As of 30 Sep 2025, 557 institutional investors reported holding 23,420,796 shares of ISHARES TR - ESG MSCI KLD 400 (DSI).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 5,871,982 | $749,718,714 | +$62,690,181 | $128.83 | 372 |
| 2025 Q3 | 23,420,796 | $2,949,708,204 | -$57,827,635 | $125.95 | 557 |
| 2025 Q2 | 24,021,118 | $2,796,060,091 | -$73,550,468 | $116.16 | 557 |
| 2025 Q1 | 24,567,524 | $2,516,374,001 | -$218,811,866 | $102.41 | 539 |
| 2024 Q4 | 26,792,102 | $2,954,736,299 | +$128,042,910 | $110.25 | 564 |
| 2024 Q3 | 25,980,439 | $2,825,813,395 | -$58,523,534 | $108.79 | 536 |
| 2024 Q2 | 26,544,352 | $2,755,781,816 | +$27,306,338 | $103.85 | 519 |
| 2024 Q1 | 26,277,923 | $2,648,474,434 | -$102,053,576 | $100.81 | 502 |
| 2023 Q4 | 27,474,620 | $2,501,755,250 | +$156,940,680 | $91.05 | 495 |
| 2023 Q3 | 25,713,566 | $2,093,999,704 | -$63,219,975 | $81.41 | 452 |
| 2023 Q2 | 25,067,544 | $2,110,097,965 | +$5,979,719 | $84.17 | 459 |
| 2023 Q1 | 24,741,836 | $1,929,426,158 | -$198,549,154 | $77.99 | 434 |
| 2022 Q4 | 27,161,275 | $1,950,294,294 | +$93,677,488 | $71.79 | 433 |
| 2022 Q3 | 26,028,356 | $1,747,271,579 | -$1,108,409 | $66.97 | 416 |
| 2022 Q2 | 26,139,634 | $1,880,534,924 | +$187,307,338 | $71.90 | 421 |
| 2022 Q1 | 23,434,844 | $2,029,442,146 | +$109,098,051 | $86.62 | 420 |
| 2021 Q4 | 22,680,558 | $2,106,004,959 | +$169,151,321 | $92.92 | 430 |
| 2021 Q3 | 20,113,578 | $1,674,408,833 | +$118,554,089 | $83.21 | 382 |
| 2021 Q2 | 18,934,076 | $1,568,501,248 | +$20,541,833 | $82.83 | 381 |
| 2021 Q1 | 18,761,467 | $1,434,474,928 | +$13,941,103 | $76.36 | 369 |
| 2020 Q4 | 18,467,696 | $1,325,942,602 | +$680,275,578 | $71.54 | 352 |
| 2020 Q3 | 8,194,958 | $1,048,021,398 | +$49,661,920 | $127.95 | 316 |
| 2020 Q2 | 7,834,236 | $925,777,403 | +$26,624,315 | $118.02 | 307 |
| 2020 Q1 | 7,989,880 | $772,935,335 | +$36,375,340 | $97.39 | 290 |
| 2019 Q4 | 7,204,869 | $865,557,550 | +$100,385,810 | $120.13 | 300 |
| 2019 Q3 | 6,340,651 | $702,421,772 | +$45,896,805 | $110.91 | 266 |
| 2019 Q2 | 5,926,571 | $647,694,551 | +$30,175,113 | $109.36 | 255 |
| 2019 Q1 | 5,572,859 | $588,126,230 | -$27,154,973 | $105.48 | 243 |
| 2018 Q4 | 5,929,115 | $551,704,539 | +$92,593,918 | $93.00 | 231 |
| 2018 Q3 | 4,885,705 | $521,472,537 | +$56,763,511 | $106.79 | 222 |
| 2018 Q2 | 4,343,562 | $438,421,466 | +$30,845,570 | $100.94 | 203 |
| 2018 Q1 | 4,069,900 | $397,517,729 | -$27,612,668 | $97.72 | 191 |
| 2017 Q4 | 4,354,215 | $427,837,057 | +$39,217,534 | $98.24 | 178 |
| 2017 Q3 | 3,941,067 | $365,869,716 | +$69,158,666 | $92.85 | 157 |
| 2017 Q2 | 3,193,374 | $285,302,758 | +$7,788,512 | $89.32 | 144 |
| 2017 Q1 | 3,111,929 | $269,967,104 | -$21,098,464 | $86.76 | 141 |
| 2016 Q4 | 3,387,038 | $279,081,814 | +$25,876,675 | $82.38 | 135 |
| 2016 Q3 | 3,082,552 | $248,112,076 | +$22,519,661 | $80.51 | 120 |
| 2016 Q2 | 2,777,940 | $214,892,910 | +$6,691,348 | $77.35 | 116 |
| 2016 Q1 | 2,674,923 | $204,743,350 | -$27,801,440 | $76.55 | 115 |
| 2015 Q4 | 3,013,519 | $226,157,049 | +$49,223,459 | $75.71 | 114 |
| 2015 Q3 | 2,286,673 | $162,357,981 | +$16,387,048 | $70.95 | 92 |
| 2015 Q2 | 2,065,038 | $157,100,155 | +$15,029,870 | $76.07 | 89 |
| 2015 Q1 | 1,865,261 | $144,062,107 | +$5,256,373 | $77.24 | 88 |
| 2014 Q4 | 1,821,000 | $139,441,223 | +$16,671,987 | $76.59 | 92 |
| 2014 Q3 | 1,578,296 | $115,789,892 | -$505,434 | $73.38 | 79 |
| 2014 Q2 | 1,554,870 | $113,671,410 | +$2,298,746 | $73.11 | 78 |
| 2014 Q1 | 1,513,398 | $106,289,425 | +$2,559,196 | $70.24 | 76 |