Security record · archived quarter
DSI
iShares ESG MSCI KLD 400 ETF · Financial Services · Asset Management
4Tracked holders
+3Δ holders
11.30KShares held
$1.23MReported value
+3New positions
−0Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 60 | +4 | 16.72M | $2.38B | +5 | −1 |
| Q1 2026 | 57 | -5 | 16.62M | $2.01B | — | −5 |
| Q4 2025 | 61 | 0 | 16.40M | $2.11B | +1 | −1 |
| Q3 2025 | 7 | -1 | 6.55M | $824.68M | — | −1 |
| Q2 2025 | 5 | +1 | 57.97K | $6.73M | +1 | — |
| Q1 2025 | 2 | 0 | 18.38K | $1.88M | — | — |
| Q4 2024 | 2 | -2 | 16.12K | $1.78M | +1 | −3 |
| Q3 2024 | 4 | +3 | 11.30K | $1.23M | +3 | — |
| Q2 2024 | 1 | — | 7.40K | $768,490 | — | — |
Who holds it · Q3 2024
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Renaissance Technologies ✦ | 5.60K | -24.3% | $609,224 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Marshall Wace ✦ | 3.17K | New | $344,973 | 0.0% | New | 1 | SEC ↗ |
| 3 | Millennium Management ✦ | 2.42K | New | $262,728 | 0.0% | New | 1 | SEC ↗ |
| 4 | Harris Associates (Oakmark) ✦ | 118 | New | $12,837 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $344,973 | 0.0% |
| Millennium Management | $262,728 | 0.0% |
| Harris Associates (Oakmark) | $12,837 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 584 holders, 23.20M shares, $2.70B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q3 2024 ·
Methodology ·
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