iShares ESG MSCI KLD 400 ETF (DSI) Institutional Ownership $141.27 0.00 (0.00%) As of 05/22/2026 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)Number ofInstitutional Buyers(last 12 months)328TotalInstitutional Inflows(last 12 months)$372.57MNumber ofInstitutional Sellers(last 12 months)311TotalInstitutional Outflows(last 12 months)$322.85M 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. 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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 ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/22/2026WNY Asset Management LLC5,367$650K0.1%N/A0.014% 5/22/2026Verus Capital Partners LLC3,747$454K0.0%-6.2%0.010% 5/21/2026 JDM Financial Group LLC445$54K0.0%N/A0.001% 5/20/2026 SOA Wealth Advisors LLC.12,000$1.45M0.2%-4.6%0.032% 5/19/2026 GTS Financial LLC2,205$267K0.2%N/A0.006% 5/19/2026 Eley Financial Management Inc23,139$2.80M1.0%+1.9%0.062% 5/19/2026 Bank of America Corp DE1,490,807$180.67M0.0%-11.4%3.965% 5/19/2026 Financial Insights Inc.14,151$1.72M0.6%-5.2%0.038% 5/18/2026 EverSource Wealth Advisors LLC5,330$646K0.0%-8.9%0.014% 5/18/2026 Royal Bank of Canada176,824$21.43M0.0%-10.7%0.470% 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. 5/18/2026 Eley Financial Management Inc23,622$2.86M1.0%+4.0%0.063% 5/16/2026 Quantinno Capital Management LP23,106$2.80M0.0%+368.7%0.061% 5/15/2026 Gateway Wealth Partners LLC14,462$1.75M0.1%+192.9%0.038% 5/15/2026 Matrix Private Capital Group LLC1,640$199K0.1%N/A0.004% 5/15/2026 Waverly Advisors LLC17,678$2.14M0.0%+1.6%0.047% 5/15/2026 Wealth Alliance LLC6,692$811K0.1%-9.1%0.018% 5/14/2026 Hilltop Holdings Inc.16,028$1.94M0.2%-17.1%0.043% 5/14/2026 GC Wealth Management RIA LLC2,715$329K0.0%+12.7%0.007% 5/14/2026 Compound Planning Inc.5,279$640K0.0%+25.2%0.014% 5/14/2026 Modern Wealth Management LLC19,617$2.40M0.0%-3.5%0.052% 5/14/2026 Sei Investments Co.282,552$34.24M0.0%-0.9%0.751% 5/14/2026 Lido Advisors LLC25,026$3.03M0.0%-13.4%0.067% 5/13/2026 Cetera Investment Advisers203,543$24.67M0.0%-5.5%0.541% 5/13/2026 NewEdge Wealth LLC16,431$1.99M0.0%+0.4%0.044% 5/8/2026 PNC Financial Services Group Inc.65,586$7.95M0.0%+204.2%0.174% 5/8/2026 Johnson Financial Group Inc.113,725$13.78M0.5%+19.2%0.302% 5/8/2026 JSF Financial LLC1,960$238K0.0%+4.4%0.005% 5/7/2026 Hollencrest Capital Management1,667$202K0.0%+42.4%0.004% 5/7/2026 Scarborough Advisors LLC850$103K0.0%N/A0.002% 5/7/2026 KBC Group NV1,239$150K0.0%-59.1%0.003% 5/6/2026 IMA Advisory Services Inc.412,576$49.74M4.9%+1.1%1.097% 5/6/2026 Bartlett & CO. Wealth Management LLC5,888$714K0.0%+2.2%0.016% 5/6/2026 Cornerstone Planning Group LLC4,120$499K0.1%+2,103.2%0.011% 5/6/2026 Assetmark Inc.45,714$5.54M0.0%-11.9%0.122% 5/6/2026 Gould Asset Management LLC CA7,510$910K0.2%+4.5%0.020% 5/6/2026 Main Street Group LTD9,714$1.18M0.3%-1.4%0.026% 5/6/2026 Bessemer Group Inc.1,200$145K0.0%-36.2%0.003% 5/6/2026 Sofi Wealth LLC42,790$5.19M0.2%+24.7%0.114% 5/6/2026 Birchwood Financial Partners Inc.5,093$617K0.6%+19.0%0.014% 5/5/2026 Wealthfront Advisers LLC31,548$3.82M0.0%+19.0%0.084% Your $29.97 book is free today (Ad)Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options can give you up to 12 times the leverage of stocks — with a fraction of the capital tied up. This