سجل الورقة المالية · ربع مؤرشف
DSI
iShares ESG MSCI KLD 400 ETF · Financial Services · Asset Management
61الحاملون المتتبعون
0Δ المساهمون
16.40Mالأسهم المحتفظ بها
$2.11Bالقيمة المُبلَّغ عنها
+1المراكز الجديدة
−1الخروجات
مدخلات الزخم (المديرون المماثلون): اتساع نطاق المالكين 0.0% · تدفق الأسهم -7.0% · المراكز الجديدة الصافية 0.0% — الصيغة
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q4 2025
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| 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 | — | — |
من يحمله · Q4 2025
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.87M | +1.6% | $498.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.87M | +1.6% | $498.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 3.87M | +1.6% | $498.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 3.87M | +1.6% | $498.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 1.89M | — | $243.73M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 1.68M | — | $216.68M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 1.68M | — | $216.68M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 1.68M | — | $216.68M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 1.68M | — | $216.68M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | LPL Financial LLC | 1.26M | — | $162.17M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 1.22M | -50.7% | $157.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 1.22M | -50.7% | $157.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 1.22M | -50.7% | $157.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 1.22M | -50.7% | $157.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 1.22M | -50.7% | $157.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 1.22M | -50.7% | $157.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 1.22M | -50.7% | $157.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 1.22M | -50.7% | $157.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 863.15K | — | $111.23M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 863.15K | — | $111.23M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Bank of New York Mellon Corp | 795.28K | — | $102.46M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 795.28K | — | $102.46M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 795.28K | — | $102.46M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 795.28K | — | $102.46M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 795.28K | — | $102.46M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 795.28K | — | $102.46M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | UBS Group AG | 418.34K | — | $53.89M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | UBS Group AG | 418.34K | — | $53.89M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Mariner, LLC | 346.10K | — | $44.60M | 0.1% | n/c | 1 | SEC ↗ |
| 30 | Mariner, LLC | 346.10K | — | $44.60M | 0.1% | n/c | 1 | SEC ↗ |
| 31 | Mariner, LLC | 346.10K | — | $44.60M | 0.1% | n/c | 1 | SEC ↗ |
| 32 | Mariner, LLC | 346.10K | — | $44.60M | 0.1% | n/c | 1 | SEC ↗ |
| 33 | Us Bancorp \De\ | 327.01K | — | $42.13M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Us Bancorp \De\ | 327.01K | — | $42.13M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Us Bancorp \De\ | 327.01K | — | $42.13M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Us Bancorp \De\ | 327.01K | — | $42.13M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 297.07K | — | $38.27M | 0.1% | n/c | 1 | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 297.07K | — | $38.27M | 0.1% | n/c | 1 | SEC ↗ |
| 39 | Sei Investments Co | 285.12K | — | $36.73M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Wells Fargo & Company/Mn | 254.07K | — | $32.73M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Wells Fargo & Company/Mn | 254.07K | — | $32.73M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Wells Fargo & Company/Mn | 254.07K | — | $32.73M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Commonwealth Equity Services, Llc | 219.70K | — | $28.30M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Cetera Investment Advisers | 215.50K | — | $27.76M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Raymond James Financial Inc | 206.09K | — | $26.55M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Raymond James Financial Inc | 206.09K | — | $26.55M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Raymond James Financial Inc | 206.09K | — | $26.55M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Royal Bank Of Canada | 197.95K | — | $25.50M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Royal Bank Of Canada | 197.95K | — | $25.50M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Royal Bank Of Canada | 197.95K | — | $25.50M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Royal Bank Of Canada | 197.95K | — | $25.50M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Royal Bank Of Canada | 197.95K | — | $25.50M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Royal Bank Of Canada | 197.95K | — | $25.50M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Goldman Sachs Group ✦ | 194.49K | -3.9% | $25.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Goldman Sachs Group ✦ | 194.49K | -3.9% | $25.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Captrust Financial Advisors | 179.53K | — | $23.13M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Creative Planning | 177.93K | — | $22.92M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Osaic Holdings, Inc. | 156.77K | — | $20.20M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Osaic Holdings, Inc. | 156.77K | — | $20.20M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Osaic Holdings, Inc. | 156.77K | — | $20.20M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Truist Financial Corp | 154.85K | — | $19.95M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Truist Financial Corp | 154.85K | — | $19.95M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Focus Partners Wealth | 142.37K | — | $18.34M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Cerity Partners LLC | 134.62K | — | $17.34M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Cerity Partners LLC | 134.62K | — | $17.34M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Corient Private Wealth LP | 120.69K | — | $15.55M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Corient Private Wealth LP | 120.69K | — | $15.55M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Mml Investors Services, Llc | 107.77K | — | $13.88M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | HighTower Advisors, LLC | 81.05K | — | $10.44M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Cwm, Llc | 69.14K | — | $8.91M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Mercer Global Advisors Inc /Adv | 61.77K | — | $7.96M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Bank Of Montreal /Can/ | 61.63K | — | $7.94M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Assetmark, Inc | 51.87K | — | $6.68M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Stifel Financial Corp | 51.08K | — | $6.58M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Stifel Financial Corp | 51.08K | — | $6.58M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Stifel Financial Corp | 51.08K | — | $6.58M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Northwestern Mutual Wealth… | 29.72K | — | $3.83M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Lido Advisors, LLC | 28.91K | — | $3.64M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Wealthfront Advisers LLC | 26.50K | — | $3.41M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Franklin Resources Inc | 25.22K | — | $3.25M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Blair William & Co/Il | 22.35K | — | $2.88M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Wealth Enhancement Advisory… | 22.00K | — | $2.87M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Pnc Financial Services Group, Inc. | 21.56K | — | $2.78M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Pnc Financial Services Group, Inc. | 21.56K | — | $2.78M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Pnc Financial Services Group, Inc. | 21.56K | — | $2.78M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Pnc Financial Services Group, Inc. | 21.56K | — | $2.78M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Pnc Financial Services Group, Inc. | 21.56K | — | $2.78M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Fidelity (FMR) ✦ | 20.67K | +10.2% | $2.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Fidelity (FMR) ✦ | 20.67K | +10.2% | $2.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Jones Financial Companies Lllp | 20.32K | — | $2.62M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | National Bank Of Canada /Fi/ | 12.87K | — | $1.66M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Bnp Paribas Financial Markets | 12.51K | — | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Fifth Third Bancorp | 9.35K | — | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Renaissance Technologies ✦ | 8.50K | -15.8% | $1.10M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 95 | Citigroup Inc | 7.47K | — | $961,974 | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Hrt Financial Lp | 6.81K | — | $877,000 | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Baird Financial Group, Inc. | 6.50K | — | $837,266 | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Brown Advisory Inc | 6.26K | — | $806,218 | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Quantinno Capital Management LP | 4.93K | — | $635,194 | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Deutsche Bank Ag\ | 4.55K | — | $586,177 | 0.0% | n/c | 1 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| لا يوجد مشترون جدد متابعون هذا الربع. |
تم الخروج
| Citadel Advisors | $2.79M | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 584 المالكون, 23.20M الأسهم, $2.70B مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يحمله حاملو هذا الورقة المالية المتتبعون في أغلب الأحيان — إحصاءات التملّك المشترك، لا علاقات أساسية.
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q4 2025 ·
المنهجية ·
احصل على هذا عبر API