Ficha del valor · trimestre archivado
DSI
iShares ESG MSCI KLD 400 ETF · Financial Services · Asset Management
61Tenedores rastreados
0Δ titulares
16.40MAcciones mantenidas
$2.11BValor declarado
+1Nuevas posiciones
−1Cierres
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones -7.0% · nuevas posiciones netas 0.0% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — | — |
Quién lo tiene en cartera · Q4 2025
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.87M | +1.6% | $498.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | Envestnet Asset Management Inc | 1.89M | — | $243.73M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.68M | — | $216.68M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 4 | LPL Financial LLC | 1.26M | — | $162.17M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 1.22M | -50.7% | $157.77M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 6 | Ameriprise Financial Inc | 863.15K | — | $111.23M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Bank of New York Mellon Corp | 795.28K | — | $102.46M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 8 | UBS Group AG | 418.34K | — | $53.89M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Mariner, LLC | 346.10K | — | $44.60M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 10 | Us Bancorp \De\ | 327.01K | — | $42.13M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 11 | Rockefeller Capital Management L.P. | 297.07K | — | $38.27M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 12 | Sei Investments Co | 285.12K | — | $36.73M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 254.07K | — | $32.73M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Commonwealth Equity Services, Llc | 219.70K | — | $28.30M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 215.50K | — | $27.76M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 206.09K | — | $26.55M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 17 | Royal Bank Of Canada | 197.95K | — | $25.50M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 18 | Goldman Sachs Group ✦ | 194.49K | -3.9% | $25.06M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Captrust Financial Advisors | 179.53K | — | $23.13M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Creative Planning | 177.93K | — | $22.92M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 156.77K | — | $20.20M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 22 | Truist Financial Corp | 154.85K | — | $19.95M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Focus Partners Wealth | 142.37K | — | $18.34M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cerity Partners LLC | 134.62K | — | $17.34M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Corient Private Wealth LP | 120.69K | — | $15.55M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Mml Investors Services, Llc | 107.77K | — | $13.88M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 81.05K | — | $10.44M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cwm, Llc | 69.14K | — | $8.91M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Mercer Global Advisors Inc /Adv | 61.77K | — | $7.96M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Bank Of Montreal /Can/ | 61.63K | — | $7.94M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Assetmark, Inc | 51.87K | — | $6.68M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Stifel Financial Corp | 51.08K | — | $6.58M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 33 | Northwestern Mutual Wealth… | 29.72K | — | $3.83M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Lido Advisors, LLC | 28.91K | — | $3.64M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Wealthfront Advisers LLC | 26.50K | — | $3.41M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Franklin Resources Inc | 25.22K | — | $3.25M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Blair William & Co/Il | 22.35K | — | $2.88M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Wealth Enhancement Advisory… | 22.00K | — | $2.87M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 21.56K | — | $2.78M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 40 | Fidelity (FMR) ✦ | 20.67K | +10.2% | $2.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 41 | Jones Financial Companies Lllp | 20.32K | — | $2.62M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | National Bank Of Canada /Fi/ | 12.87K | — | $1.66M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Bnp Paribas Financial Markets | 12.51K | — | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Fifth Third Bancorp | 9.35K | — | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Renaissance Technologies ✦ | 8.50K | -15.8% | $1.10M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 46 | Citigroup Inc | 7.47K | — | $961,974 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Hrt Financial Lp | 6.81K | — | $877,000 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Baird Financial Group, Inc. | 6.50K | — | $837,266 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Brown Advisory Inc | 6.26K | — | $806,218 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Quantinno Capital Management LP | 4.93K | — | $635,194 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Deutsche Bank Ag\ | 4.55K | — | $586,177 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Susquehanna International Group, Llp | 4.15K | — | $534,516 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | First Trust Advisors Lp | 2.04K | — | $262,833 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Millennium Management ✦ | 2.00K | Nuevo | $257,145 | 0.0% | New | 1 | SEC ↗ |
| 55 | Cibc World Market Inc. | 1.82K | — | $234,342 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | BlackRock ✦ (pasivo) | 793 | -85.9% | $102,122 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 57 | Qube Research & Technologies Ltd | 655 | — | $84,384 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | TD Waterhouse Canada Inc. | 296 | — | $38,116 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Belvedere Trading LLC | 144 | — | $18,552 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | UBS AM, a distinct business unit of… | 100 | — | $12,883 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Russell Investments Group, Ltd. | 16 | — | $2,061 | 0.0% | n/c | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Millennium Management | $257,145 | 0.0% |
Posición cerrada
| Citadel Advisors | $2.79M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 584 tenedores, 23.20M acciones, $2.70B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Frecuentemente cotituladas
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q4 2025 ·
Metodología ·
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