DSI
ETF

iShares ESG MSCI KLD 400 ETF

ESG MSCI KLD ETF As of Jun 30, 2026 CUSIP 464288570
Institutional Holders
645
Total Held Value
$3.55B
Total Exact Shares
24.85M
Largest Holder
Morgan Stanley
4.23M shares • $602.6M
Reported Holders645
Filings dated Jun 30, 2026 unless marked
# Trend (4Q)
1 Morgan Stanley $602.6M <0.1% +6.6% 4.23M Jun 30, 2026
2 Envestnet Asset Management $248.0M 0.1% -1.8% 1.74M Jun 30, 2026
3 Bank of America $200.1M <0.1% -5.7% 1.41M Jun 30, 2026
4 LPL Financial $175.0M <0.1% -0.3% 1.23M Jun 30, 2026
5 Bank of New York Mellon $169.9M <0.1% -4.9% 1.19M Jun 30, 2026
6 JPMorgan Chase $163.1M <0.1% -2.8% 1.16M Jun 30, 2026
7 Ameriprise Financial $117.1M <0.1% -4.5% 797.3K Jun 30, 2026
8 IMA Advisory Services $63.0M 3.9% +7.8% 444.7K Jun 30, 2026
9 UBS Group $58.0M <0.1% -2.1% 407.5K Jun 30, 2026
10 Betterment $48.1M 0.1% -3.4% 337.9K Jun 30, 2026
11 Mariner $47.8M 0.1% +0.4% 335.9K Jun 30, 2026
12 US Bancorp \DE\ $45.9M 0.1% -0.1% 322.7K Jun 30, 2026
13 Envestnet Portfolio Solutions $45.4M 0.2% -2.2% 318.9K Jun 30, 2026
14 Rockefeller Capital Management $43.0M 0.1% +0.6% 302.3K Jun 30, 2026
15 Goldman Sachs Group $42.6M <0.1% +21.0% 299.0K Jun 30, 2026
16 SEI Investments $39.9M <0.1% -0.9% 280.1K Jun 30, 2026
17 Northstar Asset Management $39.9M 11.7% +31.9% 279.9K Jun 30, 2026
18 Commonwealth Equity Services $32.4M <0.1% -0.5% 227.2K Jun 30, 2026
19 Global Retirement Partners $31.5M 0.5% — 221.5K — Jun 30, 2026
20 Wells Fargo $30.6M <0.1% -3.1% 214.6K Jun 30, 2026
Exited in Latest Filing25
# Fund Prior Value Prior % of Fund Change Prior Shares Trend (4Q) Exit Report
Each exit is an immediately prior-filing position absent from that manager's latest published filing. Prior values are shown for context and are not included in current totals.