Menkul kıymet kaydı · arşivlenmiş çeyrek
DSI
iShares ESG MSCI KLD 400 ETF · Financial Services · Asset Management
57Takip edilen yatırımcılar
-5Δ sahipler
16.62MTutulan hisseler
$2.01BRaporlanan değer
+0Yeni pozisyonlar
−5Çıkışlar
Momentum girdileri (karşılaştırılabilir yöneticiler):
hissedar genişliği -8.1% ·
pay akışı +1.3% ·
net yeni pozisyonlar -8.8%
— formül
Yoğunlaşmış birikim — daha az hissedar arasında artan paylar
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q1 2026
Zaman içinde sahiplik
| Çeyrek | Hissedarlar | Δ | Hisseler | Raporlanan değer | Yeni | Çıkışlar |
|---|---|---|---|---|---|---|
| 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 | — | — |
Kimler elinde bulunduruyor · Q1 2026
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.97M | +2.7% | $481.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.97M | +2.7% | $481.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 3.97M | +2.7% | $481.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 3.97M | +2.7% | $481.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 1.77M | -6.2% | $215.05M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 1.49M | -11.4% | $180.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 1.49M | -11.4% | $180.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 1.49M | -11.4% | $180.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 1.25M | +57.8% | $152.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Bank of New York Mellon Corp | 1.25M | +57.8% | $152.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Bank of New York Mellon Corp | 1.25M | +57.8% | $152.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Bank of New York Mellon Corp | 1.25M | +57.8% | $152.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 1.25M | +57.8% | $152.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Bank of New York Mellon Corp | 1.25M | +57.8% | $152.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | LPL Financial LLC | 1.23M | -2.1% | $149.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 1.19M | -2.8% | $139.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 1.19M | -2.8% | $139.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 1.19M | -2.8% | $139.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 1.19M | -2.8% | $139.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 1.19M | -2.8% | $139.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 1.19M | -2.8% | $139.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 1.19M | -2.8% | $139.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 1.19M | -2.8% | $139.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 834.82K | -3.3% | $101.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 834.82K | -3.3% | $101.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | UBS Group AG | 416.26K | -0.5% | $50.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | UBS Group AG | 416.26K | -0.5% | $50.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Mariner, LLC | 334.68K | -3.3% | $40.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Mariner, LLC | 334.68K | -3.3% | $40.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Mariner, LLC | 334.68K | -3.3% | $40.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Mariner, LLC | 334.68K | -3.3% | $40.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Us Bancorp \De\ | 323.13K | -1.2% | $39.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Us Bancorp \De\ | 323.13K | -1.2% | $39.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Us Bancorp \De\ | 323.13K | -1.2% | $39.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 300.56K | +1.2% | $36.43M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 300.56K | +1.2% | $36.43M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 37 | Sei Investments Co | 282.55K | -0.9% | $34.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Goldman Sachs Group ✦ | 247.08K | +27.0% | $29.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Goldman Sachs Group ✦ | 247.08K | +27.0% | $29.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Commonwealth Equity Services, Llc | 228.31K | +3.9% | $27.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Wells Fargo & Company/Mn | 221.43K | -12.8% | $26.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Wells Fargo & Company/Mn | 221.43K | -12.8% | $26.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Creative Planning | 216.46K | +21.6% | $26.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Cetera Investment Advisers | 203.54K | -5.5% | $24.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Royal Bank Of Canada | 176.82K | -10.7% | $21.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Royal Bank Of Canada | 176.82K | -10.7% | $21.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Royal Bank Of Canada | 176.82K | -10.7% | $21.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Royal Bank Of Canada | 176.82K | -10.7% | $21.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Royal Bank Of Canada | 176.82K | -10.7% | $21.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Royal Bank Of Canada | 176.82K | -10.7% | $21.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Royal Bank Of Canada | 176.82K | -10.7% | $21.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Raymond James Financial Inc | 174.24K | -15.4% | $21.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Raymond James Financial Inc | 174.24K | -15.4% | $21.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Raymond James Financial Inc | 174.24K | -15.4% | $21.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Captrust Financial Advisors | 174.14K | -3.0% | $21.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Cerity Partners LLC | 163.69K | +21.6% | $19.