DSI
iShares ESG MSCI KLD 400 ETF · Financial Services · Asset Management
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
| 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 | — | — |
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 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 | HighTower Advisors, LLC | 96.44K | +4.4% | $13.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Mercer Global Advisors Inc /Adv | 94.73K | +41.8% | $13.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Fifth Third Bancorp | 70.08K | -0.1% | $9.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Bank Of Montreal /Can/ | 64.69K | +0.6% | $9.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 50.72K | -22.7% | $7.22M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 31 | Stifel Financial Corp | 46.58K | -4.7% | $6.63M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 32 | Assetmark, Inc | 43.91K | -3.9% | $6.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Susquehanna International Group, Llp | 39.49K | +119.4% | $5.62M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 34 | Jones Financial Companies Lllp | 38.64K | +36.4% | $5.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Wealthfront Advisers LLC | 36.84K | +16.8% | $5.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Corient Private Wealth LP | 35.58K | -42.4% | $5.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Wealth Enhancement Advisory… | 30.47K | +127.1% | $4.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 30.37K | +5.8% | $4.32M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 39 | Franklin Resources Inc | 29.05K | +15.2% | $4.14M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 40 | Northwestern Mutual Wealth… | 27.94K | -5.2% | $3.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Lido Advisors, LLC | 23.60K | -5.7% | $3.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Quantinno Capital Management LP | 23.11K | 0.0% | $3.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Brown Advisory Inc | 21.02K | -1.0% | $2.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Blair William & Co/Il | 20.42K | +0.1% | $2.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | CIBC Bancorp USA Inc. | 15.04K | +4.9% | $2.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 46 | Hrt Financial Lp | 14.03K | Yeni | $2.00M | 0.0% | New | 1 | SEC ↗ |
| 47 | National Bank Of Canada /Fi/ | 11.22K | -2.2% | $1.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Citigroup Inc | 8.49K | +12.6% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Baird Financial Group, Inc. | 6.89K | +9.3% | $980,640 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Renaissance Technologies ✦ | 5.50K | Yeni | $783,145 | 0.0% | New | 1 | SEC ↗ |
| 51 | Deutsche Bank Ag\ | 4.55K | 0.0% | $647,874 | 0.0% | Held | 3 | SEC ↗ |
| 52 | UBS AM, a distinct business unit of… | 3.69K | 0.0% | $525,989 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Nuveen, LLC | 3.41K | Yeni | $485,550 | 0.0% | New | 1 | SEC ↗ |
| 54 | BlackRock ✦ (pasif) | 2.44K | -0.5% | $346,675 | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 55 | Manufacturers Life Insurance… | 1.66K | Yeni | $236,367 | 0.0% | New | 1 | SEC ↗ |
| 56 | Russell Investments Group, Ltd. | 1.63K | +8040.0% | $231,811 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Cibc World Market Inc. | 1.63K | -6.1% | $231,811 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | AQR Capital Management ✦ | 1.54K | Yeni | $219,222 | 0.0% | New | 1 | SEC ↗ |
| 59 | TD Waterhouse Canada Inc. | 296 | 0.0% | $42,070 | 0.0% | Held | 3 | SEC ↗ |
| 60 | Bnp Paribas Financial Markets | 91 | +9.6% | $12,957 | 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% |
| 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% |
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.
Bu menkul kıymetin takip edilen yatırımcılarının en sık birlikte elinde bulundurduğu diğer varlıklar — ortak sahiplik sayımları, temel ilişkiler değil.