iShares ESG MSCI KLD 400 ETF (DSI) Institutional Ownership $110.27 +0.70 (+0.64%) As of 02:36 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipRatingsBuy This Stock Institutional Ownership Changes (13F Filings) for iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)Number ofInstitutional Buyers(last 12 months)308TotalInstitutional Inflows(last 12 months)$454.23MNumber ofInstitutional Sellers(last 12 months)290TotalInstitutional Outflows(last 12 months)$268.22M Get DSI Insider Trade Alerts Want to know when executives and insiders are buying or selling iShares ESG MSCI KLD 400 ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data DSI Institutional Buying and Selling by Quarter iShares ESG MSCI KLD 400 ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/20/2025 Focus Partners Wealth49,121$5.03M0.0%-27.0%0.120% 5/19/2025 SageView Advisory Group LLC41,880$4.29M0.2%-33.2%0.102% 5/19/2025 SCS Capital Management LLC68,769$7.04M0.1%N/A0.168% 5/16/2025 Ascent Group LLC4,646$476K0.0%+37.7%0.011% 5/16/2025 Arete Wealth Advisors LLC3,289$337K0.0%-8.2%0.008% 5/16/2025 Goldman Sachs Group Inc.269,934$27.64M0.0%+7.1%0.653% 5/16/2025 Kestra Investment Management LLC2,021$207K0.0%+27.4%0.005% 5/16/2025 Jones Financial Companies Lllp55,134$5.65M0.0%+458.0%0.133% 5/16/2025 Coordinated Financial Services Inc. CO3,956$405K0.3%N/A0.010% 5/16/2025 NewEdge Advisors LLC28,487$2.92M0.0%+16.3%0.069% Get the Latest News and Ratings for DSI and Related StocksEnter your email address below to receive the latest news and analysts' ratings for iShares ESG MSCI KLD 400 ETF and its competitors with MarketBeat's FREE daily newsletter. 5/16/2025 Integrated Wealth Concepts LLC31,168$3.19M0.0%-1.8%0.075% 5/16/2025 Copperleaf Capital LLC5,227$535K0.3%-12.3%0.013% 5/16/2025 AlTi Global Inc.3,725$381K0.0%-3.9%0.009% 5/15/2025 EP Wealth Advisors LLC15,084$1.55M0.0%+1.1%0.036% 5/15/2025 Focus Partners Advisor Solutions LLC5,460$559K0.0%+55.9%0.013% 5/15/2025 One Wealth Capital Management LLC7,236$741K0.4%+4.9%0.017% 5/15/2025 Flputnam Investment Management Co.5,251$538K0.0%+9.0%0.013% 5/15/2025 Royal Bank of Canada159,822$16.37M0.0%+3.3%0.387% 5/15/2025 Betterment LLC409,944$41.98M0.1%-3.6%0.991% 5/15/2025 MAI Capital Management1,901$195K0.0%+11.2%0.005% 5/15/2025 Baird Financial Group Inc.9,329$955K0.0%-5.0%0.023% 5/15/2025 Mission Creek Capital Partners Inc.4,813$493K0.1%-14.5%0.012% 5/14/2025 Comerica Bank67,722$6.94M0.0%-6.1%0.164% 5/14/2025 Freedom Investment Management Inc.3,028$310K0.0%+64.4%0.007% 5/14/2025 Northwestern Mutual Wealth Management Co.30,692$3.14M0.0%-8.0%0.074% 5/14/2025 Sax Wealth Advisors LLC11,932$1.22M0.1%+228.1%0.029% 5/14/2025 Kestra Advisory Services LLC20,282$2.08M0.0%-15.4%0.049% 5/14/2025 Rede Wealth LLC6,074$622K0.2%-9.8%0.015% 5/14/2025 Ameriprise Financial Inc.989,124$101.33M0.0%+5.2%2.392% 5/14/2025 Dorsey & Whitney Trust CO LLC8,886$910K0.1%-14.9%0.021% 5/14/2025 Capital Analysts