Scheda del titolo · trimestre archiviato
DSI
iShares ESG MSCI KLD 400 ETF · Financial Services · Asset Management
60Holder monitorati
+4Δ titolari
16.72MQuote detenute
$2.38BValore dichiarato
+5Nuove posizioni
−1Uscite
Input di momentum (manager comparabili):
ampiezza dei detentori +7.1% ·
flusso azionario +1.0% ·
nuove posizioni nette +6.7%
— formula
Accumulo diffuso — azioni in aumento tra un maggior numero di detentori
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q2 2026
Proprietà nel tempo
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| 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 | — | — |
Chi lo detiene · Q2 2026
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.23M | +6.5% | $602.59M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 4.23M | +6.5% | $602.59M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 4.23M | +6.5% | $602.59M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 4.23M | +6.5% | $602.59M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 1.74M | -1.8% | $248.02M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 1.41M | -5.7% | $200.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 1.41M | -5.7% | $200.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 1.41M | -5.7% | $200.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 1.23M | -0.3% | $175.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Bank of New York Mellon Corp | 1.19M | -4.9% | $169.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Bank of New York Mellon Corp | 1.19M | -4.9% | $169.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Bank of New York Mellon Corp | 1.19M | -4.9% | $169.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 1.19M | -4.9% | $169.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Bank of New York Mellon Corp | 1.19M | -4.9% | $169.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Bank of New York Mellon Corp | 1.19M | -4.9% | $169.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 1.16M | -2.8% | $163.06M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 1.16M | -2.8% | $163.06M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 1.16M | -2.8% | $163.06M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 1.16M | -2.8% | $163.06M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 1.16M | -2.8% | $163.06M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 1.16M | -2.8% | $163.06M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 1.16M | -2.8% | $163.06M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 1.16M | -2.8% | $163.06M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 1.16M | -2.8% | $163.06M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 797.29K | -4.5% | $117.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 797.29K | -4.5% | $117.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 797.29K | -4.5% | $117.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | UBS Group AG | 407.53K | -2.1% | $58.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | UBS Group AG | 407.53K | -2.1% | $58.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | UBS Group AG | 407.53K | -2.1% | $58.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Mariner, LLC | 335.92K | +0.4% | $47.81M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 32 | Mariner, LLC | 335.92K | +0.4% | $47.81M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 33 | Mariner, LLC | 335.92K | +0.4% | $47.81M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 34 | Us Bancorp \De\ | 322.66K | -0.1% | $45.94M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 35 | Us Bancorp \De\ | 322.66K | -0.1% | $45.94M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 36 | Us Bancorp \De\ | 322.66K | -0.1% | $45.94M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 302.32K | +0.6% | $43.05M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 302.32K | +0.6% | $43.05M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 39 | Goldman Sachs Group ✦ | 298.96K | +21.0% | $42.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | Goldman Sachs Group ✦ | 298.96K | +21.0% | $42.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 41 | Sei Investments Co | 280.07K | -0.9% | $39.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Commonwealth Equity Services, Llc | 227.21K | -0.5% | $32.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Wells Fargo & Company/Mn | 214.63K | -3.1% | $30.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Wells Fargo & Company/Mn | 214.63K | -3.1% | $30.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Creative Planning | 210.93K | -2.5% | $30.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Creative Planning | 210.93K | -2.5% | $30.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Cetera Investment Advisers | 204.76K | +0.6% | $29.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Captrust Financial Advisors | 177.44K | +1.9% | $25.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Raymond James Financial Inc | 176.79K | +1.5% | $25.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Raymond James Financial Inc | 176.79K | +1.5% | $25.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Raymond James Financial Inc | 176.79K | +1.5% | $25.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Osaic Holdings, Inc. | 174.48K | +35.9% | $24.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Osaic Holdings, Inc. | 174.48K | +35.9% | $24.