Catatan efek
DSI
iShares ESG MSCI KLD 400 ETF · Financial Services · Asset Management
59Pemegang yang dilacak
+4Δ pemegang
16.62MSaham yang dipegang
$2.37BNilai yang dilaporkan
+5Posisi baru
−2Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +7.3% ·
aliran saham +1.0% ·
posisi baru bersih +5.1%
— formula
Akumulasi luas — peningkatan saham di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 59 | +4 | 16.62M | $2.37B | +5 | −2 |
| 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 | — | — |
Siapa yang memegangnya · Q2 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.23M | +6.5% | $602.59M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 2 | Envestnet Asset Management Inc | 1.74M | -1.8% | $248.02M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.41M | -5.7% | $200.09M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 4 | LPL Financial LLC | 1.23M | -0.3% | $175.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Bank of New York Mellon Corp | 1.19M | -4.9% | $169.88M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 6 | JPMorgan Chase ✦ | 1.16M | -2.8% | $163.06M | 0.0% | ▼ Trim | 4 | SEC ↗ ×9 |
| 7 | Ameriprise Financial Inc | 797.29K | -4.5% | $117.06M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 8 | UBS Group AG | 407.53K | -2.1% | $58.03M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 9 | Mariner, LLC | 335.92K | +0.4% | $47.81M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 10 | Us Bancorp \De\ | 322.66K | -0.1% | $45.94M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 11 | Rockefeller Capital Management L.P. | 302.32K | +0.6% | $43.05M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Goldman Sachs Group ✦ | 298.96K | +21.0% | $42.57M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 13 | Sei Investments Co | 280.07K | -0.9% | $39.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 227.21K | -0.5% | $32.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 214.63K | -3.1% | $30.56M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 16 | Creative Planning | 210.93K | -2.5% | $30.03M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 17 | Cetera Investment Advisers | 204.76K | +0.6% | $29.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Captrust Financial Advisors | 177.44K | +1.9% | $25.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 176.79K | +1.5% | $25.17M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 20 | Osaic Holdings, Inc. | 174.48K | +35.9% | $24.85M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 21 | Cerity Partners LLC | 163.64K | 0.0% | $23.30M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 22 | Royal Bank Of Canada | 160.69K | -9.1% | $22.88M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 23 | Truist Financial Corp | 157.19K | +0.2% | $22.38M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 24 | Focus Partners Wealth | 137.46K | +0.5% | $19.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 103.45K | +16.5% | $14.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Mercer Global Advisors Inc /Adv | 94.73K | +41.8% | $13.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Fifth Third Bancorp | 70.08K | -0.1% | $9.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Bank Of Montreal /Can/ | 64.69K | +0.6% | $9.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 50.72K | -22.7% | $7.22M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 30 | Stifel Financial Corp | 46.58K | -4.7% | $6.63M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 31 | Assetmark, Inc | 43.91K | -3.9% | $6.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Susquehanna International Group, Llp | 39.49K | +119.4% | $5.62M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 33 | Jones Financial Companies Lllp | 38.64K | +36.4% | $5.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Wealthfront Advisers LLC | 36.84K | +16.8% | $5.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Corient Private Wealth LP | 35.58K | -42.4% | $5.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Wealth Enhancement Advisory… | 30.47K | +127.1% | $4.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 30.37K | +5.8% | $4.32M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 38 | Franklin Resources Inc | 29.05K | +15.2% | $4.14M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 39 | Northwestern Mutual Wealth… | 27.94K | -5.2% | $3.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Lido Advisors, LLC | 23.60K | -5.7% | $3.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Quantinno Capital Management LP | 23.11K | 0.0% | $3.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Brown Advisory Inc | 21.02K | -1.0% | $2.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Blair William & Co/Il | 20.42K | +0.1% | $2.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | CIBC Bancorp USA Inc. | 15.04K | +4.9% | $2.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 45 | Hrt Financial Lp | 14.03K | Baru | $2.00M | 0.0% | New | 1 | SEC ↗ |
| 46 | National Bank Of Canada /Fi/ | 11.22K | -2.2% | $1.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Citigroup Inc | 8.49K | +12.6% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Baird Financial Group, Inc. | 6.89K | +9.3% | $980,640 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Renaissance Technologies ✦ | 5.50K | Baru | $783,145 | 0.0% | New | 1 | SEC ↗ |
| 50 | Deutsche Bank Ag\ | 4.55K | 0.0% | $647,874 | 0.0% | Held | 3 | SEC ↗ |
| 51 | UBS AM, a distinct business unit of… | 3.69K | 0.0% | $525,989 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Nuveen, LLC | 3.41K | Baru | $485,550 | 0.0% | New | 1 | SEC ↗ |
| 53 | BlackRock ✦ (pasif) | 2.44K | -0.5% | $346,675 | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 54 | Manufacturers Life Insurance… | 1.66K | Baru | $236,367 | 0.0% | New | 1 | SEC ↗ |
| 55 | Russell Investments Group, Ltd. | 1.63K | +8040.0% | $231,811 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Cibc World Market Inc. | 1.63K | -6.1% | $231,811 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | AQR Capital Management ✦ | 1.54K | Baru | $219,222 | 0.0% | New | 1 | SEC ↗ |
| 58 | TD Waterhouse Canada Inc. | 296 | 0.0% | $42,070 | 0.0% | Held | 3 | SEC ↗ |
| 59 | Bnp Paribas Financial Markets | 91 | +9.6% | $12,957 | 0.0% | ▲ Add | 3 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Hrt Financial Lp | $2.00M | 0.0% |
| Renaissance Technologies | $783,145 | 0.0% |
| Nuveen, LLC | $485,550 | 0.0% |
| Manufacturers Life Insurance… | $236,367 | 0.0% |
| AQR Capital Management | $219,222 | 0.0% |
Telah keluar
| HighTower Advisors, LLC | $11.19M | adalah 0.0% |
| Qube Research & Technologies… | $35,993 | 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 efek ini yang dilacak — berdasarkan 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: Q2 2026 ·
Metodologi ·
Dapatkan ini melalui API