Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / ESG MSCI KLD 400
-
Number of holders
-
557
-
Total 13F shares, excl. options
-
24,021,118
-
Shares change
-
-635,962
-
Total reported value, excl. options
-
$2,796,060,091
-
Value change
-
-$73,550,468
-
Number of buys
-
200
-
Number of sells
-
-249
-
Price
-
$116.16
Significant Holders of ISHARES TR - ESG MSCI KLD 400 (DSI) as of Q2 2025
584 filings reported holding DSI - ISHARES TR - ESG MSCI KLD 400 as of Q2 2025.
ISHARES TR - ESG MSCI KLD 400 (DSI) has 557 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 24,021,118 shares
.
Largest 10 shareholders include MORGAN STANLEY (3,830,802 shares), ENVESTNET ASSET MANAGEMENT INC (1,984,501 shares), BANK OF AMERICA CORP /DE/ (1,440,776 shares), JPMORGAN CHASE & CO (1,196,215 shares), LPL Financial LLC (1,162,736 shares), Bank of New York Mellon Corp (1,148,473 shares), AMERIPRISE FINANCIAL INC (931,931 shares), UBS Group AG (449,836 shares), IMA Advisory Services, Inc. (402,011 shares), and Betterment LLC (396,933 shares).
This table shows the top 557 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.