Who owns iShares ESG MSCI KLD 400 ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DSI from SEC Form 13F filings across 639 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 639 institutions disclosed 24.8M shares of iShares ESG MSCI KLD 400 ETF worth $3.54B — about 66.8% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
639
13F holders
$3.54B
value, 2026 filers
66.8%
of shares outstanding (24.8M sh)
80
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of DSI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 4.2M | $602.6M | 0.0% | 11.4% | +6.6% |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 1.7M | $248.0M | 0.1% | 4.7% | -1.8% |
| 3 | BANK OF AMERICA CORP /DE/ | 1.4M | $200.1M | 0.0% | 3.8% | -5.7% |
| 4 | LPL Financial LLC | 1.2M | $175.0M | 0.0% | 3.3% | -0.3% |
| 5 | Bank of New York Mellon Corp | 1.2M | $169.9M | 0.0% | 3.2% | -4.9% |
| 6 | JPMORGAN CHASE & CO | 1.2M | $163.1M | 0.0% | 3.1% | -2.8% |
| 7 | AMERIPRISE FINANCIAL INC | 797,286 | $117.1M | 0.0% | 2.1% | -4.5% |
| 8 | IMA Advisory Services, Inc. | 444,726 | $63.0M | 3.9% | 1.2% | +7.8% |
| 9 | UBS Group AG | 407,533 | $58.0M | 0.0% | 1.1% | -2.1% |
| 10 | Betterment LLC | 337,922 | $48.1M | 0.1% | 0.9% | -3.4% |
| 11 | Mariner, LLC | 335,917 | $47.8M | 0.1% | 0.9% | +0.4% |
| 12 | US BANCORP \DE\ | 322,658 | $45.9M | 0.1% | 0.9% | -0.1% |
| 13 | Envestnet Portfolio Solutions, Inc. | 318,940 | $45.4M | 0.2% | 0.9% | -2.2% |
| 14 | Rockefeller Capital Management L.P. | 302,319 | $43.0M | 0.1% | 0.8% | +0.6% |
| 15 | GOLDMAN SACHS GROUP INC | 298,963 | $42.6M | 0.0% | 0.8% | +21.0% |
| 16 | SEI INVESTMENTS CO | 280,073 | $39.9M | 0.0% | 0.8% | -0.9% |
| 17 | NORTHSTAR ASSET MANAGEMENT INC | 279,901 | $39.9M | 11.7% | 0.8% | +31.9% |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 227,210 | $32.4M | 0.0% | 0.6% | -0.5% |
| 19 | Global Retirement Partners, LLCNEW | 221,547 | $31.5M | 0.5% | 0.6% | new |
| 20 | WELLS FARGO & COMPANY/MN | 214,635 | $30.6M | 0.0% | 0.6% | -3.1% |
| 21 | Creative Planning | 210,927 | $30.0M | 0.0% | 0.6% | -2.6% |
| 22 | Cetera Investment Advisers | 204,758 | $29.2M | 0.0% | 0.6% | +0.6% |
| 23 | CAPTRUST FINANCIAL ADVISORS | 177,439 | $25.3M | 0.0% | 0.5% | +1.9% |
| 24 | RAYMOND JAMES FINANCIAL INC | 176,795 | $25.2M | 0.0% | 0.5% | +1.5% |
| 25 | OSAIC HOLDINGS, INC. | 174,483 | $24.8M | 0.0% | 0.5% | +35.9% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.