LLC3,176$325K0.0%+8.1%0.008% 5/14/2025 Erste Asset Management GmbH52,207$5.35M0.1%-11.9%0.126% 5/14/2025 RWA Wealth Partners LLC8,802$901K0.0%-2.3%0.021% 5/13/2025 Aptus Capital Advisors LLC16,230$1.66M0.0%-5.3%0.039% 5/13/2025 Moment Partners LLC34,336$3.52M0.7%-2.4%0.083% 5/13/2025 Raymond James Financial Inc.197,360$20.21M0.0%+3.6%0.477% 5/13/2025 Somerset Group LLC2,576$264K0.2%+8.8%0.006% 5/13/2025 Cresset Asset Management LLC20,438$2.09M0.0%-20.6%0.049% 5/13/2025 Schneider Downs Wealth Management Advisors LP21,863$2.24M0.4%-3.2%0.053% 5/13/2025 Gen Wealth Partners Inc3,059$313K0.1%-3.8%0.007% Vladimir Lenin was right… (Ad)The Magnificent 7 could be in for a world of pain… And the insiders know it. 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It’s called The Final Frontier.Including the name of the #1 company to buy.5/13/2025 EverSource Wealth Advisors LLC6,226$638K0.0%-9.3%0.015% 5/13/2025 Kovitz Investment Group Partners LLC46,509$4.76M0.0%-2.5%0.112% 5/13/2025 Harfst & Associates Inc.7,494$767K0.2%-2.0%0.018% 5/13/2025 Francis Financial Inc.102,576$10.51M2.5%+0.2%0.248% 5/13/2025 Heck Capital Advisors LLC3,427$351K0.0%-71.0%0.008% 5/13/2025 HighTower Advisors LLC73,354$7.51M0.0%-6.9%0.177% 5/13/2025 Trillium Asset Management LLC105,571$10.81M0.3%-31.0%0.255% 5/12/2025 Meridian Wealth Management LLC6,034$618K0.0%+2.6%0.015% 5/12/2025 Maia Wealth LLC7,891$785K0.2%-7.0%0.019% 5/12/2025 SouthState Corp623$64K0.0%N/A0.002% 5/12/2025 White Lighthouse Investment Management Inc.15,215$1.56M0.3%+1.8%0.037% 5/12/2025 Townsquare Capital LLC11,935$1.22M0.0%-13.1%0.029% 5/12/2025 Savvy Advisors Inc.6,517$667K0.1%-3.4%0.016% 5/12/2025 AlphaCore Capital LLC2,350$241K0.0%N/A0.006% 5/12/2025 WBH Advisory Inc.3,319$340K0.0%+6.9%0.008% 5/12/2025 Potentia Wealth12,195$1.25M0.6%+24.8%0.029% 5/9/2025 Altfest L J & Co. Inc.22,541$2.31M0.3%-1.3%0.055% 5/9/2025 Citizens Financial Group Inc. RI8,496$870K0.0%-15.6%0.021% 5/9/2025 WealthShield Partners LLC5,569$570K0.1%-11.3%0.013% 5/9/2025 Natural Investments LLC94,028$9.63M2.7%+15.7%0.227% 5/9/2025 Wealthspire Advisors LLC72,984$7.47M0.0%+100.1%0.177% 5/9/2025 Topel & Distasi Wealth Management LLC24,967$2.56M1.2%+22.6%0.060% 5/9/2025 McClarren Financial Advisors Inc.21,575$2.21M1.5%N/A0.052% 5/9/2025 Atria Wealth Solutions Inc.79,046$8.10M0.1%+12.6%0.191% 5/9/2025 Halter Ferguson Financial Inc.7,069$724K0.4%-2.3%0.017% 5/9/2025 Clearstead Trust LLC1,403$144K0.0%-25.3%0.003% 5/9/2025 Commonwealth Equity Services LLC204,711$20.96M0.0%-14.2%0.495% 5/9/2025Allianz SE41,900$4.29M0.1%+11.0%0.101% 5/9/2025 Smithfield Trust Co1,759$180K0.0%-5.2%0.004% 5/9/2025 Blair William & Co. IL22,990$2.35M0.0%-0.6%0.056% 5/9/2025 Manchester Capital Management LLC167,092$17.11M2.1%+26.7%0.404% 5/9/2025 PNC Financial Services Group Inc.28,764$2.95M0.0%-1.7%0.070% 5/8/2025 TIAA Trust National Association4,930$505K0.0%+3.1%0.012% 5/8/2025 Baker Avenue Asset Management