13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
DSI

ISHARES ESG MSCI KLD 400 ETF

640 institutions still hold ISHARES ESG MSCI KLD 400 ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464288570·Exchange Traded Fund·640 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$1.9B
visible holders
Holders
640
filers reporting
Concentration
25.37%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

640 institutions reported DSI in Q1 2026. MORGAN STANLEY leads at 25.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$481M4.0M0.03%Q1 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$215M1.8M0.06%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$181M1.5M0.01%Q1 202604
Bank of New York Mellon Corp
CIK 0001390777
$152M1.3M0.03%Q1 202605
LPL Financial LLC
CIK 0001403438
$149M1.2M0.04%Q1 202606
JPMORGAN CHASE & CO
CIK 0000019617
$140M1.2M0.01%Q1 202607
AMERIPRISE FINANCIAL INC
CIK 0000820027
$101M835K0.02%Q1 202608
UBS Group AG
CIK 0001610520
$50M416K0.01%Q1 202609
IMA Advisory Services, Inc.
CIK 0001455495
$50M413K4.86%Q1 202610
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$45M319K0.22%Q2 202611
Betterment LLC
CIK 0001633901
$42M350K0.08%Q1 202612
Mariner, LLC
CIK 0001373442
$41M335K0.05%Q1 202613
US BANCORP \DE\
CIK 0000036104
$39M323K0.05%Q1 202614
Rockefeller Capital Management L.P.
CIK 0001739439
$36M301K0.06%Q1 202615
SEI INVESTMENTS CO
CIK 0000350894
$34M283K0.03%Q1 202616
GOLDMAN SACHS GROUP INC
CIK 0000886982
$30M247K0.00%Q1 202617
Global Retirement Partners, LLC
CIK 0001749744
$29M222K0.51%Q4 202518
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$28M228K0.04%Q1 202619
WELLS FARGO & COMPANY/MN
CIK 0000072971
$27M221K0.01%Q1 202620
Creative Planning
CIK 0001540235
$26M216K0.02%Q1 2026
Page 1 of 32
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