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Cerity Partners LLC | 163.69K | +21.6% | $19.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Truist Financial Corp | 156.91K | +1.3% | $19.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Truist Financial Corp | 156.91K | +1.3% | $19.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Focus Partners Wealth | 136.82K | -3.9% | $16.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Osaic Holdings, Inc. | 128.36K | -18.1% | $15.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Osaic Holdings, Inc. | 128.36K | -18.1% | $15.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | HighTower Advisors, LLC | 92.34K | +13.9% | $11.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Mml Investors Services, Llc | 88.81K | -17.6% | $10.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Fifth Third Bancorp | 70.11K | +650.3% | $8.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Cwm, Llc | 68.19K | -1.4% | $8.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Mercer Global Advisors Inc /Adv | 66.80K | +8.1% | $8.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Pnc Financial Services Group, Inc. | 65.59K | +204.2% | $7.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Pnc Financial Services Group, Inc. | 65.59K | +204.2% | $7.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Pnc Financial Services Group, Inc. | 65.59K | +204.2% | $7.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Pnc Financial Services Group, Inc. | 65.59K | +204.2% | $7.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Pnc Financial Services Group, Inc. | 65.59K | +204.2% | $7.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Bank Of Montreal /Can/ | 64.31K | +4.4% | $7.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Corient Private Wealth LP | 61.75K | -48.8% | $7.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Stifel Financial Corp | 48.85K | -4.4% | $5.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Stifel Financial Corp | 48.85K | -4.4% | $5.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Stifel Financial Corp | 48.85K | -4.4% | $5.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Assetmark, Inc | 45.71K | -11.9% | $5.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Wealthfront Advisers LLC | 31.55K | +19.0% | $3.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Northwestern Mutual Wealth… | 29.48K | -0.8% | $3.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Fidelity (FMR) ✦ | 28.72K | +38.9% | $3.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 82 | Fidelity (FMR) ✦ | 28.72K | +38.9% | $3.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 83 | Jones Financial Companies Lllp | 28.34K | +39.5% | $3.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Franklin Resources Inc | 25.22K | 0.0% | $3.06M | 0.0% | Held | 2 | SEC ↗ |
| 85 | Lido Advisors, LLC | 25.03K | -13.4% | $3.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Quantinno Capital Management LP | 23.11K | +368.7% | $2.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Brown Advisory Inc | 21.24K | +239.4% | $2.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Blair William & Co/Il | 20.40K | -8.7% | $2.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | Susquehanna International Group, Llp | 18.00K | +333.9% | $2.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Susquehanna International Group, Llp | 18.00K | +333.9% | $2.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | Wealth Enhancement Advisory… | 13.42K | -39.0% | $1.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | CIBC Bancorp USA Inc. | 14.34K | — | $1.58M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | CIBC Bancorp USA Inc. | 14.34K | — | $1.58M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | National Bank Of Canada /Fi/ | 11.48K | -10.8% | $1.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Citigroup Inc | 7.54K | +1.0% | $913,894 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Baird Financial Group, Inc. | 6.30K | -3.0% | $763,739 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | Deutsche Bank Ag\ | 4.55K | 0.0% | $551,415 | 0.0% | Held | 2 | SEC ↗ |
| 98 | UBS AM, a distinct business unit of… | 3.69K | +3595.0% | $447,797 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 99 | BlackRock ✦ (pasif) | 2.45K | +208.6% | $296,515 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 100 | BlackRock ✦ (pasif) | 2.45K | +208.6% | $296,515 | 0.0% | ▲ Add | 4 | SEC ↗ |
"Yöneticinin ağırlığı" = pozisyonun, ilgili yöneticinin raporlanan 13F hisse senedi değeri içindeki payı — kanaat ölçütü. ✦ = küratörlü yönetici.
Yeni alıcılar
| Bu çeyrekte takip edilen yeni alıcı yok. |
Çıkıldı
| Renaissance Technologies | $1.10M | idi 0.0% |
| Hrt Financial Lp | $877,000 | idi 0.0% |
| First Trust Advisors Lp | $262,833 | idi 0.0% |
| Millennium Management | $257,145 | idi 0.0% |
| Belvedere Trading LLC | $18,552 | idi 0.0% |
Tam piyasa bağlamı: TÜM 13F filers'ları genelinde (SEC yapılandırılmış veri, Q1 2026): 584 sahipler, 23.20M hisseler, $2.70B raporlanan. Bu, yukarıdaki takip edilen evren rakamlarından farklı, daha eski bir döneme aittir ve ikisi hiçbir zaman birbirine karıştırılmaz.
Sık birlikte tutulan
Bu menkul kıymetin takip edilen yatırımcılarının en sık birlikte elinde bulundurduğu diğer varlıklar — ortak sahiplik sayımları, temel ilişkiler değil.
Kaynak: Ayrıştırılmış 13F adi hisse senedi pozisyonlarından elde edilen sahiplik bilgileri (takip edilen evren, değişiklikler için karşılaştırılabilir setler); içeriden işlem satırları Form 3/4/5'ten; paylar Schedule 13D/13G'den; her dosyalama SEC EDGAR'daki orijinaline bağlantı içerir.
Raporlama dönemi: Q1 2026 ·
Metodoloji ·
Bunu API aracılığıyla edinin