LP14,896$1.53M0.0%-10.6%0.036% 5/8/2025 US Bancorp DE343,418$35.17M0.2%-14.6%0.831% 5/8/2025 Sound View Wealth Advisors Group LLC2,694$276K0.0%-23.9%0.007% 5/8/2025 Hoxton Planning & Management LLC4,205$431K0.2%N/A0.010% 5/8/2025 NorthRock Partners LLC8,146$834K0.0%-11.3%0.020% 5/8/2025 Arkadios Wealth Advisors4,608$472K0.0%-6.2%0.011% 5/8/2025 Eastern Bank356$36K0.0%-33.7%0.001% 5/7/2025 Creekside Partners25,622$2.62M1.4%-2.8%0.062% 5/7/2025 Foundations Investment Advisors LLC9,279$950K0.0%N/A0.022% 5/7/2025 LPL Financial LLC1,010,417$103.48M0.0%+0.5%2.444% 5/7/2025 Trilogy Capital Inc.2,782$285K0.0%+42.4%0.007% 5/6/2025 Assetmark Inc.44,504$4.56M0.0%+5.2%0.108% 5/6/2025 Cetera Investment Advisers160,478$16.44M0.0%+14.7%0.388% 5/6/2025 Avantax Advisory Services Inc.25,887$2.65M0.0%+26.1%0.063% 5/6/2025 Tempus Wealth Planning LLC16,741$1.71M0.5%+23.7%0.040% 5/6/2025 One Wealth Advisors LLC43,722$4.48M0.7%-7.2%0.106% 5/6/2025 Pinnacle Associates Ltd.2,268$232K0.0%N/A0.005% The DOJ Just Said Your Money Isn’t Yours (Ad)What If Washington Declared That: YOUR Money ISN'T Actually Yours? 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The most heavily invested institutionals were Morgan Stanley ($365.75M), Envestnet Asset Management Inc. ($208.21M), Bank of America Corp DE ($186.44M), JPMorgan Chase & Co. ($153.35M), Bank of New York Mellon Corp ($113.68M), LPL Financial LLC ($103.48M), and Ameriprise Financial Inc. ($101.33M).Learn more on DSI's institutional investors. Which institutional investors have been buying iShares ESG MSCI KLD 400 ETF stock? Of the 447 institutional investors that purchased iShares ESG MSCI KLD 400 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Portfolio Solutions Inc. ($752.55K), Bank of New York Mellon Corp ($471.43K), Cerity Partners LLC ($450.73K), Brooklyn FI LLC ($390.02K), Raymond James Financial Inc. ($387.85K), LPL Financial LLC ($309.04K), and Envestnet Asset Management Inc. ($288.75K). How much institutional buying is happening at iShares ESG MSCI KLD 400 ETF? Institutional investors have bought a total of 8,226,828 shares in the last 24 months. This purchase volume represents approximately $803.02M in transactions. Which iShares ESG MSCI KLD 400 ETF major shareholders have been selling company stock? Of the 345 institutional investors that sold iShares ESG MSCI KLD 400 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($1.02M), IMA Advisory Services Inc. ($434.90K), JPMorgan Chase & Co. ($252.49K), Envestnet Portfolio Solutions Inc. ($226.22K), J.P. Morgan Private Wealth Advisors LLC ($171.63K), Osaic Holdings Inc. ($167.85K), and Trillium Asset Management LLC ($165.83K). How much institutional selling is happening at iShares ESG MSCI KLD 400 ETF? Institutional investors have sold a total of 4,927,463 shares in the last 24 months. This volume of shares sold represents approximately $476.58M in transactions. 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