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Osaic Holdings, Inc. | 174.48K | +35.9% | $24.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Cerity Partners LLC | 163.64K | 0.0% | $23.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Cerity Partners LLC | 163.64K | 0.0% | $23.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Royal Bank Of Canada | 160.69K | -9.1% | $22.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Royal Bank Of Canada | 160.69K | -9.1% | $22.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Royal Bank Of Canada | 160.69K | -9.1% | $22.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Royal Bank Of Canada | 160.69K | -9.1% | $22.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Royal Bank Of Canada | 160.69K | -9.1% | $22.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Royal Bank Of Canada | 160.69K | -9.1% | $22.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Royal Bank Of Canada | 160.69K | -9.1% | $22.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Truist Financial Corp | 157.19K | +0.2% | $22.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Truist Financial Corp | 157.19K | +0.2% | $22.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Focus Partners Wealth | 137.46K | +0.5% | $19.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Mml Investors Services, Llc | 103.45K | +16.5% | $14.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | HighTower Advisors, LLC | 96.44K | +4.4% | $13.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Mercer Global Advisors Inc /Adv | 94.73K | +41.8% | $13.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Fifth Third Bancorp | 70.08K | -0.1% | $9.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Bank Of Montreal /Can/ | 64.69K | +0.6% | $9.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Pnc Financial Services Group, Inc. | 50.72K | -22.7% | $7.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Pnc Financial Services Group, Inc. | 50.72K | -22.7% | $7.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Pnc Financial Services Group, Inc. | 50.72K | -22.7% | $7.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Pnc Financial Services Group, Inc. | 50.72K | -22.7% | $7.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Pnc Financial Services Group, Inc. | 50.72K | -22.7% | $7.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Stifel Financial Corp | 46.58K | -4.7% | $6.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Stifel Financial Corp | 46.58K | -4.7% | $6.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | Assetmark, Inc | 43.91K | -3.9% | $6.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Susquehanna International Group, Llp | 39.49K | +119.4% | $5.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Susquehanna International Group, Llp | 39.49K | +119.4% | $5.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Jones Financial Companies Lllp | 38.64K | +36.4% | $5.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Wealthfront Advisers LLC | 36.84K | +16.8% | $5.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | Corient Private Wealth LP | 35.58K | -42.4% | $5.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Wealth Enhancement Advisory… | 30.47K | +127.1% | $4.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Fidelity (FMR) ✦ | 30.37K | +5.8% | $4.32M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 87 | Fidelity (FMR) ✦ | 30.37K | +5.8% | $4.32M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 88 | Franklin Resources Inc | 29.05K | +15.2% | $4.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Franklin Resources Inc | 29.05K | +15.2% | $4.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Northwestern Mutual Wealth… | 27.94K | -5.2% | $3.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Lido Advisors, LLC | 23.60K | -5.7% | $3.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | Quantinno Capital Management LP | 23.11K | 0.0% | $3.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | Brown Advisory Inc | 21.02K | -1.0% | $2.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 94 | Blair William & Co/Il | 20.42K | +0.1% | $2.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | CIBC Bancorp USA Inc. | 15.04K | +4.9% | $2.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | CIBC Bancorp USA Inc. | 15.04K | +4.9% | $2.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Hrt Financial Lp | 14.03K | Nuovo | $2.00M | 0.0% | New | 1 | SEC ↗ |
| 98 | National Bank Of Canada /Fi/ | 11.22K | -2.2% | $1.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | Citigroup Inc | 8.49K | +12.6% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | Baird Financial Group, Inc. | 6.89K | +9.3% | $980,640 | 0.0% | ▲ Add | 3 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| Hrt Financial Lp | $2.00M | 0.0% |
Uscito
| Qube Research & Technologies… | $35,993 | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 584 detentori, 23.20M azioni, $2.70B dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Frequentemente co-detenuti
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.
Provenienza: Proprietà ricavata dalle posizioni in azioni ordinarie 13F analizzate (universo monitorato, set comparabili per le variazioni); righe insider dai Moduli 3/4/5; partecipazioni dagli Schedule 13D/13G; ogni filing rimanda all'originale su SEC EDGAR.
Periodo di rendicontazione: Q2 2026 ·
Metodologia ·
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