증권 기록 · 과거 분기 (아카이브)
DSI
iShares ESG MSCI KLD 400 ETF · Financial Services · Asset Management
61추적 보유자
0Δ 보유자
16.40M보유 주식 수
$2.11B보고 가치
+1신규 편입 포지션
−1청산
모멘텀 입력값 (비교 가능한 운용사): 보유자 폭 0.0% · 주식 흐름 -7.0% · 순 신규 포지션 0.0% · 산식
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q4 2025
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 29.39K | $4.36M | n/a | n/a |
| Q2 2026 | 60 | +4 | 16.72M | $2.38B | +5 | −1 |
| Q1 2026 | 57 | -5 | 16.62M | $2.01B | n/a | −5 |
| Q4 2025 | 61 | 0 | 16.40M | $2.11B | +1 | −1 |
| Q3 2025 | 7 | -1 | 6.55M | $824.68M | n/a | −1 |
| Q2 2025 | 5 | +1 | 57.97K | $6.73M | +1 | n/a |
| Q1 2025 | 2 | 0 | 18.38K | $1.88M | n/a | n/a |
| Q4 2024 | 2 | -2 | 16.12K | $1.78M | +1 | −3 |
| Q3 2024 | 4 | +3 | 11.30K | $1.23M | +3 | n/a |
| Q2 2024 | 1 | n/a | 7.40K | $768,490 | n/a | n/a |
보유 현황 · Q4 2025
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.87M | +1.6% | $498.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | Envestnet Asset Management Inc | 1.89M | n/a | $243.73M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.68M | n/a | $216.68M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 4 | LPL Financial LLC | 1.26M | n/a | $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 | n/a | $111.23M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Bank of New York Mellon Corp | 795.28K | n/a | $102.46M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 8 | UBS Group AG | 418.34K | n/a | $53.89M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Mariner, LLC | 346.10K | n/a | $44.60M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 10 | Us Bancorp \De\ | 327.01K | n/a | $42.13M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 11 | Rockefeller Capital Management L.P. | 297.07K | n/a | $38.27M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 12 | Sei Investments Co | 285.12K | n/a | $36.73M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 254.07K | n/a | $32.73M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Commonwealth Equity Services, Llc | 219.70K | n/a | $28.30M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 215.50K | n/a | $27.76M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 206.09K | n/a | $26.55M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 17 | Royal Bank Of Canada | 197.95K | n/a | $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 | n/a | $23.13M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Creative Planning | 177.93K | n/a | $22.92M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 156.77K | n/a | $20.20M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 22 | Truist Financial Corp | 154.85K | n/a | $19.95M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Focus Partners Wealth | 142.37K | n/a | $18.34M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cerity Partners LLC | 134.62K | n/a | $17.34M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Corient Private Wealth LP | 120.69K | n/a | $15.55M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Mml Investors Services, Llc | 107.77K | n/a | $13.88M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 81.05K | n/a | $10.44M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cwm, Llc | 69.14K | n/a | $8.91M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Mercer Global Advisors Inc /Adv | 61.77K | n/a | $7.96M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Bank Of Montreal /Can/ | 61.63K | n/a | $7.94M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Assetmark, Inc | 51.87K | n/a | $6.68M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Stifel Financial Corp | 51.08K | n/a | $6.58M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 33 | Northwestern Mutual Wealth… | 29.72K | n/a | $3.83M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Lido Advisors, LLC | 28.91K | n/a | $3.64M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Wealthfront Advisers LLC | 26.50K | n/a | $3.41M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Franklin Resources Inc | 25.22K | n/a | $3.25M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Blair William & Co/Il | 22.35K | n/a | $2.88M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Wealth Enhancement Advisory… | 22.00K | n/a | $2.87M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 21.56K | n/a | $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 | n/a | $2.62M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | National Bank Of Canada /Fi/ | 12.87K | n/a | $1.66M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Bnp Paribas Financial Markets | 12.51K | n/a | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Fifth Third Bancorp | 9.35K | n/a | $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 | n/a | $961,974 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Hrt Financial Lp | 6.81K | n/a | $877,000 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Baird Financial Group, Inc. | 6.50K | n/a | $837,266 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Brown Advisory Inc | 6.26K | n/a | $806,218 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Quantinno Capital Management LP | 4.93K | n/a | $635,194 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Deutsche Bank Ag\ | 4.55K | n/a | $586,177 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Susquehanna International Group, Llp | 4.15K | n/a | $534,516 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | First Trust Advisors Lp | 2.04K | n/a | $262,833 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Millennium Management ✦ | 2.00K | 신규 | $257,145 | 0.0% | New | 1 | SEC ↗ |
| 55 | Cibc World Market Inc. | 1.82K | n/a | $234,342 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | BlackRock ✦ (패시브) | 793 | -85.9% | $102,122 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 57 | Qube Research & Technologies Ltd | 655 | n/a | $84,384 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | TD Waterhouse Canada Inc. | 296 | n/a | $38,116 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Belvedere Trading LLC | 144 | n/a | $18,552 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | UBS AM, a distinct business unit of… | 100 | n/a | $12,883 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Russell Investments Group, Ltd. | 16 | n/a | $2,061 | 0.0% | n/c | 1 | SEC ↗ |
"비중"은 해당 운용사의 보고된 13F 주식 가치에서 해당 포지션이 차지하는 비율로, 확신도 지표입니다. ✦ = 선별된 운용사.
신규 매수자
| Millennium Management | $257,145 | 0.0% |
청산됨
| Citadel Advisors | $2.79M | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 584 보유 기관, 23.20M 주식, $2.70B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 종목의 추적 보유자가 가장 많이 함께 보유하는 종목: 공동 보유 건수 기준이며, 펀더멘털 관계를 나타내지 않습니다.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q4 2025 ·
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