free guide lays it all out in plain English — from A to Z, with step-by-step examples you can follow in your own account.Normally $29.97. Today it's free. Grab your copy now.5/5/2026 D.A. Davidson & CO.9,092$1.10M0.0%+6.2%0.024% 5/5/2026 Navigation Group LLC5,089$617K0.1%N/A0.014% 5/5/2026 Bank of New York Mellon Corp1,254,533$152.04M0.0%+57.7%3.337% 5/5/2026 Milestone Investment Advisors LLC4,694$569K0.1%+5.0%0.012% 5/5/2026 Theory Financial LLC5,171$627K0.2%-12.1%0.014% 5/5/2026 Sanctuary Advisors LLC26,525$3.22M0.0%-6.8%0.071% 5/5/2026 Wealthgarden F.S. LLC3,218$390K0.3%-10.1%0.009% 5/4/2026 Uptick Partners LLC2,003$243K0.0%+8.6%0.005% 5/4/2026 Moment Partners LLC36,917$4.47M0.8%-0.4%0.098% 5/2/2026 Diversify Wealth Management LLC7,266$978K0.0%+33.1%0.019% 5/2/2026 Valmark Advisers Inc.11,320$1.37M0.0%+12.6%0.030% 5/1/2026 Citizens Financial Group Inc. RI7,718$935K0.0%-5.1%0.020% 5/1/2026 Midwest Trust Co6,214$753K0.0%+5.8%0.016% 5/1/2026 Fifth Third Bancorp70,112$8.50M0.0%+650.3%0.184% 5/1/2026 Sovran Advisors LLC10,951$1.33M0.1%+10.7%0.029% 5/1/2026 WealthShield Partners LLC4,973$603K0.1%-4.1%0.013% 5/1/2026 Sequoia Financial Advisors LLC11,104$1.35M0.0%-3.9%0.029% 5/1/2026 Mascoma Wealth Management LLC72,480$8.78M1.8%-8.5%0.190% 4/30/2026 Accredited Investors Inc.24,716$3.00M0.2%+1.8%0.065% 4/30/2026 Beacon Financial Group3,408$413K0.0%+7.0%0.009% 4/30/2026 Kestra Advisory Services LLC44,257$5.36M0.0%+49.9%0.116% 4/30/2026 CFS Investment Advisory Services LLC1,655$221K0.0%-5.2%0.004% 4/29/2026 Impact Investors Inc28,375$3.44M2.4%+10.2%0.074% 4/29/2026 Richmond Investment Services LLC2,398$291K0.0%-8.9%0.006% 4/29/2026 Horst & Graben Wealth Management LLC26,769$3.24M0.5%-8.9%0.070% 4/28/2026 Kathmere Capital Management LLC5,236$635K0.0%-3.1%0.014% 4/28/2026 Whittier Trust Co. of Nevada Inc.10,442$1.28M0.0%-2.0%0.027% 4/28/2026 Whittier Trust Co.11,028$1.35M0.0%-18.2%0.029% 4/28/2026 Columbia Bank35,440$4.30M1.2%+1.7%0.093% 4/28/2026 Ascentis Independent Advisors1,887$229K0.0%-7.3%0.005% 4/28/2026 Pennsylvania Capital Management Inc. ADV26,202$3.18M0.9%-0.4%0.069% 4/28/2026 Walkner Condon Financial Advisors LLC3,688$447K0.1%-14.0%0.010% 4/28/2026 Peak Financial Management Inc.6,185$750K0.2%-2.1%0.016% 4/28/2026 NBT Bank N A NY3,936$477K0.0%+2,951.2%0.010% 4/28/2026 WBH Advisory Inc.3,038$371K0.0%-8.6%0.008% 4/28/2026 QRG Capital Management Inc.6,915$838K0.0%-33.2%0.018% 4/27/2026 HB Wealth Management LLC19,330$2.34M0.0%+0.5%0.051% 4/27/2026 Altus Wealth Group LLC4,685$568K0.2%-4.3%0.012% 4/27/2026 PFG Investments LLC95,999$11.63M0.5%+2.7%0.252% 4/27/2026 BIP Wealth LLC2,765$335K0.0%-60.9%0.007% 4/27/2026 World Investment Advisors8,682$1.05M0.0%-8.5%0.023% 4/27/2026 Private Advisor Group LLC90,054$10.91M0.1%-1.1%0.237% 4/25/2026 Keybank National Association OH21,258$2.58M0.0%+0.9%0.056% 4/25/2026 Physician Wealth Advisors Inc.847$103K0.0%+381.3%0.002% 4/25/2026 TSG Advice Partners LLC1,893$229K0.0%+7.3%0.005% 4/24/2026 Capital Asset Advisory Services LLC3,369$448K0.0%-6.4%0.009% 4/24/2026 Financial Life Planners300$36K0.0%N/A0.001% 4/24/2026 First Pacific Financial6,067$735K0.1%-7.0%0.016% 4/24/2026 Prism Advisors Inc.5,902$715K0.2%+40.8%0.015% 4/24/2026 Strategic Point Investment Advisors LLC56,187$6.81M1.0%-4.0%0.147% I