Menkul kıymet kaydı · arşivlenmiş çeyrek
DSI
iShares ESG MSCI KLD 400 ETF · Financial Services · Asset Management
60Takip edilen yatırımcılar
+4Δ sahipler
16.72MTutulan hisseler
$2.38BRaporlanan değer
+5Yeni pozisyonlar
−1Çıkışlar
Momentum girdileri (karşılaştırılabilir yöneticiler):
hissedar genişliği +7.1% ·
pay akışı +1.0% ·
net yeni pozisyonlar +6.7%
— formül
Geniş birikim — daha fazla hissedar arasında artan paylar
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q2 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 · Q2 2026
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Yeni | $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 ↗ |
"Yöneticinin ağırlığı" = pozisyonun, ilgili yöneticinin raporlanan 13F hisse senedi değeri içindeki payı — kanaat ölçütü. ✦ = küratörlü yönetici.
Yeni alıcılar
| Hrt Financial Lp | $2.00M | 0.0% |
Çıkıldı
| Qube Research & Technologies… | $35,993 | 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: Q2 2026 ·
Metodoloji ·
Bunu API aracılığıyla edinin