13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
DSI

ISHARES ESG MSCI KLD 400 ETF

680 institutions still hold ISHARES ESG MSCI KLD 400 ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464288570·Exchange Traded Fund·680 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$2.2B
visible holders
Holders
680
filers reporting
Concentration
26.92%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

680 institutions reported DSI in Q2 2026. MORGAN STANLEY leads at 26.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$603M4.2M0.03%Q2 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$248M1.7M0.06%Q2 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$200M1.4M0.01%Q2 202604
LPL Financial LLC
CIK 0001403438
$175M1.2M0.04%Q2 202605
Bank of New York Mellon Corp
CIK 0001390777
$170M1.2M0.03%Q2 202606
JPMORGAN CHASE & CO
CIK 0000019617
$163M1.2M0.01%Q2 202607
AMERIPRISE FINANCIAL INC
CIK 0000820027
$117M797K0.02%Q2 202608
IMA Advisory Services, Inc.
CIK 0001455495
$63M445K3.94%Q2 202609
UBS Group AG
CIK 0001610520
$58M408K0.01%Q2 202610
Mariner, LLC
CIK 0001373442
$48M336K0.05%Q2 202611
US BANCORP \DE\
CIK 0000036104
$46M323K0.05%Q2 202612
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$45M319K0.22%Q2 202613
Rockefeller Capital Management L.P.
CIK 0001739439
$43M302K0.07%Q2 202614
GOLDMAN SACHS GROUP INC
CIK 0000886982
$43M299K0.00%Q2 202615
Betterment LLC
CIK 0001633901
$42M350K0.08%Q1 202616
SEI INVESTMENTS CO
CIK 0000350894
$40M280K0.04%Q2 202617
NORTHSTAR ASSET MANAGEMENT INC
CIK 0000869304
$40M280K11.68%Q2 202618
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$32M227K0.04%Q2 202619
Global Retirement Partners, LLC
CIK 0001749744
$32M222K0.48%Q2 202620
WELLS FARGO & COMPANY/MN
CIK 0000072971
$31M215K0.00%Q2 2026
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