | 42,434 | $5.1M |
| SageView Advisory Group, LLC | 0.17% | Reduce -0.9% | 39,122 | $4.7M |
| Archer Investment Management, LLC | 1.99% | Add +534.1% | 39,065 | $4.7M |
| GTS Securities LLC | 0.16% | Add +401.7% | 38,277 | $4.6M |
| Integrated Wealth Concepts LLC | 0.04% | Add +138.8% | 37,764 | $4.6M |
| Moment Partners, LLC | 0.80% | Reduce -0.4% | 36,917 | $4.5M |
| One Wealth Advisors, LLC | 0.56% | Reduce -8.3% | 36,835 | $4.5M |
| Erste Asset Management GmbH | 0.04% | Reduce -23.3% | 36,621 | $4.4M |
| Diversified Enterprises, LLC | 0.24% | Add +1.8% | 35,494 | $4.3M |
| Columbia Bank | 1.23% | Add +1.7% | 35,440 | $4.3M |
| Neumann Capital Management, LLC | 1.26% | Reduce -2.1% | 35,428 | $4.3M |
| Cranbrook Wealth Management, LLC | 0.87% | Add +0.3% | 35,191 | $4.3M |
| Laurel Wealth Planning LLC | 2.18% | Reduce -0.9% | 34,117 | $4.1M |
| First Affirmative Financial Network | 1.60% | — | 33,981 | $4.1M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -5.6% | 33,858 | $4.1M |
| &partners | 0.02% | Reduce -1.6% | 33,387 | $4.0M |
| McClarren Financial Advisors, Inc. | 2.39% | Add +159.9% | 33,362 | $4.0M |
| Independent Advisor Alliance | 0.04% | New | 33,306 | $4.0M |
| Childress Capital Advisors, LLC | 0.71% | No change | 32,425 | $3.9M |
| Bailard, Inc. | 0.09% | Add +2.9% | 31,855 | $3.9M |
| Wealthfront Advisers LLC | 0.01% | Add +19.0% | 31,548 | $3.8M |
| Equitable Holdings, Inc. | 0.02% | Reduce -8.0% | 29,214 | $3.8M |
| True Blue Financial, LLC | 2.91% | Reduce -0.0% | 30,502 | $3.7M |
| Pitcairn Wealth Advisors LLC | 0.34% | No change | 28,526 | $3.7M |
| Horst & Graben Wealth Management LLC | 0.50% | Reduce -8.9% | 26,769 | $3.6M |
| BBR Partners, LLC | 0.20% | Reduce -30.5% | 29,506 | $3.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.8% | 29,477 | $3.6M |
| Forbes J M & Co. LLP | 0.30% | Add +4.1% | 29,299 | $3.6M |
"% 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.