Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / ESG MSCI KLD 400
-
Total 13F shares
-
7,717,279
-
Share change
-
+447,153
-
Total reported value
-
$994,492,927
-
Price per share
-
$128.83
-
Number of holders
-
383
-
Value change
-
+$57,743,630
-
Number of buys
-
129
-
Number of sells
-
147
Institutional Holders of ISHARES TR - ESG MSCI KLD 400 (DSI) as of Q4 2025
As of 31 Dec 2025,
ISHARES TR - ESG MSCI KLD 400 (DSI) was held by
383 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
7,717,279 shares.
The largest 10 holders included
ENVESTNET ASSET MANAGEMENT INC, UBS Group AG, Envestnet Portfolio Solutions, Inc., US BANCORP \DE\, Global Retirement Partners, LLC, PARK AVENUE SECURITIES LLC, TRUIST FINANCIAL CORP, Gemmer Asset Management LLC, NATURAL INVESTMENTS, LLC, and Ameritas Advisory Services, LLC.
This page lists
391
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| 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.