Catatan efek · kuartal yang diarsipkan
DSI
iShares ESG MSCI KLD 400 ETF · Financial Services · Asset Management
57Pemegang yang dilacak
-5Δ pemegang
16.62MSaham yang dipegang
$2.01BNilai yang dilaporkan
+0Posisi baru
−5Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang -8.1% ·
aliran saham +1.3% ·
posisi baru bersih -8.8%
· formula
Akumulasi terkonsentrasi: saham yang meningkat di antara lebih sedikit pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 29.39K | $4.36M | n/a | −1 |
| Q2 2026 | 59 | +4 | 16.62M | $2.37B | +5 | −2 |
| 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 |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (pasif) | 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" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Tidak ada pembeli terlacak baru kuartal ini. |
Telah keluar
| Renaissance Technologies | $1.10M | adalah 0.0% |
| Hrt Financial Lp | $877,000 | adalah 0.0% |
| First Trust Advisors Lp | $262,833 | adalah 0.0% |
| Millennium Management | $257,145 | adalah 0.0% |
| Belvedere Trading LLC | $18,552 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 584 pemegang, 23.20M saham, $2.70B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang sekuritas ini yang dilacak: jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API