was right about SpaceX (Ad)Jeff Brown predicted Bitcoin before it climbed as high as 52,400%, Tesla before 2,150%, and Nvidia before 32,000%. Now he says SpaceX is shaping up to be the biggest IPO of the decade - and three key milestones just confirmed it. In the past 21 days: SpaceX crossed 10,000 active satellites, Elon filed confidential IPO paperwork with the SEC, and another rocket launched 25 more satellites. Two-thirds of every satellite in orbit now belongs to one company. The public filing could drop any day.See how to claim your stake in SpaceX before the public can4/23/2026 Mayflower Financial Advisors LLC3,888$471K0.0%-5.5%0.010% 4/23/2026 Bigelow Investment Advisors LLC4,626$561K0.2%-10.4%0.012% 4/23/2026 Oregon Pacific Wealth Management LLC3,773$457K0.5%-10.4%0.010% 4/23/2026 Continuum Advisory LLC13,065$1.58M0.2%-0.7%0.034% 4/23/2026 Apollon Wealth Management LLC12,270$1.49M0.0%+6.9%0.032% 4/23/2026 Vicus Capital16,264$1.97M0.1%-1.5%0.043% 4/22/2026 Patriot Financial Group Insurance Agency LLC7,128$864K0.0%+88.5%0.019% 4/22/2026 Janney Montgomery Scott LLC65,836$7.98M0.0%-4.3%0.172% 4/22/2026 Trilogy Capital Inc.2,924$354K0.0%+6.2%0.008% 4/22/2026 Traveka Wealth LLC2,923$354K0.1%-7.0%0.008% DSI Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of DSI shares? During the previous two years, 612 institutional investors and hedge funds held shares of iShares ESG MSCI KLD 400 ETF. The most heavily invested institutionals were Morgan Stanley ($498.16M), Envestnet Asset Management Inc. ($242.51M), Bank of America Corp DE ($180.67M), LPL Financial LLC ($162.17M), JPMorgan Chase & Co. ($157.77M), Bank of New York Mellon Corp ($152.04M), and Ameriprise Financial Inc. ($112.02M).Learn more on iShares ESG MSCI KLD 400 ETF's institutional investors. Which institutional investors have been buying iShares ESG MSCI KLD 400 ETF's stock? Of the 488 institutional investors that purchased iShares ESG MSCI KLD 400 ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of New York Mellon Corp ($655.62K), Raymond James Financial Inc. ($399.65K), Brooklyn FI LLC ($390.02K), LPL Financial LLC ($256.69K), US Bancorp DE ($232.66K), Essential Planning LLC. ($229.90K), and Global Retirement Partners LLC ($220.82K). How much institutional buying is happening at iShares ESG MSCI KLD 400 ETF? Institutional investors have bought a total of 2,983,708 shares in the last 24 months. This purchase volume represents approximately $372.57M in transactions. Which of iShares ESG MSCI KLD 400 ETF's major shareholders have been selling company stock? Of the 311 institutional investors that sold iShares ESG MSCI KLD 400 ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of New York Mellon Corp ($374.34K), Bank of America Corp DE ($261.63K), Cerity Partners LLC ($169.00K), Ameritas Advisory Services LLC ($126.46K), Envestnet Asset Management Inc. ($107.62K), Ameriprise Financial Inc. ($100.20K), and Hill Island Financial LLC ($93.77K). How much institutional selling is happening at iShares ESG MSCI KLD 400 ETF? Institutional investors have sold a total of 2,630,012 shares in the last 24 months. This volume of shares sold represents approximately $322.85M in transactions. 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