DSI
iShares ESG MSCI KLD 400 ETF · Financial Services · Asset Management
मोमेंटम इनपुट (तुलनीय प्रबंधक):
धारक व्यापकता -8.1% ·
शेयर प्रवाह +1.3% ·
नई शुद्ध पोजीशन -8.8%
· सूत्र
केंद्रित संचय: कम धारकों में बढ़ती हिस्सेदारी
सभी स्वामित्व आँकड़े: केवल ट्रैक किए गए 13F मैनेजर, सामान्य-स्टॉक पोजीशन, रिपोर्टिंग अवधि Q1 2026
| तिमाही | होल्डर | Δ | शेयर | रिपोर्ट किया गया मूल्य | नया | एग्जिट |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 72.28K | $10.63M | 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 |
| # | मैनेजर | शेयर | Δ शेयर | वैल्यू | उनका वेट | होल्ड किया गया | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.97M | +2.7% | $481.33M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 2 | Envestnet Asset Management Inc | 1.77M | -6.2% | $215.05M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.49M | -11.4% | $180.67M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 4 | Bank of New York Mellon Corp | 1.25M | +57.8% | $152.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 5 | LPL Financial LLC | 1.23M | -2.1% | $149.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 1.19M | -2.8% | $139.86M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 7 | Ameriprise Financial Inc | 834.82K | -3.3% | $101.15M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | UBS Group AG | 416.26K | -0.5% | $50.45M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Mariner, LLC | 334.68K | -3.3% | $40.56M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 10 | Us Bancorp \De\ | 323.13K | -1.2% | $39.16M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 11 | Rockefeller Capital Management L.P. | 300.56K | +1.2% | $36.43M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Sei Investments Co | 282.55K | -0.9% | $34.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 247.08K | +27.0% | $29.94M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Commonwealth Equity Services, Llc | 228.31K | +3.9% | $27.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 221.43K | -12.8% | $26.84M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Creative Planning | 216.46K | +21.6% | $26.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Cetera Investment Advisers | 203.54K | -5.5% | $24.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 176.82K | -10.7% | $21.43M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 19 | Raymond James Financial Inc | 174.24K | -15.4% | $21.12M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 20 | Captrust Financial Advisors | 174.14K | -3.0% | $21.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Cerity Partners LLC | 163.69K | +21.6% | $19.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Truist Financial Corp | 156.91K | +1.3% | $19.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Focus Partners Wealth | 136.82K | -3.9% | $16.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 128.36K | -18.1% | $15.56M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 25 | HighTower Advisors, LLC | 92.34K | +13.9% | $11.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Mml Investors Services, Llc | 88.81K | -17.6% | $10.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Fifth Third Bancorp | 70.11K | +650.3% | $8.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Cwm, Llc | 68.19K | -1.4% | $8.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Mercer Global Advisors Inc /Adv | 66.80K | +8.1% | $8.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 65.59K | +204.2% | $7.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 31 | Bank Of Montreal /Can/ | 64.31K | +4.4% | $7.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Corient Private Wealth LP | 61.75K | -48.8% | $7.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Stifel Financial Corp | 48.85K | -4.4% | $5.92M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 34 | Assetmark, Inc | 45.71K | -11.9% | $5.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Wealthfront Advisers LLC | 31.55K | +19.0% | $3.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Northwestern Mutual Wealth… | 29.48K | -0.8% | $3.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 28.72K | +38.9% | $3.48M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 38 | Jones Financial Companies Lllp | 28.34K | +39.5% | $3.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Franklin Resources Inc | 25.22K | 0.0% | $3.06M | 0.0% | Held | 2 | SEC ↗ |
| 40 | Lido Advisors, LLC | 25.03K | -13.4% | $3.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Quantinno Capital Management LP | 23.11K | +368.7% | $2.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Brown Advisory Inc | 21.24K | +239.4% | $2.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Blair William & Co/Il | 20.40K | -8.7% | $2.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Susquehanna International Group, Llp | 18.00K | +333.9% | $2.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 45 | Wealth Enhancement Advisory… | 13.42K | -39.0% | $1.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | CIBC Bancorp USA Inc. | 14.34K | n/a | $1.58M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 47 | National Bank Of Canada /Fi/ | 11.48K | -10.8% | $1.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Citigroup Inc | 7.54K | +1.0% | $913,894 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Baird Financial Group, Inc. | 6.30K | -3.0% | $763,739 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Deutsche Bank Ag\ | 4.55K | 0.0% | $551,415 | 0.0% | Held | 2 | SEC ↗ |
| 51 | UBS AM, a distinct business unit of… | 3.69K | +3595.0% | $447,797 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | BlackRock ✦ (निष्क्रिय) | 2.45K | +208.6% | $296,515 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 53 | Cibc World Market Inc. | 1.73K | -4.7% | $210,022 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | TD Waterhouse Canada Inc. | 296 | 0.0% | $36,156 | 0.0% | Held | 2 | SEC ↗ |
| 55 | Qube Research & Technologies Ltd | 297 | -54.7% | $35,993 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Bnp Paribas Financial Markets | 83 | -99.3% | $10,059 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Russell Investments Group, Ltd. | 20 | +25.0% | $2,424 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Their weight" = प्रबंधक के रिपोर्ट किए गए 13F इक्विटी मूल्य में उस पोज़िशन की हिस्सेदारी: conviction का माप। ✦ = curated manager।
नए खरीदार
| इस तिमाही कोई नया ट्रैक किया गया खरीदार नहीं। |
बाहर निकला
| Renaissance Technologies | $1.10M | था 0.0% |
| Hrt Financial Lp | $877,000 | था 0.0% |
| First Trust Advisors Lp | $262,833 | था 0.0% |
| Millennium Management | $257,145 | था 0.0% |
| Belvedere Trading LLC | $18,552 | था 0.0% |
पूर्ण-बाज़ार संदर्भ: सभी 13F फाइलरों में (SEC संरचित डेटा, Q1 2026): 584 धारक, 23.20M शेयर, $2.70B रिपोर्ट किया गया. यह ट्रैक किए गए यूनिवर्स के उपरोक्त आंकड़ों से भिन्न, पुरानी अवधि है और दोनों को कभी मिश्रित नहीं किया जाता।
इस सिक्योरिटी के ट्रैक किए गए धारक और क्या सबसे अधिक सामान्यतः रखते हैं: साझा स्वामित्व की गिनती, मौलिक संबंध नहीं।